Madden Advisory Services, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Madden Advisory Services, Inc. reported 93 stock positions worth $196.7 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 8.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.4%) and Vanguard Info Tech ETF (VGT, 7.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 54 and reduced 23. The biggest buy was Vanguard Info Tech ETF (VGT, shares +1%) and the biggest sale Schwab US Mid Cap ETF (SCHM, shares −1%).

Most Recent 13F
Q2 2026
Location
Jacksonville, FL
CIK
0001542284
Portfolio Value
$196.7M (Q2 2024)
SEC Filing
0001172661-24-003123 ↗ filed Aug 7, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $189.8M Q1 2024 Q2 2024: $196.7M $196.7M Q2 2024 Q3 2024: $218.4M Q3 2024 Q4 2024: $215.4M Q4 2024 Q1 2025: $214.6M Q1 2025 Q2 2025: $234.7M Q2 2025 Q3 2025: $238.0M Q3 2025 Q4 2025: $248.7M Q4 2025 Q1 2026: $253.9M Q1 2026 Q2 2026: $278.9M Q2 2026

Holdings 93 stocks · $196.7M
SCHB Schwab US Broad Market ETF 8.56% 267,802 $16.8M Add +0.3%
VOO Vanguard S&P 500 ETF 7.40% 29,119 $14.6M Add +4.2%
VGT Vanguard Info Tech ETF 7.04% 24,029 $13.9M Add +0.9%
VTV Vanguard Mrngstr Val ETF-Aui 5.84% 71,627 $11.5M Add +1.2%
EFA iShares MSCI Eafe ETF 3.58% 89,939 $7.0M Add +0.4%
IBDP iShares Ibonds Dec 2024 Term 3.41% 267,237 $6.7M Add +3.6%
MSFT Microsoft Corp. 3.22% 14,155 $6.3M Add +0.4%
SCHX Schwab US Large-Cap ETF 2.96% 90,636 $5.8M Reduce -0.6%
VDC Vanguard Consumer Staple ETF 2.81% 27,179 $5.5M Reduce -1.2%
VHT Vanguard Health Care ETF 2.77% 20,514 $5.5M Add +1.0%
IBDQ iShares Ibonds Dec 2025 Term 2.53% 199,944 $5.0M Add +8.4%
SCHG Schwab US Large-Cap Growth 2.17% 42,322 $4.3M Reduce -0.8%
VXUS Vanguard Total Intl Stock 2.14% 69,935 $4.2M Add +2.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.14% 7,741 $4.2M Add +3.8%
IAU iShares Gold Trust 2.13% 95,184 $4.2M Add +2.8%
SCHM Schwab US Mid Cap ETF 1.87% 47,303 $3.7M Reduce -1.0%
VIG Vanguard Dividend Apprec ETF 1.82% 19,612 $3.6M Reduce -0.3%
SHYG iShares 0-5 YR HY Corp. Bond 1.70% 79,166 $3.3M Add +4.3%
FLTR Vaneck Ig Floating Rate ETF 1.69% 130,673 $3.3M Add +0.5%
VTI VG Morningstar TS MKT ETF-US 1.56% 11,488 $3.1M Reduce -0.7%
IJR iShares Core S&P Small-Cap E 1.56% 28,806 $3.1M Add +1.1%
IHI iShares U.S. Medical Devices 1.51% 52,942 $3.0M Reduce -0.6%
STIP iShares 0-5 Year Tips Bond E 1.46% 28,875 $2.9M Add +2.5%
SCHD Schwab US DVD Equity ETF 1.39% 35,192 $2.7M Add +2.4%
IBDR iShares Ibonds Dec 2026 Term 1.30% 107,672 $2.6M Add +10.0%
VCR Vanguard Consumer Discre ETF 1.25% 7,845 $2.5M Add +1.7%
VCSH Vanguard S/T Corp. Bond ETF 1.06% 26,905 $2.1M Add +1.5%
SCHH Schwab US REIT ETF 0.95% 93,761 $1.9M Add +4.1%
VPU Vanguard Utilities ETF 0.87% 11,563 $1.7M Add +1.0%
VIS Vanguard Industrials ETF 0.83% 6,950 $1.6M Reduce -0.8%
