$96.4 Million is the total value of Madden Advisory Services, Inc.'s 67 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VHT | Buy | VANGUARD WORLD FUNDShealth car etf | $5,177,000 | +19.6% | 26,877 | +3.1% | 5.37% | +79.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,573,000 | +412.1% | 38,693 | +399.7% | 4.74% | +666.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,275,000 | +26.8% | 33,324 | +4.2% | 2.36% | +89.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,471,000 | +32.4% | 14,085 | +1.8% | 1.53% | +98.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,030,000 | +18.1% | 29,261 | +9.8% | 1.07% | +76.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $946,000 | +18.2% | 38,851 | +0.4% | 0.98% | +76.8% |
| IBDL | Buy | ISHARES TRibonds dec20 etf | $492,000 | +23.3% | 19,459 | +22.9% | 0.51% | +84.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $384,000 | +44.4% | 6,731 | +26.0% | 0.40% | +116.3% |
| IBDM | New | ISHARES TRibonds dec21 etf | $256,000 | – | 10,200 | +100.0% | 0.27% | – |
| AMZN | New | AMAZON COM INC | $228,000 | – | 83 | +100.0% | 0.24% | – |
| XHB | New | SPDR SERIES TRUSTs&p homebuild | $226,000 | – | 5,150 | +100.0% | 0.23% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $223,000 | – | 722 | +100.0% | 0.23% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $217,000 | – | 2,614 | +100.0% | 0.22% | – |
| AAPL | New | APPLE INC | $212,000 | – | 583 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-10
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.