StockDriftsStockDriftsTop 27 Mccarthy Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 14.24% | 124.2K | $27.3M | +1.16%(+1.43K) | $136.71(+64.12%) | 2025-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 13.96% | 335.5K | $26.7M | new | $79.83(-0.54%) | 2025-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 11.69% | 816.1K | $22.4M | -3.21%(-27.08K) | $20.78(+47.49%) | 2025-12-31 | |
| TCAF | T ROWE PRICE ETF INC | 11.48% | 575.6K | $22.0M | +6.35%(+34.38K) | $27.07(+42.22%) | 2025-12-31 | |
| VXUS | VANGUARD STAR FDS | 6.72% | 170.7K | $12.9M | +137.71%(+98.88K) | $67.76(+21.98%) | 2025-12-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.04% | 264.9K | $11.6M | new | $42.83(+5.94%) | 2025-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.03% | 354.4K | $11.6M | +2.79%(+9.63K) | $18.19(+76.43%) | 2025-12-31 | |
| BND | VANGUARD BD INDEX FDS | 5.63% | 145.7K | $10.8M | +0.78%(+1.13K) | $73.47(+0.55%) | 2025-12-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.76% | 205.2K | $9.1M | +707.33%(+179.76K) | $42.92(+2.88%) | 2025-12-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.31% | 178.3K | $8.3M | new | $46.35(-0.32%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.07% | +33.37% |
| Top 20 Holdings Unweighted | +18.10% | +64.73% |
Sign up free to track Mccarthy Asset Management, Inc., compare funds side by side, and get alerts the moment positions change.