IJH iShares Core S&P Midcap ETF 0.76% 25,541 $1.5M Add +2.2%
CORP PIMCO Inv Grade Corp. BD ETF 0.76% 15,653 $1.5M Add +24.5%
HDV iShares Core High Dividend E 0.75% 13,495 $1.5M Add +2.6%
XLK SS Technology Select Sector 0.74% 6,429 $1.5M Add +0.5%
FQAL Fidelity Quality Factor ETF 0.72% 23,154 $1.4M Add +5.9%
VB Vanguard Most SM-Cap ETF-Usd 0.65% 5,866 $1.3M Add +1.3%
XLY SS Consumer Disc Select Sect 0.62% 6,649 $1.2M Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.60% 2,466 $1.2M Reduce -4.8%
AAPL Apple Inc. 0.56% 5,234 $1.1M Add +9.0%
VNQ Vanguard Real Estate ETF 0.54% 12,704 $1.1M Add +0.9%
SCHF Schwab Intl Equity ETF 0.53% 27,163 $1.0M Reduce -2.6%
XLI SS Industrial Select Sector 0.52% 8,410 $1.0M Add +0.0%
TIP iShares Tips Bond ETF 0.51% 9,451 $1.0M Add +1.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.50% 37,136 $986K Reduce -1.3%
IEFA iShares Core MSCI Eafe ETF 0.50% 13,543 $984K Add +8.7%
AGG iShares Core U.S. Aggregate 0.47% 9,478 $920K Reduce -1.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.46% 2,409 $901K Add +0.6%
SDOG Alps Sector Dividend Dogs 0.44% 16,406 $867K Reduce -0.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.44% 36,410 $864K Add +37.1%
ITOT iShares Core S&P Total U.S. 0.43% 7,201 $855K Add +3.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.43% 3,460 $838K No change
FTSM First Trust Enh Short Mat FD 0.41% 13,574 $809K Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.35% 1,271 $696K Add +0.9%
WELL Welltower Inc. 0.34% 6,506 $678K No change
VONE Vanguard Russell 1000 0.34% 2,694 $663K No change
XLP SS Consumer Staples Sel Sect 0.30% 7,620 $584K Reduce -7.8%
BSV Vanguard Short-Term Bond ETF 0.29% 7,562 $580K Reduce -5.7%
SCHA Schwab US Small-Cap ETF 0.29% 12,076 $573K Reduce -1.1%
VWO Vanguard Ftse Emerging Marke 0.29% 12,873 $563K Add +23.1%
EFV iShares MSCI Eafe Value ETF 0.26% 9,653 $512K Add +5.7%
SGOL Abrdn Physical Gold Shares 0.26% 22,598 $502K Reduce -0.2%
FXG First Trust Consumer Staples 0.26% 7,790 $502K No change
IQLT iShares MSCI International Q 0.25% 12,658 $494K No change
SMH Vaneck Semiconductor ETF 0.24% 1,779 $464K Add +5.9%
IWB iShares Russell 1000 ETF 0.23% 1,523 $453K No change
IBTE iShares Ibonds Dec 2024 Term 0.23% 18,793 $451K Add +1.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.23% 6,504 $443K Add +0.1%
IBHD iShares Ibonds 2024 H/Y Inc. 0.22% 18,986 $441K Add +2.6%
GLD SPDR Gold Shares 0.22% 2,003 $431K Reduce -3.4%
XHB SS SPDR S&P Homebldrs ETF 0.22% 4,208 $425K No change
IDU iShares US Utilities ETF 0.19% 4,291 $377K Reduce -0.1%
BND Vanguard Total Bond Market 0.19% 5,202 $375K Add +30.7%
IWM iShares Russell 2000 ETF 0.19% 1,828 $371K Add +2.6%
CEF Sprott Physical Gold and Sil 0.19% 16,795 $370K Reduce -0.9%
PRU Prudential Financial Inc. 0.18% 2,944 $345K Add +26.6%
