Portfolio (Quarterly)
Guide ↗
Madden Advisory Services, Inc.
· CIK 0001542284| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VCR | VANGUARD WORLD FD | — | 9,909.0 | $3.9M | 1.41% | NEW | — | $396.62 | -2.3% |
| 22 | IBDT | ISHARES TR | — | 153,604.0 | $3.9M | 1.39% | NEW | — | $25.25 | -0.6% |
| 23 | VTI | VANGUARD INDEX FDS | — | 10,185.0 | $3.8M | 1.35% | NEW | — | $370.04 | +2.6% |
| 24 | VIS | VANGUARD WORLD FD | — | 9,577.0 | $3.5M | 1.24% | NEW | — | $360.40 | -6.6% |
| 25 | STIP | ISHARES TR | — | 33,682.0 | $3.4M | 1.23% | NEW | — | $102.16 | -1.3% |
| 26 | FQAL | FIDELITY COVINGTON TRUST | — | 41,701.0 | $3.4M | 1.22% | NEW | — | $81.36 | +4.1% |
| 27 | VIG | VANGUARD SPECIALIZED FUNDS | — | 14,293.0 | $3.4M | 1.21% | NEW | — | $236.63 | +2.3% |
| 28 | VUG | VANGUARD INDEX FDS | — | 37,428.0 | $3.2M | 1.16% | NEW | — | $86.14 | +2.7% |
| 29 | VPU | VANGUARD WORLD FD | — | 15,379.0 | $3.0M | 1.08% | NEW | — | $195.74 | -4.8% |
| 30 | SCHD | SCHWAB STRATEGIC TR | — | 93,747.0 | $3.0M | 1.07% | NEW | — | $31.71 | +9.7% |
| 31 | FLTR | VANECK ETF TRUST | — | 115,648.0 | $3.0M | 1.06% | NEW | — | $25.61 | -0.4% |
| 32 | IBDU | ISHARES TR | — | 111,466.0 | $2.6M | 0.93% | NEW | — | $23.16 | -0.9% |
| 33 | SCHH | SCHWAB STRATEGIC TR | — | 107,454.0 | $2.5M | 0.91% | NEW | — | $23.68 | -1.0% |
| 34 | VFH | VANGUARD WORLD FD | — | 18,233.0 | $2.4M | 0.86% | NEW | — | $131.60 | +7.9% |
| 35 | XLK | SELECT SECTOR SPDR TR | — | 11,551.0 | $2.2M | 0.79% | NEW | — | $190.53 | -1.7% |
| 36 | VOX | VANGUARD WORLD FD | — | 9,942.0 | $1.8M | 0.66% | NEW | — | $183.95 | +2.7% |
| 37 | IJH | ISHARES TR | — | 23,224.0 | $1.8M | 0.64% | NEW | — | $77.11 | -1.6% |
| 38 | VB | VANGUARD INDEX FDS | — | 5,766.0 | $1.7M | 0.63% | NEW | — | $303.16 | -1.0% |
| 39 | SMH | VANECK ETF TRUST | — | 2,586.0 | $1.7M | 0.61% | NEW | — | $655.91 | -13.6% |
| 40 | TIP | ISHARES TR | — | 15,162.0 | $1.7M | 0.59% | NEW | — | $109.43 | -2.3% |
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%