| |
|
|
| Name: |
McCarthy Asset Management Inc. |
| City: |
REDWOOD SHORES |
| State: |
CA |
| Zip: |
94065 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHG |
Schwab Strategic Trust |
6 |
- |
$94.45 |
$7,616,000 |
82,140 |
4.69% |
851,000 |
598 |
0.008 |
Closed - End Fund - Debt |
|
|
AAPL |
Apple Inc |
8 |
- |
$192.25 |
$5,338,000 |
31,130 |
3.29% |
-651,000 |
21 |
0 |
Personal Computers |
|
|
JNJ |
Johnson & Johnson |
14 |
- |
$146.67 |
$2,310,000 |
14,604 |
1.42% |
37,000 |
102 |
0.001 |
Drug Manufacturers - ... |
|
|
IWB |
ishares trust Russell 1000 |
18 |
- |
$288.86 |
$1,274,000 |
4,423 |
0.78% |
116,000 |
6 |
0.003 |
Closed - End Fund - E... |
|
|
BSV |
Vanguard Short-Term Bond |
26 |
- |
$76.42 |
$519,000 |
6,768 |
0.32% |
0 |
33 |
0.001 |
Closed - End Fund - E... |
|
|
CGGR |
Capital Group Growth Etf |
30 |
- |
$0.00 |
$328,000 |
10,265 |
0.2% |
111,000 |
2,595 |
0.01 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
31 |
- |
$414.40 |
$280,000 |
667 |
0.17% |
45,000 |
9 |
0 |
Property & Casualty I... |
|
|
CVX |
Chevron Corp |
37 |
- |
$162.30 |
$210,000 |
1,333 |
0.13% |
210,000 |
1,333 |
0 |
Integrated Oil & Gas |
|
|
TBUX |
T Rowe Price Ultra Short-te... |
38 |
- |
$0.00 |
$205,000 |
4,151 |
0.13% |
3,000 |
54 |
0.046 |
N/A |
|
