Madden Advisory Services

Madden Advisory Services as of Sept. 30, 2023

Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 81 positions in its portfolio as reported in the September 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) 9.3 $15M 295k 49.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $11M 28k 392.70
Vanguard World Fds Inf Tech Etf (VGT) 6.6 $11M 25k 414.91
Vanguard Index Fds Value Etf (VTV) 5.7 $9.0M 66k 137.93
Ishares Tr Msci Eafe Etf (EFA) 4.1 $6.5M 94k 68.92
Ishares Tr Ibonds Dec23 Etf 3.6 $5.6M 222k 25.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.1 $4.9M 96k 50.60
Vanguard World Fds Consum Stp Etf (VDC) 2.9 $4.6M 25k 182.67
Microsoft Corporation (MSFT) 2.9 $4.5M 14k 315.74
Ishares Tr Ibonds Dec24 Etf (IBDP) 2.7 $4.3M 175k 24.73
Ishares Tr U.s. Med Dvc Etf (IHI) 2.4 $3.8M 79k 48.50
Vanguard World Fds Health Car Etf (VHT) 2.3 $3.6M 16k 235.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $3.4M 8.0k 427.46
Vaneck Etf Trust Ig Floating Rate (FLTR) 2.1 $3.3M 132k 25.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $3.2M 45k 72.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $3.2M 47k 67.68
Ishares Gold Tr Ishares New (IAU) 1.9 $3.0M 86k 34.99
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.9 $2.9M 30k 96.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $2.9M 54k 53.52
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.8M 30k 94.33
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $2.6M 17k 155.38
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.6 $2.5M 62k 41.03
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $2.5M 12k 212.41
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.4 $2.2M 90k 24.37
Vanguard World Fds Consum Dis Etf (VCR) 1.3 $2.1M 7.8k 269.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $2.0M 26k 75.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $1.9M 27k 70.76
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.6M 90k 17.75
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.5M 16k 94.04
Vanguard World Fds Industrial Etf (VIS) 0.9 $1.4M 7.4k 194.98
Ishares Tr Core High Dv Etf (HDV) 0.9 $1.4M 14k 98.89
Vanguard World Fds Utilities Etf (VPU) 0.8 $1.3M 10k 127.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.3M 5.1k 249.36
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.2M 11k 103.72
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.2M 6.1k 189.06
Apple (AAPL) 0.7 $1.1M 6.2k 171.20
Select Sector Spdr Tr Technology (XLK) 0.6 $1.0M 6.3k 163.94
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.6 $971k 20k 49.30
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.6 $960k 11k 91.12
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $939k 5.8k 160.98
First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $938k 16k 59.42
Select Sector Spdr Tr Indl (XLI) 0.5 $862k 8.5k 101.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $790k 33k 23.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $775k 23k 33.96
Alps Etf Tr Sectr Div Dogs (SDOG) 0.5 $766k 16k 47.03
Ishares Tr Ibonds Dec2026 (IBDR) 0.5 $737k 32k 23.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $733k 2.0k 358.29
Ishares Tr Core Msci Eafe (IEFA) 0.5 $733k 11k 64.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $718k 9.5k 75.66
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $654k 3.1k 208.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $634k 6.7k 94.19
Ishares Tr Core S&p500 Etf (IVV) 0.4 $606k 1.4k 429.43
Vanguard Index Fds Growth Etf (VUG) 0.4 $601k 2.2k 272.29
Welltower Inc Com reit (WELL) 0.4 $579k 7.1k 81.92
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $525k 2.7k 194.62
First Tr Exchange Traded Consumr Staple (FXG) 0.3 $482k 8.0k 60.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $447k 11k 41.42
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $425k 13k 33.61
Ishares Tr Eafe Value Etf (EFV) 0.3 $409k 8.4k 48.93
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $386k 22k 17.69
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $377k 22k 17.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $360k 4.8k 75.17
Spdr Gold Tr Gold Shs (GLD) 0.2 $332k 1.9k 171.45
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $328k 4.3k 76.57
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $321k 4.4k 73.58
Ishares Tr Rus 1000 Etf (IWB) 0.2 $304k 1.3k 234.91
Prudential Financial (PRU) 0.2 $296k 3.1k 94.89
Ishares Tr Russell 2000 Etf (IWM) 0.2 $296k 1.7k 176.74
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $292k 5.0k 58.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $290k 7.4k 39.21
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $277k 8.9k 31.01
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $262k 2.9k 90.40
Johnson & Johnson (JNJ) 0.2 $254k 1.6k 155.76
Ishares Tr U.s. Tech Etf (IYW) 0.2 $245k 2.3k 104.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $237k 5.0k 47.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $235k 4.0k 59.28
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $228k 10k 22.42
Pepsi (PEP) 0.1 $222k 1.3k 169.39
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $221k 3.9k 57.06
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $206k 2.0k 103.34
Ishares Tr Ibonds Dec2023 0.1 $203k 8.0k 25.52