Madden Advisory Services, Inc.
CIK 1542284 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $278.9M
- Posisi
- 110
- Per tanggal
- 30 Juni 2026
#5.393 dari 9.443 berdasarkan nilai 13F · top 57.1%
Nilai portofolio QoQ: +9.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 42,72%
- Bobot 25 kepemilikan teratas
- 68,99%
- Posisi di atas 1%
- 31
- Jumlah posisi efektif
- 34,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,62% Perkiraan pembelian $25.447.391 · penjualan $4.312.470
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 91,7% masih dipegang
- Posisi baru
- 2
- Meningkat
- 40
- Menurun
- 59
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Consumer Discretionary
0,6%
Technology
0,5%
Real Estate
0,4%
Financials
0,1%
Healthcare
0,1%
Lainnya/Tidak terpetakan
98,3%
Portofolio lengkap 110 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $20.494.443 | 7,35% | 29.840 | $960.961 | Turun ×1 | ||
| VGT | $20.316.972 | 7,29% | 169.988 | $5.468.324 | Naik ×1 | ||
| SCHB | $17.254.349 | 6,19% | 595.799 | $2.130.588 | Turun ×6 | ||
| VTV | $14.856.145 | 5,33% | 68.169 | $2.194.154 | Naik ×1 | ||
| EFA | $10.964.263 | 3,93% | 105.547 | $786.531 | Naik ×1 | ||
| IBDR | $7.884.701 | 2,83% | 325.410 | $-118.188 | Turun ×1 | ||
| SCHX | $7.252.624 | 2,60% | 246.436 | $699.775 | Turun ×5 | ||
| IBDS | $6.737.568 | 2,42% | 278.182 | $-63.376 | Turun ×1 | ||
| SCHM | $6.698.742 | 2,40% | 181.685 | $1.092.949 | Naik ×6 | ||
| IAU | $6.686.788 | 2,40% | 88.555 | $-1.056.393 | Naik ×1 | ||
| VHT | $6.373.910 | 2,29% | 21.316 | $597.389 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $6.311.254 | 2,26% | 73.824 | $591.213 | Turun ×4 | ||
| SCHG | $6.203.733 | 2,22% | 183.325 | $824.021 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5.524.201 | 1,98% | 7.501 | $1.078.974 | Turun ×1 | ||
| SHYG | $5.219.444 | 1,87% | 123.071 | $108.800 | Naik ×4 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $5.205.603 | 1,87% | 65.868 | $65.209 | Naik ×6 | ||
| VDC | $5.194.179 | 1,86% | 23.035 | $40.114 | Naik ×1 | ||
| SCHI | $5.093.791 | 1,83% | 224.990 | $-130.303 | Turun ×1 | ||
| SPY SPY | $5.022.460 | 1,80% | 6.725 | $537.339 | Turun ×4 | ||
| IJR | $4.642.994 | 1,66% | 31.306 | $654.090 | Turun ×1 | ||
| VCR | $3.930.145 | 1,41% | 9.909 | $334.375 | Turun ×1 | ||
| IBDT | $3.878.501 | 1,39% | 153.604 | $-12.643 | Turun ×1 | ||
| VTI | $3.768.857 | 1,35% | 10.185 | $484.083 | Turun ×4 | ||
| VIS | $3.451.548 | 1,24% | 9.577 | $500.003 | Naik ×5 | ||
| STIP | $3.441.034 | 1,23% | 33.682 | $-25.621 | Naik ×6 | ||
| FQAL | $3.392.884 | 1,22% | 41.701 | $324.118 | Turun ×1 | ||
| VIG | $3.382.093 | 1,21% | 14.293 | $298.057 | Turun ×6 | ||
| VUG | $3.224.128 | 1,16% | 37.428 | $1.377.962 | Naik ×6 | ||
| VPU | $3.010.231 | 1,08% | 15.379 | $-15.807 | Naik ×6 | ||
| SCHD | $2.972.744 | 1,07% | 93.747 | $95.548 | Turun ×4 | ||
| FLTR | $2.961.760 | 1,06% | 115.648 | $-3.203 | Turun ×2 | ||
| IBDU | $2.581.553 | 0,93% | 111.466 | $59.006 | Naik ×6 | ||
| SCHH | $2.544.534 | 0,91% | 107.454 | $213.574 | Turun ×1 | ||
| VFH | $2.399.493 | 0,86% | 18.233 | $241.502 | Naik ×3 | ||
