0001095449-23-000068.txt : 20230807 0001095449-23-000068.hdr.sgml : 20230807 20230804192553 ACCESSION NUMBER: 0001095449-23-000068 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230807 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: 231145327 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 06-30-2023 06-30-2023 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 (650) 610-9540 Stephen P. McCarthy Redwood Shores CA 07-14-2023 0 37 146848552 false INFORMATION TABLE 2 table.2023-06.xml 13F INFORMATION TABLE FOR JUNE 30, 2023 ALPHABET INCCAP STK CL A02079K30510449818730SHSOLE0 0 8730 ALPHABET INCCAP STK CL C02079K10710779648911SHSOLE0 0 8911 AMAZON COM INCCOM0231351063389362600SHSOLE0 0 2600 APPLE INCCOM037833100712893836753SHSOLE0 0 36753 ATERIAN INCCOM02156U101460010000SHSOLE0 0 10000 BERKSHIRE HATHAWAY INC DELCL B NEW084670702224378658SHSOLE0 0 658 BOOKING HOLDINGS INCCOM09857L108758793281SHSOLE0 0 281 CHEVRON CORP NEWCOM1667641002336651485SHSOLE0 0 1485 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7085588526205839SHSOLE0 0 205839 DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V8803418987146675SHSOLE0 0 146675 GILEAD SCIENCES INCCOM37555810310214548132536SHSOLE0 0 132536 GOLDMAN SACHS GROUP INCCOM38141G104214167664SHSOLE0 0 664 ISHARES TRRUS 1000 GRW ETF464287614335994912210SHSOLE0 0 12210 ISHARES TRRUS 1000 ETF46428762210732744403SHSOLE0 0 4403 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q83732731968652811SHSOLE0 0 652811 JOHNSON & JOHNSONCOM478160104242214914634SHSOLE0 0 14634 LILLY ELI & COCOM532457108371317792SHSOLE0 0 792 MASTERCARD INCORPORATEDCL A57636Q10414288023633SHSOLE0 0 3633 META PLATFORMS INCCL A30303M1024864311695SHSOLE0 0 1695 MICROSOFT CORPCOM5949181045675631667SHSOLE0 0 1667 NVIDIA CORPORATIONCOM67066G104235199556SHSOLE0 0 556 SCHWAB CHARLES CORPCOM80851310595709816886SHSOLE0 0 16886 SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479722479618309551SHSOLE0 0 309551 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300524854170027SHSOLE0 0 70027 SCHWAB STRATEGIC TRUS MID-CAP ETF808524508453838663894SHSOLE0 0 63894 SCHWAB STRATEGIC TRINTERNL DIVID8085246725956822248823SHSOLE0 0 248823 SCHWAB STRATEGIC TRUS BRD MKT ETF808524102244906347371SHSOLE0 0 47371 T ROWE PRICE ETF INCULTRA SHRT TRM87283Q7012358494842SHSOLE0 0 4842 T ROWE PRICE ETF INCCAP APPRECIATION87283Q8672039347987SHSOLE0 0 7987 TESLA INCCOM88160R10119357897395SHSOLE0 0 7395 VANGUARD BD INDEX FDSSHORT TRM BOND92193782782124510867SHSOLE0 0 10867 VANGUARD INDEX FDSSMALL CP ETF9229087513516091768SHSOLE0 0 1768 VANGUARD SPECIALIZED FUNDSDIV APP ETF92190884422395497137878SHSOLE0 0 137878 VANGUARD STAR FDSVG TL INTL STK F921909768513374491543SHSOLE0 0 91543 VANGUARD WORLD FDSHEALTH CAR ETF92204A504217400888SHSOLE0 0 888 VISA INCCOM CL A92826C8395533052330SHSOLE0 0 2330 WELLS FARGO CO NEWCOM94974610144551710439SHSOLE0 0 10439