McAdam, LLC Q4 2024 Filing

Filed January 24, 2025

Portfolio Value

$1.8T

Holdings

353

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (353 positions)

#StockSharesValue% PortfolioType
1
SCHXSCHWAB STRATEGIC TR
10,339,604$239K0.00%
2
FNDXSCHWAB STRATEGIC TR
9,110,044$215K0.00%
3
SCHGSCHWAB STRATEGIC TR
7,620,902$212K0.00%
4
SCHFSCHWAB STRATEGIC TR
7,018,602$129K0.00%
5
SCHZSCHWAB STRATEGIC TR
2,768,143$62K0.00%
6
VOEVANGUARD INDEX FDS
296,955$48K0.00%
7
SCHCSCHWAB STRATEGIC TR
1,409,450$48K0.00%
8
RSPINVESCO EXCHANGE TRADED FD T
266,225$46K0.00%
9
VOTVANGUARD INDEX FDS
184,657$46K0.00%
10
SCHESCHWAB STRATEGIC TR
1,217,631$32K0.00%
11
VBRVANGUARD INDEX FDS
128,011$25K0.00%
12
IVVISHARES TR
41,619$24K0.00%
13
SPTLSPDR SER TR
901,184$23K0.00%
14
VBKVANGUARD INDEX FDS
81,051$22K0.00%
15
AAPLAPPLE INC
81,595$20K0.00%
16
MDYGSPDR SER TR
210,970$18K0.00%
17
SPYVSPDR SER TR
330,459$16K0.00%
18
BSVVANGUARD BD INDEX FDS
194,995$15K0.00%
19
AQLTISHARES TR
203,064$14K0.00%
20
JCPBJ P MORGAN EXCHANGE TRADED F
290,643$13K0.00%
21
VBVANGUARD INDEX FDS
57,082$13K0.00%
22
VOVANGUARD INDEX FDS
51,102$13K0.00%
23
IJRISHARES TR
114,175$13K0.00%
24
IWYISHARES TR
58,925$13K0.00%
25
MDYVSPDR SER TR
165,888$13K0.00%
26
NVDANVIDIA CORPORATION
90,998$12K0.00%
27
TFISPDR SER TR
232,448$10K0.00%
28
PMBSPIMCO ETF TR
91,981$8K0.00%
29
CWBSPDR SER TR
109,740$8K0.00%
30
SCHRSCHWAB STRATEGIC TR
359,996$8K0.00%
31
EFGISHARES TR
89,386$8K0.00%
32
FNDESCHWAB STRATEGIC TR
279,661$8K0.00%
33
MUBISHARES TR
65,825$7K0.00%
34
SCHPSCHWAB STRATEGIC TR
284,532$7K0.00%
35
PJUNINNOVATOR ETFS TRUST
205,620$7K0.00%
36
FNDASCHWAB STRATEGIC TR
235,791$7K0.00%
37
PZAINVESCO EXCH TRADED FD TR II
329,882$7K0.00%
38
EMXCISHARES INC
135,894$7K0.00%
39
FDLFIRST TR MORNINGSTAR DIVID L
191,975$7K0.00%
40
MSFTMICROSOFT CORP
17,898$7K0.00%
41
IWPISHARES TR
52,194$6K0.00%
42
PGXINVESCO EXCH TRADED FD TR II
582,099$6K0.00%
43
VEAVANGUARD TAX-MANAGED FDS
129,091$6K0.00%
44
VTEBVANGUARD MUN BD FDS
120,471$6K0.00%
45
IWSISHARES TR
53,205$6K0.00%
46
RVNUDBX ETF TR
250,104$6K0.00%
47
AMZNAMAZON COM INC
27,351$6K0.00%
48
ISCFISHARES TR
162,424$5K0.00%
49
IWFISHARES TR
12,549$5K0.00%
50
4IUINVESCO INDIA EXCHANGE-TRADE
213,362$5K0.00%
51
SPYSPDR S&P 500 ETF TR
10,019$5K0.00%
52
PECOPHILLIPS EDISON & CO INC
145,696$5K0.00%
53
SLYVSPDR SER TR
60,075$5K0.00%
54
VOOVANGUARD INDEX FDS
7,480$4K0.00%
55
VWOVANGUARD INTL EQUITY INDEX F
113,419$4K0.00%
56
BKLNINVESCO EXCH TRADED FD TR II
232,697$4K0.00%
57
HYGISHARES TR
52,562$4K0.00%
58
SGOVISHARES TR
41,126$4K0.00%
59
AGZDWISDOMTREE TR
203,374$4K0.00%
60
AGGISHARES TR
50,159$4K0.00%
61
FDEMFIDELITY COVINGTON TRUST
195,119$4K0.00%
62
SLYGSPDR SER TR
54,265$4K0.00%
63
OEFISHARES TR
12,586$3K0.00%
64
SCHDSCHWAB STRATEGIC TR
145,070$3K0.00%
65
GSLCGOLDMAN SACHS ETF TR
34,640$3K0.00%
66
EFAISHARES TR
50,634$3K0.00%
67
SHMSPDR SER TR
82,101$3K0.00%
68
ABBVABBVIE INC
17,408$3K0.00%
69
DIVOAMPLIFY ETF TR
78,582$3K0.00%
70
VGTVANGUARD WORLD FD
6,316$3K0.00%
71
VTIVANGUARD INDEX FDS
12,733$3K0.00%
72
SWANAMPLIFY ETF TR
110,146$3K0.00%
73
METAMETA PLATFORMS INC
5,753$3K0.00%
74
PJULINNOVATOR ETFS TRUST
80,737$3K0.00%
75
HYMBSPDR SER TR
92,595$2K0.00%
76
NDQINVESCO QQQ TR
4,729$2K0.00%
77
SPABSPDR SER TR
86,732$2K0.00%
78
GWXSPDR INDEX SHS FDS
79,296$2K0.00%
79
GILDGILEAD SCIENCES INC
25,372$2K0.00%
80
IWOISHARES TR
7,148$2K0.00%
81
SHYISHARES TR
25,836$2K0.00%
82
TSLATESLA INC
6,578$2K0.00%
83
SUBISHARES TR
22,433$2K0.00%
84
GOOGALPHABET INC
11,039$2K0.00%
85
VTVVANGUARD INDEX FDS
17,609$2K0.00%
86
SCHMSCHWAB STRATEGIC TR
85,284$2K0.00%
87
XLGINVESCO EXCHANGE TRADED FD T
53,684$2K0.00%
88
SCHASCHWAB STRATEGIC TR
99,711$2K0.00%
89
BRK/BBERKSHIRE HATHAWAY INC DEL
5,057$2K0.00%
90
GOOGLALPHABET INC
11,576$2K0.00%
91
VUGVANGUARD INDEX FDS
6,451$2K0.00%
92
SPEMSPDR INDEX SHS FDS
74,173$2K0.00%
93
VVVANGUARD INDEX FDS
10,254$2K0.00%
94
LLYELI LILLY & CO
3,377$2K0.00%
95
MPCMARATHON PETE CORP
8,625$1K0.00%
96
MGCVANGUARD WORLD FD
4,981$1K0.00%
97
QUSSPDR SER TR
12,077$1K0.00%
98
TLTISHARES TR
22,595$1K0.00%
99
MLNVANECK ETF TRUST
74,318$1K0.00%
100
LVLNSPDR SER TR
32,365$1K0.00%
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