| XLK XLK | $2.200.811 | 0,79% | 11.551 | $585.608 | Turun ×2 | ||
| VOX | $1.828.839 | 0,66% | 9.942 | $99.889 | Naik ×6 | ||
| IJH | $1.790.868 | 0,64% | 23.224 | $211.434 | Turun ×4 | ||
| VB | $1.748.040 | 0,63% | 5.766 | $238.641 | Naik ×1 | ||
| SMH SMH | $1.696.177 | 0,61% | 2.586 | $668.638 | Turun ×1 | ||
| TIP | $1.659.222 | 0,59% | 15.162 | $-112.561 | Turun ×1 | ||
| IHI | $1.651.282 | 0,59% | 33.420 | $-215.005 | Turun ×6 | ||
| HDV | $1.616.916 | 0,58% | 58.990 | $-28.825 | Naik ×1 | ||
| XLY XLY | $1.535.305 | 0,55% | 13.090 | $86.532 | Turun ×1 | ||
| EFV | $1.513.829 | 0,54% | 19.775 | $34.477 | Turun ×1 | ||
| VWO | $1.448.195 | 0,52% | 24.261 | $171.696 | Naik ×6 | ||
| RSP | $1.422.705 | 0,51% | 6.686 | $103.928 | Turun ×2 | ||
| SCHE | $1.408.375 | 0,51% | 38.841 | $122.995 | Turun ×1 | ||
| XLP XLP | $1.336.513 | 0,48% | 16.089 | $-22.142 | Turun ×1 | ||
| XLI XLI | $1.281.701 | 0,46% | 6.919 | $158.727 | Turun ×2 | ||
| SCHF | $1.280.970 | 0,46% | 46.244 | $126.071 | Turun ×6 | ||
| BND Vanguard Total Bond Market ETF | $1.247.089 | 0,45% | 16.988 | $111.560 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $1.218.092 | 0,44% | 4.209 | $137.326 | Turun ×4 | ||
| VNQ | $1.127.909 | 0,40% | 11.696 | $78.734 | Turun ×4 | ||
| SCHR | $1.096.481 | 0,39% | 44.463 | $-11.240 | Turun ×1 | ||
| VO | $1.043.769 | 0,37% | 12.954 | $60.231 | Naik ×2 | ||
| IBDV | $1.034.148 | 0,37% | 47.438 | $33.009 | Naik ×1 | ||
| EEM | $994.569 | 0,36% | 14.538 | $130.702 | Turun ×1 | ||
| SCHO | $974.080 | 0,35% | 40.351 | $144.836 | Naik ×3 | ||
| EFG | $963.921 | 0,35% | 7.747 | $95.583 | Turun ×1 | ||
| IBHF | $955.241 | 0,34% | 42.174 | $9.632 | Naik ×6 | ||
| IVV | $919.085 | 0,33% | 1.227 | $114.317 | Turun ×4 | ||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $918.850 | 0,33% | 40.142 | $21.246 | Naik ×2 | ||
| SDOG | $866.856 | 0,31% | 12.706 | $26.606 | Turun ×6 | ||
| WELL Welltower Inc. Common Stock | $838.200 | 0,30% | 3.693 | $84.925 | Turun ×6 | ||
| VONE Vanguard Russell 1000 ETF | $794.827 | 0,29% | 2.346 | $80.176 | Turun ×5 | ||
| ITOT | $776.997 | 0,28% | 4.730 | $81.084 | Turun ×6 | ||
| SGOL | $749.614 | 0,27% | 19.608 | $-125.295 | |||
| SCHA | $743.445 | 0,27% | 20.576 | $139.280 | Turun ×4 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $717.357 | 0,26% | 12.010 | $-16.741 | Turun ×2 | ||
| AGG | $692.285 | 0,25% | 6.994 | $-31.993 | Turun ×1 | ||
| BSV | $678.054 | 0,24% | 8.703 | $53.674 | Naik ×3 | ||
| XLU XLU | $639.566 | 0,23% | 14.106 | $-30.382 | Turun ×2 | ||
| GLD | $637.297 | 0,23% | 1.730 | $-109.686 | Turun ×6 | ||
| IEFA | $617.170 | 0,22% | 6.390 | $23.746 | Turun ×1 | ||
| IQLT | $594.402 | 0,21% | 11.996 | $39.827 | |||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $573.880 | 0,21% | 25.654 | $20.689 | Naik ×3 | ||
| IBHG | $559.176 | 0,20% | 25.325 | $20.952 | Naik ×3 | ||
| VAW | $556.417 | 0,20% | 2.432 | $58.190 | Naik ×2 | ||
| CEF | $545.398 | 0,20% | 13.557 | $-111.086 | Turun ×1 | ||
| IWM | $521.926 | 0,19% | 1.737 | $91.133 | |||
| IDU | $470.359 | 0,17% | 4.104 | $-6.853 | Turun ×4 | ||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $457.457 | 0,16% | 20.662 | $19.284 | Naik ×1 | ||
