Madden Advisory Services, Inc.
- SEC CIK
- 0001542284
- 最新申報
- 2026/8/4
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 82
- 較 2023 年第 1 季 +2
- 總值
- $1.55 億
- 較 2023 年第 1 季 +$1,204 萬 (+8.4%)
| 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 | 339,699 | $1,756 萬 | 11.4% | −8,512−2.4% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 26,171 | $1,157 萬 | 7.5% | +311+1.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,602 | $1,124 萬 | 7.3% | +989+3.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 57,346 | $814.9 萬 | 5.3% | +2,613+4.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 98,395 | $713.4 萬 | 4.6% | +3,951+4.2% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 89,528 | $505.5 萬 | 3.3% | +4,968+5.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 91,416 | $478.7 萬 | 3.1% | −464−0.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 14,044 | $478.2 萬 | 3.1% | +14+0.1% | 加碼 | 歷史 |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 170,665 | $431.6 萬 | 2.8% | +6,047+3.7% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 21,858 | $425.0 萬 | 2.8% | +2,528+13.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,908 | $394.9 萬 | 2.6% | +11+0.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 47,579 | $356.6 萬 | 2.3% | −67−0.1% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 46,790 | $332.3 萬 | 2.2% | +801+1.7% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 85,594 | $311.5 萬 | 2.0% | +5,356+6.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,648 | $285.5 萬 | 1.8% | +969+3.5% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 11,526 | $282.2 萬 | 1.8% | +483+4.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,012 | $264.6 萬 | 1.7% | −15−0.1% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 26,859 | $262.1 萬 | 1.7% | +2,193+8.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,456 | $220.0 萬 | 1.4% | +102+0.5% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 84,715 | $213.9 萬 | 1.4% | +280.0% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 7,376 | $208.9 萬 | 1.4% | +304+4.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 25,435 | $192.4 萬 | 1.2% | +2,493+10.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 98,214 | $191.8 萬 | 1.2% | +6,127+6.7% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 75,541 | $186.0 萬 | 1.2% | +10,858+16.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,651 | $173.0 萬 | 1.1% | +340+3.3% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 41,230 | $170.9 萬 | 1.1% | +7,812+23.4% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 14,591 | $157.0 萬 | 1.0% | −281−1.9% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 7,561 | $155.4 萬 | 1.0% | −47−0.6% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,531 | $143.2 萬 | 0.9% | +284+1.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,302 | $138.6 萬 | 0.9% | +55+1.0% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 9,594 | $136.4 萬 | 0.9% | +1,148+13.6% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,381 | $134.9 萬 | 0.9% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,546 | $127.4 萬 | 0.8% | +47+0.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,657 | $115.7 萬 | 0.7% | +10.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,031 | $113.1 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,668 | $112.7 萬 | 0.7% | +40+0.7% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,078 | $103.2 萬 | 0.7% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,362 | $89.7 萬 | 0.6% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 8,965 | $85.0 萬 | 0.6% | +705+8.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 23,378 | $83.3 萬 | 0.5% | +134+0.6% | 加碼 | – |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 15,550 | $78.6 萬 | 0.5% | 00.0% | 不變 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 15,564 | $77.8 萬 | 0.5% | +30.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,052 | $75.8 萬 | 0.5% | +25+1.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,782 | $73.4 萬 | 0.5% | −428−10.2% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,714 | $72.3 萬 | 0.5% | +1,575+17.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,060 | $69.1 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 26,603 | $65.5 萬 | 0.4% | +1,231+4.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,213 | $62.6 萬 | 0.4% | +2+0.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,042 | $60.8 萬 | 0.4% | −590−6.8% | 減碼 | – |
| WELLWelltower Inc. | REIT | 7,503 | $60.7 萬 | 0.4% | −260−3.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,767 | $55.8 萬 | 0.4% | +3+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,527 | $55.6 萬 | 0.4% | +449+21.6% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 30,858 | $55.6 萬 | 0.4% | −657−2.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,220 | $54.4 萬 | 0.4% | +1+0.1% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 20,479 | $49.9 萬 | 0.3% | +800+4.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 7,944 | $49.8 萬 | 0.3% | −508−6.0% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 25,170 | $46.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 12,689 | $45.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,345 | $44.7 萬 | 0.3% | −10.0% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 9,641 | $42.2 萬 | 0.3% | +10.0% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 12,890 | $40.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 8,061 | $39.5 萬 | 0.3% | 00.0% | 不變 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 4,568 | $36.7 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,982 | $35.3 萬 | 0.2% | −39−1.9% | 減碼 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 4,204 | $34.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,725 | $32.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,295 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G318 | IBONDS DEC2023 | 11,435 | $29.1 萬 | 0.2% | +22+0.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 8,939 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| BCEBce Inc | COM NEW | 6,351 | $29.0 萬 | 0.2% | −21−0.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,631 | $28.6 萬 | 0.2% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 3,232 | $28.5 萬 | 0.2% | −213−6.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,968 | $27.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 4,193 | $25.7 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 10,877 | $24.8 萬 | 0.2% | +12+0.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,982 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 1,306 | $24.2 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,440 | $23.8 萬 | 0.2% | +31+2.2% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,551 | $21.6 萬 | 0.1% | +315+7.4% | 加碼 | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,513 | $21.1 萬 | 0.1% | +1,513 | 新進 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 2,918 | $20.4 萬 | 0.1% | +2,918 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,368 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |