Mccarthy Asset Management, Inc. Top Holdings and 13F Report (2025) About Mccarthy Asset Management, Inc.Investment ActivityMccarthy Asset Management, Inc. has $138.05 million in total holdings as of March 31, 2025.Mccarthy Asset Management, Inc. owns shares of 25 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.15% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Mccarthy Asset Management, Inc. has purchased 25 new stocks and bought additional shares in 7 stocks.Mccarthy Asset Management, Inc. sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $24,669,275Vanguard Dividend Appreciation ETF $24,067,915SPDR Portfolio Short Term Corporate Bond ETF $23,469,474T. Rowe Price Capital Appreciation Equity ETF $17,659,985Schwab U.S. Large-Cap Growth ETF $8,991,777 Largest New Holdings this Quarter H5012F103 - LITHIUM ARGENTINA AG $42,479 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 1,268 shares (about $93.13K)Vanguard Total International Stock ETF 761 shares (about $47.26K)LITHIUM ARGENTINA AG 19,850 shares (about $42.48K)Capital Group Growth ETF 521 shares (about $17.84K)iShares Russell 1000 ETF 5 shares (about $1.53K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 2,053 shares (about $398.26K)T. Rowe Price Capital Appreciation Equity ETF 8,998 shares (about $290.46K)Alphabet 1,244 shares (about $194.33K)Alphabet 1,249 shares (about $193.16K)JPMorgan Ultra-Short Income ETF 2,637 shares (about $133.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMccarthy Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$24,669,275$87,235 ▼-0.4%882,30617.9%ETFVIGVanguard Dividend Appreciation ETF$24,067,915$398,261 ▼-1.6%124,06817.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$23,469,474$45,060 ▼-0.2%779,71717.0%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$17,659,985$290,455 ▼-1.6%547,08812.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,991,777$110,952 ▼-1.2%359,0976.5%ETFBNDVanguard Total Bond Market ETF$7,855,206$93,135 ▲1.2%106,9465.7%ETFDFACDimensional U.S. Core Equity 2 ETF$5,399,419$102,830 ▼-1.9%163,6683.9%ETFJPSTJPMorgan Ultra-Short Income ETF$4,651,195$133,512 ▼-2.8%91,8663.4%ETFSCHMSchwab U.S. Mid-Cap ETF$4,242,445$6,917 ▼-0.2%161,9253.1%ETFVXUSVanguard Total International Stock ETF$4,054,103$47,258 ▲1.2%65,2832.9%ETFIWFiShares Russell 1000 Growth ETF$3,967,418$21,305 ▼-0.5%10,9872.9%ETFSCHBSchwab US Broad Market ETF$2,121,738$85,216 ▼-3.9%98,5481.5%ETFJNJJohnson & Johnson$1,822,403$29,022 ▼-1.6%10,9891.3%MedicalIWBiShares Russell 1000 ETF$1,201,265$1,534 ▲0.1%3,9160.9%ETFAAPLApple$775,247$444 ▲0.1%3,4900.6%Computer and TechnologyCGGRCapital Group Growth ETF$656,791$17,845 ▲2.8%19,1760.5%ETFMSFTMicrosoft$462,831$751 ▲0.2%1,2330.3%Computer and TechnologyBRK.BBerkshire Hathaway$352,035$3,195 ▼-0.9%6610.3%FinanceTSLATesla$342,0910.0%1,3200.2%Auto/Tires/TrucksDFAXDimensional World ex U.S. Core Equity 2 ETF$312,886$681 ▲0.2%11,9420.2%ETFAMZNAmazon.com$281,5850.0%1,4800.2%Retail/WholesaleGOOGAlphabet$244,630$194,329 ▼-44.3%1,5660.2%Computer and TechnologyGOOGLAlphabet$213,422$193,162 ▼-47.5%1,3800.2%Computer and TechnologyETEnergy Transfer$195,844$8,496 ▼-4.2%10,5350.1%EnergyLITHIUM ARGENTINA AG$42,479$42,479 ▲New Holding19,8500.0%COM SHSLITHIUM AMERICAS ARGENTINA C$0$39,300 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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