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Madden Advisory Services, Inc.

Q1 2024 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2024-05-03 · accession 0001172661-24-001996

$189.8M
Reported value
92
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524102SCHBSCHWAB STRATEGIC TR$16.3M8.59%267,008CommonNONE
922908363VOOVANGUARD INDEX FDS$13.4M7.08%27,959CommonNONE
92204A702VGTVANGUARD WORLD FD$12.5M6.58%23,816CommonNONE
922908744VTVVANGUARD INDEX FDS$11.5M6.08%70,788CommonNONE
464287465EFAISHARES TR$7.2M3.77%89,583CommonNONE
46434VBG4IBDPISHARES TR$6.5M3.41%257,962CommonNONE
594918104MSFTMICROSOFT CORP$5.9M3.13%14,095CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$5.7M2.98%91,203CommonNONE
92204A207VDCVANGUARD WORLD FD$5.6M2.96%27,510CommonNONE
92204A504VHTVANGUARD WORLD FD$5.5M2.90%20,312CommonNONE
46434VBD1IBDQISHARES TR$4.6M2.41%184,489CommonNONE
921909768VXUSVANGUARD STAR FDS$4.1M2.17%68,234CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4.0M2.09%42,677CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.9M2.06%7,456CommonNONE
464285204IAUISHARES GOLD TR$3.9M2.05%92,636CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$3.9M2.05%47,776CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.6M1.89%19,675CommonNONE
92189F486FLTRVANECK ETF TRUST$3.3M1.75%130,053CommonNONE
46434V407SHYGISHARES TR$3.2M1.70%75,938CommonNONE
464287804IJRISHARES TR$3.1M1.66%28,480CommonNONE
464288810IHIISHARES TR$3.1M1.65%53,283CommonNONE
922908769VTIVANGUARD INDEX FDS$3.0M1.59%11,574CommonNONE
46429B747STIPISHARES TR$2.8M1.48%28,163CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.8M1.46%34,376CommonNONE
92204A108VCRVANGUARD WORLD FD$2.5M1.29%7,714CommonNONE
46435GAA0IBDRISHARES TR$2.3M1.23%97,907CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.0M1.08%26,511CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$1.8M0.96%90,107CommonNONE
92204A603VISVANGUARD WORLD FD$1.7M0.90%7,004CommonNONE
92204A876VPUVANGUARD WORLD FD$1.6M0.86%11,453CommonNONE
464287507IJHISHARES TR$1.5M0.80%24,981CommonNONE
46429B663HDVISHARES TR$1.4M0.76%13,147CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.70%6,395CommonNONE
922908751VBVANGUARD INDEX FDS$1.3M0.70%5,789CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$1.3M0.68%21,866CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.64%6,643CommonNONE
72201R817CORPPIMCO ETF TR$1.2M0.64%12,570CommonNONE
46090E103QQQINVESCO QQQ TR$1.2M0.61%2,591CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.1M0.57%27,903CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M0.57%12,588CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.56%8,409CommonNONE
464287176TIPISHARES TR$997,5750.53%9,288CommonNONE
808524706SCHESCHWAB STRATEGIC TR$949,8040.50%37,616CommonNONE
464287226AGGISHARES TR$943,1110.50%9,629CommonNONE
46432F842IEFAISHARES TR$924,4840.49%12,456CommonNONE
00162Q858SDOGALPS ETF TR$888,8990.47%16,476CommonNONE
922908629VOVANGUARD INDEX FDS$864,4690.46%3,460CommonNONE
922908736VUGVANGUARD INDEX FDS$823,9800.43%2,394CommonNONE
037833100AAPLAPPLE INC$823,5950.43%4,803CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$810,3550.43%13,592CommonNONE
464287150ITOTISHARES TR$800,2970.42%6,941CommonNONE
464287200IVVISHARES TR$662,2590.35%1,260CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$642,0040.34%2,694CommonNONE
46435UAA9IBDSISHARES TR$631,8900.33%26,550CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$631,3440.33%8,268CommonNONE
921937827BSVVANGUARD BD INDEX FDS$614,8840.32%8,020CommonNONE
95040Q104WELLWELLTOWER INC$607,9210.32%6,506CommonNONE
808524607SCHASCHWAB STRATEGIC TR$601,2350.32%12,210CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$533,5370.28%7,790CommonNONE
46434V456IQLTISHARES TR$502,0160.26%12,658CommonNONE
464288877EFVISHARES TR$497,0530.26%9,137CommonNONE
00326A104SGOLABRDN GOLD ETF TRUST$480,7460.25%22,634CommonNONE
78464A888XHBSPDR SER TR$469,5710.25%4,208CommonNONE
46436E874IBTEISHARES TR$444,2230.23%18,556CommonNONE
464287622IWBISHARES TR$438,6700.23%1,523CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$436,9140.23%10,460CommonNONE
46435U184IBHDISHARES TR$431,3970.23%18,503CommonNONE
78463V107GLDSPDR GOLD TR$426,4580.22%2,073CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$426,3310.22%6,494CommonNONE
92189F676SMHVANECK ETF TRUST$377,9830.20%1,680CommonNONE
464287655IWMISHARES TR$374,5440.20%1,781CommonNONE
464287697IDUISHARES TR$363,0130.19%4,295CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$344,7630.18%16,950CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$320,3740.17%8,939CommonNONE
46435U168IBHEISHARES TR$319,2310.17%13,654CommonNONE
464287721IYWISHARES TR$307,1260.16%2,274CommonNONE
921937835BNDVANGUARD BD INDEX FDS$288,9950.15%3,979CommonNONE
92204A801VAWVANGUARD WORLD FD$288,2460.15%1,410CommonNONE
922020805VTIPVANGUARD MALVERN FDS$274,8410.14%5,739CommonNONE
744320102PRUPRUDENTIAL FINL INC$273,0720.14%2,326CommonNONE
78464A409SPYGSPDR SER TR$270,9480.14%3,704CommonNONE
78464A102XNTKSPDR SER TR$251,5130.13%1,379CommonNONE
46436E866ISHARES TR$245,6270.13%10,574CommonNONE
78468R606SPHYSPDR SER TR$240,6860.13%10,259CommonNONE
78468R622JNKSPDR SER TR$239,6180.13%2,517CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$234,3340.12%5,928CommonNONE
464287499IWRISHARES TR$230,0430.12%2,736CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$226,4550.12%407CommonNONE
713448108PEPPEPSICO INC$225,4370.12%1,288CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$210,1280.11%8,173CommonNONE
478160104JNJJOHNSON & JOHNSON$207,6890.11%1,313CommonNONE
464287705IJJISHARES TR$207,0080.11%1,750CommonNONE

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.