| XHB XHB | $446.177 | 0,16% | 3.861 | $60.972 | Turun ×3 | ||
| IBHH | $433.434 | 0,16% | 18.444 | $22.732 | Naik ×1 | ||
| SPHY | $431.963 | 0,15% | 18.428 | $37.191 | Naik ×3 | ||
| IYW | $424.503 | 0,15% | 1.683 | $119.173 | |||
| SPYG | $408.493 | 0,15% | 3.433 | $72.368 | |||
| IWB | $407.862 | 0,15% | 996 | $52.728 | |||
| SPDW | $400.449 | 0,14% | 7.947 | $37.668 | |||
| VCLT Vanguard Long-Term Corporate Bond ETF | $393.042 | 0,14% | 5.223 | $18.246 | Naik ×3 | ||
| XNTK | $390.650 | 0,14% | 1.000 | $119.032 | Turun ×2 | ||
| SCHV | $381.344 | 0,14% | 10.955 | $125.174 | Naik ×2 | ||
| SLV | $355.469 | 0,13% | 6.648 | $1.550 | Naik ×1 | ||
| VDE | $343.648 | 0,12% | 2.289 | $-35.483 | Naik ×1 | ||
| IWR | $325.343 | 0,12% | 2.949 | $-10.640 | Turun ×2 | ||
| IVT InvenTrust Properties Corp. Common Stock | $289.324 | 0,10% | 8.173 | $40.374 | |||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $287.837 | 0,10% | 13.295 | $19.670 | Naik ×1 | ||
| MOAT | $285.055 | 0,10% | 2.741 | $18.747 | Turun ×5 | ||
| PRU Prudential Financial, Inc. Common Stock | $284.288 | 0,10% | 2.634 | $37.718 | Naik ×2 | ||
| FXG | $277.594 | 0,10% | 4.433 | $-11.950 | Turun ×4 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SCHM | $6.698.742 | 2,40% | naik ×6 |
| SHYG | $5.219.444 | 1,87% | naik ×4 |
| VCSH | $5.205.603 | 1,87% | naik ×6 |
| VIS | $3.451.548 | 1,24% | naik ×5 |
| STIP | $3.441.034 | 1,23% | naik ×6 |
| VUG | $3.224.128 | 1,16% | naik ×6 |
| VPU | $3.010.231 | 1,08% | naik ×6 |
| IBDU | $2.581.553 | 0,93% | naik ×6 |
| VFH | $2.399.493 | 0,86% | naik ×3 |
| VOX | $1.828.839 | 0,66% | naik ×6 |
| VWO | $1.448.195 | 0,52% | naik ×6 |
| BND | $1.247.089 | 0,45% | naik ×6 |
| SCHO | $974.080 | 0,35% | naik ×3 |
| IBHF | $955.241 | 0,34% | naik ×6 |
| BSV | $678.054 | 0,24% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| FXL | $222.868 | 1.026 | 0,08% |
| MSFT | $219.885 | 589 | 0,08% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VGT | Beli lebih banyak | +149K | +$5.5M |
| VTV | Beli lebih banyak | +4K | +$2.2M |
| SCHB | Dipangkas | -7K | +$2.1M |
| VUG | Beli lebih banyak | +33K | +$1.4M |
| SCHM | Beli lebih banyak | +619 | +$1.1M |
| QQQ | Dipangkas | -201 | +$1.1M |
| IAU | Beli lebih banyak | +724 | -$1.1M |
| VOO | Dipangkas | -3K | +$961K |
| SCHG | Dipangkas | -1K | +$824K |
| EFA | Beli lebih banyak | +762 | +$787K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IBDQ | 31 Des. 2025 | 330.847 | $8.334.036 | Tidak lagi dilacak |
| CORP | 30 Sep. 2025 | 22.299 | $2.169.916 | Tidak lagi dilacak |
| VTIP | 30 Sep. 2025 | 8.227 | $413.571 | |
| IBHE | 31 Des. 2025 | 17.243 | $400.382 | Tidak lagi dilacak |
| IBTF | 31 Des. 2025 | 14.544 | $339.821 | Tidak lagi dilacak |
| MSFT | 31 Maret 2026 | 543 | $262.835 | 30,5% |
| JNK | 31 Maret 2026 | 2.612 | $253.913 | Tidak lagi dilacak |
| XLV | 31 Maret 2026 | 1.458 | $225.728 | Tidak lagi dilacak |
| MCD | 30 Sep. 2025 | 767 | $223.970 | -10,9% |
| SCHP | 31 Maret 2026 | 8.194 | $217.059 | Tidak lagi dilacak |
| KXI | 30 Juni 2025 | 3.168 | $202.910 | Tidak lagi dilacak |