$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,769 | -100.0% | -0.17% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -8,285 | -100.0% | -0.38% | – |
| IBDK | Exit | ISHARES TRibonds dec19 etf | $0 | – | -21,837 | -100.0% | -0.39% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -70,744 | -100.0% | -1.54% | – |
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.