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
-8.57%
+4.53%
1,022,296.6
Insurance
QQQ
PowerShares QQQ Trust Ser 1
28,002
10,152.0
0%
13.610
0%
0.010
+26.52%
+10.07%
357,775.2
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
228,735
8,626.0
0%
11.560
0%
0.200
+11.27%
+9.93%
7,845.6
 
SLYV
SPDR S&P 600 Small Cap Value ETF
72,972
6,081.0
0%
8.150
0%
0.140
+16.76%
-4.99%
3,750.3
 
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
123,095
4,610.0
0%
6.180
0%
0.330
+10.57%
+7.90%
4,624.3
 
AAPL
Apple Inc
16,922
2,955.0
0%
3.960
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IBUY
Amplify Online Retail ETF
42,759
2,809.0
0%
3.770
0%
0.760
+21.56%
+8.12%
153.8
 
VWO
Vanguard FTSE Emerging Markets ETF
34,820
1,606.0
0%
2.150
0%
0.000
+16.94%
+15.09%
86,951.2
 
MSFT
Microsoft Corp
4,498
1,387.0
0%
1.860
0%
0.000
+38.94%
+21.47%
3,790,969.0
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
+17.56%
+24.92%
4,612.8
 

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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