Portfolio (Quarterly)
Guide ↗
Madden Advisory Services, Inc.
· CIK 0001542284| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IHI | ISHARES TR | — | 33,420.0 | $1.7M | 0.59% | NEW | — | $49.41 | +8.5% |
| 42 | HDV | ISHARES TR | — | 58,990.0 | $1.6M | 0.58% | NEW | — | $27.41 | +7.3% |
| 43 | XLY | SELECT SECTOR SPDR TR | — | 13,090.0 | $1.5M | 0.55% | NEW | — | $117.29 | -2.0% |
| 44 | EFV | ISHARES TR | — | 19,775.0 | $1.5M | 0.54% | NEW | — | $76.55 | +8.4% |
| 45 | VWO | VANGUARD INTL EQUITY INDEX F | — | 24,261.0 | $1.4M | 0.52% | NEW | — | $59.69 | +2.9% |
| 46 | RSP | INVESCO EXCHANGE TRADED FD T | — | 6,686.0 | $1.4M | 0.51% | NEW | — | $212.79 | +2.9% |
| 47 | SCHE | SCHWAB STRATEGIC TR | — | 38,841.0 | $1.4M | 0.51% | NEW | — | $36.26 | +3.6% |
| 48 | XLP | SELECT SECTOR SPDR TR | — | 16,089.0 | $1.3M | 0.48% | NEW | — | $83.07 | +1.8% |
| 49 | XLI | SELECT SECTOR SPDR TR | — | 6,919.0 | $1.3M | 0.46% | NEW | — | $185.24 | -5.4% |
| 50 | SCHF | SCHWAB STRATEGIC TR | — | 46,244.0 | $1.3M | 0.46% | NEW | — | $27.70 | +3.2% |
| 51 | BND | VANGUARD BD INDEX FDS | — | 16,988.0 | $1.2M | 0.45% | NEW | — | $73.41 | -2.0% |
| 52 | AAPL | APPLE INC | Technology | 4,209.0 | $1.2M | 0.44% | NEW | — | $289.40 | +10.6% |
| 53 | VNQ | VANGUARD INDEX FDS | — | 11,696.0 | $1.1M | 0.40% | NEW | — | $96.44 | -0.4% |
| 54 | SCHR | SCHWAB STRATEGIC TR | — | 44,463.0 | $1.1M | 0.39% | NEW | — | $24.66 | -1.7% |
| 55 | VO | VANGUARD INDEX FDS | — | 12,954.0 | $1.0M | 0.37% | NEW | — | $80.58 | +2.1% |
| 56 | IBDV | ISHARES TR | — | 47,438.0 | $1.0M | 0.37% | NEW | — | $21.80 | -1.5% |
| 57 | EEM | ISHARES TR | — | 14,538.0 | $995K | 0.36% | NEW | — | $68.41 | +0.4% |
| 58 | SCHO | SCHWAB STRATEGIC TR | — | 40,351.0 | $974K | 0.35% | NEW | — | $24.14 | -0.5% |
| 59 | EFG | ISHARES TR | — | 7,747.0 | $964K | 0.35% | NEW | — | $124.43 | +0.1% |
| 60 | IBHF | ISHARES TR | — | 42,174.0 | $955K | 0.34% | NEW | — | $22.65 | -0.9% |
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%