MADDEN ADVISORY SERVICES, INC.

Filed: 7/23/2025ACC: 0001172661-25-002689

📋 What this filing means

MADDEN ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $234.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

100

Positions

$234.66M

Total AUM (reported)

4.08M

Total Shares

Allocation by class

US BRD MKT ETF$18.06M7.7%

S&P 500 ETF SHS$17.88M7.6%

INF TECH ETF$14.81M6.3%

VALUE ETF$13.05M5.6%

COM$9.37M4.0%

IBONDS DEC25 ETF$8.36M3.6%

MSCI EAFE ETF$8.13M3.5%

Portfolio Concentration

Top 3$50.75M21.6%

4–10$55.78M23.8%

11–25$62.24M26.5%

Rest$65.89M28.1%

Top 3 weight

21.6%

Top 10 weight

45.4%

Voting Authority Distribution

Total shares with voting rights: 4.08M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.08M

% of voting shares100.0%

Investment Discretion (by position count)

Sole100

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings100

Rows:

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares757.99K

TypeSH

Market value$18.06M

7.70%

Sole

0.00

Shared

0.00

None

757.99K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares31.47K

TypeSH

Market value$17.88M

7.62%

Sole

0.00

Shared

0.00

None

31.47K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares22.32K

TypeSH

Market value$14.81M

6.31%

Sole

0.00

Shared

0.00

None

22.32K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares73.82K

TypeSH

Market value$13.05M

5.56%

Sole

0.00

Shared

0.00

None

73.82K

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares332.08K

TypeSH

Market value$8.36M

3.56%

Sole

0.00

Shared

0.00

None

332.08K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares90.94K

TypeSH

Market value$8.13M

3.46%

Sole

0.00

Shared

0.00

None

90.94K

MICROSOFT CORP

SOLE

COM

Shares14.19K

TypeSH

Market value$7.06M

3.01%

Sole

0.00

Shared

0.00

None

14.19K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares278.33K

TypeSH

Market value$6.80M

2.90%

Sole

0.00

Shared

0.00

None

278.33K

ISHARES TR

SOLE

IBONDS DEC2026

Shares264.17K

TypeSH

Market value$6.41M

2.73%

Sole

0.00

Shared

0.00

None

264.17K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares95.79K

TypeSH

Market value$5.97M

2.55%

Sole

0.00

Shared

0.00

None

95.79K

VANGUARD WORLD FD

SOLE

CONSUM STP ETF

Shares27.23K

TypeSH

Market value$5.96M

2.54%

Sole

0.00

Shared

0.00

None

27.23K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares22.78K

TypeSH

Market value$5.66M

2.41%

Sole

0.00

Shared

0.00

None

22.78K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares76.29K

TypeSH

Market value$5.27M

2.25%

Sole

0.00

Shared

0.00

None

76.29K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares169.91K

TypeSH

Market value$4.96M

2.11%

Sole

0.00

Shared

0.00

None

169.91K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares7.45K

TypeSH

Market value$4.60M

1.96%

Sole

0.00

Shared

0.00

None

7.45K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares103.57K

TypeSH

Market value$4.47M

1.90%

Sole

0.00

Shared

0.00

None

103.57K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares155.74K

TypeSH

Market value$4.37M

1.86%

Sole

0.00

Shared

0.00

None

155.74K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares20.51K

TypeSH

Market value$4.20M

1.79%

Sole

0.00

Shared

0.00

None

20.51K

ISHARES TR

SOLE

IBONDS 27 ETF

Shares147.99K

TypeSH

Market value$3.59M

1.53%

Sole

0.00

Shared

0.00

None

147.99K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares11.44K

TypeSH

Market value$3.48M

1.48%

Sole

0.00

Shared

0.00

None

11.44K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares30.11K

TypeSH

Market value$3.29M

1.40%

Sole

0.00

Shared

0.00

None

30.11K

SCHWAB STRATEGIC TR

SOLE

5 10YR CORP BD

Shares141.04K

TypeSH

Market value$3.21M

1.37%

Sole

0.00

Shared

0.00

None

141.04K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares30.21K

TypeSH

Market value$3.11M

1.32%

Sole

0.00

Shared

0.00

None

30.21K

VANGUARD WORLD FD

SOLE

CONSUM DIS ETF

Shares8.46K

TypeSH

Market value$3.07M

1.31%

Sole

0.00

Shared

0.00

None

8.46K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares113.31K

TypeSH

Market value$3.00M

1.28%

Sole

0.00

Shared

0.00

None

113.31K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	757.99K	SH	$18.06M 7.70%	757.99K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	31.47K	SH	$17.88M 7.62%	31.47K
VANGUARD WORLD FDSOLE	INF TECH ETF	22.32K	SH	$14.81M 6.31%	22.32K
VANGUARD INDEX FDSSOLE	VALUE ETF	73.82K	SH	$13.05M 5.56%	73.82K
ISHARES TRSOLE	IBONDS DEC25 ETF	332.08K	SH	$8.36M 3.56%	332.08K
ISHARES TRSOLE	MSCI EAFE ETF	90.94K	SH	$8.13M 3.46%	90.94K
MICROSOFT CORPSOLE	COM	14.19K	SH	$7.06M 3.01%	14.19K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	278.33K	SH	$6.80M 2.90%	278.33K
ISHARES TRSOLE	IBONDS DEC2026	264.17K	SH	$6.41M 2.73%	264.17K
ISHARES GOLD TRSOLE	ISHARES NEW	95.79K	SH	$5.97M 2.55%	95.79K
VANGUARD WORLD FDSOLE	CONSUM STP ETF	27.23K	SH	$5.96M 2.54%	27.23K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	22.78K	SH	$5.66M 2.41%	22.78K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	76.29K	SH	$5.27M 2.25%	76.29K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	169.91K	SH	$4.96M 2.11%	169.91K
SPDR S&P 500 ETF TRSOLE	TR UNIT	7.45K	SH	$4.60M 1.96%	7.45K
ISHARES TRSOLE	0-5YR HI YL CP	103.57K	SH	$4.47M 1.90%	103.57K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	155.74K	SH	$4.37M 1.86%	155.74K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	20.51K	SH	$4.20M 1.79%	20.51K
ISHARES TRSOLE	IBONDS 27 ETF	147.99K	SH	$3.59M 1.53%	147.99K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	11.44K	SH	$3.48M 1.48%	11.44K
ISHARES TRSOLE	CORE S&P SCP ETF	30.11K	SH	$3.29M 1.40%	30.11K
SCHWAB STRATEGIC TRSOLE	5 10YR CORP BD	141.04K	SH	$3.21M 1.37%	141.04K
ISHARES TRSOLE	0-5 YR TIPS ETF	30.21K	SH	$3.11M 1.32%	30.21K
VANGUARD WORLD FDSOLE	CONSUM DIS ETF	8.46K	SH	$3.07M 1.31%	8.46K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	113.31K	SH	$3.00M 1.28%	113.31K

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