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Home > Institutional Investor > Mcadam, Llc > 13F Holdings

Instuitional Investor - Mcadam, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 10,931,518 $339,970,205 13.13%
2.
Schwab Strategic Trust
 SCHD 10,922,591 $321,451,859 12.42%
3.
Schwab Strategic Trust
 SCHD 8,537,060 $288,894,116 11.16%
4.
Schwab Strategic Trust
 SCHD 9,317,087 $258,083,309 9.97%
5.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 1,973,980 $92,658,607 3.58%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.