McAdam, LLC
443 holdingsFiling period: 2026-03-31Current AUM: $2.46Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 9.37M | $261.0M | $297.4M | 12.07% | +190.4K | 2026-03-31 |
| 2 | SCHX | SCHWAB STRATEGIC TR | 10.17M | $260.7M | $299.3M | 12.15% | +230.5K | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 7.41M | $215.9M | $253.3M | 10.28% | +156.2K | 2026-03-31 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 8.41M | $208.1M | $230.7M | 9.36% | +358.8K | 2026-03-31 |
| 5 | SCHC | SCHWAB STRATEGIC TR | 1.65M | $76.9M | $79.5M | 3.23% | +42.3K | 2026-03-31 |
| 6 | VOE | VANGUARD INDEX FDS | 354.0K | $65.2M | $72.5M | 2.94% | +6.7K | 2026-03-31 |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.31M | $61.8M | $60.6M | 2.46% | +58.5K | 2026-03-31 |
| 8 | VOT | VANGUARD INDEX FDS | 208.8K | $53.7M | $61.7M | 2.50% | +5.5K | 2026-03-31 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 273.1K | $52.4M | $58.7M | 2.38% | +2.5K | 2026-03-31 |
| 10 | SCHZ | SCHWAB STRATEGIC TR | 1.99M | $46.2M | $45.3M | 1.84% | +74.8K | 2026-03-31 |
| 11 | SPTL | SPDR SERIES TRUST | 1.20M | $31.6M | $30.1M | 1.22% | +54.4K | 2026-03-31 |
| 12 | SCHE | SCHWAB STRATEGIC TR | 939.7K | $31.0M | $33.9M | 1.37% | -42,764 | 2026-03-31 |
| 13 | VBR | VANGUARD INDEX FDS | 133.5K | $29.0M | $32.7M | 1.33% | -315 | 2026-03-31 |
| 14 | FDEM | FIDELITY COVINGTON TRUST | 834.4K | $26.4M | $29.0M | 1.18% | +97.2K | 2026-03-31 |
| 15 | IVV | ISHARES TR | 37.2K | $24.3M | $27.9M | 1.13% | -664 | 2026-03-31 |
| 16 | VBK | VANGUARD INDEX FDS | 75.5K | $22.8M | $25.7M | 1.04% | -1,726 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 89.4K | $22.7M | $27.6M | 1.12% | +4.8K | 2026-03-31 |
| 18 | IEFA | ISHARES TR | 227.2K | $20.6M | $22.3M | 0.91% | +1.1K | 2026-03-31 |
| 19 | BSV | VANGUARD BD INDEX FDS | 254.0K | $19.9M | $19.7M | 0.80% | +14.3K | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 113.4K | $19.8M | $22.8M | 0.92% | +8.3K | 2026-03-31 |
| 21 | SPYV | SPDR SERIES TRUST | 312.3K | $17.7M | $19.4M | 0.79% | -13,447 | 2026-03-31 |
| 22 | MDYG | SPDR SERIES TRUST | 177.1K | $17.0M | $18.9M | 0.77% | -5,112 | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 61.7K | $16.2M | $18.2M | 0.74% | +2.0K | 2026-03-31 |
| 24 | IWY | ISHARES TR | 53.3K | $13.3M | $14.7M | 0.60% | +3.9K | 2026-03-31 |
| 25 | FDL | FIRST TR EXCHANGE-TRADED FD | 252.8K | $12.8M | $13.0M | 0.53% | +3.6K | 2026-03-31 |
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