Carr Financial Group Corp

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Worcester, MA
CIK
0001931232
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 167 270,256 BND, SCHX, JEPI, QQQE 13F-HR 1/26/2024 000108514624000532
Q3 2023 163 252,744 BND, VEA, JEPI, EEMV 13F-HR 11/6/2023 000108514623004130
Q2 2023 175 250,531 BND, VEA, MGK, EEMV 13F-HR 7/17/2023 000108514623002722
Q1 2023 169 226,959 BND, VEA, EEMV, JEPI 13F-HR 4/19/2023 000108514623001782
Q4 2022 164 189,953 VEA, VYM, BND, JEPI 13F-HR 2/13/2023 000108514623001121