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Size ($ in 1000's)
At 12/31/2023: $177,437
At 09/30/2023: $158,088
Madden Advisory Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Madden Advisory Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Madden Advisory Services Inc. top holdings by largest position size, as per the latest 13f filing made by Madden Advisory Services Inc..
In the Madden Advisory Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Madden Advisory Services Inc. in that top holding, then the share count change between reporting periods, and finally the Madden Advisory Services Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
273,398 |
-21,998 |
$15,220 | | SCHB | 273,398 | -21,998 | $15,220 | | VANGUARD INDEX FDS (VOO) |
28,274 |
+104 |
$12,350 | | VOO | 28,274 | +104 | $12,350 | | VANGUARD WORLD FDS (VGT) |
24,054 |
-1,173 |
$11,642 | | VGT | 24,054 | -1,173 | $11,642 | | VANGUARD INDEX FDS (VTV) |
71,701 |
+6,116 |
$10,719 | | VTV | 71,701 | +6,116 | $10,719 | | ISHARES TR (EFA) |
91,007 |
-3,399 |
$6,857 | | EFA | 91,007 | -3,399 | $6,857 | | ISHARES TR (IBDP) |
243,305 |
+68,331 |
$6,061 | | IBDP | 243,305 | +68,331 | $6,061 | | SCHWAB STRATEGIC TR |
96,464 |
+408 |
$5,441 | | SCHX | 96,464 | +408 | $5,441 | | MICROSOFT CORP |
14,094 |
-202 |
$5,300 | | MSFT | 14,094 | -202 | $5,300 | | VANGUARD WORLD FDS (VDC) |
27,396 |
+2,163 |
$5,231 | | VDC | 27,396 | +2,163 | $5,231 | | VANGUARD WORLD FDS (VHT) |
19,814 |
+4,343 |
$4,967 | | VHT | 19,814 | +4,343 | $4,967 | | ISHARES TR (IBDQ) |
157,759 |
+68,263 |
$3,906 | | IBDQ | 157,759 | +68,263 | $3,906 | | VANGUARD STAR FDS (VXUS) |
67,231 |
+13,455 |
$3,897 | | VXUS | 67,231 | +13,455 | $3,897 | | ISHARES GOLD TR (IAU) |
93,413 |
+7,499 |
$3,646 | | IAU | 93,413 | +7,499 | $3,646 | | SPDR S&P 500 ETF TR (SPY) |
7,625 |
-327 |
$3,624 | | SPY | 7,625 | -327 | $3,624 | | VANECK ETF TRUST (FLTR) |
143,969 |
+11,989 |
$3,621 | | FLTR | 143,969 | +11,989 | $3,621 | | SCHWAB STRATEGIC TR |
47,191 |
+475 |
$3,554 | | SCHM | 47,191 | +475 | $3,554 | | SCHWAB STRATEGIC TR |
42,435 |
-2,163 |
$3,520 | | SCHG | 42,435 | -2,163 | $3,520 | | VANGUARD SPECIALIZED FUNDS (VIG) |
20,117 |
+3,440 |
$3,428 | | VIG | 20,117 | +3,440 | $3,428 | | ISHARES TR (SHYG) |
74,230 |
+12,186 |
$3,134 | | SHYG | 74,230 | +12,186 | $3,134 | | ISHARES TR (IJR) |
28,448 |
-1,314 |
$3,079 | | IJR | 28,448 | -1,314 | $3,079 | | ISHARES TR (IHI) |
56,047 |
-22,965 |
$3,025 | | IHI | 56,047 | -22,965 | $3,025 | | ISHARES TR (STIP) |
29,034 |
-1,322 |
