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Home > Institutional Investor > Mccarthy Asset Management, Inc. > Profile

Instuitional Investor - Mccarthy Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mccarthy Asset Management, Inc.
Portfolio Value $155,755,908
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 895,438 $27,122,826 17.41%
2.
Vanguard Specialized Funds - DIV APP ETF
 122,730 $26,483,915 17%
3.
Schwab Strategic Trust
 FNDF 843,223 $23,019,985 14.78%
4.
T Rowe Price Etf Inc
 541,172 $20,402,189 13.1%
5.
Schwab Strategic Trust
 FNDF 344,756 $11,001,148 7.06%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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