Carter Financial, LLC 13F Holdings

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Disclosed positions

Carter Financial, LLC: source evidence dated 2026-08-14T03:59:59.999Z.

Issuer: VANGUARD INDEX FDS
Ticker: VUG
Class: GROWTH ETF
Reported value: $33,233,611
Reported amount: 385,809
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-003410

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Disclosed positions

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VANGUARD INDEX FDS	VUG	GROWTH ETF	$33,233,611	385,809	SH	None
VANGUARD INDEX FDS	VTI	TOTAL STK MKT	$27,639,805	74,694	SH	None
CAPITAL GROUP DIVIDEND VALUE	CGDV	SHS CREAT UNIT	$20,182,522	409,548	SH	None
FIRST TR EXCHANGE-TRADED FD	LMBS	FST LOW OPPT EFT	$13,532,910	271,854	SH	None
VANGUARD INDEX FDS	VTV	VALUE ETF	$11,382,477	52,230	SH	None
VANGUARD INDEX FDS	VB	SMALL CP ETF	$6,472,539	21,353	SH	None
VANGUARD INDEX FDS	VNQ	REAL ESTATE ETF	$2,772,264	28,749	SH	None
VANGUARD INDEX FDS	VOO	S&P 500 ETF SHS	$2,163,610	3,150	SH	None
J P MORGAN EXCHANGE TRADED F	JMST	ULTRA SHT MUNCPL	$2,040,816	40,016	SH	None
J P MORGAN EXCHANGE TRADED F	JMUB	MUNICIPAL ETF	$1,647,195	32,518	SH	None
SCHWAB STRATEGIC TR	FNDF	FUNDAMENTAL INTL	$1,631,023	30,914	SH	None
APPLE INC	AAPL	COM	$1,580,195	5,461	SH	None
VANGUARD STAR FDS	VXUS	VG TL INTL STK F	$1,369,037	16,014	SH	None
VANGUARD MUN BD FDS	VTEB	TAX EXEMPT BD	$1,025,408	20,273	SH	None
GLOBAL X FDS	CATH	S&P 500 CATHOLIC	$671,949	7,593	SH	None
VISA INC	V	COM CL A	$596,634	1,739	SH	None
SCHWAB STRATEGIC TR	SCHG	US LCAP GR ETF	$568,106	16,788	SH	None
J P MORGAN EXCHANGE TRADED F	JPST	ULTRA SHRT ETF	$536,143	10,602	SH	None
SEMPRA	SRE	COM	$377,886	4,076	SH	None
BERKSHIRE HATHAWAY INC DEL	BRK.B	CL B NEW	$344,769	689	SH	None
CAPITAL GROUP INTL FOCUS EQT	CGXU	SHS CREAT UNIT	$334,533	9,663	SH	None
SCHWAB STRATEGIC TR	SCHB	US BRD MKT ETF	$332,577	11,484	SH	None
VANGUARD BD INDEX FDS	BIV	INTERMED TERM	$329,350	4,294	SH	None
FIRST TR EXCHANGE TRADED FD	SDVY	SMID RISNG ETF	$327,735	7,597	SH	None
CATERPILLAR INC	CAT	COM	$319,470	300	SH	None
J P MORGAN EXCHANGE TRADED F	JBND	ACTIVE BOND ETF	$313,136	5,853	SH	None
SCHWAB STRATEGIC TR	SCHD	US DIVIDEND EQ	$261,639	8,251	SH	None
FIRST TR EXCHNG TRADED FD VI	BUFR	FT LADD BUFF ETF	$256,331	7,017	SH	None
ISHARES TR	USMV	MSCI USA MIN ETF	$249,831	2,590	SH	None
MICROSOFT CORP	MSFT	COM	$236,495	634	SH	None
ABBVIE INC	ABBV	COM	$216,914	862	SH	None
FIFTH THIRD BANCORP	FITB	COM	$210,204	3,729	SH	None
HOME DEPOT INC	HD	COM	$202,791	575	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.