McAdam

Latest statistics and disclosures from McAdam's latest quarterly 13F-HR filing:

Companies in the McAdam portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us lrg cap etf 13.65 321953 +10% 60.04
Sch Fnd Us Lg Etf schwb fdt us lg 13.04 525162 +11% 35.15
Schwab Strategic Tr us aggregate b 10.20 275738 +11% 52.36
Schwab U S Large Cap Growth ETF (SCHG) 8.33 178584 +12% 66.07
Schwab International Equity ETF (SCHF) 6.15 259986 +14% 33.47
SPDR DJ Wilshire Mid Cap Growth (MDYG) 4.81 46151 +14% 147.45
Rydex S&P; Equal Weight ETF (RSP) 4.70 69643 +9% 95.54
SPDR DJ Wilshire Mid Cap Value (MDYV) 3.29 46997 +16% 99.01
inv grd crp bd 3.16 42398 +10% 105.41
SPDR Dow Jones Global Real Estate (RWO) 2.70 80118 +12% 47.75
Schwab Intl Small Cap Equity ETF (SCHC) 2.60 102638 +13% 35.82
Schwab U S Small Cap ETF (SCHA) 2.57 54030 +10% 67.37
SPDR Barclays Capital Long Term Tr (TLO) 2.55 50163 +15% 71.99
Schwab Strategic Tr intrm trm 2.47 64884 +12% 53.93
PowerShares Preferred Portfolio (PGX) 2.22 209381 +4% 15.03
Schwab Emerging Markets Equity ETF (SCHE) 2.09 109937 +15% 26.91
SPDR Barclays Capital Convertible SecETF (CWB) 1.99 55287 +2% 51.06
PowerShares Hgh Yield Corporate Bnd (PHB) 1.99 147359 +10% 19.08
SPDR DJ Wilshire Small Cap Value (SLYV) 1.33 14947 +13% 126.38
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 1.26 36572 +38% 48.92
Rydex Etf Trust s^p500 pur val 0.98 22470 +2% 61.50
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.74 4600 +19% 227.83
PowerShares Emerging Markets Sovere (PCY) 0.71 33765 +11% 29.76
Rydex S&P; Equal Weight Health Care (RYH) 0.65 5275 +20% 175.17
Powershares Senior Loan Portfo mf 0.54 33203 +12% 23.16
Schwab Strategic Tr us dividend eq 0.54 16357 46.83
Rydex S&P; Equal Weight Materials (RTM) 0.46 6271 +17% 103.97
Apple (AAPL) 0.41 3770 +4% 154.11
Nuveen Barclays Shrt Term Muni bdfund 0.38 11030 +38% 48.59
Spdr Series Trust cmn 0.33 8156 +55% 57.14
Vanguard Total Stock Market ETF (VTI) 0.32 3537 129.49
SPDR S&P; 500 ETF (SPY) 0.28 1554 +6% 250.97
AT&T; (T) 0.28 10064 -11% 39.15
Dbx Etf Tr infrstr rev fd 0.26 13876 +42% 26.81
Lockheed Martin Corporation (LMT) 0.22 998 +3% 310.62
Schwab Strategic Tr 0 0.22 5599 +2% 55.19
Tesla Motors (TSLA) 0.21 880 340.91
Rydex S&P; 500 Pure Growth ETF (RPG) 0.21 3030 -17% 100.00
Patterson Companies (PDCO) 0.20 7425 38.65
Johnson & Johnson (JNJ) 0.17 1852 NEW 130.13
Walgreen Boots Alliance 0.17 3073 -24% 77.12
Fs Investment Corporation 0.16 26448 8.43
Goldman Sachs Etf Tr 0.16 4479 50.01
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 0.15 7001 NEW 30.85
Consumer Discretionary SPDR (XLY) 0.14 2254 90.06

Past 13F-HR SEC Filings by McAdam

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