Instuitional Investor - Carter Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Carter Financial Group, Inc.
Portfolio Value $168,580,070
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%