$153 Million is the total value of Madden Advisory Services, Inc.'s 73 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $17,660,000 | +110.8% | 229,714 | +94.7% | 11.55% | +93.5% |
| VGT | Buy | VANGUARD WORLD FUNDSinf tech etf | $7,838,000 | +13.6% | 32,014 | +0.0% | 5.13% | +4.3% |
| VHT | Buy | VANGUARD WORLD FUNDShealth car etf | $7,818,000 | +14.4% | 40,774 | +0.1% | 5.11% | +5.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,896,000 | +10.4% | 46,474 | +2.5% | 2.55% | +1.4% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $3,586,000 | +120.8% | 59,631 | +73.1% | 2.35% | +102.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,980,000 | +18.9% | 14,481 | +11.6% | 1.95% | +9.2% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $2,022,000 | +3.3% | 139,490 | +0.4% | 1.32% | -5.2% |
| VOO | Buy | VANGUARD INDEX FDS | $1,526,000 | +36.0% | 5,162 | +25.4% | 1.00% | +24.9% |
| IBDL | New | ISHARES TRibonds dec20 etf | $521,000 | – | 20,594 | +100.0% | 0.34% | – |
| SGOL | Buy | ABERDEEN STD PHYSICAL SWISS GOLD ETF | $400,000 | -12.1% | 27,390 | +753.0% | 0.26% | -19.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $295,000 | +13.5% | 4,523 | +5.9% | 0.19% | +4.3% |
| IVV | New | ISHARES TRcore s&p500 etf | $233,000 | – | 722 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 19.1% |
| VANGUARD WORLD FUNDS | 42 | Q3 2023 | 9.4% |
| ISHARES TR | 42 | Q3 2023 | 14.2% |
| ALPS ETF TR | 42 | Q3 2023 | 8.1% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 5.1% |
| VANGUARD WORLD FUNDS | 42 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.0% |
| ISHARES TR | 42 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.3% |
View Madden Advisory Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-29 |
| 13F-HR/A | 2022-05-02 |
| 13F-HR | 2022-04-18 |
View Madden Advisory Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.