Instuitional Investor - Carter Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Carter Financial Group, Inc. |
| Portfolio Value | $74,595,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRKB | 46,400 | $16,375,000 | 21.95% | |
| 2. | Invesco Qqq Trust Unit Ser 1 Etf | 28,002 | $10,152,000 | 13.6% | |
| 3. | Dbx Etf Trust Xtrack Msci Eafe Etf | 228,735 | $8,626,000 | 11.56% | |
| 4. | Spdr Series Trust | 72,972 | $6,081,000 | 8.15% | |
| 5. | Amplify Etf Tr Cwp Enhanced Div Etf | 123,095 | $4,610,000 | 6.17% |
