Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MADDEN ADVISORY SERVICES INC | 02-12-2024 | 12-31-2023 | 90 | 177,443,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $15,220,085 | 273,398 | 0.01 | 0.01 | -66,301 | -19.52 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $12,350,178 | 28,274 | 0.01 | 0.01 | 672 | 2.43 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 3 | $11,642,132 | 24,054 | 0.01 | 0.01 | -2,117 | -8.09 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $10,719,321 | 71,701 | 0.01 | 0.01 | 14,355 | 25.03 | 12-31-2023 |
