| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC COM CL B | 1 | Q1 2022 | 22.0% |
| INVESCO QQQ TRUST UNIT SER 1 ETF | 1 | Q1 2022 | 13.6% |
| DBX ETF TRUST XTRACK MSCI EAFE ETF | 1 | Q1 2022 | 11.6% |
| SPDR SERIES TRUST S&P 600 SMCP VAL ETF | 1 | Q1 2022 | 8.2% |
| AMPLIFY ETF TR CWP ENHANCED DIV ETF | 1 | Q1 2022 | 6.2% |
| APPLE INC COM | 1 | Q1 2022 | 4.0% |
| AMPLIFY ETF TR ONLIN RETL ETF | 1 | Q1 2022 | 3.8% |
| VANGUARD FTSE EMR MKT ETF | 1 | Q1 2022 | 2.2% |
| MICROSOFT CORP COM | 1 | Q1 2022 | 1.9% |
| SCHWAB STRATEGIC TR INTL SCEQT ETF | 1 | Q1 2022 | 1.7% |
View Carter Financial Group, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-03 |
View Carter Financial Group, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.