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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 $147,222,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 881,003 $26,597,474 18.07%
2.
Vanguard Specialized Funds - DIV APP ETF
 121,836 $24,936,123 16.94%
3.
Schwab Strategic Trust
 FNDF 842,718 $22,332,030 15.17%
4.
T Rowe Price Etf Inc
 539,671 $19,039,578 12.93%
5.
Vanguard Bond Index Funds
 BND 142,280 $10,476,053 7.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)