SEC Form 13F

McCarthy Asset Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$210,983,638
Positions29

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$29,429,719124,375
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$26,999,033341,630
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$25,538,652805,382
T ROWE PRICE EXCHANGE-TRADEDTCAFCAP APPRECIATION$22,091,912537,516
VANGUARD STAR FDSVXUSVG TL INTL STK F$19,672,279230,112
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$13,668,254277,359
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$12,234,670361,545
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$10,724,986146,097
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$10,130,976214,639
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$8,084,582219,273

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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