Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $141,738,991
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 126,121 $24,698,271 17.42%
2.
Schwab Strategic Trust
 FNDF 885,426 $24,189,827 17.06%
3.
Spdr Series Trust
 781,214 $23,327,060 16.45%
4.
T Rowe Price Etf Inc
 556,086 $18,500,985 13.05%
5.
Schwab Strategic Trust
 FNDF 363,528 $10,131,514 7.14%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)