Notify me when McCarthy Asset Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 27 | $191,558,661 | +$65,819,917 | -$32,138,661 | +$33,681,256 | VIG, VCSH, SCHD, TCAF, VXUS | 13F-HR | 02 Feb 2026, 18:33 |
| Q3 2025 | 26 | $155,755,908 | +$1,687,511 | -$371,114 | +$1,316,397 | SPSB, VIG, SCHD, TCAF, SCHG | 13F-HR | 22 Oct 2025, 18:10 |
| Q2 2025 | 27 | $147,222,595 | +$6,386,879 | -$3,016,441 | +$3,370,438 | SPSB, VIG, SCHD, TCAF, BND | 13F-HR | 31 Jul 2025, 16:26 |
| Q1 2025 | 25 | $138,053,459 | +$204,127 | -$1,749,247 | -$1,545,120 | SCHD, VIG, SPSB, TCAF, SCHG | 13F-HR | 14 May 2025, 16:39 |
| Q4 2024 | 25 | $141,738,991 | +$38,752,601 | -$28,141,039 | +$10,611,562 | VIG, SCHD, SPSB, TCAF, SCHG | 13F-HR | 14 Feb 2025, 19:47 |
| Q3 2024 | 35 | $160,844,414 | +$1,307,697 | -$18,793,622 | -$17,485,925 | VIG, SCHD, SPSB, JPST, TCAF | 13F-HR | 15 Nov 2024, 17:59 |
| Q2 2024 | 39 | $169,643,340 | +$22,162,933 | -$16,806,260 | +$5,356,673 | VIG, SCHD, JPST, SPSB, TCAF | 13F-HR | 13 Aug 2024, 19:24 |
| Q1 2024 | 39 | $162,458,552 | +$1,065,561 | -$1,530,119 | -$464,558 | JPST, SCHD, VIG, TCAF, GILD | 13F-HR | 08 May 2024, 20:22 |
| Q4 2023 | 36 | $156,243,558 | +$18,001,457 | -$7,436,004 | +$10,565,453 | JPST, SCHD, VIG, TCAF, GILD | 13F-HR | 02 Feb 2024, 18:56 |
| Q3 2023 | 36 | $136,282,723 | +$1,272,561 | -$7,877,453 | -$6,604,892 | JPST, SCHD, VIG, GILD, AAPL | 13F-HR | 15 Nov 2023, 18:44 |
| Q2 2023 | 37 | $146,848,552 | +$886,436 | -$6,274,742 | -$5,388,306 | JPST, SCHD, VIG, GILD, AAPL | 13F-HR | 04 Aug 2023, 19:25 |
| Q1 2023 | 34 | $147,224,181 | +$779,466 | -$602,571 | +$176,895 | JPST, SCHD, VIG, GILD, AAPL | 13F-HR | 08 May 2023, 19:46 |
| Q4 2022 | 34 | $143,263,640 | +$6,305,085 | -$1,897,280 | +$4,407,805 | JPST, SCHD, VIG, GILD, SCHY | 13F-HR | 20 Jan 2023, 18:39 |
| Q3 2022 | 31 | $127,815,000 | +$14,307,114 | -$1,148,833 | +$13,158,281 | JPST, SCHD, VIG, GILD, AAPL | 13F-HR | 28 Oct 2022, 16:44 |
| Q2 2022 | 33 | $122,903,000 | +$3,909,592 | -$8,667,026 | -$4,757,434 | SCHD, JPST, VIG, GILD, SCHY | 13F-HR | 19 Jul 2022, 18:03 |
| Q1 2022 | 330 | $143,593,000 | +$12,017,069 | -$1,117,678 | +$10,899,391 | SCHD, VIG, JPST, GILD, SCHG | 13F-HR | 10 May 2022, 19:42 |
| Q4 2021 | 324 | $145,406,000 | +$3,025,555 | -$843,440 | +$2,182,115 | SCHD, VIG, JPST, GILD, SCHG | 13F-HR | 04 Feb 2022, 20:32 |
| Q3 2021 | 338 | $133,045,000 | +$7,404,135 | -$14,075,902 | -$6,671,767 | SCHD, VIG, JPST, GILD, SCHG | 13F-HR | 10 Nov 2021, 19:22 |
| Q2 2021 | 404 | $140,544,000 | +$13,816,196 | -$7,935,083 | +$5,881,113 | SCHD, VIG, JPST, GILD, AAPL | 13F-HR | 04 Aug 2021, 20:05 |
| Q1 2021 | 357 | $127,790,000 | +$3,764,165 | -$2,297,381 | +$1,466,784 | VIG, SCHD, JPST, GILD, AAPL | 13F-HR | 13 May 2021, 14:35 |
| Q4 2020 | 339 | $120,540,000 | $0 | $0 | $0 | VIG, JPST, SCHD, GILD, AAPL | 13F-HR | 29 Jan 2021, 20:28 |