| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Jpmorgan Ultra Short | 15 | Q2 2024 | 23.1% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 18.5% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 16.9% |
| GILEAD SCIENCES INC | 15 | Q2 2024 | 8.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 5.7% |
| APPLE INC | 15 | Q2 2024 | 5.7% |
| Vanguard Total Interntl | 15 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.2% |
| Ishares Tr Russell | 15 | Q2 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.1% |
View McCarthy Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-20 |
View McCarthy Asset Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.