McAdam, LLC Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$1832.8T
Holdings
353
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (353 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 10,339,604 | $239.7T | 13.08% | |
| 2 | FNDXSCHWAB STRATEGIC TR | 9,110,044 | $215.7T | 11.77% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 7,620,902 | $212.4T | 11.59% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 7,018,602 | $129.8T | 7.08% | |
| 5 | SCHZSCHWAB STRATEGIC TR | 2,768,143 | $62.8T | 3.43% | |
| 6 | SCHCSCHWAB STRATEGIC TR | 1,409,450 | $48.4T | 2.64% | |
| 7 | VOEVANGUARD INDEX FDS | 296,955 | $48.0T | 2.62% | |
| 8 | VOTVANGUARD INDEX FDS | 184,657 | $46.9T | 2.56% | |
| 9 | RSPINVESCO EXCHANGE TRADED FD T | 266,225 | $46.7T | 2.55% | |
| 10 | SCHESCHWAB STRATEGIC TR | 1,217,631 | $32.4T | 1.77% | |
| 11 | VBRVANGUARD INDEX FDS | 128,011 | $25.4T | 1.38% | |
| 12 | IVVISHARES TR | 41,619 | $24.5T | 1.34% | |
| 13 | SPTLSPDR SER TR | 901,184 | $23.6T | 1.29% | |
| 14 | VBKVANGUARD INDEX FDS | 81,051 | $22.7T | 1.24% | |
| 15 | AAPLAPPLE INC | 81,595 | $20.4T | 1.11% | |
| 16 | MDYGSPDR SER TR | 210,970 | $18.3T | 1.00% | |
| 17 | SPYVSPDR SER TR | 330,459 | $16.9T | 0.92% | |
| 18 | BSVVANGUARD BD INDEX FDS | 194,995 | $15.1T | 0.82% | |
| 19 | AQLTISHARES TR | 203,064 | $14.3T | 0.78% | |
| 20 | IWYISHARES TR | 58,925 | $13.9T | 0.76% | |
| 21 | VBVANGUARD INDEX FDS | 57,082 | $13.7T | 0.75% | |
| 22 | VOVANGUARD INDEX FDS | 51,102 | $13.5T | 0.74% | |
| 23 | JCPBJ P MORGAN EXCHANGE TRADED F | 290,643 | $13.4T | 0.73% | |
| 24 | MDYVSPDR SER TR | 165,888 | $13.3T | 0.73% | |
| 25 | IJRISHARES TR | 114,175 | $13.2T | 0.72% | |
| 26 | NVDANVIDIA CORPORATION | 90,998 | $12.2T | 0.67% | |
| 27 | TFISPDR SER TR | 232,448 | $10.6T | 0.58% | |
| 28 | PMBSPIMCO ETF TR | 91,981 | $8.7T | 0.48% | |
| 29 | SCHRSCHWAB STRATEGIC TR | 359,996 | $8.7T | 0.48% | |
| 30 | EFGISHARES TR | 89,386 | $8.7T | 0.47% | |
| 31 | CWBSPDR SER TR | 109,740 | $8.5T | 0.47% | |
| 32 | FNDESCHWAB STRATEGIC TR | 279,661 | $8.1T | 0.44% | |
| 33 | PZAINVESCO EXCH TRADED FD TR II | 329,882 | $7.8T | 0.42% | |
| 34 | FDLFIRST TR MORNINGSTAR DIVID L | 191,975 | $7.7T | 0.42% | |
| 35 | PJUNINNOVATOR ETFS TRUST | 205,620 | $7.7T | 0.42% | |
| 36 | MSFTMICROSOFT CORP | 17,898 | $7.5T | 0.41% | |
| 37 | EMXCISHARES INC | 135,894 | $7.5T | 0.41% | |
| 38 | SCHPSCHWAB STRATEGIC TR | 284,532 | $7.3T | 0.40% | |
| 39 | MUBISHARES TR | 65,825 | $7.0T | 0.38% | |
| 40 | FNDASCHWAB STRATEGIC TR | 235,791 | $7.0T | 0.38% | |
| 41 | IWSISHARES TR | 53,205 | $6.9T | 0.38% | |
| 42 | PGXINVESCO EXCH TRADED FD TR II | 582,099 | $6.7T | 0.37% | |
| 43 | IWPISHARES TR | 52,194 | $6.6T | 0.36% | |
| 44 | RVNUDBX ETF TR | 250,104 | $6.3T | 0.34% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 129,091 | $6.2T | 0.34% | |
| 46 | VTEBVANGUARD MUN BD FDS | 120,471 | $6.0T | 0.33% | |
| 47 | AMZNAMAZON COM INC | 27,351 | $6.0T | 0.33% | |
| 48 | SPYSPDR S&P 500 ETF TR | 10,019 | $5.9T | 0.32% | |
