Madson Wealth Advisors Inc
85 holdingsFiling period: 2026-03-31Current AUM: $131.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIGI | VANGUARD WHITEHALL FDS | 96.5K | $8.5M | $9.4M | 7.15% | -- | 2026-03-31 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 39.3K | $8.4M | $9.4M | 7.15% | -- | 2026-03-31 |
| 3 | DGRO | ISHARES TR | 116.9K | $8.2M | $9.1M | 6.95% | -- | 2026-03-31 |
| 4 | SGOV | ISHARES TR | 76.3K | $7.7M | $7.7M | 5.85% | -- | 2026-03-31 |
| 5 | GOVT | ISHARES TR | 302.1K | $6.9M | $6.8M | 5.16% | -- | 2026-03-31 |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | 112.1K | $6.9M | $8.1M | 6.17% | -- | 2026-03-31 |
| 7 | IVV | ISHARES TR | 9.1K | $5.9M | $6.8M | 5.19% | -- | 2026-03-31 |
| 8 | IJR | ISHARES TR | 39.9K | $5.0M | $5.8M | 4.41% | -- | 2026-03-31 |
| 9 | TIP | ISHARES TR | 38.5K | $4.3M | $4.1M | 3.16% | -- | 2026-03-31 |
| 10 | IJH | ISHARES TR | 57.2K | $3.9M | $4.3M | 3.28% | -- | 2026-03-31 |
| 11 | VPL | VANGUARD INTL EQUITY INDEX F | 38.5K | $3.8M | $4.2M | 3.20% | -- | 2026-03-31 |
| 12 | VGK | VANGUARD INTL EQUITY INDEX F | 32.9K | $2.7M | $3.0M | 2.27% | -- | 2026-03-31 |
| 13 | SHV | ISHARES TR | 23.4K | $2.6M | $2.6M | 1.96% | -- | 2026-03-31 |
| 14 | IXUS | ISHARES TR | 29.1K | $2.5M | $2.7M | 2.09% | -- | 2026-03-31 |
| 15 | IUSB | ISHARES TR | 49.4K | $2.3M | $2.2M | 1.71% | -- | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.3K | $2.1M | $2.6M | 1.95% | -- | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 7.1K | $1.7M | $1.8M | 1.39% | -- | 2026-03-31 |
| 18 | AVGO | BROADCOM INC | 5.5K | $1.7M | $2.2M | 1.64% | -- | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 5.1K | $1.5M | $1.8M | 1.38% | -- | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 3.7K | $1.4M | $1.7M | 1.31% | -- | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 1.3K | $1.3M | $1.2M | 0.94% | -- | 2026-03-31 |
| 22 | MBB | ISHARES TR | 13.4K | $1.3M | $1.2M | 0.95% | -- | 2026-03-31 |
| 23 | AAPL | APPLE INC | 4.2K | $1.1M | $1.3M | 0.98% | -- | 2026-03-31 |
| 24 | IVE | ISHARES TR | 4.9K | $1.0M | $1.1M | 0.87% | -- | 2026-03-31 |
| 25 | HD | HOME DEPOT INC | 3.1K | $1.0M | $1.0M | 0.78% | -- | 2026-03-31 |
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