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Carbahal Olsen Financial Services Group, LLC

13F
Carbahal Olsen Financial Services Group, LLC
Last update 2025-05-06 34 Stocks (2 new)
Value $105.00 Mil Turnover 1 %
Countries:
Carbahal Olsen Financial Servi... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
46,831
26,314.2
+0.94%
24.980
+0.23%
0.000
+19.71%
+7.98%
636,576.3
 
QQQ
INVESCO QQQ Trust
30,045
14,088.7
-1.06%
13.370
-0.15%
0.000
+26.41%
+10.07%
357,853.0
 
IVW
iShares S&P 500 Growth ETF
149,076
13,838.8
-1.07%
13.140
-0.15%
0.030
+27.03%
+10.54%
61,544.3
 
IEFA
iShares Core MSCI EAFE ETF
153,510
11,613.1
+1.25%
11.020
+0.14%
0.010
+10.95%
+20.93%
144,033.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
105,154
10,401.8
+1.79%
9.870
+0.17%
0.010
+2.13%
+3.72%
128,438.9
 
FDVV
Fidelity High Dividend ETF
122,101
6,056.2
+0.78%
5.750
+0.04%
0.130
+16.04%
+9.31%
5,689.5
 
IVE
iShares S&P 500 Value ETF
30,922
5,893.1
-0.16%
5.590
-0.01%
0.020
+12.22%
+5.05%
39,785.8
 
IWO
iShares Russell 2000 Growth ETF
14,768
3,773.7
+0.16%
3.580
+0.01%
0.040
+20.87%
+1.38%
11,815.4
 
AAPL
Apple Inc
9,056
2,011.7
+6.72%
1.910
+0.12%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
DVY
iShares Select Dividend ETF
13,839
1,858.4
+0.16%
1.760
0%
0.010
+9.65%
+6.57%
20,173.6
 

Carbahal Olsen Financial Services Group, LLC's Historical Top Holdings Breakdowns

Carbahal Olsen Financial Services Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM
Salesforce Inc
2025-03-31
New Buy
New Buy
+0.24%
268.36 ($311.03) 359.95
$263.59
-15.25%
New holding
925
925
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.23%
554.06 ($590.51) 615.85
$631.74
6.98%
Add 0.94%
46,831
435
CAT
Caterpillar Inc
2025-03-31
New Buy
New Buy
+0.19%
326.75 ($356.21) 407.63
$417.19
17.12%
New holding
621
621
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-0.19%
190.26 ($217) 242.06
$227.47
4.82%
Sold Out
0
-933
HD
The Home Depot Inc
2025-03-31
Sold Out
Sold Out
-0.18%
347.25 ($389.72) 424.87
$371.01
-4.80%
Sold Out
0
-514
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.17%
95.85 ($97.76) 99.25
$98.57
0.83%
Add 1.79%
105,154
1,850
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.15%
468.34 ($508.07) 539.52
$561.25
10.47%
Reduce -1.06%
30,045
-322
IVW
iShares S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.15%
92.45 ($100.81) 106.69
$111.98
11.08%
Reduce -1.07%
149,076
-1,615
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.14%
69.57 ($74.78) 78.65
$83.49
11.65%
Add 1.25%
153,510
1,901
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Reduce
Reduce
-0.14%
120.29 ($128.89) 134.6
$137.64
6.79%
Reduce -39.31%
1,789
-1,159

Carbahal Olsen Financial Services Group, LLC Total Holding History ($B)

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Carbahal Olsen Financial Services Group, LLC's Asset Allocation

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Carbahal Olsen Financial Services Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Carbahal Olsen Financial Services Group, LLC's Hypothetical Growth since 2025-03-31

Carbahal Olsen Financial Services Group, LLC's Yearly Returns

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Carbahal Olsen Financial Services Group, LLC's Holdings Heat Map

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