Ryan D McCarthy
0trades
$4.7Mest. assets · Termination
No published trades on file.
Asset holdings
Termination · filed —All positions
42 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Lockheed Martin Defined Benefit Plan (value not readily ascertainable - eligible for $1,118.72 /month at age 55) | Self | — | — |
| IRA | Self | — | — |
| U.S. bank account (Cash) | Self | $1K – $15K | Interest |
| Invesco Dwa Momentum ETF | Self | $50K – $100K | — |
| Ishares Dow Jones US | Self | $50K – $100K | — |
| Ishares Edge Msci USA Momentum Factor ETF | Self | $50K – $100K | — |
| Ishares Msci Eafe | Self | $15K – $50K | — |
| SPDR S&P 500 ETF Trust | Self | $50K – $100K | — |
| Vanguard Ftse Emerging Markets ETF | Self | $15K – $50K | — |
| Vanguard Total STK MKT ETF | Self | $50K – $100K | — |
| HSBC Defined Benefit Plan (eligible for $51.11/month at age 46) | Self | $1K – $15K | — |
| IRA | Spouse | — | — |
| U.S. bank (Cash) | Spouse | $1K – $15K | — |
| Invesco Dwa Momentum ETF | Spouse | $50K – $100K | — |
| Ishares Dow Jones US | Spouse | $50K – $100K | — |
| Ishares Edge Msci USA Momentum Factor ETF | Spouse | $50K – $100K | — |
| Ishares Msci Acwi EX US ETF | Spouse | $15K – $50K | — |
| SPDR S&P 500 ETF Trust | Spouse | $50K – $100K | — |
| Vanguard Total STK MKT ETF | Spouse | $50K – $100K | — |
| USAA Annuity (fixed) | — | $1K – $15K | — |
| U.S. bank Account 1 (cash) | — | $250K – $500K | — |
| U.S. bank Account 2 (cash) | — | $1K – $15K | — |
| USAA (universal life) | — | $1K – $15K | — |
| Virginia College Savings Plan | — | — | — |
| AM Funds Growth PT A | — | $15K – $50K | — |
| U.S. bank Account 3 (cash) | — | $1K – $15K | — |
| U.S. Brokerage Account | — | — | — |
| Invesco Dwa Emerging Markets Momentum ETF | — | $15K – $50K | $1K – $2.5K |
| Invesco Dwa Momentum ETF | — | $100K – $250K | $2.5K – $5K |
| Ishares Dow Jones US | — | $100K – $250K | $2.5K – $5K |
| Ishares Edge Msci USA Momentum Factor ETF | — | $250K – $500K | $5K – $15K |
| Ishares Msci Eafe | — | $100K – $250K | $2.5K – $5K |
| Cash | — | $1K – $15K | Interest |
| Industrial Select Sector SPDR | — | $15K – $50K | $1K – $2.5K |
| SPDR Dow Jones Indust AV ETF Trust | — | $500K – $1M | $5K – $15K |
| SPDR S&P 500 ETF Trust | — | $250K – $500K | $5K – $15K |
| Vanguard Consumer Discretionary ETF | — | $100K – $250K | $1K – $2.5K |
| Vanguard Financials ETF | — | $15K – $50K | $201 – $1K |
| Vanguard Ftse Emerging Markets ETF | — | $100K – $250K | $2.5K – $5K |
| Vanguard Industrial ETF | — | $15K – $50K | $201 – $1K |
| Vanguard Total STK MKT ETF | — | $100K – $250K | $2.5K – $5K |
| Vanguard 500 Index Fund SHS ETF | — | $500K – $1M | $5K – $15K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.