Instuitional Investor - Carter Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Carter Financial Group, Inc. |
| Portfolio Value | $161,665,299 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 41,710 | $19,987,259 | 12.36% | |
| 2. | Invesco Nasdaq 100 Etf - NASDAQ 100 ETF | 46,540 | $11,058,786 | 6.84% | |
| 3. | Amplify Cwp Enhanced Dividend Income Etf | 179,981 | $8,072,145 | 4.99% | |
| 4. | Xtrackers Msci Eafe Hedged Equity Etf - XTRACK MSCI EAFE | 138,374 | $6,835,674 | 4.23% | |
| 5. | AAPL | 25,512 | $6,474,607 | 4% |
Hedge Fund Resource Center 
