Instuitional Investor - Carter Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Carter Financial Group, Inc.
Portfolio Value $165,546,835
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%