MondegarAI
Madden Advisory Services, Inc.

Q1 2025 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2025-05-06 · accession 0001172661-25-001580

$214.6M
Reported value
101
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524102SCHBSCHWAB STRATEGIC TR$16.8M7.81%778,548CommonNONE
922908363VOOVANGUARD INDEX FDS$15.8M7.37%30,786CommonNONE
922908744VTVVANGUARD INDEX FDS$12.8M5.95%73,923CommonNONE
92204A702VGTVANGUARD WORLD FD$12.3M5.74%22,693CommonNONE
46434VBD1IBDQISHARES TR$7.7M3.60%306,881CommonNONE
464287465EFAISHARES TR$7.3M3.39%88,877CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$6.2M2.87%278,943CommonNONE
92204A504VHTVANGUARD WORLD FD$6.0M2.78%22,513CommonNONE
92204A207VDCVANGUARD WORLD FD$5.9M2.75%26,994CommonNONE
464285204IAUISHARES GOLD TR$5.7M2.65%96,536CommonNONE
46435GAA0IBDRISHARES TR$5.5M2.55%226,142CommonNONE
594918104MSFTMICROSOFT CORP$5.3M2.48%14,198CommonNONE
921909768VXUSVANGUARD STAR FDS$4.7M2.19%75,782CommonNONE
46434V407SHYGISHARES TR$4.4M2.06%104,100CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.2M1.94%7,435CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.1M1.92%21,255CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4.1M1.89%161,850CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$4.0M1.87%152,918CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.2M1.47%112,932CommonNONE
922908769VTIVANGUARD INDEX FDS$3.1M1.46%11,361CommonNONE
464287804IJRISHARES TR$3.1M1.45%29,747CommonNONE
46429B747STIPISHARES TR$3.1M1.43%29,736CommonNONE
808524698SCHISCHWAB STRATEGIC TR$2.9M1.34%127,823CommonNONE
92189F486FLTRVANECK ETF TRUST$2.8M1.31%110,013CommonNONE
464288810IHIISHARES TR$2.7M1.28%45,547CommonNONE
92204A108VCRVANGUARD WORLD FD$2.7M1.25%8,269CommonNONE
46435UAA9IBDSISHARES TR$2.6M1.20%106,182CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.5M1.15%31,328CommonNONE
92204A876VPUVANGUARD WORLD FD$2.3M1.06%13,338CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.2M1.02%102,233CommonNONE
72201R817CORPPIMCO ETF TR$2.1M0.99%22,037CommonNONE
46429B663HDVISHARES TR$1.7M0.80%14,208CommonNONE
92204A603VISVANGUARD WORLD FD$1.7M0.78%6,777CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$1.7M0.78%26,046CommonNONE
464287507IJHISHARES TR$1.5M0.69%25,358CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.64%2,934CommonNONE
922908751VBVANGUARD INDEX FDS$1.3M0.61%5,907CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.60%6,518CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.60%6,233CommonNONE
464287176TIPISHARES TR$1.3M0.59%11,451CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.57%3,312CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.56%13,296CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.2M0.54%6,749CommonNONE
46432F842IEFAISHARES TR$1.2M0.54%15,439CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.1M0.53%40,960CommonNONE
037833100AAPLAPPLE INC$1.1M0.51%4,893CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$992,6600.46%50,185CommonNONE
46435U515IBDTISHARES TR$938,3330.44%37,147CommonNONE
464287200IVVISHARES TR$918,0910.43%1,633CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$917,6220.43%7,001CommonNONE
922908629VOVANGUARD INDEX FDS$914,9500.43%3,537CommonNONE
00162Q858SDOGALPS ETF TR$874,6010.41%15,053CommonNONE
95040Q104WELLWELLTOWER INC$862,1130.40%5,627CommonNONE
464288877EFVISHARES TR$782,8410.36%13,282CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$736,5710.34%12,309CommonNONE
46436E205IBDUISHARES TR$734,7480.34%31,766CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$681,7900.32%8,348CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$681,2080.32%2,683CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$661,3840.31%14,613CommonNONE
00326A104SGOLETFS GOLD TR$645,2150.30%21,637CommonNONE
464287150ITOTISHARES TR$641,7730.30%5,260CommonNONE
808524607SCHASCHWAB STRATEGIC TR$605,0900.28%25,825CommonNONE
464287226AGGISHARES TR$600,5590.28%6,071CommonNONE
921937835BNDVANGUARD BD INDEX FDS$579,8880.27%7,895CommonNONE
921937827BSVVANGUARD BD INDEX FDS$567,7080.26%7,252CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$551,2520.26%6,991CommonNONE
78463V107GLDSPDR GOLD TR$541,4150.25%1,879CommonNONE
46436E858IBTGISHARES TR$533,2910.25%23,247CommonNONE
46436E528IBHFISHARES TR$532,7360.25%22,943CommonNONE
46434V456IQLTISHARES TR$476,1210.22%11,996CommonNONE
464287622IWBISHARES TR$467,1650.22%1,523CommonNONE
92189F676SMHVANECK ETF TRUST$454,2380.21%2,148CommonNONE
464287234EEMISHARES TR$448,9300.21%10,273CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$448,3380.21%15,781CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$434,9030.20%6,656CommonNONE
464287697IDUISHARES TR$433,9760.20%4,279CommonNONE
922020805VTIPVANGUARD MALVERN FDS$398,8510.19%7,993CommonNONE
464287655IWMISHARES TR$392,1970.18%1,966CommonNONE
78464A888XHBSPDR SER TR$384,1120.18%3,964CommonNONE
46435U168IBHEISHARES TR$351,5510.16%15,127CommonNONE
744320102PRUPRUDENTIAL FINL INC$328,7860.15%2,944CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$315,3470.15%8,661CommonNONE
92189F643MOATVANECK ETF TRUST$308,9850.14%3,511CommonNONE
464287499IWRISHARES TR$299,6510.14%3,522CommonNONE
92204A801VAWVANGUARD WORLD FD$289,4510.13%1,533CommonNONE
78464A409SPYGSPDR SER TR$284,3490.13%3,538CommonNONE
464287721IYWISHARES TR$283,9700.13%2,022CommonNONE
46436E866ISHARES TR$282,7190.13%12,097CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$261,0180.12%6,237CommonNONE
78468R606SPHYSPDR SER TR$255,1960.12%10,896CommonNONE
464288513HYGISHARES TR$253,2590.12%3,210CommonNONE
78464A102XNTKSPDR SER TR$241,4890.11%1,259CommonNONE
78468R622JNKSPDR SER TR$240,6330.11%2,525CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$240,5850.11%8,947CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$240,0410.11%8,173CommonNONE
580135101MCDMCDONALDS CORP$238,8790.11%764CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$228,3290.11%428CommonNONE
92204A884VOXVANGUARD WORLD FD$227,0400.11%1,530CommonNONE
464287705IJJISHARES TR$211,2040.10%1,764CommonNONE
464288885EFGISHARES TR$204,9000.10%2,049CommonNONE
464288737KXIISHARES TR$202,9100.09%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.