Madden Advisory Services, Inc.
- SEC CIK
- 0001542284
- 最新申報
- 2026/8/4
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/8 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 74
- 較 2021 年第 3 季 0
- 總值
- $1.52 億
- 較 2021 年第 3 季 +$1,251 萬 (+8.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 181,359 | $2,050 萬 | 13.5% | −1,877−1.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 25,033 | $1,147 萬 | 7.5% | +253+1.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 24,876 | $1,086 萬 | 7.1% | +637+2.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 104,404 | $821.5 萬 | 5.4% | +8,043+8.3% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 122,397 | $806.0 萬 | 5.3% | +5,906+5.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 53,917 | $793.2 萬 | 5.2% | +5,986+12.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 56,052 | $639.4 萬 | 4.2% | −3,509−5.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 46,799 | $532.7 萬 | 3.5% | +907+2.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,486 | $450.6 萬 | 3.0% | −34−0.4% | 減碼 | 歷史 |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 178,958 | $449.9 萬 | 3.0% | +20,390+12.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 25,137 | $411.6 萬 | 2.7% | −2,794−10.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 44,544 | $358.3 萬 | 2.4% | +2,344+5.6% | 加碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 127,206 | $326.5 萬 | 2.1% | +25,651+25.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,900 | $296.6 萬 | 1.9% | −188−0.7% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 14,137 | $282.6 萬 | 1.9% | +2,384+20.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,572 | $279.4 萬 | 1.8% | −413−3.4% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 74,182 | $258.2 萬 | 1.7% | +8,226+12.5% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 17,718 | $228.9 萬 | 1.5% | +38+0.2% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 39,902 | $210.2 萬 | 1.4% | +2,668+7.2% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 5,788 | $197.2 萬 | 1.3% | +1,312+29.3% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 18,059 | $191.2 萬 | 1.3% | +1,982+12.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,283 | $176.6 萬 | 1.2% | +742+7.8% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 63,214 | $163.9 萬 | 1.1% | +12,421+24.5% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 7,737 | $157.0 萬 | 1.0% | +347+4.7% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,696 | $138.3 萬 | 0.9% | +291+2.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,914 | $133.7 萬 | 0.9% | +18+0.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,057 | $121.6 萬 | 0.8% | −324−9.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,655 | $102.8 萬 | 0.7% | +3,750+42.1% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,884 | $99.9 萬 | 0.7% | −25−0.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,328 | $94.2 萬 | 0.6% | +5+0.2% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 5,958 | $93.2 萬 | 0.6% | +2,172+57.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,696 | $92.0 萬 | 0.6% | +10.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 23,540 | $91.5 萬 | 0.6% | +54+0.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,157 | $89.7 萬 | 0.6% | +10.0% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 8,166 | $88.7 萬 | 0.6% | −60−0.7% | 減碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 16,225 | $87.0 萬 | 0.6% | −39−0.2% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 28,316 | $83.9 萬 | 0.6% | +15+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 13,722 | $82.1 萬 | 0.5% | −418−3.0% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,347 | $78.6 萬 | 0.5% | −99−1.3% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 29,001 | $76.6 萬 | 0.5% | +4,940+20.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,152 | $73.7 萬 | 0.5% | +223+5.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,505 | $71.8 萬 | 0.5% | +91+6.4% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 6,076 | $68.6 萬 | 0.5% | +144+2.4% | 加碼 | – |
| WELLWelltower Inc. | REIT | 7,868 | $67.5 萬 | 0.4% | −23−0.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,315 | $62.1 萬 | 0.4% | +98+1.2% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 32,898 | $58.4 萬 | 0.4% | −60−0.2% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,847 | $56.2 萬 | 0.4% | +61+1.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 8,235 | $51.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,827 | $46.5 萬 | 0.3% | +152+9.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,687 | $46.0 萬 | 0.3% | 00.0% | 不變 | – |
| SGOLabrdn Gold ETF Trust | ETF | 25,310 | $44.4 萬 | 0.3% | −1,241−4.7% | 減碼 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 4,713 | $40.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 8,009 | $40.4 萬 | 0.3% | +34+0.4% | 加碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 4,544 | $40.2 萬 | 0.3% | −10−0.2% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 4,826 | $40.1 萬 | 0.3% | +31+0.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 3,863 | $39.6 萬 | 0.3% | +1,095+39.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,278 | $38.9 萬 | 0.3% | +283+14.2% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,650 | $36.7 萬 | 0.2% | −45−2.7% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 13,226 | $35.1 萬 | 0.2% | +595+4.7% | 加碼 | – |
| BCEBce Inc | COM NEW | 6,617 | $34.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,295 | $34.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,289 | $30.3 萬 | 0.2% | +2,289 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,631 | $30.2 萬 | 0.2% | −384−12.7% | 減碼 | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,772 | $29.4 萬 | 0.2% | −227−11.4% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 901 | $28.9 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,368 | $27.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 4,193 | $27.1 萬 | 0.2% | +281+7.2% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,245 | $26.9 萬 | 0.2% | −622−16.1% | 減碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 9,931 | $25.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,500 | $24.9 萬 | 0.2% | +294+5.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 73 | $24.3 萬 | 0.2% | −1−1.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,374 | $23.5 萬 | 0.2% | +15+1.1% | 加碼 | 歷史 |
| iShares Tr46435G755 | IBONDS DEC2022 | 8,051 | $21.0 萬 | 0.1% | +153+1.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,834 | $20.5 萬 | 0.1% | +2,834 | 新進 | – |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 108,981 | $269.5 萬 | 1.9% | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,728 | $21.2 萬 | 0.2% | – |