| 49 | 4IUINVESCO INDIA EXCHANGE-TRADE | 213,362 | $5.5T | 0.30% | |
| 50 | PECOPHILLIPS EDISON & CO INC | 145,696 | $5.5T | 0.30% | |
| 51 | ISCFISHARES TR | 162,424 | $5.2T | 0.29% | |
| 52 | SLYVSPDR SER TR | 60,075 | $5.2T | 0.29% | |
| 53 | IWFISHARES TR | 12,549 | $5.0T | 0.27% | |
| 54 | VWOVANGUARD INTL EQUITY INDEX F | 113,419 | $5.0T | 0.27% | |
| 55 | FDEMFIDELITY COVINGTON TRUST | 195,119 | $4.9T | 0.27% | |
| 56 | BKLNINVESCO EXCH TRADED FD TR II | 232,697 | $4.9T | 0.27% | |
| 57 | SLYGSPDR SER TR | 54,265 | $4.9T | 0.27% | |
| 58 | AGGISHARES TR | 50,159 | $4.9T | 0.27% | |
| 59 | AGZDWISDOMTREE TR | 203,374 | $4.6T | 0.25% | |
| 60 | HYGISHARES TR | 52,562 | $4.1T | 0.23% | |
| 61 | SGOVISHARES TR | 41,126 | $4.1T | 0.23% | |
| 62 | VOOVANGUARD INDEX FDS | 7,480 | $4.0T | 0.22% | |
| 63 | GSLCGOLDMAN SACHS ETF TR | 34,640 | $4.0T | 0.22% | |
| 64 | SCHDSCHWAB STRATEGIC TR | 145,070 | $4.0T | 0.22% | |
| 65 | VGTVANGUARD WORLD FD | 6,316 | $3.9T | 0.21% | |
| 66 | SHMSPDR SER TR | 82,101 | $3.9T | 0.21% | |
| 67 | EFAISHARES TR | 50,634 | $3.8T | 0.21% | |
| 68 | VTIVANGUARD INDEX FDS | 12,733 | $3.7T | 0.20% | |
| 69 | OEFISHARES TR | 12,586 | $3.6T | 0.20% | |
| 70 | METAMETA PLATFORMS INC | 5,753 | $3.4T | 0.18% | |
| 71 | PJULINNOVATOR ETFS TRUST | 80,737 | $3.3T | 0.18% | |
| 72 | SWANAMPLIFY ETF TR | 110,146 | $3.2T | 0.18% | |
| 73 | DIVOAMPLIFY ETF TR | 78,582 | $3.2T | 0.17% | |
| 74 | ABBVABBVIE INC | 17,408 | $3.1T | 0.17% | |
| 75 | VTVVANGUARD INDEX FDS | 17,609 | $3.0T | 0.16% | |
| 76 | SPEMSPDR INDEX SHS FDS | 74,173 | $2.8T | 0.16% | |
| 77 | VVVANGUARD INDEX FDS | 10,254 | $2.8T | 0.15% | |
| 78 | XLGINVESCO EXCHANGE TRADED FD T | 53,684 | $2.7T | 0.15% | |
| 79 | TSLATESLA INC | 6,578 | $2.7T | 0.14% | |
| 80 | VUGVANGUARD INDEX FDS | 6,451 | $2.6T | 0.14% | |
| 81 | LLYELI LILLY & CO | 3,377 | $2.6T | 0.14% | |
| 82 | SCHASCHWAB STRATEGIC TR | 99,711 | $2.6T | 0.14% | |
| 83 | GWXSPDR INDEX SHS FDS | 79,296 | $2.5T | 0.13% | |
| 84 | NDQINVESCO QQQ TR | 4,729 | $2.4T | 0.13% | |
| 85 | HYMBSPDR SER TR | 92,595 | $2.4T | 0.13% | |
| 86 | SUBISHARES TR | 22,433 | $2.4T | 0.13% | |
| 87 | SCHMSCHWAB STRATEGIC TR | 85,284 | $2.4T | 0.13% | |
| 88 | GILDGILEAD SCIENCES INC | 25,372 | $2.3T | 0.13% | |
| 89 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,057 | $2.3T | 0.13% | |
| 90 | GOOGLALPHABET INC | 11,576 | $2.2T | 0.12% | |
| 91 | SPABSPDR SER TR | 86,732 | $2.2T | 0.12% | |
| 92 | SHYISHARES TR | 25,836 | $2.1T | 0.12% | |
| 93 | GOOGALPHABET INC | 11,039 | $2.1T | 0.11% | |
| 94 | IWOISHARES TR | 7,148 | $2.1T | 0.11% | |
| 95 | TLTISHARES TR | 22,595 | $2.0T | 0.11% | |
| 96 | AXPAMERICAN EXPRESS CO | 6,555 | $1.9T | 0.11% | |
| 97 | SPYGSPDR SER TR | 21,817 | $1.9T | 0.10% | |
| 98 | VLUEISHARES TR | 18,072 | $1.9T | 0.10% | |
| 99 | XOMEXXON MOBIL CORP | 17,625 | $1.9T | 0.10% | |
| 100 | SPYDSPDR SER TR | 43,826 | $1.9T | 0.10% |
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