Madden Advisory Services

Madden Advisory Services as of June 30, 2024

Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 93 positions in its portfolio as reported in the June 2024 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 $17M 268k 62.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $15M 29k 500.13
Vanguard World Inf Tech Etf (VGT) 7.0 $14M 24k 576.59
Vanguard Index Fds Value Etf (VTV) 5.8 $12M 72k 160.41
Ishares Tr Msci Eafe Etf (EFA) 3.6 $7.0M 90k 78.33
Ishares Tr Ibonds Dec24 Etf (IBDP) 3.4 $6.7M 267k 25.13
Microsoft Corporation (MSFT) 3.2 $6.3M 14k 446.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $5.8M 91k 64.25
Vanguard World Consum Stp Etf (VDC) 2.8 $5.5M 27k 203.03
Vanguard World Health Car Etf (VHT) 2.8 $5.5M 21k 266.01
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.5 $5.0M 200k 24.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $4.3M 42k 100.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $4.2M 70k 60.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $4.2M 7.7k 544.23
Ishares Gold Tr Ishares New (IAU) 2.1 $4.2M 95k 43.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $3.7M 47k 77.83
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $3.6M 20k 182.55
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.7 $3.3M 79k 42.20
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.7 $3.3M 131k 25.51
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $3.1M 12k 267.51
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $3.1M 29k 106.66
Ishares Tr U.s. Med Dvc Etf (IHI) 1.5 $3.0M 53k 56.04
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.5 $2.9M 29k 99.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $2.7M 35k 77.76
Ishares Tr Ibonds Dec2026 (IBDR) 1.3 $2.6M 108k 23.82
Vanguard World Consum Dis Etf (VCR) 1.2 $2.5M 7.8k 312.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $2.1M 27k 77.28
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.9M 94k 19.97
Vanguard World Utilities Etf (VPU) 0.9 $1.7M 12k 147.92
Vanguard World Industrial Etf (VIS) 0.8 $1.6M 7.0k 235.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.5M 26k 58.52
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.8 $1.5M 16k 95.07
Ishares Tr Core High Dv Etf (HDV) 0.7 $1.5M 14k 108.70
Select Sector Spdr Tr Technology (XLK) 0.7 $1.5M 6.4k 226.25
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.7 $1.4M 23k 61.32
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.3M 5.9k 218.03
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $1.2M 6.6k 182.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.2M 2.5k 479.15
Apple (AAPL) 0.6 $1.1M 5.2k 210.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.1M 13k 83.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.0M 27k 38.42
Select Sector Spdr Tr Indl (XLI) 0.5 $1.0M 8.4k 121.87
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.0M 9.5k 106.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $986k 37k 26.56
Ishares Tr Core Msci Eafe (IEFA) 0.5 $984k 14k 72.64
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $920k 9.5k 97.07
Vanguard Index Fds Growth Etf (VUG) 0.5 $901k 2.4k 373.99
Alps Etf Tr Sectr Div Dogs (SDOG) 0.4 $867k 16k 52.83
Ishares Tr Ibonds 27 Etf (IBDS) 0.4 $864k 36k 23.73
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $855k 7.2k 118.78
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $838k 3.5k 242.09
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $809k 14k 59.60
Ishares Tr Core S&p500 Etf (IVV) 0.4 $696k 1.3k 547.23
Welltower Inc Com reit (WELL) 0.3 $678k 6.5k 104.25
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $663k 2.7k 246.06
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $584k 7.6k 76.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $580k 7.6k 76.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $573k 12k 47.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $563k 13k 43.76
Ishares Tr Eafe Value Etf (EFV) 0.3 $512k 9.7k 53.04
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $502k 23k 22.22
First Tr Exchange Traded Consumr Staple (FXG) 0.3 $502k 7.8k 64.44
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $494k 13k 39.05
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $464k 1.8k 260.70
Ishares Tr Rus 1000 Etf (IWB) 0.2 $453k 1.5k 297.54
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $451k 19k 23.98
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $443k 6.5k 68.14
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.2 $441k 19k 23.24
Spdr Gold Tr Gold Shs (GLD) 0.2 $431k 2.0k 215.01
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $425k 4.2k 101.08
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $377k 4.3k 87.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $375k 5.2k 72.05
Ishares Tr Russell 2000 Etf (IWM) 0.2 $371k 1.8k 202.89
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $370k 17k 22.05
Prudential Financial (PRU) 0.2 $345k 2.9k 117.19
Ishares Tr U.s. Tech Etf (IYW) 0.2 $342k 2.3k 150.50
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.2 $329k 14k 23.27
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $314k 8.9k 35.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $306k 6.3k 48.54
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $297k 3.7k 80.13
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $282k 6.4k 44.10
Vanguard World Materials Etf (VAW) 0.1 $270k 1.4k 192.63
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $269k 1.4k 195.25
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $264k 11k 23.23
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $251k 11k 23.22
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $237k 2.5k 94.27
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $228k 426.00 535.08
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $228k 5.9k 38.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $222k 2.7k 81.09
McDonald's Corporation (MCD) 0.1 $215k 844.00 254.96
Pepsi (PEP) 0.1 $213k 1.3k 164.92
Johnson & Johnson (JNJ) 0.1 $205k 1.4k 146.19
Inventrust Pptys Corp Com New (IVT) 0.1 $202k 8.2k 24.76