Instuitional Investor - Carter Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Carter Financial Group, Inc. |
| Portfolio Value | $165,546,835 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 41,671 | $20,949,498 | 12.65% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 46,703 | $11,541,322 | 6.97% | |
| 3. | Amplify Etf Tr | 127,234 | $8,529,762 | 5.15% | |
| 4. | Bitwise Bitcoin Etf Tr | 129,434 | $8,053,379 | 4.86% | |
| 5. | Amplify Etf Tr | 171,470 | $7,642,431 | 4.62% |