0001095449-24-000030.txt : 20240509 0001095449-24-000030.hdr.sgml : 20240509 20240508202203 ACCESSION NUMBER: 0001095449-24-000030 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240509 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: 24928116 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 03-31-2024 03-31-2024 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 04-18-2024 0 39 162458552 false
INFORMATION TABLE 2 table.2024-03.xml 13F INFORMATION TABLE FOR MARCH 31, 2024 ALPHABET INCCAP STK CL A02079K305240657915945SHSOLE0015945 ALPHABET INCCAP STK CL C02079K1079606086309SHSOLE006309 AMAZON COM INCCOM0231351064689882600SHSOLE002600 APPLE INCCOM037833100533817031130SHSOLE0031130 APPLIED MATLS INCCOM0382221052374081151SHSOLE001151 BERKSHIRE HATHAWAY INC DELCL B NEW084670702280487667SHSOLE00667 BOOKING HOLDINGS INCCOM09857L108511531141SHSOLE00141 CAPITAL GROUP GROWTH ETFSHS CREATION UNI14020G10132838010265SHSOLE0010265 CHEVRON CORP NEWCOM1667641002102671333SHSOLE001333 COSTCO WHSL CORP NEWCOM22160K105230778315SHSOLE00315 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7086290141196875SHSOLE00196875 DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V880228135889676SHSOLE0089676 ELI LILLY & COCOM532457108615966792SHSOLE00792 ENERGY TRANSFER L PCOM UT LTD PTN29273V10017866411358SHSOLE0011358 GILEAD SCIENCES INCCOM3755581039546003130321SHSOLE00130321 ISHARES TRRUS 1000 GRW ETF464287614381753111326SHSOLE0011326 ISHARES TRRUS 1000 ETF46428762212739224423SHSOLE004423 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q83731460392623595SHSOLE00623595 JOHNSON & JOHNSONCOM478160104231015614604SHSOLE0014604 MASTERCARD INCORPORATEDCL A57636Q10412746872647SHSOLE002647 META PLATFORMS INCCL A30303M1026984701438SHSOLE001438 MICROSOFT CORPCOM5949181046906891642SHSOLE001642 NETFLIX INCCOM64110L106564817930SHSOLE00930 NVIDIA CORPORATIONCOM67066G104502379556SHSOLE00556 SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479724523675304151SHSOLE00304151 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300761603382140SHSOLE0082140 SCHWAB STRATEGIC TRUS MID-CAP ETF808524508472554758032SHSOLE0058032 SCHWAB STRATEGIC TRUS BRD MKT ETF808524102278653645644SHSOLE0045644 T ROWE PRICE ETF INCCAP APPRECIATION87283Q86716913815559504SHSOLE00559504 T ROWE PRICE ETF INCULTRA SHRT TRM87283Q7012047754151SHSOLE004151 TESLA INCCOM88160R10112946937365SHSOLE007365 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352703183722SHSOLE003722 VANGUARD BD INDEX FDSSHORT TRM BOND9219378275189116768SHSOLE006768 VANGUARD INDEX FDSSMALL CP ETF9229087512712251187SHSOLE001187 VANGUARD SPECIALIZED FUNDSDIV APP ETF92190884424179722132412SHSOLE00132412 VANGUARD STAR FDSVG TL INTL STK F921909768501301683135SHSOLE0083135 VANGUARD WORLD FDHEALTH CAR ETF92204A504231836857SHSOLE00857 VISA INCCOM CL A92826C8398782943147SHSOLE003147 WELLS FARGO CO NEWCOM9497461015517859520SHSOLE009520