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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 $144,043,991
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,420 $36,261,970 25.17%
2.
Invesco Qqq Tr
 27,747 $20,433,270 14.19%
3.
Ishares Trust
 IEF 133,884 $18,413,175 12.78%
4.
Ishares Trust
 HYG 157,951 $15,254,966 10.59%
5.
Ishares Trust
 IEF 118,579 $11,736,966 8.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.