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CIK: 0001695490
Total reported value
$2.6B
$2.6B
330 檔
32.1%
At the close of Q3 2024, McAdam, LLC disclosed equity holdings valued at approximately $2.6B, spread across 330 reported holdings.
During Q3 2024, McAdam, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, FNDX, SCHG) accounted for 32.1% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.68% | +0.68% | +3.46% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.74% | +1.37% | +6.03% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.80% | +1.43% | +0.80% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.57% | +0.59% | +3.13% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.80% | +0.25% | -16.62% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.96% | -0.29% | -11.05% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.69% | -0.02% | -2.88% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.64% | -1.98% | -6.31% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.44% | +0.37% | -2.68% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.14% | -1.05% | -5.68% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.38% | -0.22% | +0.03% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.13% | +4.78% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.27% | -0.57% | -14.22% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.15% | -0.20% | -1.44% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.10% | -0.52% | -21.94% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.01% | +6.64% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.95% | -0.47% | -16.37% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | -0.16% | +2.70% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.15% | +4.56% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.80% | -0.34% | -24.72% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.76% | -0.05% | +2.40% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | +0.02% | +2996.32% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.03% | +4966.54% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.65% | -0.17% | +23.38% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.01% | +4.42% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.04% | +5.64% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | -0.01% | -9.24% | |
| 28 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.55% | -0.35% | -27.69% | |
| 29 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.50% | +0.04% | -16.57% | |
| 30 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.48% | -0.51% | -15.79% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | -0.13% | — | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.47% | -0.39% | -14.11% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.44% | +0.14% | — | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.03% | -1.04% | |
| 35 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.43% | -0.19% | -21.13% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.42% | +0.16% | -27.56% | |
| 37 | PGX | Invesco Preferred ETF | ETF-Other | 0.42% | -0.21% | -13.29% | |
| 38 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.42% | -0.03% | -3.36% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.12% | +11.42% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.03% | +8.88% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.38% | -0.06% | -1.23% | |
| 42 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.37% | -0.02% | +8.82% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | -0.08% | +6.80% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.03% | -3.56% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.35% | +0.02% | -2.03% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.02% | -0.37% | |
| 47 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.32% | -0.01% | -10.03% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | -0.04% | -4.69% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.31% | -0.17% | -24.09% | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.31% | -0.13% | -22.93% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 330 disclosed positions in Q3 2024.
During Q3 2024, McAdam, LLC's top holdings by market value included SCHX (12.7%)、FNDX (11.7%)、SCHG (10.8%). The largest single position, SCHX, represented 12.7% of total portfolio value.
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In Q3 2024, McAdam, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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