account_balance
Investment manager · 13F filer · SEC CIK 2115533
Carter Financial, LLC
Reported value$133Mas of Jun 30, 2026
Positions33 5 new, 0 sold out
Top 10 weight90.8%VUG alone is 25%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
24.9%
VTIVanguard Index FDS
20.7%Trimmed −3%
CGDVCapital Group Dividend Value
15.1%Added +3%
LMBSFirst Tr Exchange-Traded Fd
10.1%Added +14%
VTVVanguard Index FDS
8.5%
VBVanguard Index FDS
4.9%Trimmed −3%
VNQ2.1%
VOO1.6%
JMST1.5%
JMUB1.2%
FNDF1.2%
VUGVanguard Index FDS
24.9%
VTIVanguard Index FDS
20.7%Trimmed −3%
CGDVCapital Group Dividend Value
15.1%Added +3%
LMBSFirst Tr Exchange-Traded Fd
10.1%+14%
VTVVanguard Index FDS
8.5%
VB4.9%
VNQ
JMUB
FNDF
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
VUG Vanguard Index FDS 24.9% Held
VTI Vanguard Index FDS 20.7% Trimmed −3%
CGDV Capital Group Dividend Value 15.1% Added +3%
LMBS First Tr Exchange-Traded Fd 10.1% Added +14%
VTV Vanguard Index FDS 8.5% Held
VB Vanguard Index FDS 4.9% Trimmed −3%
VNQ Vanguard Index FDS 2.1% Trimmed −8%
VOO Vanguard Index FDS 1.6% Added +27%
JMST J P Morgan Exchange Traded F 1.5% Held
JMUB J P Morgan Exchange Traded F 1.2% Added +27%
FNDF Schwab Strategic Tr 1.2% Added +44%
AAPL Apple Inc. 1.2% Trimmed −6%What changed
Biggest moves since Mar 31, 2026
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