Filed: 2/13/2025ACC: 0001172661-25-000762
📋 What this filing means
MADDEN ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $215.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$215.40M
Total AUM (reported)
3.83M
Total Shares
Allocation by class
US BRD MKT ETF$17.74M8.2%
S&P 500 ETF SHS$16.51M7.7%
INF TECH ETF$14.50M6.7%
VALUE ETF$12.74M5.9%
COM$8.49M3.9%
IBONDS DEC25 ETF$7.43M3.5%
MSCI EAFE ETF$6.67M3.1%
Portfolio Concentration
Top 3$48.74M22.6%
4–10$50.82M23.6%
11–25$57.15M26.5%
Rest$58.69M27.2%
Top 3 weight
22.6%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 3.83M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings99
Rows:
SCHWAB STRATEGIC TR
SOLEShares781.48K
TypeSH
Market value$17.74M
8.24%
Sole
0.00
Shared
0.00
None
781.48K
VANGUARD INDEX FDS
SOLEShares30.64K
TypeSH
Market value$16.51M
7.66%
Sole
0.00
Shared
0.00
None
30.64K
VANGUARD WORLD FD
SOLEShares23.31K
TypeSH
Market value$14.50M
6.73%
Sole
0.00
Shared
0.00
None
23.31K
VANGUARD INDEX FDS
SOLEShares75.28K
TypeSH
Market value$12.74M
5.92%
Sole
0.00
Shared
0.00
None
75.28K
ISHARES TR
SOLEShares296.72K
TypeSH
Market value$7.43M
3.45%
Sole
0.00
Shared
0.00
None
296.72K
ISHARES TR
SOLEShares88.21K
TypeSH
Market value$6.67M
3.10%
Sole
0.00
Shared
0.00
None
88.21K
SCHWAB STRATEGIC TR
SOLEShares276.85K
TypeSH
Market value$6.42M
2.98%
Sole
0.00
Shared
0.00
None
276.85K
MICROSOFT CORP
SOLEShares14.13K
TypeSH
Market value$5.96M
2.77%
Sole
0.00
Shared
0.00
None
14.13K
VANGUARD WORLD FD
SOLEShares27.50K
TypeSH
Market value$5.81M
2.70%
Sole
0.00
Shared
0.00
None
27.50K
VANGUARD WORLD FD
SOLEShares22.80K
TypeSH
Market value$5.78M
2.69%
Sole
0.00
Shared
0.00
None
22.80K
ISHARES GOLD TR
SOLEShares97.77K
TypeSH
Market value$4.84M
2.25%
Sole
0.00
Shared
0.00
None
97.77K
ISHARES TR
SOLEShares195.75K
TypeSH
Market value$4.71M
2.19%
Sole
0.00
Shared
0.00
None
195.75K
SCHWAB STRATEGIC TR
SOLEShares164.29K
TypeSH
Market value$4.58M
2.13%
Sole
0.00
Shared
0.00
None
164.29K
VANGUARD STAR FDS
SOLEShares76.03K
TypeSH
Market value$4.48M
2.08%
Sole
0.00
Shared
0.00
None
76.03K
SPDR S&P 500 ETF TR
SOLEShares7.52K
TypeSH
Market value$4.41M
2.05%
Sole
0.00
Shared
0.00
None
7.52K
ISHARES TR
SOLEShares102.31K
TypeSH
Market value$4.36M
2.02%
Sole
0.00
Shared
0.00
None
102.31K
SCHWAB STRATEGIC TR
SOLEShares151.82K
TypeSH
Market value$4.21M
1.95%
Sole
0.00
Shared
0.00
None
151.82K
VANGUARD SPECIALIZED FUNDS
SOLEShares21.28K
TypeSH
Market value$4.17M
1.93%
Sole
0.00
Shared
0.00
None
21.28K
ISHARES TR
SOLEShares29.42K
TypeSH
Market value$3.39M
1.57%
Sole
0.00
Shared
0.00
None
29.42K
VANGUARD INDEX FDS
SOLEShares11.46K
TypeSH
Market value$3.32M
1.54%
Sole
0.00
Shared
0.00
None
11.46K
SCHWAB STRATEGIC TR
SOLEShares112.35K
TypeSH
Market value$3.07M
1.42%
Sole
0.00
Shared
0.00
None
112.35K
VANGUARD WORLD FD
SOLEShares8.16K
TypeSH
Market value$3.06M
