account_balance
Investment manager · 13F filer · SEC CIK 1843169
McCarthy Asset Management, Inc.
Reported value$209Mas of Sep 30, 2026
Positions28 1 new, 2 sold out
Top 10 weight84.8%VIG alone is 14%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Specialized Funds
13.7%
VCSHVanguard Scottsdale FDS
12.7%
SCHDSchwab Strategic Tr
12.4%
TCAFT Rowe Price Exchange-Traded
10.5%Trimmed −4%
VXUSVanguard Star FDS
9.3%
CGDVCapital Group Dividend Value
6.6%
SCHGSchwab Strategic Tr
6.1%Trimmed −2%
CGGRCapital Group Growth ETF
5.0%Added +2%
BNDVanguard Bd Index FDS
4.8%
JPIEJ P Morgan Exchange Traded F
3.7%
SCHMSchwab Strategic Tr
3.5%
IWFiShares Tr
2.5%
VIGVanguard Specialized Funds
13.7%
VCSHVanguard Scottsdale FDS
12.7%
SCHDSchwab Strategic Tr
12.4%
TCAFT Rowe Price Exchange-Traded
10.5%−4%
VXUSVanguard Star FDS
9.3%
CGDVCapital Group Dividend Value
6.6%
SCHGSchwab Strategic Tr
6.1%
CGGRCapital Group Growth ETF
5.0%
BND4.8%
JPIE
SCHM
IWF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Specialized Funds 13.7% Held
VCSH Vanguard Scottsdale FDS 12.7% Held
SCHD Schwab Strategic Tr 12.4% Held
TCAF T Rowe Price Exchange-Traded 10.5% Trimmed −4%
VXUS Vanguard Star FDS 9.3% Held
CGDV Capital Group Dividend Value 6.6% Held
SCHG Schwab Strategic Tr 6.1% Trimmed −2%
CGGR Capital Group Growth ETF 5.0% Added +2%
BND Vanguard Bd Index FDS 4.8% Held
JPIE J P Morgan Exchange Traded F 3.7% Held
SCHM Schwab Strategic Tr 3.5% Held
IWF iShares Tr 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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