Instuitional Investor - Carter Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Carter Financial Group, Inc. |
| Portfolio Value | $168,580,070 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 42,620 | $21,422,762 | 12.71% | |
| 2. | Invesco Nasdaq 100 Etf - NASDAQ 100 ETF | 47,335 | $11,972,060 | 7.1% | |
| 3. | Amplify Cwp Enhanced Dividend Income Etf | 181,918 | $8,095,363 | 4.8% | |
| 4. | Amplify Blockchain Technology Etf | 129,640 | $7,375,235 | 4.37% | |
| 5. | AAPL | 25,137 | $6,833,861 | 4.05% |