Instuitional Investor - Carter Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Carter Financial, Llc |
| Portfolio Value | $114,993,374 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 64,574 | $28,205,216 | 24.53% | |
| 2. | Vanguard Index Fds | 76,890 | $24,667,111 | 21.45% | |
| 3. | Capital Group Dividend Value | 396,546 | $16,869,052 | 14.67% | |
| 4. | First Tr Exchange-Traded Fd | 238,837 | $11,896,490 | 10.35% | |
| 5. | Vanguard Index Fds - VALUE ETF | 53,159 | $10,429,751 | 9.07% |
Hedge Fund Resource Center 
