Instuitional Investor - Carter Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Carter Financial, Llc |
| Portfolio Value | $113,324,780 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 63,613 | $31,034,201 | 27.39% | |
| 2. | Vanguard Index Fds | 80,598 | $27,021,943 | 23.84% | |
| 3. | Capital Group Dividend Value | 363,751 | $15,874,078 | 14.01% | |
| 4. | Vanguard Index Fds - VALUE ETF | 54,411 | $10,391,913 | 9.17% | |
| 5. | First Tr Exchange-Traded Fd | 207,798 | $10,387,826 | 9.17% |
Hedge Fund Resource Center 
