Madden Advisory Services

Madden Advisory Services as of Sept. 30, 2024

Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 100 positions in its portfolio as reported in the September 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) 7.9 $17M 259k 66.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.2 $16M 30k 527.68
Vanguard World Inf Tech Etf (VGT) 6.2 $14M 23k 586.52
Vanguard Index Fds Value Etf (VTV) 6.0 $13M 75k 174.57
Ishares Tr Msci Eafe Etf (EFA) 3.4 $7.4M 89k 83.63
Ishares Tr Ibonds Dec24 Etf (IBDP) 3.4 $7.3M 291k 25.21
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.9 $6.3M 253k 25.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $6.3M 93k 67.85
Vanguard World Health Car Etf (VHT) 2.9 $6.3M 22k 282.21
Microsoft Corporation (MSFT) 2.8 $6.1M 14k 430.32
Vanguard World Consum Stp Etf (VDC) 2.7 $6.0M 27k 218.49
Ishares Gold Tr Ishares New (IAU) 2.2 $4.8M 97k 49.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $4.7M 72k 64.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $4.4M 7.6k 573.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $4.3M 41k 104.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $4.1M 50k 83.09
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $4.1M 21k 198.06
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.8 $3.9M 89k 43.42
Ishares Tr Ibonds Dec2026 (IBDR) 1.7 $3.8M 157k 24.30
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $3.4M 29k 116.96
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $3.3M 12k 283.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $3.2M 37k 84.53
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $3.0M 29k 101.32
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.3 $2.9M 115k 25.47
Ishares Tr U.s. Med Dvc Etf (IHI) 1.3 $2.9M 49k 59.22
Vanguard World Consum Dis Etf (VCR) 1.3 $2.8M 8.1k 340.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $2.3M 29k 79.42
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $2.3M 98k 23.17
Vanguard World Utilities Etf (VPU) 1.0 $2.2M 13k 174.05
Ishares Tr Ibonds 27 Etf (IBDS) 0.9 $1.9M 78k 24.37
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.9 $1.9M 19k 99.45
Vanguard World Industrial Etf (VIS) 0.8 $1.8M 6.8k 260.09
Ishares Tr Core High Dv Etf (HDV) 0.8 $1.7M 14k 117.62
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.8 $1.6M 25k 64.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.6M 25k 62.32
Select Sector Spdr Tr Technology (XLK) 0.7 $1.5M 6.5k 225.78
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.4M 6.0k 237.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $1.4M 7.0k 200.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.3M 13k 97.42
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.2M 11k 110.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.2M 2.5k 488.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $1.2M 41k 29.18
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.5 $1.2M 26k 46.16
Apple (AAPL) 0.5 $1.2M 5.0k 233.02
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.1M 15k 78.05
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.1M 2.9k 384.05
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.1M 11k 101.28
Select Sector Spdr Tr Indl (XLI) 0.5 $1.1M 8.2k 135.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.1M 26k 41.12
Alps Etf Tr Sectr Div Dogs (SDOG) 0.4 $962k 16k 58.97
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $926k 3.5k 263.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $923k 7.3k 125.62
Ishares Tr Core S&p500 Etf (IVV) 0.4 $905k 1.6k 576.97
Welltower Inc Com reit (WELL) 0.4 $803k 6.3k 128.03
Ishares Tr Eafe Value Etf (EFV) 0.3 $737k 13k 57.53
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $733k 12k 59.87
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $697k 2.7k 260.14
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $684k 8.2k 83.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $683k 13k 51.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $656k 14k 47.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $577k 7.7k 75.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $569k 7.2k 78.69
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $564k 7.0k 80.78
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $558k 22k 25.13
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $521k 2.1k 245.45
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $516k 12k 41.49
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $515k 4.1k 124.56
Ishares Tr Rus 1000 Etf (IWB) 0.2 $479k 1.5k 314.39
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $475k 20k 24.00
Spdr Gold Tr Gold Shs (GLD) 0.2 $472k 1.9k 243.06
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.2 $461k 20k 23.29
First Tr Exchange Traded Consumr Staple (FXG) 0.2 $448k 6.6k 68.33
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $430k 4.2k 102.02
Ishares Tr Russell 2000 Etf (IWM) 0.2 $427k 1.9k 220.89
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $405k 17k 24.49
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $376k 8.2k 45.86
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $359k 7.3k 49.31
Prudential Financial (PRU) 0.2 $357k 2.9k 121.10
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.2 $349k 15k 23.30
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $340k 13k 25.53
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $337k 3.5k 96.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $336k 8.9k 37.56
Vanguard World Materials Etf (VAW) 0.1 $324k 1.5k 211.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $311k 3.5k 88.15
Ishares Tr U.s. Tech Etf (IYW) 0.1 $307k 2.0k 151.62
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $301k 3.6k 82.94
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $278k 6.2k 44.67
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $278k 12k 23.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $275k 1.5k 179.16
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $260k 11k 24.05
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $259k 1.3k 197.53
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $246k 2.5k 97.79
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $242k 425.00 569.66
McDonald's Corporation (MCD) 0.1 $239k 786.00 304.55
Inventrust Pptys Corp Com New (IVT) 0.1 $232k 8.2k 28.37
Pepsi (PEP) 0.1 $220k 1.3k 170.10
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $217k 1.8k 123.62
Vanguard World Comm Srvc Etf (VOX) 0.1 $215k 1.5k 145.45
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $209k 3.9k 53.63
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $208k 3.2k 65.75