MondegarAI
Madden Advisory Services, Inc.

Q3 2024 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2024-10-30 · accession 0001172661-24-004402

$218.4M
Reported value
100
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524102SCHBSCHWAB STRATEGIC TR$17.2M7.90%259,212CommonNONE
922908363VOOVANGUARD INDEX FDS$15.8M7.23%29,908CommonNONE
92204A702VGTVANGUARD WORLD FD$13.6M6.24%23,244CommonNONE
922908744VTVVANGUARD INDEX FDS$13.1M5.99%74,985CommonNONE
464287465EFAISHARES TR$7.4M3.39%88,579CommonNONE
46434VBG4IBDPISHARES TR$7.3M3.36%290,936CommonNONE
46434VBD1IBDQISHARES TR$6.3M2.91%252,856CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$6.3M2.89%93,051CommonNONE
92204A504VHTVANGUARD WORLD FD$6.3M2.88%22,281CommonNONE
594918104MSFTMICROSOFT CORP$6.1M2.79%14,132CommonNONE
92204A207VDCVANGUARD WORLD FD$6.0M2.73%27,237CommonNONE
464285204IAUISHARES GOLD TR$4.8M2.21%96,920CommonNONE
921909768VXUSVANGUARD STAR FDS$4.7M2.13%71,940CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.4M2.00%7,601CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4.3M1.98%41,434CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$4.1M1.88%49,467CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.1M1.86%20,476CommonNONE
46434V407SHYGISHARES TR$3.9M1.77%89,241CommonNONE
46435GAA0IBDRISHARES TR$3.8M1.75%157,138CommonNONE
464287804IJRISHARES TR$3.4M1.55%28,971CommonNONE
922908769VTIVANGUARD INDEX FDS$3.3M1.51%11,621CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.2M1.44%37,311CommonNONE
46429B747STIPISHARES TR$3.0M1.36%29,221CommonNONE
92189F486FLTRVANECK ETF TRUST$2.9M1.34%114,470CommonNONE
464288810IHIISHARES TR$2.9M1.32%48,752CommonNONE
92204A108VCRVANGUARD WORLD FD$2.8M1.27%8,120CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.3M1.06%29,214CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.3M1.04%98,113CommonNONE
92204A876VPUVANGUARD WORLD FD$2.2M1.01%12,713CommonNONE
46435UAA9IBDSISHARES TR$1.9M0.88%78,441CommonNONE
72201R817CORPPIMCO ETF TR$1.9M0.86%18,777CommonNONE
92204A603VISVANGUARD WORLD FD$1.8M0.81%6,788CommonNONE
46429B663HDVISHARES TR$1.7M0.77%14,255CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$1.6M0.75%25,379CommonNONE
464287507IJHISHARES TR$1.6M0.72%25,388CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.67%6,469CommonNONE
922908751VBVANGUARD INDEX FDS$1.4M0.65%6,001CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.64%6,962CommonNONE
922908553VNQVANGUARD INDEX FDS$1.3M0.59%13,121CommonNONE
464287176TIPISHARES TR$1.2M0.56%11,030CommonNONE
46090E103QQQINVESCO QQQ TR$1.2M0.56%2,487CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.2M0.55%41,217CommonNONE
808524698SCHISCHWAB STRATEGIC TR$1.2M0.54%25,588CommonNONE
037833100AAPLAPPLE INC$1.2M0.53%4,979CommonNONE
46432F842IEFAISHARES TR$1.1M0.52%14,486CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.51%2,921CommonNONE
464287226AGGISHARES TR$1.1M0.51%10,974CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.51%8,177CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.1M0.48%25,580CommonNONE
00162Q858SDOGALPS ETF TR$961,9100.44%16,311CommonNONE
922908629VOVANGUARD INDEX FDS$925,9940.42%3,509CommonNONE
464287150ITOTISHARES TR$922,9300.42%7,347CommonNONE
464287200IVVISHARES TR$904,6850.41%1,568CommonNONE
95040Q104WELLWELLTOWER INC$802,7480.37%6,270CommonNONE
464288877EFVISHARES TR$737,3040.34%12,816CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$733,4080.34%12,250CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$696,6590.32%2,678CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$683,7540.31%8,238CommonNONE
808524607SCHASCHWAB STRATEGIC TR$682,8310.31%13,258CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$656,1190.30%13,712CommonNONE
921937835BNDVANGUARD BD INDEX FDS$577,0700.26%7,683CommonNONE
921937827BSVVANGUARD BD INDEX FDS$569,0930.26%7,232CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$564,2480.26%6,985CommonNONE
00326A104SGOLETFS GOLD TR$557,9610.26%22,203CommonNONE
92189F676SMHVANECK ETF TRUST$520,5990.24%2,121CommonNONE
46434V456IQLTISHARES TR$515,5130.24%12,425CommonNONE
78464A888XHBSPDR SER TR$514,6820.24%4,132CommonNONE
464287622IWBISHARES TR$478,8160.22%1,523CommonNONE
46436E874IBTEISHARES TR$475,4010.22%19,808CommonNONE
78463V107GLDSPDR GOLD TR$471,5360.22%1,940CommonNONE
46435U184IBHDISHARES TR$461,3980.21%19,811CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$448,1600.21%6,559CommonNONE
464287697IDUISHARES TR$430,3200.20%4,218CommonNONE
464287655IWMISHARES TR$426,5390.20%1,931CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$404,4520.19%16,515CommonNONE
464287234EEMISHARES TR$376,1440.17%8,202CommonNONE
922020805VTIPVANGUARD MALVERN FDS$358,4840.16%7,270CommonNONE
744320102PRUPRUDENTIAL FINL INC$356,5180.16%2,944CommonNONE
46435U168IBHEISHARES TR$348,9640.16%14,977CommonNONE
46435U515IBDTISHARES TR$339,7790.16%13,309CommonNONE
92189F643MOATVANECK ETF TRUST$336,8490.15%3,474CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$335,7490.15%8,939CommonNONE
92204A801VAWVANGUARD WORLD FD$324,4000.15%1,534CommonNONE
464287499IWRISHARES TR$311,4480.14%3,533CommonNONE
464287721IYWISHARES TR$306,5760.14%2,022CommonNONE
78464A409SPYGSPDR SER TR$301,0720.14%3,630CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$278,1600.13%6,227CommonNONE
46436E866ISHARES TR$277,6000.13%11,853CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$275,1900.13%1,536CommonNONE
78468R606SPHYSPDR SER TR$260,4360.12%10,828CommonNONE
78464A102XNTKSPDR SER TR$258,5610.12%1,309CommonNONE
78468R622JNKSPDR SER TR$246,1370.11%2,517CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$242,1060.11%425CommonNONE
580135101MCDMCDONALDS CORP$239,3800.11%786CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$231,8680.11%8,173CommonNONE
713448108PEPPEPSICO INC$220,2760.10%1,295CommonNONE
464287705IJJISHARES TR$217,2000.10%1,757CommonNONE
92204A884VOXVANGUARD WORLD FD$214,8310.10%1,477CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$208,6740.10%3,891CommonNONE
464288737KXIISHARES TR$208,2960.10%3,168CommonNONE

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.