Madden Advisory Services

Madden Advisory Services as of June 30, 2023

Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 82 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 11.4 $18M 340k 51.70
Vanguard World Fds Inf Tech Etf (VGT) 7.5 $12M 26k 442.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $11M 28k 407.28
Vanguard Index Fds Value Etf (VTV) 5.3 $8.1M 57k 142.10
Ishares Tr Msci Eafe Etf (EFA) 4.6 $7.1M 98k 72.50
Ishares Tr U.s. Med Dvc Etf (IHI) 3.3 $5.1M 90k 56.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.1 $4.8M 91k 52.37
Microsoft Corporation (MSFT) 3.1 $4.8M 14k 340.53
Ishares Tr Ibonds Dec23 Etf 2.8 $4.3M 171k 25.29
Vanguard World Fds Consum Stp Etf (VDC) 2.8 $4.3M 22k 194.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $3.9M 8.9k 443.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $3.6M 48k 74.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $3.3M 47k 71.03
Ishares Gold Tr Ishares New (IAU) 2.0 $3.1M 86k 36.39
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.9M 29k 99.65
Vanguard World Fds Health Car Etf (VHT) 1.8 $2.8M 12k 244.82
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.6M 12k 220.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.7 $2.6M 27k 97.60
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $2.2M 23k 97.95
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.4 $2.1M 85k 25.25
Vanguard World Fds Consum Dis Etf (VCR) 1.4 $2.1M 7.4k 283.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $1.9M 25k 75.66
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $1.9M 98k 19.53
Ishares Tr Ibonds Dec24 Etf (IBDP) 1.2 $1.9M 76k 24.62
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $1.7M 11k 162.43
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.1 $1.7M 41k 41.45
Ishares Tr Tips Bd Etf (TIP) 1.0 $1.6M 15k 107.62
Vanguard World Fds Industrial Etf (VIS) 1.0 $1.6M 7.6k 205.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.4M 26k 56.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.4M 5.3k 261.46
Vanguard World Fds Utilities Etf (VPU) 0.9 $1.4M 9.6k 142.17
Ishares Tr Core High Dv Etf (HDV) 0.9 $1.3M 13k 100.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.3M 18k 72.62
Select Sector Spdr Tr Technology (XLK) 0.7 $1.2M 6.7k 173.86
First Tr Exchange-traded First Tr Enh New (FTSM) 0.7 $1.1M 19k 59.41
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.1M 5.7k 198.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $1.0M 6.1k 169.81
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.6 $898k 8.4k 107.33
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.6 $850k 9.0k 94.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $833k 23k 35.65
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.5 $786k 16k 50.55
Alps Etf Tr Sectr Div Dogs (SDOG) 0.5 $778k 16k 49.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $758k 2.1k 369.44
Apple (AAPL) 0.5 $734k 3.8k 193.96
Ishares Tr Core Msci Eafe (IEFA) 0.5 $723k 11k 67.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $691k 7.1k 97.84
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $655k 27k 24.63
Vanguard Index Fds Growth Etf (VUG) 0.4 $626k 2.2k 282.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $608k 8.0k 75.57
Welltower Inc Com reit (WELL) 0.4 $607k 7.5k 80.89
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $558k 2.8k 201.53
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $556k 2.5k 220.16
Sprott Physical Gold & Silve Tr Unit (CEF) 0.4 $556k 31k 18.02
Ishares Tr Core S&p500 Etf (IVV) 0.4 $544k 1.2k 445.58
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $499k 21k 24.38
First Tr Exchange Traded Consumr Staple (FXG) 0.3 $498k 7.9k 62.65
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $462k 25k 18.37
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $452k 13k 35.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $447k 5.3k 83.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $422k 9.6k 43.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $400k 13k 31.00
Ishares Tr Eafe Value Etf (EFV) 0.3 $395k 8.1k 48.94
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $367k 4.6k 80.30
Spdr Gold Tr Gold Shs (GLD) 0.2 $353k 2.0k 178.27
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $344k 4.2k 81.75
Ishares Tr Russell 2000 Etf (IWM) 0.2 $323k 1.7k 187.27
Ishares Tr Rus 1000 Etf (IWB) 0.2 $316k 1.3k 243.74
Ishares Tr Ibonds Dec2023 0.2 $292k 11k 25.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $291k 8.9k 32.54
Bce Com New (BCE) 0.2 $290k 6.4k 45.59
Ishares Tr U.s. Tech Etf (IYW) 0.2 $286k 2.6k 108.87
Prudential Financial (PRU) 0.2 $285k 3.2k 88.22
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $273k 3.0k 92.03
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.2 $257k 4.2k 61.19
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $248k 11k 22.84
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $243k 4.0k 61.01
Pepsi (PEP) 0.2 $242k 1.3k 185.16
Johnson & Johnson (JNJ) 0.2 $238k 1.4k 165.57
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $216k 4.6k 47.42
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $211k 1.5k 139.54
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $204k 2.9k 69.95
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $202k 5.4k 37.69