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CIK: 0001542284
Total reported value
$278.9M
$278.9M
92 檔
21.8%
As reported in its official Q1 2024 Form 13F filing, Madden Advisory Services, Inc.'s tracked investment portfolio stood at $278.9M with 92 total positions.
During Q1 2024, Madden Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 8.59% | +0.23% | -2.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.08% | -0.34% | -1.11% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.58% | +1.44% | -0.99% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.08% | +0.34% | -1.27% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.77% | -0.08% | -1.56% | |
| 6 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 3.41% | — | +6.02% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.13% | +0.08% | NEW | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.98% | +0.02% | -5.45% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.96% | -0.17% | +0.42% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.90% | +0.01% | +2.51% | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.41% | — | +16.94% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.17% | +0.01% | +1.49% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.09% | +0.10% | +0.57% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.06% | +0.03% | -2.22% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 2.05% | -0.65% | -0.83% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.05% | +0.19% | +1.24% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.89% | — | -2.20% | |
| 18 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.75% | -0.11% | -9.67% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.70% | -0.14% | +2.30% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | +0.09% | +0.11% | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.65% | -0.15% | -4.93% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | +0.06% | -0.32% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.48% | -0.14% | -3.00% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.46% | -0.06% | +4.74% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.29% | -0.01% | +0.16% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.23% | -0.32% | +30.01% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.08% | -0.15% | -1.78% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-Other | 0.96% | -0.01% | +1.31% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 0.90% | +0.08% | -1.39% | |
| 30 | VPU | Vanguard Utilities ETF | ETF-Other | 0.86% | -0.11% | +4.56% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | +0.02% | +388.87% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-Other | 0.76% | -0.07% | -7.83% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.15% | +0.53% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | +0.04% | -4.19% | |
| 35 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.68% | +0.01% | +4.99% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.64% | -0.02% | +0.44% | |
| 37 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.64% | — | +3.02% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.23% | +2.86% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.57% | +0.01% | +1.60% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.01% | -2.23% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | +0.02% | -1.68% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.53% | -0.10% | +4.87% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.50% | -0.01% | +0.76% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.04% | -7.15% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | -0.01% | -0.98% | |
| 46 | SDOG | Alps Sector Dividend Dogs | ETF-Other | 0.47% | -0.02% | +0.01% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | -0.02% | -2.67% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.43% | -0.17% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.01% | -2.54% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.43% | -0.03% | -4.94% |
According to official SEC Form 13F filings, Madden Advisory Services, Inc. reported a total U.S. public equity portfolio value of $278.9M across 92 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, VOO, VGT) accounted for 21.8% of total reported equity market value during Q1 2024.
During Q1 2024, Madden Advisory Services, Inc.'s top holdings by market value included SCHB (8.6%)、VOO (7.1%)、VGT (6.6%). The largest single position, SCHB, represented 8.6% of total portfolio value.
In Q1 2024, Madden Advisory Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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