The Analysis of McCarthy Asset Management, Inc.'s Holdings


Currently, McCarthy Asset Management, Inc. holds 26 types of securities in its portfolio with a total value $155.8M. In the most recent quarter, they have increased their positions in SPSB (+14.4K shares, valued at $437.2K), CGGR (+7.5K shares, valued at $328.4K), VXUS (+3.0K shares, valued at $219.1K); decreased their positions in JPST (-1.8K shares, valued at $90.9K), DFAC (-696 shares, valued at $26.8K), IWF (-44 shares, valued at $20.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPSB SPDR SERIES TRUST895.4K shares1.64%2025-09-302025-10-23history
VIG VANGUARD SPECIALIZED FUNDS122.7K shares0.73%2025-09-302025-10-23history
SCHD SCHWAB STRATEGIC TR843.2K shares0.06%2025-09-302025-10-23history
TCAF T ROWE PRICE ETF INC541.2K shares0.28%2025-09-302025-10-23history
SCHG SCHWAB STRATEGIC TR344.8K shares1.44%2025-09-302025-10-23history
BND VANGUARD BD INDEX FDS144.5K shares1.59%2025-09-302025-10-23history
DFAC DIMENSIONAL ETF TRUST159.1K shares-0.44%2025-09-302025-10-23history
VXUS VANGUARD STAR FDS71.8K shares4.33%2025-09-302025-10-23history
Sponsored
IWF ISHARES TR10.8K shares-0.41%2025-09-302025-10-23history
SCHM SCHWAB STRATEGIC TR162.9K shares1.43%2025-09-302025-10-23history
JPST J P MORGAN EXCHANGE TRADED F91.3K shares-1.92%2025-09-302025-10-23history
SCHB SCHWAB STRATEGIC TR87.8K shares-0.28%2025-09-302025-10-23history
JNJ JOHNSON & JOHNSON11.0K shares0.03%2025-09-302025-10-23history
IWB ISHARES TR3.9K shares0.49%2025-09-302025-10-23history
CGGR CAPITAL GROUP GROWTH ETF25.4K shares41.68%2025-09-302025-10-23history
AAPL APPLE INC3.3K shares-0.24%2025-09-302025-10-23history
Sponsored
MSFT MICROSOFT CORP1.2K shares-1.62%2025-09-302025-10-23history
TSLA TESLA INC1.3K shares0.00%2025-09-302025-10-23history
GOOG ALPHABET INC1.5K shares10.74%2025-09-302025-10-23history
GOOGL ALPHABET INC1.4K shares0.00%2025-09-302025-10-23history
AMZN AMAZON COM INC1.5K shares0.00%2025-09-302025-10-23history
DFAX DIMENSIONAL ETF TRUST9.9K shares0.60%2025-09-302025-10-23history
BRK.B BERKSHIRE HATHAWAY INC DEL609 shares-2.09%2025-09-302025-10-23history
AMAT APPLIED MATLS INC1.2K shares0.17%2025-09-302025-10-23history
Sponsored
ET ENERGY TRANSFER L P10.6K shares0.27%2025-09-302025-10-23history
LAR LITHIUM ARGENTINA AG19.5K shares-7.85%2025-09-302025-10-23history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available