$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IBDL | New | ISHARES TRibonds dec20 etf | $521,000 | – | 20,594 | +100.0% | 0.34% | – |
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.