$132 Million is the total value of Madden Advisory Services, Inc.'s 79 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VHT | New | VANGUARD WORLD FDShealth car etf | $2,579,000 | – | 10,953 | +100.0% | 1.95% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $1,266,000 | – | 24,529 | +100.0% | 0.96% | – |
| FQAL | New | FIDELITY COVINGTON TRUSTqlty fctor etf | $688,000 | – | 15,550 | +100.0% | 0.52% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $612,000 | – | 7,976 | +100.0% | 0.46% | – |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $433,000 | – | 2,520 | +100.0% | 0.33% | – |
| HEFA | New | ISHARES TRhdg msci eafe | $410,000 | – | 12,890 | +100.0% | 0.31% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $392,000 | – | 12,689 | +100.0% | 0.30% | – |
| IBML | New | ISHARES TRibonds dec2023 | $293,000 | – | 11,506 | +100.0% | 0.22% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $236,000 | – | 8,176 | +100.0% | 0.18% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $208,000 | – | 3,982 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 19.1% |
| VANGUARD WORLD FUNDS | 45 | Q2 2024 | 9.4% |
| ISHARES TR | 45 | Q2 2024 | 14.2% |
| ALPS ETF TR | 45 | Q2 2024 | 8.1% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 5.1% |
| VANGUARD WORLD FUNDS | 45 | Q2 2024 | 3.2% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 3.9% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 6.0% |
| ISHARES TR | 45 | Q2 2024 | 7.9% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 2.3% |
View Madden Advisory Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-07 |
| 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 |
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.