IYW iShares Ustechnology ETF 0.17% 2,274 $342K No change
IBHE iShares Ibonds 2025 H/Y Inc. 0.17% 14,136 $329K Add +3.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.16% 8,939 $314K No change
VTIP Vanguard Short-Term Tips 0.16% 6,304 $306K Add +9.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.15% 3,704 $297K No change
SCHI Schwab 5-10 Year Corporate B 0.14% 6,387 $282K New
VAW Vanguard Materials ETF 0.14% 1,399 $269K Reduce -0.8%
XNTK SS SPDR Nyse Tech ETF 0.14% 1,375 $268K Reduce -0.3%
SPHY SS SPDR P High Yield ETF 0.13% 11,369 $264K Add +10.8%
IBTF iShares Ibonds Dec 2025 Term 0.13% 10,819 $251K Add +2.3%
JNK SS SPDR BB High Yield Bond 0.12% 2,517 $237K No change
MDY State Street SPDR S&P Midcap 0.12% 426 $228K Add +4.7%
XLRE SS Real Estate Select Sector 0.12% 5,928 $228K No change
IWR iShares Russell Mid-Cap ETF 0.11% 2,736 $222K No change
MCD McDonald's Corp. 0.11% 844 $215K New
PEP Pepsico Inc. 0.11% 1,293 $213K Add +0.4%
JNJ Johnson & Johnson 0.10% 1,405 $205K Add +7.0%
IVT Inventrust Properties Corp. 0.10% 8,173 $202K No change

Portfolio Sells Q1 2024 → Q2 2024
SCHM Schwab US Mid Cap ETF Reduce -1.0% 1.87% −0.18
VDC Vanguard Consumer Staple ETF Reduce -1.2% 2.81% −0.15
IHI iShares U.S. Medical Devices Reduce -0.6% 1.51% −0.14
IJJ iShares S&P Mid-Cap 400 Valu Sold out 0.00% −0.11
VIG Vanguard Dividend Apprec ETF Reduce -0.3% 1.82% −0.07
VIS Vanguard Industrials ETF Reduce -0.8% 0.83% −0.07
SCHF Schwab Intl Equity ETF Reduce -2.6% 0.53% −0.04
XLP SS Consumer Staples Sel Sect Reduce -7.8% 0.30% −0.04
AGG iShares Core U.S. Aggregate Reduce -1.6% 0.47% −0.03
BSV Vanguard Short-Term Bond ETF Reduce -5.7% 0.29% −0.03
SDOG Alps Sector Dividend Dogs Reduce -0.4% 0.44% −0.03
SCHA Schwab US Small-Cap ETF Reduce -1.1% 0.29% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -0.7% 1.56% −0.02
SCHX Schwab US Large-Cap ETF Reduce -0.6% 2.96% −0.02
FTSM First Trust Enh Short Mat FD Reduce -0.1% 0.41% −0.02
VAW Vanguard Materials ETF Reduce -0.8% 0.14% −0.01
GLD SPDR Gold Shares Reduce -3.4% 0.22% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -4.8% 0.60% −0.01
IDU iShares US Utilities ETF Reduce -0.1% 0.19% +0.00
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.3% 0.50% +0.00
SGOL Abrdn Physical Gold Shares Reduce -0.2% 0.26% +0.00
XNTK SS SPDR Nyse Tech ETF Reduce -0.3% 0.14% +0.00
CEF Sprott Physical Gold and Sil Reduce -0.9% 0.19% +0.01
SCHG Schwab US Large-Cap Growth Reduce -0.8% 2.17% +0.08

Portfolio Buys Q1 2024 → Q2 2024
VGT Vanguard Info Tech ETF Add +0.9% 7.04% +0.46
VOO Vanguard S&P 500 ETF Add +4.2% 7.40% +0.32
SCHI Schwab 5-10 Year Corporate B New 0.14% +0.14
AAPL Apple Inc. Add +9.0% 0.56% +0.13
CORP PIMCO Inv Grade Corp. BD ETF Add +24.5% 0.76% +0.12
IBDQ iShares Ibonds Dec 2025 Term Add +8.4% 2.53% +0.12
