Madden Advisory Services, Inc.
- SEC CIK
- 0001542284
- 最新申報
- 2026/8/4
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/7 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 93
- 較 2024 年第 1 季 +1
- 總值
- $1.97 億
- 較 2024 年第 1 季 +$692.5 萬 (+3.6%)
| 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 | 267,802 | $1,684 萬 | 8.6% | +794+0.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 29,119 | $1,456 萬 | 7.4% | +1,160+4.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 24,029 | $1,385 萬 | 7.0% | +213+0.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 71,627 | $1,149 萬 | 5.8% | +839+1.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 89,939 | $704.5 萬 | 3.6% | +356+0.4% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 267,237 | $671.6 萬 | 3.4% | +9,275+3.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,155 | $632.7 萬 | 3.2% | +60+0.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 90,636 | $582.3 萬 | 3.0% | −567−0.6% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 27,179 | $551.8 萬 | 2.8% | −331−1.2% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 20,514 | $545.7 萬 | 2.8% | +202+1.0% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 199,944 | $497.1 萬 | 2.5% | +15,455+8.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,322 | $426.8 萬 | 2.2% | −355−0.8% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 69,935 | $421.7 萬 | 2.1% | +1,701+2.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,741 | $421.3 萬 | 2.1% | +285+3.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 95,184 | $418.1 萬 | 2.1% | +2,548+2.8% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 47,303 | $368.2 萬 | 1.9% | −473−1.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 19,612 | $358.0 萬 | 1.8% | −63−0.3% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 79,166 | $334.1 萬 | 1.7% | +3,228+4.3% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 130,673 | $333.3 萬 | 1.7% | +620+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,488 | $307.3 萬 | 1.6% | −86−0.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,806 | $307.2 萬 | 1.6% | +326+1.1% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 52,942 | $296.7 萬 | 1.5% | −341−0.6% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28,875 | $287.3 萬 | 1.5% | +712+2.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 35,192 | $273.7 萬 | 1.4% | +816+2.4% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 107,672 | $256.5 萬 | 1.3% | +9,765+10.0% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 7,845 | $245.0 萬 | 1.2% | +131+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 26,905 | $207.9 萬 | 1.1% | +394+1.5% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 93,761 | $187.2 萬 | 1.0% | +3,654+4.1% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 11,563 | $171.0 萬 | 0.9% | +110+1.0% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 6,950 | $163.5 萬 | 0.8% | −54−0.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,541 | $149.5 萬 | 0.8% | +560+2.2% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 15,653 | $148.8 萬 | 0.8% | +3,083+24.5% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,495 | $146.7 萬 | 0.7% | +348+2.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,429 | $145.5 萬 | 0.7% | +34+0.5% | 加碼 | – |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 23,154 | $142.0 萬 | 0.7% | +1,288+5.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,866 | $127.9 萬 | 0.7% | +77+1.3% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,649 | $121.3 萬 | 0.6% | +6+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,466 | $118.2 萬 | 0.6% | −125−4.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,234 | $110.2 萬 | 0.6% | +431+9.0% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 12,704 | $106.4 萬 | 0.5% | +116+0.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 27,163 | $104.4 萬 | 0.5% | −740−2.7% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,410 | $102.5 萬 | 0.5% | +10.0% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 9,451 | $100.9 萬 | 0.5% | +163+1.8% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 37,136 | $98.6 萬 | 0.5% | −480−1.3% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,543 | $98.4 萬 | 0.5% | +1,087+8.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,478 | $92.0 萬 | 0.5% | −151−1.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,409 | $90.1 萬 | 0.5% | +15+0.6% | 加碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 16,406 | $86.7 萬 | 0.4% | −70−0.4% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 36,410 | $86.4 萬 | 0.4% | +9,860+37.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,201 | $85.5 萬 | 0.4% | +260+3.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,460 | $83.8 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 13,574 | $80.9 萬 | 0.4% | −18−0.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,271 | $69.6 萬 | 0.4% | +11+0.9% | 加碼 | – |
| WELLWelltower Inc. | REIT | 6,506 | $67.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,694 | $66.3 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 7,620 | $58.4 萬 | 0.3% | −648−7.8% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,562 | $58.0 萬 | 0.3% | −458−5.7% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,076 | $57.3 萬 | 0.3% | −134−1.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,873 | $56.3 萬 | 0.3% | +2,413+23.1% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 9,653 | $51.2 萬 | 0.3% | +516+5.6% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 22,598 | $50.2 萬 | 0.3% | −36−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 7,790 | $50.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 12,658 | $49.4 萬 | 0.3% | 00.0% | 不變 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,779 | $46.4 萬 | 0.2% | +99+5.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,523 | $45.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 18,793 | $45.1 萬 | 0.2% | +237+1.3% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,504 | $44.3 萬 | 0.2% | +10+0.2% | 加碼 | – |
| iShares Tr46435U184 | IBONDS 24 TRM HG | 18,986 | $44.1 萬 | 0.2% | +483+2.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,003 | $43.1 萬 | 0.2% | −70−3.4% | 減碼 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 4,208 | $42.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 4,291 | $37.7 萬 | 0.2% | −4−0.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,202 | $37.5 萬 | 0.2% | +1,223+30.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,828 | $37.1 萬 | 0.2% | +47+2.6% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 16,795 | $37.0 萬 | 0.2% | −155−0.9% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,944 | $34.5 萬 | 0.2% | +618+26.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,274 | $34.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 14,136 | $32.9 萬 | 0.2% | +482+3.5% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 8,939 | $31.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,304 | $30.6 萬 | 0.2% | +565+9.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,704 | $29.7 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 6,387 | $28.2 萬 | 0.1% | +6,387 | 新進 | – |
| Vanguard Materials ETF92204A801 | ETF | 1,399 | $26.9 萬 | 0.1% | −11−0.8% | 減碼 | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,375 | $26.8 萬 | 0.1% | −4−0.3% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 11,369 | $26.4 萬 | 0.1% | +1,110+10.8% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 10,819 | $25.1 萬 | 0.1% | +245+2.3% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,517 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 426 | $22.8 萬 | 0.1% | +19+4.7% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,928 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,736 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 844 | $21.5 萬 | 0.1% | +844 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,293 | $21.3 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,405 | $20.5 萬 | 0.1% | +92+7.0% | 加碼 | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 8,173 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,750 | $20.7 萬 | 0.1% | – |