Carbahal Olsen Financial Services Group, LLC
Carbahal Olsen Financial Services Group, LLC is an independent investment advisory firm headquartered in Davis, California. The firm was founded in 1999 and became a registered investment adviser in 2010. It specializes in serving individual clients, offering comprehensive financial planning and asset management services. With approximately $180 million in assets under management and 4 financial advisors, the firm provides objective advice, retirement planning, and investment management, primarily for individuals and small businesses.
Investment Strategy
Carbahal Olsen Financial Services Group offers comprehensive financial planning and discretionary asset management services tailored to individual client needs. Their approach emphasizes gathering detailed information about clients’ financial situations, risk tolerance, and goals, then constructing customized portfolios using mutual funds, ETFs, and individual securities. The firm focuses on long-term client relationships, adapting strategies as personal circumstances and financial goals evolve. All advisors are Certified Financial Planner™ professionals and follow fiduciary standards, prioritizing clients’ interests in every recommendation.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 25.43% | $29.8M | 48,031 | $589.24 | $620.90 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 14.04% | $16.5M | 29,851 | $511.23 | $551.64 | +$2.4M |
I IVW | ISHARES TR | 13.90% | $16.3M | 148,112 | $101.53 | $110.10 | +$2.5M |
I IEFA | ISHARES TR | 10.95% | $12.8M | 153,858 | $70.38 | $83.48 | +$1.2M |
A AGG | ISHARES TR | 9.26% | $10.9M | 109,479 | $97.02 | $99.20 | +$458.6K |