McCarthy Asset Management, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, McCarthy Asset Management, Inc. opened 3 positions, added to 8, reduced 5, sold out of 3 and left 0 unchanged. The largest increase in value was CGDV (+$13,668,254); the largest decrease was CGDV (-$11,561,980).
- VXUS: Country of operation —; Class VG TL INTL STK F; Shares 2025-12-31 170,686; Shares 2026-06-30 230,112.
- VIG: Country of operation —; Class DIV APP ETF; Shares 2025-12-31 124,158; Shares 2026-06-30 124,375.
- SCHM: Country of operation —; Class US MID-CAP ETF; Shares 2025-12-31 214,138; Shares 2026-06-30 219,273.
- SCHG: Country of operation —; Class US LCAP GR ETF; Shares 2025-12-31 354,388; Shares 2026-06-30 361,545.
Two Form 13F-HR filings compared (SEC CIK 1843169): 2025-12-31 (filed 2026-02-03) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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