Carr Financial Group Corp - Portfolio overview

Carr Financial Group Corp has 206 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD TOTAL BOND MARKET ETF, 8.89%
2. EMXC - ISHARES MSCI EMERGING MARKETS EX CHINA ETF, 6.61%
3. IQLT - ISHARES MSCI INTL QUALITY FACTOR ETF, 6.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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