Managed by Carter Financial, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | F FPF — | $10.4M | 207.8K | 0.00% | — |
| 6 | V VGES — | $5.7M | 22.3K | 0.00% | — |
| 7 | V VGES — | $3.1M | 35.0K | 0.00% | — |
| 8 | A AAPL — | $1.6M | 5.8K | 0.00% | — |
| 9 | V VGES — | $1.2M | 16.2K | 0.00% | — |
| 10 | V VGES — | $1.1M | 21.0K | 0.00% | — |
| 11 | V VOO — | $778K | 1.2K | 0.00% | — |
| 12 | V VYLD — | $753K | 14.9K | 0.00% | — |
| 13 | G GDDY — | $621K | 7.6K | 0.00% | — |
| 14 | V V — | $610K | 1.7K | 0.00% | — |
| 15 | V VYLD — | $545K | 10.7K | 0.00% | — |
| 16 | S SRE — | $360K | 4.1K | 0.00% | — |
| 17 | B | $346K | 689 | 0.00% | — |
| 18 | V VGES — | $334K | 4.3K | 0.00% | — |
| 19 | M MSFT — | $307K | 634 | 0.00% | — |
| 20 | S | $301K | 11.5K | 0.00% | — |