Portfolio (Quarterly)
Guide ↗
Madden Advisory Services, Inc.
· CIK 0001542284| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 29,840.0 | $20.5M | 7.35% | NEW | — | $686.81 | +3.1% |
| 2 | VGT | VANGUARD WORLD FD | — | 169,988.0 | $20.3M | 7.29% | NEW | — | $119.52 | +1.5% |
| 3 | SCHB | SCHWAB STRATEGIC TR | — | 595,799.0 | $17.3M | 6.19% | NEW | — | $28.96 | +2.7% |
| 4 | VTV | VANGUARD INDEX FDS | — | 68,169.0 | $14.9M | 5.33% | NEW | — | $217.93 | +3.9% |
| 5 | EFA | ISHARES TR | — | 105,547.0 | $11.0M | 3.93% | NEW | — | $103.88 | +4.3% |
| 6 | IBDR | ISHARES TR | — | 325,410.0 | $7.9M | 2.83% | NEW | — | $24.23 | -0.2% |
| 7 | SCHX | SCHWAB STRATEGIC TR | — | 246,436.0 | $7.3M | 2.60% | NEW | — | $29.43 | +3.2% |
| 8 | IBDS | ISHARES TR | — | 278,182.0 | $6.7M | 2.42% | NEW | — | $24.22 | -0.4% |
| 9 | SCHM | SCHWAB STRATEGIC TR | — | 181,685.0 | $6.7M | 2.40% | NEW | — | $36.87 | -2.8% |
| 10 | IAU | ISHARES GOLD TR | Financial Services | 88,555.0 | $6.7M | 2.40% | NEW | — | $75.51 | +10.4% |
| 11 | VHT | VANGUARD WORLD FD | — | 21,316.0 | $6.4M | 2.29% | NEW | — | $299.02 | +7.6% |
| 12 | VXUS | VANGUARD STAR FDS | — | 73,824.0 | $6.3M | 2.26% | NEW | — | $85.49 | +3.4% |
| 13 | SCHG | SCHWAB STRATEGIC TR | — | 183,325.0 | $6.2M | 2.23% | NEW | — | $33.84 | +5.0% |
| 14 | QQQ | INVESCO QQQ TR | Financial Services | 7,501.0 | $5.5M | 1.98% | NEW | — | $736.46 | -2.4% |
| 15 | SHYG | ISHARES TR | — | 123,071.0 | $5.2M | 1.87% | NEW | — | $42.41 | -1.0% |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | — | 65,868.0 | $5.2M | 1.87% | NEW | — | $79.03 | -1.1% |
| 17 | VDC | VANGUARD WORLD FD | — | 23,035.0 | $5.2M | 1.86% | NEW | — | $225.49 | +1.3% |
| 18 | SCHI | SCHWAB STRATEGIC TR | — | 224,990.0 | $5.1M | 1.83% | NEW | — | $22.64 | -2.6% |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 6,725.0 | $5.0M | 1.80% | NEW | — | $746.83 | +3.1% |
| 20 | IJR | ISHARES TR | — | 31,306.0 | $4.6M | 1.67% | NEW | — | $148.31 | -2.0% |
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%