1.42%
Sole
0.00
Shared
0.00
None
8.16K
ISHARES TR
SOLEShares29.39K
TypeSH
Market value$2.96M
1.37%
Sole
0.00
Shared
0.00
None
29.39K
VANECK ETF TRUST
SOLEShares114.03K
TypeSH
Market value$2.90M
1.35%
Sole
0.00
Shared
0.00
None
114.03K
ISHARES TR
SOLEShares46.05K
TypeSH
Market value$2.69M
1.25%
Sole
0.00
Shared
0.00
None
46.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 781.48K | SH | $17.74M 8.24% | 0.00 | 0.00 | 781.48K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.64K | SH | $16.51M 7.66% | 0.00 | 0.00 | 30.64K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 23.31K | SH | $14.50M 6.73% | 0.00 | 0.00 | 23.31K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 75.28K | SH | $12.74M 5.92% | 0.00 | 0.00 | 75.28K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 296.72K | SH | $7.43M 3.45% | 0.00 | 0.00 | 296.72K |
ISHARES TRSOLE | MSCI EAFE ETF | 88.21K | SH | $6.67M 3.10% | 0.00 | 0.00 | 88.21K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 276.85K | SH | $6.42M 2.98% | 0.00 | 0.00 | 276.85K |
MICROSOFT CORPSOLE | COM | 14.13K | SH | $5.96M 2.77% | 0.00 | 0.00 | 14.13K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 27.50K | SH | $5.81M 2.70% | 0.00 | 0.00 | 27.50K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 22.80K | SH | $5.78M 2.69% | 0.00 | 0.00 | 22.80K |
ISHARES GOLD TRSOLE | ISHARES NEW | 97.77K | SH | $4.84M 2.25% | 0.00 | 0.00 | 97.77K |
ISHARES TRSOLE | IBONDS DEC2026 | 195.75K | SH | $4.71M 2.19% | 0.00 | 0.00 | 195.75K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 164.29K | SH | $4.58M 2.13% | 0.00 | 0.00 | 164.29K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 76.03K | SH | $4.48M 2.08% | 0.00 | 0.00 | 76.03K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.52K | SH | $4.41M 2.05% | 0.00 | 0.00 | 7.52K |
ISHARES TRSOLE | 0-5YR HI YL CP | 102.31K | SH | $4.36M 2.02% | 0.00 | 0.00 | 102.31K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 151.82K | SH | $4.21M 1.95% | 0.00 | 0.00 | 151.82K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.28K | SH | $4.17M 1.93% | 0.00 | 0.00 | 21.28K |
ISHARES TRSOLE | CORE S&P SCP ETF | 29.42K | SH | $3.39M 1.57% | 0.00 | 0.00 | 29.42K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.46K | SH | $3.32M 1.54% | 0.00 | 0.00 | 11.46K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 112.35K | SH | $3.07M 1.42% | 0.00 | 0.00 | 112.35K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 8.16K | SH | $3.06M 1.42% | 0.00 | 0.00 | 8.16K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 29.39K | SH | $2.96M 1.37% | 0.00 | 0.00 | 29.39K |
VANECK ETF TRUSTSOLE | IG FLOATING RATE | 114.03K | SH | $2.90M 1.35% | 0.00 | 0.00 | 114.03K |
ISHARES TRSOLE | U.S. MED DVC ETF | 46.05K | SH | $2.69M 1.25% | 0.00 | 0.00 | 46.05K |
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