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Home > Institutional Investor > Carbahal Olsen Financial Services Group, Llc > Profile

Instuitional Investor - Carbahal Olsen Financial Services Group, Llc

Fund Profile
Filing Period:
Fund Name: Carbahal Olsen Financial Services Group, Llc
Portfolio Value $105,340,519
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,831 $26,314,183 24.98%
2.
Invesco Qqq Tr
 30,045 $14,088,741 13.37%
3.
Ishares Trust
 IEF 149,076 $13,838,770 13.14%
4.
Ishares Tr - CORE MSCI EAFE
 153,510 $11,613,057 11.02%
5.
Ishares Trust
 IEF 105,154 $10,401,794 9.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)