Instuitional Investor - Carroll Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Carroll Advisory Group, Llc |
| Portfolio Value | $304,544,977 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 41,700 | $28,640,350 | 9.4% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 118,405 | $25,192,897 | 8.27% | |
| 3. | Ishares Tr - MSCI ACWI EXUS | 501,020 | $23,297,302 | 7.65% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 63,591 | $19,266,330 | 6.33% | |
| 5. | IEF | 238,326 | $18,377,307 | 6.03% |
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