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Home > Institutional Investor > Carr Financial Group Corp > Profile

Instuitional Investor - Carr Financial Group Corp

Fund Profile
Filing Period:
Fund Name: Carr Financial Group Corp
Portfolio Value $322,367,559
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 966,827 $22,411,050 6.95%
2.
J P Morgan Exchange Traded F
 359,380 $22,295,907 6.91%
3.
Vanguard Bond Index Funds
 BND 308,549 $22,187,767 6.88%
4.
Vanguard Index Fds
 53,348 $15,460,660 4.79%
5.
Vanguard Specialized Funds - DIV APP ETF
 76,178 $14,917,962 4.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)