MCD McDonald's Corp. New 0.11% +0.11
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +37.1% 0.44% +0.11
MSFT Microsoft Corp. Add +0.4% 3.22% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +3.8% 2.14% +0.09
IAU iShares Gold Trust Add +2.8% 2.13% +0.08
IBDR iShares Ibonds Dec 2026 Term Add +10.0% 1.30% +0.07
VWO Vanguard Ftse Emerging Marke Add +23.1% 0.29% +0.06
FQAL Fidelity Quality Factor ETF Add +5.9% 0.72% +0.04
BND Vanguard Total Bond Market Add +30.7% 0.19% +0.04
XLK SS Technology Select Sector Add +0.5% 0.74% +0.04
SMH Vaneck Semiconductor ETF Add +5.9% 0.24% +0.04
PRU Prudential Financial Inc. Add +26.6% 0.18% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +0.6% 0.46% +0.02
ITOT iShares Core S&P Total U.S. Add +3.8% 0.43% +0.01
IEFA iShares Core MSCI Eafe ETF Add +8.7% 0.50% +0.01
VTIP Vanguard Short-Term Tips Add +9.8% 0.16% +0.01
IBDP iShares Ibonds Dec 2024 Term Add +3.6% 3.41% +0.01
VPU Vanguard Utilities ETF Add +1.0% 0.87% +0.01
SPHY SS SPDR P High Yield ETF Add +10.8% 0.13% +0.01
IVV iShares Core S&P 500 ETF Add +0.9% 0.35% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.1% 0.23% +0.00
IBHE iShares Ibonds 2025 H/Y Inc. Add +3.5% 0.17% −0.00
EFV iShares MSCI Eafe Value ETF Add +5.7% 0.26% −0.00
IBTF iShares Ibonds Dec 2025 Term Add +2.3% 0.13% −0.00
IBHD iShares Ibonds 2024 H/Y Inc. Add +2.6% 0.22% −0.00
MDY State Street SPDR S&P Midcap Add +4.7% 0.12% −0.00
SHYG iShares 0-5 YR HY Corp. Bond Add +4.3% 1.70% −0.00
IBTE iShares Ibonds Dec 2024 Term Add +1.3% 0.23% −0.01
JNJ Johnson & Johnson Add +7.0% 0.10% −0.01
IWM iShares Russell 2000 ETF Add +2.6% 0.19% −0.01
PEP Pepsico Inc. Add +0.4% 0.11% −0.01
SCHH Schwab US REIT ETF Add +4.1% 0.95% −0.01
TIP iShares Tips Bond ETF Add +1.8% 0.51% −0.01
STIP iShares 0-5 Year Tips Bond E Add +2.5% 1.46% −0.02
HDV iShares Core High Dividend E Add +2.6% 0.75% −0.02
VCSH Vanguard S/T Corp. Bond ETF Add +1.5% 1.06% −0.02
VXUS Vanguard Total Intl Stock Add +2.5% 2.14% −0.02
XLY SS Consumer Disc Select Sect Add +0.1% 0.62% −0.03
SCHB Schwab US Broad Market ETF Add +0.3% 8.56% −0.03
VNQ Vanguard Real Estate ETF Add +0.9% 0.54% −0.03
XLI SS Industrial Select Sector Add +0.0% 0.52% −0.04
IJH iShares Core S&P Midcap ETF Add +2.2% 0.76% −0.04
VCR Vanguard Consumer Discre ETF Add +1.7% 1.25% −0.05
VB Vanguard Most SM-Cap ETF-Usd Add +1.3% 0.65% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 110$278.9MVOO, VGT, SCHB, VTV, EFA
Q1 2026 108$253.9MVOO, SCHB, VGT, VTV, EFA
Q4 2025 105$248.7MVOO, SCHB, VGT, VTV, EFA
Q3 2025 104$238.0MVOO, SCHB, VGT, VTV, EFA
Q2 2025 100$234.7MSCHB, VOO, VGT, VTV, IBDQ
Q1 2025 101$214.6MSCHB, VOO, VTV, VGT, IBDQ
Q4 2024 99$215.4MSCHB, VOO, VGT, VTV, IBDQ
Q3 2024 100$218.4MSCHB, VOO, VGT, VTV, EFA
Q2 2024 93$196.7MSCHB, VOO, VGT, VTV, EFA
Q1 2024 92$189.8MSCHB, VOO, VGT, VTV, EFA