account_balance
Investment manager · 13F filer · SEC CIK 1931232
Carr Financial Group Corp
Reported value$449Mas of Sep 30, 2026
Positions185 14 new, 11 sold out
Top 10 weight47.6%VIG alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Dividend Appreciation ETF
6.9%Added +4%
HELOJPMorgan Hedged Equity Laddered Overlay ETF
6.7%Added +66%
EMXCiShares MSCI Emerging Markets Ex China ETF
6.6%Added +4%
IQLTiShares MSCI Intl Quality Factor ETF
6.6%Added +4%
SHYiShares 1-3 Year Treasury Bond ETF
4.9%Added +536%
VTIVanguard Morningstar Total Stock Market ETF
4.0%
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
3.9%Added +12%
QQQInvesco QQQ Trust Series I
3.3%
IJHiShares Core S&P Mid-Cap ETF
2.3%+6%
IALTiShares Systematic Alternatives Active ETF
2.3%New
JEPQJPMorgan Nasdaq Equity Premium Income ETF
1.9%
DGROiShares Core Dividend Growth ETF
1.9%+13%
VIGVanguard Dividend Appreciation ETF
6.9%Added +4%
HELOJPMorgan Hedged Equity Laddered Overlay ETF
6.7%Added +66%
EMXCiShares MSCI Emerging Markets Ex China ETF
6.6%+4%
IQLTiShares MSCI Intl Quality Factor ETF
6.6%+4%
SHYiShares 1-3 Year Treasury Bond ETF
4.9%+536%
VTIVanguard Morningstar Total Stock Market ETF
4.0%
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
3.9%
QQQInvesco QQQ Trust Series I
3.3%
IJH2.3%
IALT
JEPQ
DGRO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Dividend Appreciation ETF 6.9% Added +4%
HELO JPMorgan Hedged Equity Laddered Overlay ETF 6.7% Added +66%
EMXC iShares MSCI Emerging Markets Ex China ETF 6.6% Added +4%
IQLT iShares MSCI Intl Quality Factor ETF 6.6% Added +4%
SHY iShares 1-3 Year Treasury Bond ETF 4.9% Added +536%
VTI Vanguard Morningstar Total Stock Market ETF 4.0% Held
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 3.9% Added +12%
QQQ Invesco QQQ Trust Series I 3.3% Held
IJH iShares Core S&P Mid-Cap ETF 2.3% Added +6%
IALT iShares Systematic Alternatives Active ETF 2.3% New
JEPQ JPMorgan Nasdaq Equity Premium Income ETF 1.9% Held
DGRO iShares Core Dividend Growth ETF 1.9% Added +13%
What changed
Biggest moves since Jun 30, 2026
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