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Madden Advisory Services, Inc.

Q3 2023 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2023-11-13 · accession 0001172661-23-003720

$158.1M
Reported value
81
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524102SCHBSCHWAB STRATEGIC TR$14.7M9.31%295,396CommonNONE
922908363VOOVANGUARD INDEX FDS$11.1M7.00%28,170CommonNONE
92204A702VGTVANGUARD WORLD FDS$10.5M6.62%25,227CommonNONE
922908744VTVVANGUARD INDEX FDS$9.0M5.72%65,585CommonNONE
464287465EFAISHARES TR$6.5M4.12%94,406CommonNONE
46434VAX8ISHARES TR$5.6M3.56%222,050CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$4.9M3.07%96,056CommonNONE
92204A207VDCVANGUARD WORLD FDS$4.6M2.92%25,233CommonNONE
594918104MSFTMICROSOFT CORP$4.5M2.86%14,296CommonNONE
46434VBG4IBDPISHARES TR$4.3M2.74%174,974CommonNONE
464288810IHIISHARES TR$3.8M2.42%79,012CommonNONE
92204A504VHTVANGUARD WORLD FDS$3.6M2.30%15,471CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.4M2.15%7,952CommonNONE
92189F486FLTRVANECK ETF TRUST$3.3M2.11%131,980CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.2M2.05%44,598CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$3.2M2.00%46,716CommonNONE
464285204IAUISHARES GOLD TR$3.0M1.90%85,914CommonNONE
46429B747STIPISHARES TR$2.9M1.86%30,356CommonNONE
921909768VXUSVANGUARD STAR FDS$2.9M1.82%53,776CommonNONE
464287804IJRISHARES TR$2.8M1.78%29,762CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.6M1.64%16,677CommonNONE
46434V407SHYGISHARES TR$2.5M1.61%62,044CommonNONE
922908769VTIVANGUARD INDEX FDS$2.5M1.57%11,662CommonNONE
46434VBD1IBDQISHARES TR$2.2M1.38%89,496CommonNONE
92204A108VCRVANGUARD WORLD FDS$2.1M1.32%7,757CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.0M1.25%26,302CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.9M1.19%26,531CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$1.6M1.01%89,552CommonNONE
464287226AGGISHARES TR$1.5M0.97%16,237CommonNONE
92204A603VISVANGUARD WORLD FDS$1.4M0.91%7,355CommonNONE
46429B663HDVISHARES TR$1.4M0.88%14,123CommonNONE
92204A876VPUVANGUARD WORLD FDS$1.3M0.82%10,108CommonNONE
464287507IJHISHARES TR$1.3M0.80%5,054CommonNONE
464287176TIPISHARES TR$1.2M0.74%11,261CommonNONE
922908751VBVANGUARD INDEX FDS$1.2M0.73%6,114CommonNONE
037833100AAPLAPPLE INC$1.1M0.67%6,174CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.0M0.65%6,260CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$970,7190.61%19,692CommonNONE
72201R817CORPPIMCO ETF TR$959,5850.61%10,531CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$938,5330.59%5,830CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$938,0040.59%15,786CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$861,7460.55%8,500CommonNONE
808524706SCHESCHWAB STRATEGIC TR$789,8760.50%32,994CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$774,6490.49%22,811CommonNONE
00162Q858SDOGALPS ETF TR$765,8090.48%16,283CommonNONE
46435GAA0IBDRISHARES TR$736,8730.47%31,578CommonNONE
46090E103QQQINVESCO QQQ TR$733,4280.46%2,047CommonNONE
46432F842IEFAISHARES TR$732,8820.46%11,389CommonNONE
922908553VNQVANGUARD INDEX FDS$717,4650.45%9,483CommonNONE
922908629VOVANGUARD INDEX FDS$654,2510.41%3,142CommonNONE
464287150ITOTISHARES TR$633,7100.40%6,728CommonNONE
464287200IVVISHARES TR$606,3530.38%1,412CommonNONE
922908736VUGVANGUARD INDEX FDS$600,6800.38%2,206CommonNONE
95040Q104WELLWELLTOWER INC$579,0920.37%7,069CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$524,5120.33%2,695CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$482,1770.31%7,991CommonNONE
808524607SCHASCHWAB STRATEGIC TR$447,1060.28%10,794CommonNONE
46434V456IQLTISHARES TR$425,4350.27%12,658CommonNONE
464288877EFVISHARES TR$409,3480.26%8,366CommonNONE
00326A104SGOLABRDN GOLD ETF TRUST$386,1020.24%21,826CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$377,2820.24%21,783CommonNONE
921937827BSVVANGUARD BD INDEX FDS$359,7050.23%4,785CommonNONE
78463V107GLDSPDR GOLD TR$331,9270.21%1,936CommonNONE
78464A888XHBSPDR SER TR$328,4090.21%4,289CommonNONE
464287697IDUISHARES TR$320,5880.20%4,357CommonNONE
464287622IWBISHARES TR$303,9740.19%1,294CommonNONE
744320102PRUPRUDENTIAL FINL INC$296,1520.19%3,121CommonNONE
464287655IWMISHARES TR$295,6860.19%1,673CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$292,1750.18%4,958CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$290,0760.18%7,398CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$277,1980.18%8,939CommonNONE
78468R622JNKSPDR SER TR$262,4310.17%2,903CommonNONE
478160104JNJJOHNSON & JOHNSON$253,5810.16%1,628CommonNONE
464287721IYWISHARES TR$244,5690.15%2,331CommonNONE
922020805VTIPVANGUARD MALVERN FDS$237,2510.15%5,018CommonNONE
78464A409SPYGSPDR SER TR$235,4010.15%3,971CommonNONE
78468R606SPHYSPDR SER TR$227,8380.14%10,162CommonNONE
713448108PEPPEPSICO INC$221,5600.14%1,308CommonNONE
464288737KXIISHARES TR$221,1080.14%3,875CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$206,1690.13%1,995CommonNONE
46435G318ISHARES TR$202,9960.13%7,953CommonNONE

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.