$147 Million is the total value of McCarthy Asset Management, Inc.'s 37 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA CORPORATION | $235,199 | – | 556 | +100.0% | 0.16% | – |
| New | T ROWE PRICE ETF INCcap appreciation | $203,934 | – | 7,987 | +100.0% | 0.14% | – | |
| ATER | New | ATERIAN INC | $4,600 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Jpmorgan Ultra Short | 12 | Q3 2023 | 23.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 18.5% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 16.9% |
| GILEAD SCIENCES INC | 12 | Q3 2023 | 8.3% |
| APPLE INC | 12 | Q3 2023 | 5.7% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 5.6% |
| Vanguard Total Interntl | 12 | Q3 2023 | 4.2% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.2% |
| Ishares Tr Russell | 12 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.1% |
View McCarthy Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-07 |
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.