$134 Million is the total value of Madden Advisory Services, Inc.'s 77 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CWB | Exit | SPDR SER TRbbg conv sec etf | $0 | – | -3,245 | -100.0% | -0.16% | – |
| IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -9,547 | -100.0% | -0.20% | – |
| IBDN | Exit | ISHARES TRibonds dec22 etf | $0 | – | -203,976 | -100.0% | -4.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.