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Madden Advisory Services, Inc.

Q2 2023 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2023-08-07 · accession 0001172661-23-002788

$154.5M
Reported value
82
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524102SCHBSCHWAB STRATEGIC TR$17.6M11.4%339,699CommonNONE
92204A702VGTVANGUARD WORLD FDS$11.6M7.49%26,171CommonNONE
922908363VOOVANGUARD INDEX FDS$11.2M7.28%27,602CommonNONE
922908744VTVVANGUARD INDEX FDS$8.1M5.27%57,346CommonNONE
464287465EFAISHARES TR$7.1M4.62%98,395CommonNONE
464288810IHIISHARES TR$5.1M3.27%89,528CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$4.8M3.10%91,416CommonNONE
594918104MSFTMICROSOFT CORP$4.8M3.10%14,044CommonNONE
46434VAX8ISHARES TR$4.3M2.79%170,665CommonNONE
92204A207VDCVANGUARD WORLD FDS$4.3M2.75%21,858CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.9M2.56%8,908CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.6M2.31%47,579CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$3.3M2.15%46,790CommonNONE
464285204IAUISHARES GOLD TR$3.1M2.02%85,594CommonNONE
464287804IJRISHARES TR$2.9M1.85%28,648CommonNONE
92204A504VHTVANGUARD WORLD FDS$2.8M1.83%11,526CommonNONE
922908769VTIVANGUARD INDEX FDS$2.6M1.71%12,012CommonNONE
46429B747STIPISHARES TR$2.6M1.70%26,859CommonNONE
464287226AGGISHARES TR$2.2M1.42%22,456CommonNONE
92189F486FLTRVANECK ETF TRUST$2.1M1.38%84,715CommonNONE
92204A108VCRVANGUARD WORLD FDS$2.1M1.35%7,376CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.9M1.25%25,435CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$1.9M1.24%98,214CommonNONE
46434VBG4IBDPISHARES TR$1.9M1.20%75,541CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.7M1.12%10,651CommonNONE
46434V407SHYGISHARES TR$1.7M1.11%41,230CommonNONE
464287176TIPISHARES TR$1.6M1.02%14,591CommonNONE
92204A603VISVANGUARD WORLD FDS$1.6M1.01%7,561CommonNONE
921909768VXUSVANGUARD STAR FDS$1.4M0.93%25,531CommonNONE
464287507IJHISHARES TR$1.4M0.90%5,302CommonNONE
92204A876VPUVANGUARD WORLD FDS$1.4M0.88%9,594CommonNONE
46429B663HDVISHARES TR$1.3M0.87%13,381CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.3M0.82%17,546CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.75%6,657CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.1M0.73%19,031CommonNONE
922908751VBVANGUARD INDEX FDS$1.1M0.73%5,668CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.0M0.67%6,078CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$897,4610.58%8,362CommonNONE
72201R817CORPPIMCO ETF TR$850,3300.55%8,965CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$833,4120.54%23,378CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$786,0530.51%15,550CommonNONE
00162Q858SDOGALPS ETF TR$777,7190.50%15,564CommonNONE
46090E103QQQINVESCO QQQ TR$758,0950.49%2,052CommonNONE
037833100AAPLAPPLE INC$733,5510.47%3,782CommonNONE
46432F842IEFAISHARES TR$723,1950.47%10,714CommonNONE
464287150ITOTISHARES TR$690,7500.45%7,060CommonNONE
808524706SCHESCHWAB STRATEGIC TR$655,2320.42%26,603CommonNONE
922908736VUGVANGUARD INDEX FDS$626,2270.41%2,213CommonNONE
921937827BSVVANGUARD BD INDEX FDS$607,7380.39%8,042CommonNONE
95040Q104WELLWELLTOWER INC$606,9180.39%7,503CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$557,6400.36%2,767CommonNONE
922908629VOVANGUARD INDEX FDS$556,3440.36%2,527CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$556,0610.36%30,858CommonNONE
464287200IVVISHARES TR$543,6100.35%1,220CommonNONE
46434VBD1IBDQISHARES TR$499,2780.32%20,479CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$497,6920.32%7,944CommonNONE
00326A104SGOLABRDN GOLD ETF TRUST$462,3730.30%25,170CommonNONE
46434V456IQLTISHARES TR$451,7280.29%12,689CommonNONE
922908553VNQVANGUARD INDEX FDS$446,5980.29%5,345CommonNONE
808524607SCHASCHWAB STRATEGIC TR$422,2780.27%9,641CommonNONE
46434V803HEFAISHARES TR$399,5900.26%12,890CommonNONE
464288877EFVISHARES TR$394,5050.26%8,061CommonNONE
78464A888XHBSPDR SER TR$366,8100.24%4,568CommonNONE
78463V107GLDSPDR GOLD TR$353,3310.23%1,982CommonNONE
464287697IDUISHARES TR$343,6770.22%4,204CommonNONE
464287655IWMISHARES TR$323,0410.21%1,725CommonNONE
464287622IWBISHARES TR$315,6430.20%1,295CommonNONE
46435G318ISHARES TR$291,4900.19%11,435CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$290,8750.19%8,939CommonNONE
05534B760BCEBCE INC$289,5420.19%6,351CommonNONE
464287721IYWISHARES TR$286,4370.19%2,631CommonNONE
744320102PRUPRUDENTIAL FINL INC$285,1270.18%3,232CommonNONE
78468R622JNKSPDR SER TR$273,1450.18%2,968CommonNONE
464288737KXIISHARES TR$256,5700.17%4,193CommonNONE
78468R606SPHYSPDR SER TR$248,4350.16%10,877CommonNONE
78464A409SPYGSPDR SER TR$242,9420.16%3,982CommonNONE
713448108PEPPEPSICO INC$241,8160.16%1,306CommonNONE
478160104JNJJOHNSON & JOHNSON$238,4280.15%1,440CommonNONE
922020805VTIPVANGUARD MALVERN FDS$215,8080.14%4,551CommonNONE
78464A102XNTKSPDR SER TR$211,1310.14%1,513CommonNONE
78464A359CWBSPDR SER TR$204,1140.13%2,918CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$202,3200.13%5,368CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.