Instuitional Investor - Carter Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Carter Financial Group, Inc. |
| Portfolio Value | $152,902,136 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 42,731 | $20,757,263 | 13.58% | |
| 2. | Invesco Nasdaq 100 Etf - NASDAQ 100 ETF | 48,678 | $11,054,756 | 7.23% | |
| 3. | Amplify Transformational Data Shrg Etf | 134,156 | $7,661,661 | 5.01% | |
| 4. | Bitwise Bitcoin Etf | 130,178 | $7,627,129 | 4.99% | |
| 5. | Amplify Cwp Enhanced Dividend Income Etf | 172,505 | $7,340,100 | 4.8% |
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