CF

Carter Financial Group, INC.

13F
Carter Financial Group, INC.
Last update 2022-05-03 61 Stocks (0 new)
Value $75.00 Mil Turnover 0 %
Countries:
Top Holdings: BRK.B(21.95%)QQQ(13.61%)DBEF(11.56%)SLYV(8.15%)DIVO(6.18%)
Summary Stock Picks Current Portfolio
Carter Financial Group, INC. Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
46,400
16,375.0
0%
21.950
0%
0.000
-8.92%
+6.82%
1,044,153.8
Insurance
QQQ
PowerShares QQQ Trust Ser 1
28,002
10,152.0
0%
13.610
0%
0.010
+21.05%
+10.82%
360,291.8
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
228,735
8,626.0
0%
11.560
0%
0.200
+9.74%
+12.26%
8,030.1
 
SLYV
SPDR S&P 600 Small Cap Value ETF
72,972
6,081.0
0%
8.150
0%
0.140
+14.51%
-3.12%
3,823.9
 
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
123,095
4,610.0
0%
6.180
0%
0.330
+10.52%
+9.31%
4,721.8
 
AAPL
Apple Inc
16,922
2,955.0
0%
3.960
0%
0.000
+3.30%
-13.95%
3,210,733.6
Hardware
IBUY
Amplify Online Retail ETF
42,759
2,809.0
0%
3.770
0%
0.760
+20.63%
+12.51%
160.0
 
VWO
Vanguard FTSE Emerging Markets ETF
34,820
1,606.0
0%
2.150
0%
0.000
+13.81%
+16.46%
86,325.7
 
MSFT
Microsoft Corp
4,498
1,387.0
0%
1.860
0%
0.000
+32.04%
+21.57%
3,793,867.7
Software
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
33,036
1,254.0
0%
1.680
0%
0.030
+17.17%
+27.85%
4,720.9
 

Carter Financial Group, INC.'s Historical Top Holdings Breakdowns

Carter Financial Group, INC. Total Holding History ($B)

To

Carter Financial Group, INC.'s Asset Allocation

To

Carter Financial Group, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Carter Financial Group, INC.'s Hypothetical Growth since 2022-03-31

Carter Financial Group, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Carter Financial Group, INC.'s Holdings Heat Map

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Carter Financial Group, INC.'s Holdings Bubble Chart

Carter Financial Group, INC. News

  • 1

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