Madden Advisory Services, Inc.

Q4 2024 13F Holdings

  • Location
    jacksonville, FL
  • Num holdings

    99

  • Value ($000)

    $215,401

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001542284
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$17.74M
8 %

781,481

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$16.51M
8 %

30,639

---

VANGUARD WORLD FD

INF TECH ETF
$14.50M
7 %

23,313

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$12.74M
6 %

75,276

IBDQ
IBDQ

ISHARES TR

IBONDS DEC25 ETF
$7.43M
4 %

296,719

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$6.67M
3 %

88,214

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$6.42M
3 %

276,848

MSFT
MSFT

MICROSOFT CORP

COM
$5.96M
3 %

14,134

---

VANGUARD WORLD FD

CONSUM STP ETF
$5.81M
3 %

27,496

---

VANGUARD WORLD FD

HEALTH CAR ETF
$5.78M
3 %

22,799

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