McCarthy Asset Management, Inc.: 13F holdings
CIK 18431692026Q2
| Positions | 29 |
|---|---|
| Reported value | $211.0m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VIG VANGUARD SPECIALIZED FUNDS | 124,375 | $29.4m | 13.9% |
| VCSH VANGUARD SCOTTSDALE FDS | 341,630 | $27.0m | 12.8% |
| SCHD SCHWAB STRATEGIC TR | 805,382 | $25.5m | 12.1% |
| T ROWE PRICE EXCHANGE-TRADED | 537,516 | $22.1m | 10.5% |
| VXUS VANGUARD STAR FDS | 230,112 | $19.7m | 9.3% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 277,359 | $13.7m | 6.5% |
| SCHG SCHWAB STRATEGIC TR | 361,545 | $12.2m | 5.8% |
| BND VANGUARD BD INDEX FDS | 146,097 | $10.7m | 5.1% |
| CGGR CAPITAL GROUP GROWTH ETF | 214,639 | $10.1m | 4.8% |
| SCHM SCHWAB STRATEGIC TR | 219,273 | $8.1m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843169")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.