Madden Advisory Services, Inc.

Est. AUM

$249.6M

13F long equity, this entity only

Positions

100

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.5M	32689	7.83%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$15.1M	602540	6.06%	SOLE
3	VANGUARD WORLD FD	INF TECH ETF	$14.8M	21282	5.95%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$12.7M	64536	5.07%	SOLE
5	ISHARES TR	MSCI EAFE ETF	$10.2M	104785	4.08%	SOLE
6	ISHARES TR	IBONDS DEC2026	$8.0M	330152	3.21%	SOLE
7	ISHARES GOLD TR	ISHARES NEW	$7.7M	87831	3.10%	SOLE
8	ISHARES TR	IBONDS 27 ETF	$6.8M	280567	2.73%	SOLE
9	SCHWAB STRATEGIC TR	US LRG CAP ETF	$6.6M	255571	2.63%	SOLE
10	VANGUARD WORLD FD	HEALTH CAR ETF	$5.8M	21211	2.31%	SOLE
11	VANGUARD STAR FDS	VG TL INTL STK F	$5.7M	74180	2.29%	SOLE
12	SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.6M	181066	2.25%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.4M	184679	2.16%	SOLE
14	SCHWAB STRATEGIC TR	5 10YR CORP BD	$5.2M	230339	2.09%	SOLE
15	VANGUARD WORLD FD	CONSUM STP ETF	$5.2M	22949	2.07%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.1M	64847	2.06%	SOLE
17	ISHARES TR	0-5YR HI YL CP	$5.1M	120790	2.05%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	6897	1.80%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$4.4M	7702	1.78%	SOLE
20	ISHARES TR	CORE S&P SCP ETF	$4.0M	32088	1.60%	SOLE
21	ISHARES TR	IBDS DEC28 ETF	$3.9M	153618	1.56%	SOLE
22	VANGUARD WORLD FD	CONSUM DIS ETF	$3.6M	10015	1.44%	SOLE
23	ISHARES TR	0-5 YR TIPS ETF	$3.5M	33517	1.39%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$3.3M	10239	1.32%	SOLE
25	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.1M	14340	1.24%	SOLE
26	FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$3.1M	42270	1.23%	SOLE
27	VANGUARD WORLD FD	UTILITIES ETF	$3.0M	15272	1.21%	SOLE
28	VANECK ETF TRUST	IG FLOATING RATE	$3.0M	116364	1.19%	SOLE
29	VANGUARD WORLD FD	INDUSTRIAL ETF	$3.0M	9453	1.18%	SOLE
30	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	93781	1.15%	SOLE
31	ISHARES TR	IBONDS DEC 29	$2.5M	108450	1.01%	SOLE
32	SCHWAB STRATEGIC TR	US REIT ETF	$2.3M	108467	0.93%	SOLE
33	VANGUARD WORLD FD	FINANCIALS ETF	$2.2M	17863	0.86%	SOLE
34	ISHARES TR	U.S. MED DVC ETF	$1.9M	34982	0.75%	SOLE
35	VANGUARD INDEX FDS	GROWTH ETF	$1.8M	4227	0.74%	SOLE
36	ISHARES TR	TIPS BD ETF	$1.8M	16055	0.71%	SOLE
37	VANGUARD WORLD FD	COMM SRVC ETF	$1.7M	9614	0.69%	SOLE
38	ISHARES TR	CORE HIGH DV ETF	$1.6M	12126	0.66%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.6M	12154	0.65%	SOLE
40	ISHARES TR	CORE S&P MCP ETF	$1.6M	23389	0.63%	SOLE
41	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5763	0.60%	SOLE
42	ISHARES TR	EAFE VALUE ETF	$1.5M	19897	0.59%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET CON	$1.4M	13294	0.58%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET CON	$1.4M	16573	0.54%	SOLE
45	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	6871	0.53%	SOLE
46	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	39010	0.51%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	23617	0.51%	SOLE
48	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	46663	0.46%	SOLE
49	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	15420	0.46%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET IND	$1.1M	6944	0.45%	SOLE

1–50 of 100

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.