StockDriftsStockDriftsTop 37 Carbahal Olsen Financial Services Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.09% | 48.1K | $31.4M | +0.93%(+443) | $583.65(+28.23%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 12.87% | 27.9K | $16.1M | -0.72%(-202) | $499.65(+42.62%) | 2026-03-31 | |
| IVW | ISHARES TR | 12.47% | 137.9K | $15.6M | -1.73%(-2.43K) | $98.64(+37.28%) | 2026-03-31 | |
| IEFA | ISHARES TR | 11.31% | 156.3K | $14.1M | +0.57%(+882) | $74.39(+30.80%) | 2026-03-31 | |
| AGG | ISHARES TR | 9.2% | 116.0K | $11.5M | +2.68%(+3.03K) | $99.10(-0.50%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 5.7% | 129.0K | $7.1M | +1.58%(+2.01K) | $50.53(+21.28%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.21% | 30.9K | $6.5M | +0.30%(+91) | $194.14(+18.57%) | 2026-03-31 | |
| IWO | ISHARES TR | 3.68% | 14.7K | $4.6M | +0.82%(+119) | $286.71(+34.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.4% | 16.8K | $4.3M | -0.91%(-154) | $246.87(+25.02%) | 2026-03-31 | |
| DVY | ISHARES TR | 1.59% | 13.1K | $2.0M | -1.29%(-171) | $133.18(+19.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.27% |
| Top 20 Holdings Unweighted | +7.34% | +23.68% |
Sign up free to track Carbahal Olsen Financial Services Group, LLC, compare funds side by side, and get alerts the moment positions change.