Madden Advisory Services

Madden Advisory Services as of Dec. 31, 2023

Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 90 positions in its portfolio as reported in the December 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) 8.6 $15M 273k 55.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $12M 28k 436.80
Vanguard World Fds Inf Tech Etf (VGT) 6.6 $12M 24k 484.00
Vanguard Index Fds Value Etf (VTV) 6.0 $11M 72k 149.50
Ishares Tr Msci Eafe Etf (EFA) 3.9 $6.9M 91k 75.35
Ishares Tr Ibonds Dec24 Etf (IBDP) 3.4 $6.1M 243k 24.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.1 $5.4M 97k 56.40
Microsoft Corporation (MSFT) 3.0 $5.3M 14k 376.04
Vanguard World Fds Consum Stp Etf (VDC) 2.9 $5.2M 27k 190.96
Vanguard World Fds Health Car Etf (VHT) 2.8 $5.0M 20k 250.71
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.2 $3.9M 158k 24.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $3.9M 67k 57.96
Ishares Gold Tr Ishares New (IAU) 2.1 $3.6M 93k 39.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.6M 7.6k 475.30
Vaneck Etf Trust Ig Floating Rate (FLTR) 2.0 $3.6M 144k 25.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $3.6M 47k 75.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $3.5M 42k 82.96
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $3.4M 20k 170.40
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.8 $3.1M 74k 42.22
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.1M 28k 108.25
Ishares Tr U.s. Med Dvc Etf (IHI) 1.7 $3.0M 56k 53.97
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.6 $2.9M 29k 98.59
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $2.8M 12k 237.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $2.5M 33k 76.13
Vanguard World Fds Consum Dis Etf (VCR) 1.3 $2.3M 7.7k 304.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $2.1M 27k 77.37
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.8M 89k 20.71
Ishares Tr Ibonds Dec2026 (IBDR) 1.0 $1.8M 75k 23.90
Vanguard World Fds Industrial Etf (VIS) 0.9 $1.6M 7.1k 220.45
Vanguard World Fds Utilities Etf (VPU) 0.8 $1.5M 11k 137.07
Ishares Tr Core High Dv Etf (HDV) 0.8 $1.5M 14k 101.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.4M 5.1k 277.16
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.3M 6.0k 213.32
Select Sector Spdr Tr Technology (XLK) 0.7 $1.2M 6.4k 192.46
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.7 $1.2M 12k 97.26
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $1.2M 6.6k 178.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.1M 13k 88.36
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.6 $1.1M 21k 54.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.0M 2.5k 409.55
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.0M 10k 99.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.0M 28k 36.96
Select Sector Spdr Tr Indl (XLI) 0.5 $975k 8.6k 113.99
Ishares Tr Tips Bd Etf (TIP) 0.5 $952k 8.9k 107.48
Apple (AAPL) 0.5 $949k 4.9k 192.54
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $926k 37k 24.79
Ishares Tr Core Msci Eafe (IEFA) 0.5 $885k 13k 70.35
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $853k 14k 59.66
Alps Etf Tr Sectr Div Dogs (SDOG) 0.5 $845k 17k 51.26
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $827k 3.6k 232.63
Vanguard Index Fds Growth Etf (VUG) 0.4 $746k 2.4k 310.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $694k 6.6k 105.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $656k 8.5k 77.02
Ishares Tr Core S&p500 Etf (IVV) 0.3 $602k 1.3k 477.79
Welltower Inc Com reit (WELL) 0.3 $597k 6.6k 90.17
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $584k 2.7k 216.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $550k 12k 47.24
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $526k 7.3k 72.03
First Tr Exchange Traded Consumr Staple (FXG) 0.3 $492k 7.8k 63.09
Ishares Tr Eafe Value Etf (EFV) 0.3 $476k 9.1k 52.10
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $475k 13k 37.56
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $449k 23k 19.74
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $436k 18k 23.86
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.2 $417k 18k 23.21
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $417k 6.6k 63.33
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $416k 17k 23.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $415k 10k 41.10
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $410k 4.3k 95.66
Ishares Tr Rus 1000 Etf (IWB) 0.2 $399k 1.5k 262.26
Spdr Gold Tr Gold Shs (GLD) 0.2 $376k 2.0k 191.17
Ishares Tr Russell 2000 Etf (IWM) 0.2 $360k 1.8k 200.71
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $356k 4.5k 79.93
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $340k 18k 19.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $304k 8.9k 34.01
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.2 $303k 13k 23.10
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $279k 1.6k 174.87
Ishares Tr U.s. Tech Etf (IYW) 0.2 $279k 2.3k 122.75
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $270k 2.8k 94.73
Vanguard World Fds Materials Etf (VAW) 0.2 $268k 1.4k 189.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $266k 5.6k 47.49
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $255k 3.9k 65.06
Prudential Financial (PRU) 0.1 $241k 2.3k 103.71
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $240k 10k 23.38
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $239k 10k 23.28
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $238k 5.9k 40.06
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $226k 1.4k 164.15
Pepsi (PEP) 0.1 $223k 1.3k 169.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $213k 2.7k 77.73
Inventrust Pptys Corp Com New (IVT) 0.1 $207k 8.2k 25.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $207k 407.00 507.38
Johnson & Johnson (JNJ) 0.1 $205k 1.3k 156.71