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Home > Institutional Investor > Carbahal Olsen Financial Services Group, Llc > 13F Holdings

Instuitional Investor - Carbahal Olsen Financial Services Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,056 $31,390,734 25.09%
2.
Invesco Qqq Tr
 27,891 $16,097,847 12.87%
3.
Ishares Trust
 IEF 137,939 $15,602,244 12.47%
4.
Ishares Trust
 HYG 156,274 $14,147,492 11.31%
5.
Ishares Trust
 IEF 115,964 $11,511,773 9.2%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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