Instuitional Investor - Carroll Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Carroll Advisory Group, Llc |
| Portfolio Value | $231,126,689 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 39,116 | $24,530,535 | 10.61% | |
| 2. | Ishares Tr - MSCI ACWI EXUS | 514,649 | $20,318,319 | 8.79% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 94,641 | $18,129,381 | 7.84% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 56,409 | $14,266,984 | 6.17% | |
| 5. | IEF | 181,517 | $11,980,162 | 5.18% |
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