Madden Advisory Services, Inc.
CIK 1542284 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- SCHB9.31%
- VOO7.00%
- VGT6.62%
- VTV5.72%
- EFA4.12%
- 46434VAX83.56%
- SCHX3.07%
- VDC2.92%
- MSFT2.86%
- IBDP2.74%
Share classes counted separately47.92%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $14.73M | 9.31% | 295.40K shares | — | ↗▾ | |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $11.06M | 7.00% | 28.17K shares | — | ↗▾ | |
| 03 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $10.47M | 6.62% | 25.23K shares | — | ↗▾ | |
| 04 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $9.05M | 5.72% | 65.58K shares | — | ↗▾ | |
| 05 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $6.51M | 4.12% | 94.41K shares | — | ↗▾ | |
| 06 | 46434VAX8ISHARES TRIBONDS DEC23 ETF View history and evidence | $5.63M | 3.56% | 222.05K shares | — | ↗▾ | |
| 07 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $4.86M | 3.07% | 96.06K shares | — | ↗▾ | |
| 08 | VDCVANGUARD CONSUMER STAPLE ETFCONSUM STP ETF View history and evidence | $4.61M | 2.92% | 25.23K shares | — | ↗▾ | |
| 09 | MSFTMICROSOFT CORP View history and evidence | $4.51M | 2.86% | 14.30K shares | — | ↗▾ | |
| 10 | IBDPISHARES IBONDS DEC 2024 TERMIBONDS DEC24 ETF View history and evidence | $4.33M | 2.74% | 174.97K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HEFA ISHA CURR HEDGED MSCI EAFE | Non-derivative | — | — | SEC filing ↗ | |
| BCE BCE INC | Non-derivative | — | — | SEC filing ↗ | |
| XNTK SS SPDR NYSE TECH ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1542284 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 158090771
}Research all 81 reported holdings.
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