Instuitional Investor - Carter Financial Group, Inc.

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%