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  Name: MADDEN ADVISORY SERVICES, INC.
  City: JACKSONVILLE
  State: FL
  Zip: 32216
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $189,758,000
  Total Value Change : $12,321,000
  Securities Held Change : 2
   
All Securities Held : 92
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 43
  Unchanged Positions : 11
  Decreased Positions : 36

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Holdings Found : 38     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 6 - $25.07 $6,462,000 257,962 3.41% 401,000 14,657 0.065    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 9 - $203.70 $5,616,000 27,510 2.96% 385,000 114 0.082    Closed - End Fund - E...
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 10 - $265.99 $5,495,000 20,312 2.9% 528,000 498 0.036    Closed - End Fund - E...
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 11 - $24.81 $4,577,000 184,489 2.41% 671,000 26,730 0.059    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 12 - $60.45 $4,115,000 68,234 2.17% 218,000 1,003 0.012    Closed - End Fund - E...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 13 - $100.46 $3,957,000 42,677 2.09% 437,000 242 0.004    Closed - End Fund - Debt
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 16 - $77.26 $3,890,000 47,776 2.05% 336,000 585 0.038    N/A
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 19 - $42.10 $3,231,000 75,938 1.7% 97,000 1,708 0.007    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 20 - $104.68 $3,148,000 28,480 1.66% 69,000 32 0.005    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 24 - $76.79 $2,772,000 34,376 1.46% 273,000 1,555 0.011    N/A
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs 25 - $305.99 $2,451,000 7,714 1.29% 105,000 12 0.048    Closed - End Fund - E...
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... 26 - $0.00 $2,335,000 97,907 1.23% 535,000 22,597 0.109    N/A
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 28 - $19.96 $1,829,000 90,107 0.96% -13,000 1,169 0.008    N/A
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 30 - $151.49 $1,633,000 11,453 0.86% 132,000 499 0.036    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 31 - $57.83 $1,517,000 24,981 0.8% 101,000 19,871 0.011    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 33 - $227.67 $1,332,000 6,395 0.7% 108,000 34 0.002    Closed - End Fund - E...
   (FQAL)1 Year Chart         FQAL Fidelity Quality Factor Etf 35 - $0.00 $1,289,000 21,866 0.68% 157,000 1,039 0.243    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 36 - $178.33 $1,222,000 6,643 0.64% 39,000 29 0.001    Closed - End Fund - E...
   (CORP)1 Year Chart         CORP Pimco Investment Grade Orate B 37 - $95.85 $1,207,000 12,570 0.64% 20,000 368 0.14    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 38 - $479.19 $1,151,000 2,591 0.61% 119,000 72 0.001    Closed - End Fund - Debt
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 40 - $38.50 $1,089,000 27,903 0.57% 74,000 439 0    Closed - End Fund - Debt
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 42 - $106.90 $998,000 9,288 0.53% 46,000 431 0    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 43 - $26.47 $950,000 37,616 0.5% 25,000 284 0.014    N/A
   (SDOG)1 Year Chart         SDOG Alps Sector Dividend Dogs 46 - $52.78 $889,000 16,476 0.47% 45,000 2 0.071    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 51 - $117.95 $800,000 6,941 0.42% 106,000 342 0.002    Closed - End Fund - E...
   (VONE)1 Year Chart         VONE Vanguard Russell 1000 Etf 53 - $245.37 $642,000 2,694 0.34% 58,000 2 0.002    N/A
   (IBDS)1 Year Chart         IBDS Ishares Ibonds Dec 2027 Ter... 54 - $0.00 $632,000 26,550 0.33% 216,000 9,151 0.019    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 55 - $76.95 $631,000 8,268 0.33% 105,000 960 0    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 58 - $46.71 $601,000 12,210 0.32% 51,000 568 0.001    Closed - End Fund - Debt
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 61 - $0.00 $497,000 9,137 0.26% 21,000 7 0    Closed - End Fund - E...
   (IBTE)1 Year Chart         IBTE Ishares Ibonds Dec 2024 Ter... 64 - $0.00 $444,000 18,556 0.23% 8,000 281 0.002    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 66 - $43.76 $437,000 10,460 0.23% 22,000 361 0    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 67 - $215.73 $426,000 2,073 0.22% 51,000 109 0.001    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 69 - $208.63 $378,000 1,680 0.2% 99,000 82 0.002    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 77 - $48.35 $275,000 5,739 0.14% 9,000 144 0    N/A
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... 81 - $0.00 $246,000 10,574 0.13% 7,000 290 0.012    N/A
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 82 - $23.19 $241,000 10,259 0.13% 1,000 9 0.01    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 89 - $145.54 $208,000 1,313 0.11% 3,000 8 0    Drug Manufacturers - ...

      38 Records Found
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