Carbahal Olsen Financial Services Group, LLC
Q4 2024 13F Holdings
- Locationdavis, CA
- Num holdings
34
- Value ($000)
$108,446
- Date Filed02/13/2025
- Form type13F-HR
- CIK0002052538
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $27.31M | 25 % | 46,396 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $15.52M | 14 % | 30,367 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $15.30M | 14 % | 150,691 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $10.66M | 10 % | 151,609 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $10.01M | 9 % | 103,304 | ||
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $6.05M | 6 % | 121,153 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $5.91M | 6 % | 30,971 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $4.24M | 4 % | 14,744 | ||
AAPL APPLE INC | COM | 037833100 | $2.13M | 2 % | 8,486 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $1.81M | 2 % | 13,817 |
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