Instuitional Investor - Carter Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Carter Financial, Llc |
| Portfolio Value | $133,359,905 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 385,809 | $33,233,611 | 24.92% | |
| 2. | Vanguard Index Fds | 74,694 | $27,639,805 | 20.73% | |
| 3. | Capital Group Dividend Value | 409,548 | $20,182,522 | 15.13% | |
| 4. | First Tr Exchange-Traded Fd | 271,854 | $13,532,910 | 10.15% | |
| 5. | Vanguard Index Fds - VALUE ETF | 52,230 | $11,382,477 | 8.54% |
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