Carbahal Olsen Financial Services Group, LLC

**Carbahal Olsen Financial Services Group, LLC** manages $130M across a diversified portfolio of 42 positions. The strategy exhibits a strong tilt toward broad market exposure, evidenced by top holdings including IVV ($32.6M) and IVW ($17.3M). Significant allocations are also directed toward sector-specific indices, notably NDQ ($17.3M) and IEFA ($13.9M). The portfolio maintains notable exposure to fixed income and dividend-paying equities, with AGG ($11.3M) and DVY ($1.9M) anchoring these segments.

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