Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCARTHY ASSET MANAGEMENT INC | 10-20-2022 | 09-30-2022 | 31 | 127,815,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1 | $26,499,000 | 528,284 | 20.73 | 528,284 | +Inf | 09-30-2022 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $23,317,000 | 351,003 | 18.24 | 351,003 | +Inf | 09-30-2022 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $19,189,000 | 141,971 | 15.01 | 141,971 | +Inf | 09-30-2022 | |
| GILEAD SCIENCES INC | COM | 4 | $9,252,000 | 149,984 | 7.24 | 149,984 | +Inf | 09-30-2022 |
