Carbahal Olsen Financial Services Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $32.61M | 25.0% |
| ISHARES TR | $17.30M | 13.3% |
| INVESCO QQQ TR | $17.26M | 13.2% |
| ISHARES TR | $13.90M | 10.7% |
| ISHARES TR | $11.28M | 8.7% |
| FIDELITY COVINGTON TRUST | $7.20M | 5.5% |
| ISHARES TR | $6.53M | 5.0% |
| ISHARES TR | $4.70M | 3.6% |
| Apple Inc. | $4.60M | 3.5% |
| ISHARES TR | $1.88M | 1.4% |
| Warren E. Buffett | $1.20M | 0.9% |
| ISHARES TR | $917.1K | 0.7% |
| MICROSOFT CORP | $904.6K | 0.7% |
| ELI LILLY & Co | $538.4K | 0.4% |
| ISHARES TR | $527.5K | 0.4% |
| BROOKFIELD CORP | $525.1K | 0.4% |
| Eaton Corp plc | $506.7K | 0.4% |
| APPLIED MATERIALS INC /DE | $481.7K | 0.4% |
| NVIDIA Corp | $460.8K | 0.4% |
| ISHARES TR | $449.6K | 0.3% |
| JOHNSON & JOHNSON | $446.0K | 0.3% |
| iShares MSCI UAE ETF | $422.9K | 0.3% |
| GILEAD SCIENCES, INC. | $365.8K | 0.3% |
| CATERPILLAR INC | $360.9K | 0.3% |
| Oklo Inc. | $358.8K | 0.3% |
| WELLS FARGO & COMPANY/MN | $342.2K | 0.3% |
| SEI INVESTMENTS CO | $328.1K | 0.3% |
| AbbVie Inc. | $324.5K | 0.2% |
| RTX Corp | $311.3K | 0.2% |
| PROCTER & GAMBLE Co | $305.3K | 0.2% |
| AT&T INC. | $303.7K | 0.2% |
| Meta Platforms Inc | $282.5K | 0.2% |
| Alphabet Inc. | $278.1K | 0.2% |
| Seagate Technology Holdings PLC | $275.4K | 0.2% |
| CHEVRON CORP | $262.6K | 0.2% |
| Salesforce Inc | $246.5K | 0.2% |
| VANGUARD INDEX FDS | $220.5K | 0.2% |
| BLACKROCK ETF TRUST II | $218.9K | 0.2% |
| Accenture plc | $216.0K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $211.2K | 0.2% |
| VANGUARD INDEX FDS | $202.8K | 0.2% |
| ATMOS ENERGY CORP | $201.2K | 0.2% |