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Ishares Tr usa min vo shares owned by Carter Financial

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Carter Financial from 13F filings

Historical chart of Carter Financial investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Carter Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Carter Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $250k 2.6k 96.46

More positions owned by Carter Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creat Unit (CGDV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Carter Financial

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Morgan Stanley
Bank of America Corporation
LPL Financial
Wealth Enhancement Advisory Services
Catalyst Capital Advisors
Millburn Ridgefield
Pnc Financial Services
Envestnet Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo