• 13F History

Carbahal Olsen Financial Services Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$108M
Signature - Title
Kurt D. Schrader - Managing Partner
Location
Davis, CA
Summary
This page shows a list of all the recent 13F filings made by Carbahal Olsen Financial Services Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carbahal Olsen Financial Services Group, LLC reported 34 stock holdings with total value $108M as of Q4 2024. Top holdings included IVV, QQQ, IVW, IEFA, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 34 $108M $0 $0 IVV, QQQ, IVW, IEFA, AGG 13F-HR 2/13/2025, 04:13 PM