Madden-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "IVT",
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "IJR",
  "EFG",
  "VHT",
  null,
  null,
  "EEM",
  "IVV",
  "AAPL",
  "SPY",
  "PRU",
  null,
  "IEFA",
  "SCHX",
  null,
  "SPDW",
  "GLD",
  "SPYG",
  null,
  "VNQ",
  "VO",
  "VWO",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "IWR",
  "SGOL",
  null,
  "SCHB",
  null,
  "CEF",
  null,
  null,
  "VGT",
  null,
  "VUG",
  null,
  "VONE",
  null,
  "VXUS",
  "BND",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "WELL",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  "RSP",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  null,
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 101
Total Value: 214566150
Accession Number: 0001172661-25-001580
Form Type: 13F-HR
CIK: madden-advisory-services
Manager Name: Madden-Advisory-Services

Data Enrichment

50% identified

50 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $214.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908736

VUG|922908736

Shares:3.3K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$214.6M)

922908553

VNQ|922908553

Shares:13.3K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$214.6M)

46137V357

RSP|46137V357

Shares:6.7K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$214.6M)

46432F842

IEFA|46432F842

Shares:15.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$214.6M)

808524706

Shares:41.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$214.6M)

Apple Inc.

AAPL|037833100

Shares:4.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$214.6M)

808524805

SCHF|808524805

Shares:50.2K

Value:$992.7K

% of Portfolio:0.5% ($992.7K/$214.6M)

46435U515

Shares:37.1K

Value:$938.3K

% of Portfolio:0.4% ($938.3K/$214.6M)

464287200

IVV|464287200

Shares:1.6K

Value:$918.1K

% of Portfolio:0.4% ($918.1K/$214.6M)

81369Y704

Shares:7.0K

Value:$917.6K

% of Portfolio:0.4% ($917.6K/$214.6M)

922908629

VO|922908629

Shares:3.5K

Value:$915.0K

% of Portfolio:0.4% ($915.0K/$214.6M)

00162Q858

Shares:15.1K

Value:$874.6K

% of Portfolio:0.4% ($874.6K/$214.6M)

WELLTOWER INC.

WELL|95040Q104

Shares:5.6K

Value:$862.1K

% of Portfolio:0.4% ($862.1K/$214.6M)

464288877

Shares:13.3K

Value:$782.8K

% of Portfolio:0.4% ($782.8K/$214.6M)

33739Q408

Shares:12.3K

Value:$736.6K

% of Portfolio:0.3% ($736.6K/$214.6M)

46436E205

Shares:31.8K

Value:$734.7K

% of Portfolio:0.3% ($734.7K/$214.6M)

81369Y308

Shares:8.3K

Value:$681.8K

% of Portfolio:0.3% ($681.8K/$214.6M)

92206C730

VONE|92206C730

Shares:2.7K

Value:$681.2K

% of Portfolio:0.3% ($681.2K/$214.6M)

922042858

VWO|922042858

Shares:14.6K

Value:$661.4K

% of Portfolio:0.3% ($661.4K/$214.6M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:21.6K