$2,862 | | STIP | 29,034 | -1,322 | $2,862 | | VANGUARD INDEX FDS (VTI) |
11,611 |
-51 |
$2,754 | | VTI | 11,611 | -51 | $2,754 | | SCHWAB STRATEGIC TR |
32,821 |
+6,290 |
$2,499 | | SCHD | 32,821 | +6,290 | $2,499 | | VANGUARD WORLD FDS (VCR) |
7,702 |
-55 |
$2,346 | | VCR | 7,702 | -55 | $2,346 | | VANGUARD SCOTTSDALE FDS (VCSH) |
26,992 |
+690 |
$2,088 | | VCSH | 26,992 | +690 | $2,088 | | SCHWAB STRATEGIC TR |
88,938 |
-614 |
$1,842 | | SCHH | 88,938 | -614 | $1,842 | | ISHARES TR (IBDR) |
75,310 |
+43,732 |
$1,800 | | IBDR | 75,310 | +43,732 | $1,800 | | VANGUARD WORLD FDS (VIS) |
7,103 |
-252 |
$1,566 | | VIS | 7,103 | -252 | $1,566 | | VANGUARD WORLD FDS (VPU) |
10,954 |
+846 |
$1,501 | | VPU | 10,954 | +846 | $1,501 | | ISHARES TR (HDV) |
14,264 |
+141 |
$1,455 | | HDV | 14,264 | +141 | $1,455 | | ISHARES TR (IJH) |
5,110 |
+56 |
$1,416 | | IJH | 5,110 | +56 | $1,416 | | VANGUARD INDEX FDS (VB) |
6,042 |
-72 |
$1,289 | | VB | 6,042 | -72 | $1,289 | | SELECT SECTOR SPDR TR (XLK) |
6,361 |
+101 |
$1,224 | | XLK | 6,361 | +101 | $1,224 | | PIMCO ETF TR (CORP) |
12,202 |
+1,671 |
$1,187 | | CORP | 12,202 | +1,671 | $1,187 | | SELECT SECTOR SPDR TR (XLY) |
6,614 |
+784 |
$1,183 | | XLY | 6,614 | +784 | $1,183 | | VANGUARD INDEX FDS (VNQ) |
12,875 |
+3,392 |
$1,138 | | VNQ | 12,875 | +3,392 | $1,138 | | FIDELITY COVINGTON TRUST |
20,827 |
+1,135 |
$1,132 | | FQAL | 20,827 | +1,135 | $1,132 | | INVESCO QQQ TR |
2,519 |
+472 |
$1,032 | | QQQ | 2,519 | +472 | $1,032 | | ISHARES TR (AGG) |
10,370 |
-5,867 |
$1,029 | | AGG | 10,370 | -5,867 | $1,029 | | SCHWAB STRATEGIC TR |
27,464 |
+4,653 |
$1,015 | | SCHF | 27,464 | +4,653 | $1,015 | | SELECT SECTOR SPDR TR (XLI) |
8,553 |
+53 |
$975 | | XLI | 8,553 | +53 | $975 | | ISHARES TR (TIP) |
8,857 |
-2,404 |
$952 | | TIP | 8,857 | -2,404 | $952 | | APPLE INC |
4,928 |
-1,246 |
$949 | | AAPL | 4,928 | -1,246 | $949 | | SCHWAB STRATEGIC TR |
37,332 |
+4,338 |
$925 | | SCHE | 37,332 | +4,338 | $925 | | ISHARES TR (IEFA) |
12,579 |
+1,190 |
$885 | | IEFA | 12,579 | +1,190 | $885 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
14,298 |
-1,488 |
$853 | | FTSM | 14,298 | -1,488 | $853 | | ALPS ETF TR (SDOG) |
16,474 |
+191 |
$844 | | SDOG | 16,474 | +191 | $844 | | VANGUARD INDEX FDS (VO) |
3,555 |
+413 |
$827 | | VO | 3,555 | +413 | $827 | | VANGUARD INDEX FDS (VUG) |
2,398 |
+192 |
$746 | | VUG | 2,398 | +192 | $746 |
See Full List: All Stocks Held By Madden Advisory Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Madden Advisory Services Inc.
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