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MAS

Madden Advisory Services Portfolio holdings

AUM $254M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
-1.06%
1 Year Est. Return
+15.17%
3 Year Est. Return
+44.66%
5 Year Est. Return
+47.96%
10 Year Est. Return
+160.46%
AUM
$254M
AUM Growth
+$5.2M
Cap. Flow
+$8.54M
Cap. Flow %
3.36%
Top 10 Hldgs %
42.24%
Holding
112
New
7
Increased
50
Reduced
46
Closed
4

Top Buys

1
VFH icon
Vanguard Financials ETF
VFH
+$1.59M
2
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.37M
3
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.11M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.01M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$927K

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.47M
2
VTV icon
Vanguard Value ETF
VTV
+$739K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$687K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$453K
5
VHT icon
Vanguard Health Care ETF
VHT
+$427K

Sector Composition

1 Technology 0.43%
2 Real Estate 0.39%
3 Financials 0.1%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHR
51
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.11M 0.44%
44,469
+8,548
+24% +$214K
AAPL icon
52
Apple
AAPL
$4.62T
$1.08M 0.43%
4,259
-403
-9% -$105K
VNQ icon
53
Vanguard Real Estate ETF
VNQ
$38.7B
$1.05M 0.41%
11,828
-739
-6% -$67.8K
SMH icon
54
VanEck Semiconductor ETF
SMH
$72.8B
$1.03M 0.4%
2,680
+382
+17% +$152K
IBDV icon
55
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.21B
$1M 0.39%
+45,735
New +$1.01M
VO icon
56
Vanguard Mid-Cap ETF
VO
$106B
$984K 0.39%
13,700
+64
+0.5% +$4.75K
IBHF icon
57
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$840M
$946K 0.37%
41,203
+12,778
+45% +$294K
IBTG icon
58
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$898K 0.35%
39,171
+13,404
+52% +$307K
SGOL icon
59
abrdn Physical Gold Shares ETF
SGOL
$6.92B
$875K 0.34%
19,608
-892
-4% -$41.4K
EFG icon
60
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$868K 0.34%
7,797
+2,797
+56% +$329K
EEM icon
61
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$864K 0.34%
15,212
+1,727
+13% +$102K
SDOG icon
62
ALPS Sector Dividend Dogs ETF
SDOG
$1.37B
$840K 0.33%
12,920
-1,892
-13% -$123K
SCHO icon
63
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$829K 0.33%
34,167
+5,894
+21% +$143K
IVV icon
64
iShares Core S&P 500 ETF
IVV
$891B
$805K 0.32%
1,232
-376
-23% -$257K
WELL icon
65
Welltower
WELL
$167B
$753K 0.3%
3,810
-1,048
-22% -$207K
GLD icon
66
SPDR Gold Trust
GLD
$131B
$747K 0.29%
1,736
-5
-0.3% -$2.24K
FTSM icon
67
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$734K 0.29%
12,280
-18
-0.1% -$1.08K
AGG icon
68
iShares Core US Aggregate Bond ETF
AGG
$138B
$724K 0.29%
7,296
+654
+10% +$65.4K
VONE icon
69
Vanguard Russell 1000 ETF
VONE
$8.34B
$715K 0.28%
2,422
-133
-5% -$41K
ITOT icon
70
iShares Core S&P Total US Stock Market ETF
ITOT
$94.7B
$696K 0.27%
4,886
-66
-1% -$9.81K
XLU icon
71
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$670K 0.26%
14,599
-391
-3% -$17.5K
CEF icon
72
Sprott Physical Gold and Silver Trust
CEF
$7.46B
$656K 0.26%
13,757
+146
+1% +$7.47K
BSV icon
73
Vanguard Short-Term Bond ETF
BSV
$44.7B
$624K 0.25%
7,963
+3,926
+97% +$309K
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$23B
$604K 0.24%
20,776
-4,984
-19% -$149K
IEFA icon
75
iShares Core MSCI EAFE ETF
IEFA
$187B
$593K 0.23%
6,555
+830
+14% +$77.5K
1 2
3
4 5

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