0001095449-24-000007.txt : 20240205
0001095449-24-000007.hdr.sgml : 20240205
20240202185613
ACCESSION NUMBER: 0001095449-24-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240205
DATE AS OF CHANGE: 20240202
EFFECTIVENESS DATE: 20240205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: McCarthy Asset Management, Inc.
CENTRAL INDEX KEY: 0001843169
ORGANIZATION NAME:
IRS NUMBER: 721589298
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20499
FILM NUMBER: 24593425
BUSINESS ADDRESS:
STREET 1: 3 LAGOON DRIVE
STREET 2: SUITE 155
CITY: REDWOOD SHORES
STATE: CA
ZIP: 94065
BUSINESS PHONE: (650) 610-9540
MAIL ADDRESS:
STREET 1: 3 LAGOON DRIVE
STREET 2: SUITE 155
CITY: REDWOOD SHORES
STATE: CA
ZIP: 94065
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001843169
XXXXXXXX
12-31-2023
12-31-2023
McCarthy Asset Management, Inc.
3 LAGOON DRIVE
SUITE 155
REDWOOD SHORES
CA
94065
13F HOLDINGS REPORT
028-20499
000118285
801-60897
N
Stephen P. McCarthy
President
(650) 610-9540
Stephen P. McCarthy
Redwood Shores
CA
01-22-2024
0
36
156243558
false
INFORMATION TABLE
2
table.2023-12.xml
13F INFORMATION SHEET FOR DECEMBER 31, 2023
ALPHABET INCCAP STK CL A02079K305222735715945SHSOLE0015945
ALPHABET INCCAP STK CL C02079K1078939196343SHSOLE006343
AMAZON COM INCCOM0231351063950442600SHSOLE002600
APPLE INCCOM037833100598949431109SHSOLE0031109
BERKSHIRE HATHAWAY INC DELCL B NEW084670702234682658SHSOLE00658
BOOKING HOLDINGS INCCOM09857L108500158141SHSOLE00141
CAPITAL GROUP GROWTH ETFSHS CREATION UNI14020G1012165347670SHSOLE007670
COSTCO WHSL CORP NEWCOM22160K105207925315SHSOLE00315
DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7085796758198315SHSOLE00198315
DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V880232879795364SHSOLE0095364
ELI LILLY & COCOM532457108461536792SHSOLE00792
GILEAD SCIENCES INCCOM37555810310658710131573SHSOLE00131573
ISHARES TRRUS 1000 GRW ETF464287614346655111434SHSOLE0011434
ISHARES TRRUS 1000 ETF46428762211584844417SHSOLE004417
J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q83731646746630037SHSOLE00630037
JOHNSON & JOHNSONCOM478160104227302714502SHSOLE0014502
MASTERCARD INCORPORATEDCL A57636Q10411289342647SHSOLE002647
META PLATFORMS INCCL A30303M1025089941438SHSOLE001438
MICROSOFT CORPCOM5949181046270061667SHSOLE001667
NETFLIX INCCOM64110L106452798930SHSOLE00930
NVIDIA CORPORATIONCOM67066G104275342556SHSOLE00556
SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479723202117304770SHSOLE00304770
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300676469481542SHSOLE0081542
SCHWAB STRATEGIC TRUS MID-CAP ETF808524508445372559131SHSOLE0059131
SCHWAB STRATEGIC TRUS BRD MKT ETF808524102255229945847SHSOLE0045847
T ROWE PRICE ETF INCCAP APPRECIATION87283Q86715488916560583SHSOLE00560583
T ROWE PRICE ETF INCULTRA SHRT TRM87283Q7012015064097SHSOLE004097
TELESIS BIO INCCOM192003101438911000SHSOLE0011000
TESLA INCCOM88160R10118375107395SHSOLE007395
VANGUARD BD INDEX FDSSHORT TRM BOND9219378275187146735SHSOLE006735
VANGUARD INDEX FDSSMALL CP ETF9229087512890491355SHSOLE001355
VANGUARD SPECIALIZED FUNDSDIV APP ETF92190884422766701133607SHSOLE00133607
VANGUARD STAR FDSVG TL INTL STK F921909768500432686341SHSOLE0086341
VANGUARD WORLD FDSHEALTH CAR ETF92204A504218861873SHSOLE00873
VISA INCCOM CL A92826C8399898613802SHSOLE003802
WELLS FARGO CO NEWCOM94974610150209410201SHSOLE0010201