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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 $210,983,638
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 124,375 $29,429,719 13.95%
2.
Vanguard Scottsdale Funds
 VCIT 341,630 $26,999,033 12.8%
3.
Schwab Strategic Trust
 SCHD 805,382 $25,538,652 12.1%
4.
T Rowe Price Exchange-Traded
 537,516 $22,091,912 10.47%
5.
Vanguard Star Fds
 230,112 $19,672,279 9.32%
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.