0001095449-23-000021.txt : 20230123
0001095449-23-000021.hdr.sgml : 20230123
20230120183951
ACCESSION NUMBER: 0001095449-23-000021
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230123
DATE AS OF CHANGE: 20230120
EFFECTIVENESS DATE: 20230123
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: McCarthy Asset Management, Inc.
CENTRAL INDEX KEY: 0001843169
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: 23542232
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
12-31-2022
12-31-2022
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
01-17-2023
0
34
143263640
false
INFORMATION TABLE
2
table.2022-12.xml
INFORMATION TABLE FOR DECEMBER 31, 2022
ALPHABET INCCAP STK CL A02079K3057781898820SHSOLE008820
ALPHABET INCCAP STK CL C02079K1077985709000SHSOLE009000
AMAZON COM INCCOM0231351062184002600SHSOLE002600
APPLE INCCOM037833100485818037391SHSOLE0037391
BERKSHIRE HATHAWAY INC DELCL B NEW084670702203256658SHSOLE00658
BOOKING HOLDINGS INCCOM09857L108566294281SHSOLE00281
CHEVRON CORP NEWCOM1667641002887991609SHSOLE001609
DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7085072503208917SHSOLE00208917
DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V8803123532144608SHSOLE00144608
GILEAD SCIENCES INCCOM37555810311419535133017SHSOLE00133017
GOLDMAN SACHS GROUP INCCOM38141G104228004664SHSOLE00664
ISHARES TRRUS 1000 GRW ETF464287614278517913000SHSOLE0013000
ISHARES TRRUS 1000 ETF4642876229327974431SHSOLE004431
J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q83731879664635940SHSOLE00635940
JOHNSON & JOHNSONCOM478160104254897414430SHSOLE0014430
LILLY ELI & COCOM532457108289648792SHSOLE00792
MASTERCARD INCORPORATEDCL A57636Q10412632323633SHSOLE003633
META PLATFORMS INCCL A30303M1022371901971SHSOLE001971
MICROSOFT CORPCOM5949181044141201727SHSOLE001727
SCHWAB CHARLES CORPCOM808513105140592816886SHSOLE0016886
SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479726567579351702SHSOLE00351702
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300458092582450SHSOLE0082450
SCHWAB STRATEGIC TRUS MID-CAP ETF808524508442005567369SHSOLE0067369
SCHWAB STRATEGIC TRINTERNL DIVID8085246725566380248277SHSOLE00248277
SCHWAB STRATEGIC TRUS BRD MKT ETF808524102286755563994SHSOLE0063994
T ROWE PRICE ETF INCULTRA SHRT TRM87283Q7013778237799SHSOLE007799
TESLA INCCOM88160R1019380167615SHSOLE007615
VANGUARD BD INDEX FDSSHORT TRM BOND92193782781866210875SHSOLE0010875
VANGUARD INDEX FDSSMALL CP ETF9229087513668521999SHSOLE001999
VANGUARD SPECIALIZED FUNDSDIV APP ETF92190884421621985142390SHSOLE00142390
VANGUARD STAR FDSVG TL INTL STK F921909768467986590485SHSOLE0090485
VANGUARD WORLD FDSHEALTH CAR ETF92204A504220268888SHSOLE00888
VISA INCCOM CL A92826C8394840322330SHSOLE002330
WELLS FARGO CO NEWCOM94974610144164910696SHSOLE0010696