Value:$645.2K

% of Portfolio:0.3% ($645.2K/$214.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	3.3K	QoQ +8.41% (-257) YoY +38.34% (+918)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$214.6M)	QoQ -2.06% (-$25.9K) YoY +49.05% (+$404.2K)
(VNQcusip922908553)	13.3K	QoQ +0.62% (+83) YoY +5.62% (+708)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$214.6M)	QoQ +2.27% (+$26.8K) YoY +10.58% (+$115.3K)
(RSPcusip46137V357)	6.7K	QoQ +339.38% (+5.2K) YoY NEW(+6.7K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$214.6M)	QoQ +334.38% (+$900.0K) YoY NEW(+$1.2M)
(IEFAcusip46432F842)	15.4K	QoQ -0.37% (-58) YoY +23.94% (+3.0K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$214.6M)	QoQ +7.23% (-$78.8K) YoY +26.33% (+$243.5K)
(cusip808524706)✕	41.0K	QoQ -1.00% (-415) YoY +8.88% (+3.3K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$214.6M)	QoQ +2.49% (-$27.5K) YoY +18.89% (+$179.5K)
Apple Inc.(AAPLcusip037833100)	4.9K	QoQ +0.14% (-7) YoY +1.87% (+90)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$214.6M)	QoQ -11.15% (-$136.5K) YoY +31.99% (+$263.5K)
(SCHFcusip808524805)	50.2K	QoQ -0.23% (-120) YoY +79.85% (-22.3K)	All Managers (Combined)	$992.7K	0.5% ($992.7K/$214.6M)	QoQ +6.66% (-$62.0K) YoY -8.82% (-$96.1K)
(cusip46435U515)✕	37.1K	QoQ +120.26% (+20.3K) YoY NEW(+37.1K)	All Managers (Combined)	$938.3K	0.4% ($938.3K/$214.6M)	QoQ +123.44% (+$518.4K) YoY NEW(+$938.3K)
(IVVcusip464287200)	1.6K	QoQ +4.47% (-70) YoY +29.60% (+373)	All Managers (Combined)	$918.1K	0.4% ($918.1K/$214.6M)	QoQ -0.26% (-$2.5K) YoY +38.63% (+$255.8K)
(cusip81369Y704)✕	7.0K	QoQ -13.97% (-1.1K) YoY -16.74% (-1.4K)	All Managers (Combined)	$917.6K	0.4% ($917.6K/$214.6M)	QoQ -14.42% (-$154.7K) YoY -13.36% (-$141.5K)
(VOcusip922908629)	3.5K	QoQ +0.28% (-10) YoY +2.22% (+77)	All Managers (Combined)	$915.0K	0.4% ($915.0K/$214.6M)	QoQ -1.80% (-$16.9K) YoY +5.83% (+$50.5K)
(cusip00162Q858)✕	15.1K	QoQ -6.56% (-1.1K) YoY -8.63% (-1.4K)	All Managers (Combined)	$874.6K	0.4% ($874.6K/$214.6M)	QoQ -3.93% (-$35.8K) YoY -1.60% (-$14.3K)
WELLTOWER INC.(WELLcusip95040Q104)	5.6K	QoQ -3.95% (-232) YoY -13.51% (-879)	All Managers (Combined)	$862.1K	0.4% ($862.1K/$214.6M)	QoQ +16.75% (-$123.7K) YoY +41.81% (-$254.2K)
(cusip464288877)✕	13.3K	QoQ +2.32% (+302) YoY +45.36% (+4.1K)	All Managers (Combined)	$782.8K	0.4% ($782.8K/$214.6M)	QoQ +14.94% (+$101.8K) YoY +57.49% (+$285.8K)
(cusip33739Q408)✕	12.3K	QoQ +0.25% (+31) YoY -9.43% (-1.3K)	All Managers (Combined)	$736.6K	0.3% ($736.6K/$214.6M)	QoQ +0.36% (+$2.7K) YoY -9.10% (-$73.8K)
(cusip46436E205)✕	31.8K	QoQ +7.17% (+2.1K) YoY NEW(+31.8K)	All Managers (Combined)	$734.7K	0.3% ($734.7K/$214.6M)	QoQ +8.72% (+$59.0K) YoY NEW(+$734.7K)
(cusip81369Y308)✕	8.3K	QoQ +2.45% (+200) YoY +0.96% (+80)	All Managers (Combined)	$681.8K	0.3% ($681.8K/$214.6M)	QoQ +6.44% (+$41.3K) YoY +7.99% (+$50.4K)
(VONEcusip92206C730)	2.7K	QoQ +0.07% (-2) YoY -0.40% (-11)	All Managers (Combined)	$681.2K	0.3% ($681.2K/$214.6M)	QoQ -4.73% (-$33.9K) YoY +6.10% (-$39.2K)
(VWOcusip922042858)	14.6K	QoQ +2.27% (+325) YoY +39.70% (+4.2K)	All Managers (Combined)	$661.4K	0.3% ($661.4K/$214.6M)	QoQ +5.10% (+$32.1K) YoY +51.37% (+$224.5K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	21.6K	QoQ -2.54% (-566) YoY -4.40% (-997)	All Managers (Combined)	$645.2K	0.3% ($645.2K/$214.6M)	QoQ +16.00% (-$89.0K) YoY +34.21% (-$164.5K)