Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 273,398 | -21,998 | $15,220 |
SCHB | 273,398 | -21,998 | $15,220 |
VANGUARD INDEX FDS (VOO) | 28,274 | +104 | $12,350 |
VOO | 28,274 | +104 | $12,350 |
VANGUARD WORLD FDS (VGT) | 24,054 | -1,173 | $11,642 |
VGT | 24,054 | -1,173 | $11,642 |
VANGUARD INDEX FDS (VTV) | 71,701 | +6,116 | $10,719 |
VTV | 71,701 | +6,116 | $10,719 |
ISHARES TR (EFA) | 91,007 | -3,399 | $6,857 |
EFA | 91,007 | -3,399 | $6,857 |
ISHARES TR (IBDP) | 243,305 | +68,331 | $6,061 |
IBDP | 243,305 | +68,331 | $6,061 |
SCHWAB STRATEGIC TR | 96,464 | +408 | $5,441 |
SCHX | 96,464 | +408 | $5,441 |
MICROSOFT CORP | 14,094 | -202 | $5,300 |
MSFT | 14,094 | -202 | $5,300 |
VANGUARD WORLD FDS (VDC) | 27,396 | +2,163 | $5,231 |
VDC | 27,396 | +2,163 | $5,231 |
VANGUARD WORLD FDS (VHT) | 19,814 | +4,343 | $4,967 |
VHT | 19,814 | +4,343 | $4,967 |
ISHARES TR (IBDQ) | 157,759 | +68,263 | $3,906 |
IBDQ | 157,759 | +68,263 | $3,906 |
VANGUARD STAR FDS (VXUS) | 67,231 | +13,455 | $3,897 |
VXUS | 67,231 | +13,455 | $3,897 |
ISHARES GOLD TR (IAU) | 93,413 | +7,499 | $3,646 |
IAU | 93,413 | +7,499 | $3,646 |
SPDR S&P 500 ETF TR (SPY) | 7,625 | -327 | $3,624 |
SPY | 7,625 | -327 | $3,624 |
VANECK ETF TRUST (FLTR) | 143,969 | +11,989 | $3,621 |
FLTR | 143,969 | +11,989 | $3,621 |
SCHWAB STRATEGIC TR | 47,191 | +475 | $3,554 |
SCHM | 47,191 | +475 | $3,554 |
SCHWAB STRATEGIC TR | 42,435 | -2,163 | $3,520 |
SCHG | 42,435 | -2,163 | $3,520 |
VANGUARD SPECIALIZED FUNDS (VIG) | 20,117 | +3,440 | $3,428 |
VIG | 20,117 | +3,440 | $3,428 |
ISHARES TR (SHYG) | 74,230 | +12,186 | $3,134 |
SHYG | 74,230 | +12,186 | $3,134 |
ISHARES TR (IJR) | 28,448 | -1,314 | $3,079 |
IJR | 28,448 | -1,314 | $3,079 |
ISHARES TR (IHI) | 56,047 | -22,965 | $3,025 |
IHI | 56,047 | -22,965 | $3,025 |
ISHARES TR (STIP) | 29,034 | -1,322 | $2,862 |
STIP | 29,034 | -1,322 | $2,862 |
VANGUARD INDEX FDS (VTI) | 11,611 | -51 | $2,754 |
VTI | 11,611 | -51 | $2,754 |
SCHWAB STRATEGIC TR | 32,821 | +6,290 | $2,499 |
SCHD | 32,821 | +6,290 | $2,499 |
VANGUARD WORLD FDS (VCR) | 7,702 | -55 | $2,346 |
VCR | 7,702 | -55 | $2,346 |
VANGUARD SCOTTSDALE FDS (VCSH) | 26,992 | +690 | $2,088 |
VCSH | 26,992 | +690 | $2,088 |
SCHWAB STRATEGIC TR | 88,938 | -614 | $1,842 |
SCHH | 88,938 | -614 | $1,842 |
ISHARES TR (IBDR) | 75,310 | +43,732 | $1,800 |
IBDR | 75,310 | +43,732 | $1,800 |
VANGUARD WORLD FDS (VIS) | 7,103 | -252 | $1,566 |
VIS | 7,103 | -252 | $1,566 |
VANGUARD WORLD FDS (VPU) | 10,954 | +846 | $1,501 |
VPU | 10,954 | +846 | $1,501 |
ISHARES TR (HDV) | 14,264 | +141 | $1,455 |
HDV | 14,264 | +141 | $1,455 |
ISHARES TR (IJH) | 5,110 | +56 | $1,416 |
IJH | 5,110 | +56 | $1,416 |
VANGUARD INDEX FDS (VB) | 6,042 | -72 | $1,289 |
VB | 6,042 | -72 | $1,289 |
SELECT SECTOR SPDR TR (XLK) | 6,361 | +101 | $1,224 |
XLK | 6,361 | +101 | $1,224 |
PIMCO ETF TR (CORP) | 12,202 | +1,671 | $1,187 |
CORP | 12,202 | +1,671 | $1,187 |
SELECT SECTOR SPDR TR (XLY) | 6,614 | +784 | $1,183 |
XLY | 6,614 | +784 | $1,183 |
VANGUARD INDEX FDS (VNQ) | 12,875 | +3,392 | $1,138 |
VNQ | 12,875 | +3,392 | $1,138 |
FIDELITY COVINGTON TRUST | 20,827 | +1,135 | $1,132 |
FQAL | 20,827 | +1,135 | $1,132 |
INVESCO QQQ TR | 2,519 | +472 | $1,032 |
QQQ | 2,519 | +472 | $1,032 |
ISHARES TR (AGG) | 10,370 | -5,867 | $1,029 |
AGG | 10,370 | -5,867 | $1,029 |
SCHWAB STRATEGIC TR | 27,464 | +4,653 | $1,015 |
SCHF | 27,464 | +4,653 | $1,015 |
SELECT SECTOR SPDR TR (XLI) | 8,553 | +53 | $975 |
XLI | 8,553 | +53 | $975 |
ISHARES TR (TIP) | 8,857 | -2,404 | $952 |
TIP | 8,857 | -2,404 | $952 |
APPLE INC | 4,928 | -1,246 | $949 |
AAPL | 4,928 | -1,246 | $949 |
SCHWAB STRATEGIC TR | 37,332 | +4,338 | $925 |
SCHE | 37,332 | +4,338 | $925 |
ISHARES TR (IEFA) | 12,579 | +1,190 | $885 |
IEFA | 12,579 | +1,190 | $885 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 14,298 | -1,488 | $853 |
FTSM | 14,298 | -1,488 | $853 |
ALPS ETF TR (SDOG) | 16,474 | +191 | $844 |
SDOG | 16,474 | +191 | $844 |
VANGUARD INDEX FDS (VO) | 3,555 | +413 | $827 |
VO | 3,555 | +413 | $827 |
VANGUARD INDEX FDS (VUG) | 2,398 | +192 | $746 |
VUG | 2,398 | +192 | $746 |
See Full List: All Stocks Held By Madden Advisory Services Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Madden Advisory Services Inc.
Size ($ in 1000's)
At 12/31/2023: $177,437 At 09/30/2023: $158,088 Madden Advisory Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Madden Advisory Services Inc. 13F filings. Link to 13F filings: SEC filings |