Carroll Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR INDEX SHS FDS | $2.98M | 1.3% |
| INVESCO QQQ TR | $3.14M | 1.4% |
| VANGUARD STAR FDS | $3.18M | 1.4% |
| Tesla Inc | $3.40M | 1.5% |
| INVESCO EXCH TRD SLF IDX FD | $3.55M | 1.5% |
| INVESCO EXCH TRD SLF IDX FD | $3.57M | 1.5% |
| INVESCO EXCH TRD SLF IDX FD | $3.75M | 1.6% |
| INVESCO EXCH TRD SLF IDX FD | $3.76M | 1.6% |
| INTERNATIONAL BUSINESS MACHINES CORP | $4.46M | 1.9% |
| INVESCO EXCH TRD SLF IDX FD | $4.99M | 2.2% |
| SPDR SERIES TRUST | $6.15M | 2.7% |
| VANGUARD TAX-MANAGED FDS | $6.21M | 2.7% |
| VANGUARD INDEX FDS | $6.92M | 3.0% |
| PROCTER & GAMBLE Co | $8.11M | 3.5% |
| SPDR SERIES TRUST | $10.35M | 4.5% |
| PROSHARES TR | $10.37M | 4.5% |
| NVIDIA Corp | $11.98M | 5.2% |
| ISHARES TR | $11.98M | 5.2% |
| INVESCO EXCH TRADED FD TR II | $14.27M | 6.2% |
| INVESCO EXCHANGE TRADED FD T | $18.13M | 7.8% |
| ISHARES TR | $20.32M | 8.8% |
| VANGUARD INDEX FDS | $24.53M | 10.6% |