Portfolio (Quarterly)
Guide ↗
Madden Advisory Services, Inc.
· CIK 0001542284| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IVV | ISHARES TR | — | 1,227.0 | $919K | 0.33% | NEW | — | $749.05 | +3.3% |
| 62 | — | ISHARES TR | — | 40,142.0 | $919K | 0.33% | NEW | — | $22.89 | — |
| 63 | SDOG | ALPS ETF TR | — | 12,706.0 | $867K | 0.31% | NEW | — | $68.22 | +7.3% |
| 64 | WELL | WELLTOWER INC | Real Estate | 3,693.0 | $838K | 0.30% | NEW | — | $226.97 | +4.1% |
| 65 | VONE | VANGUARD SCOTTSDALE FDS | — | 2,346.0 | $795K | 0.28% | NEW | — | $338.80 | +2.9% |
| 66 | ITOT | ISHARES TR | — | 4,730.0 | $777K | 0.28% | NEW | — | $164.27 | +2.7% |
| 67 | SGOL | ETFS GOLD TR | Financial Services | 19,608.0 | $750K | 0.27% | NEW | — | $38.23 | +10.5% |
| 68 | SCHA | SCHWAB STRATEGIC TR | — | 20,576.0 | $743K | 0.27% | NEW | — | $36.13 | -4.4% |
| 69 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 12,010.0 | $717K | 0.26% | NEW | — | $59.73 | -0.0% |
| 70 | AGG | ISHARES TR | — | 6,994.0 | $692K | 0.25% | NEW | — | $98.98 | -2.0% |
| 71 | BSV | VANGUARD BD INDEX FDS | — | 8,703.0 | $678K | 0.24% | NEW | — | $77.91 | -0.9% |
| 72 | XLU | SELECT SECTOR SPDR TR | — | 14,106.0 | $640K | 0.23% | NEW | — | $45.34 | -5.0% |
| 73 | GLD | SPDR GOLD TR | Financial Services | 1,730.0 | $637K | 0.23% | NEW | — | $368.38 | +10.4% |
| 74 | IEFA | ISHARES TR | — | 6,390.0 | $617K | 0.22% | NEW | — | $96.58 | +4.7% |
| 75 | — | ISHARES TR | — | 11,996.0 | $594K | 0.21% | NEW | — | $49.55 | — |
| 76 | — | ISHARES TR | — | 25,654.0 | $574K | 0.21% | NEW | — | $22.37 | — |
| 77 | IBHG | ISHARES TR | — | 25,325.0 | $559K | 0.20% | NEW | — | $22.08 | -1.0% |
| 78 | VAW | VANGUARD WORLD FD | — | 2,432.0 | $556K | 0.20% | NEW | — | $228.79 | +2.9% |
| 79 | CEF | SPROTT ASSET MANAGEMENT LP | Financial Services | 13,557.0 | $545K | 0.20% | NEW | — | $40.23 | +12.5% |
| 80 | IWM | ISHARES TR | — | 1,737.0 | $522K | 0.19% | NEW | — | $300.48 | -1.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
87.7%
Technology
6.3%
Real Estate
4.9%
Healthcare
1.0%