StockDriftsStockDriftsTop 28 Carter Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 24.53% | 64.6K | $28.2M | +1.51%(+961) | $80.57(+6.12%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 21.45% | 76.9K | $24.7M | -4.60%(-3.71K) | $331.72(+11.17%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 14.67% | 396.5K | $16.9M | +9.02%(+32.80K) | $42.86(+14.22%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 10.35% | 238.8K | $11.9M | +14.94%(+31.04K) | $49.89(-0.31%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.07% | 53.2K | $10.4M | -2.30%(-1.25K) | $188.74(+16.12%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.03% | 22.1K | $5.8M | -0.87%(-193) | $256.12(+17.27%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.41% | 31.2K | $2.8M | -10.77%(-3.76K) | $89.95(+8.97%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 1.75% | 39.5K | $2.0M | +269.52%(+28.82K) | $50.97(-0.07%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.29% | 2.5K | $1.5M | +99.84%(+1.24K) | $616.05(+11.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.28% | 5.8K | $1.5M | +0.00%(+0) | $263.24(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.98% | -40.68% |
| Top 20 Holdings Unweighted | -12.58% | -33.18% |
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