$96.3 Million is the total value of MKD WEALTH COACHES, LLC's 47 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 83.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIVY | Buy | REALITY SHARES DIVS ETFetf | $8,781,000 | +0.1% | 336,304 | +2.0% | 9.12% | +16.7% |
| USMV | Buy | ISHARES EDGE MSCI MIN VOL USA ETFetf | $7,167,000 | +4.5% | 111,812 | +0.7% | 7.45% | +21.8% |
| RING | Sell | ISHARES MSCI GLOBAL GOLD MINERS ETFetf | $6,528,000 | +5.1% | 303,219 | -0.3% | 6.78% | +22.4% |
| EFAV | Buy | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | $6,468,000 | +2.7% | 88,268 | +1.8% | 6.72% | +19.7% |
| GARD | Buy | REALITY SHARES DIVCON DIVIDEND GUARD ETFetf | $6,435,000 | +4.0% | 261,972 | +2.5% | 6.69% | +21.2% |
| FCAU | Sell | FIAT CHRYSLER AUTOMOBILES N V SHSstock | $5,380,000 | -44.0% | 415,482 | -40.2% | 5.59% | -34.7% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $4,713,000 | +1.9% | 15,788 | +0.6% | 4.90% | +18.7% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $4,574,000 | +2.4% | 58,757 | +2.9% | 4.75% | +19.3% |
| IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $4,458,000 | +2.4% | 23,070 | -16.4% | 4.63% | +19.3% |
| EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $4,456,000 | +1.4% | 39,310 | +1.3% | 4.63% | +18.1% |
| IEF | Buy | ISHARES 7-10 YR TREASURY BOND ETFetf | $4,222,000 | +2.5% | 37,536 | +0.2% | 4.39% | +19.4% |
| EEMV | Buy | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $4,021,000 | 0.0% | 70,428 | +3.1% | 4.18% | +16.5% |
| SPPP | Buy | SPROTT PHYSICAL PLAT PALLAD TS UNITcef | $3,026,000 | +11.6% | 236,402 | +0.4% | 3.14% | +30.1% |
| SLVP | Buy | ISHARES MSCI GLOBAL SILVER MINERS ETFetf | $2,868,000 | +4.4% | 296,612 | +0.2% | 2.98% | +21.7% |
| BWX | Buy | SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETFetf | $2,603,000 | +0.2% | 90,683 | +0.9% | 2.70% | +16.7% |
| SHY | Buy | ISHARES 1-3 YR TREASURY BOND ETFetf | $2,536,000 | +1.6% | 29,896 | +1.5% | 2.64% | +18.3% |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $2,445,000 | -5.7% | 59,191 | +1.9% | 2.54% | +9.8% |
| FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $847,000 | +8.6% | 19,932 | +0.4% | 0.88% | +26.4% |
| FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $844,000 | +7.1% | 30,236 | +0.5% | 0.88% | +24.8% |
| THRM | GENTHERM INCstock | $798,000 | -1.7% | 19,414 | 0.0% | 0.83% | +14.5% | |
| SH | Sell | PROSHARES TR SHORT S&P 500 PROSHARESetf | $736,000 | -61.8% | 28,174 | -61.1% | 0.76% | -55.5% |
| FDIS | Buy | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $723,000 | +1.4% | 15,801 | +1.3% | 0.75% | +18.1% |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $723,000 | +3.7% | 11,332 | +1.3% | 0.75% | +20.7% |
| FSTA | Buy | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $711,000 | +6.9% | 19,432 | +1.5% | 0.74% | +24.6% |
| FIDU | Buy | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $703,000 | +1.6% | 17,639 | +1.3% | 0.73% | +18.3% |
| FCOM | Buy | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $698,000 | +1.2% | 21,107 | +1.3% | 0.72% | +17.9% |
| FHLC | New | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $674,000 | – | 15,539 | +100.0% | 0.70% | – |
| FNCL | Buy | FIDELITY MSCI FINANCIALS INDEX ETFetf | $649,000 | +3.0% | 15,960 | +1.6% | 0.67% | +19.9% |
| FMAT | Buy | FIDELITY MSCI MATERIALS INDEX ETFetf | $631,000 | +0.3% | 19,515 | +1.8% | 0.66% | +16.9% |
| ILTB | Sell | ISHARES CORE LONG-TERM U.S. BOND ETFetf | $602,000 | +4.2% | 8,676 | -1.0% | 0.62% | +21.4% |
| DTE | Sell | DTE ENERGY CO COMstock | $547,000 | +3.8% | 4,117 | -3.5% | 0.57% | +20.9% |
| IEFA | Sell | ISHARES CORE MSCI EAFEetf | $523,000 | -87.8% | 8,556 | -87.8% | 0.54% | -85.8% |
| TGT | TARGET CORP COMstock | $470,000 | +23.4% | 4,400 | 0.0% | 0.49% | +43.5% | |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $467,000 | -88.9% | 9,517 | -88.4% | 0.48% | -87.1% |
| TYL | TYLER TECHNOLOGIES INC COMstock | $455,000 | +21.3% | 1,734 | 0.0% | 0.47% | +41.6% | |
| AAPL | Sell | APPLE INCstock | $436,000 | +10.4% | 1,946 | -45.6% | 0.45% | +28.7% |
| IUSV | Buy | ISHARES CORE S&P U.S. VALUE ETFetf | $413,000 | +22.9% | 7,152 | +20.7% | 0.43% | +43.0% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $373,000 | +4.8% | 4,244 | +3.0% | 0.39% | +22.4% |
| MNA | Buy | IQ MERGER ARBITRAGE ETFetf | $371,000 | +6.6% | 11,579 | +5.0% | 0.38% | +24.2% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $356,000 | +27.6% | 5,655 | +26.8% | 0.37% | +48.6% |
| HAP | Buy | VANECK VECTORS NATURAL RESOURCES ETFetf | $345,000 | +4.2% | 9,810 | +8.7% | 0.36% | +21.4% |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $325,000 | +0.6% | 8,535 | 0.0% | 0.34% | +17.4% | |
| ITOT | Sell | ISHARES TR S&P 1500 INDEX FDetf | $321,000 | -1.8% | 4,780 | -2.7% | 0.33% | +14.4% |
| MTOR | ARVINMERITOR INC COMstock | $249,000 | -23.6% | 13,455 | 0.0% | 0.26% | -11.0% | |
| LQD | Sell | ISHARES IBOXX CORPORATE BOND ETFetf | $234,000 | 0.0% | 1,832 | -2.8% | 0.24% | +16.3% |
| JPM | JPMORGAN CHASE & CO COMstock | $209,000 | +5.6% | 1,773 | 0.0% | 0.22% | +22.6% | |
| F | FORD MOTOR COMPANYstock | $136,000 | -10.5% | 14,843 | 0.0% | 0.14% | +3.7% | |
| FTRCQ | Exit | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | – | -22 | -100.0% | 0.00% | – |
| VSM | Exit | VERSUM MATLS INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| HYG | Exit | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -1 | -100.0% | 0.00% | – |
| SPG | Exit | SIMON PROPERTY GROUP INCreit | $0 | – | -332 | -100.0% | 0.00% | – |
| ARCC | Exit | ARES CAP CORP COMcef | $0 | – | -384 | -100.0% | 0.00% | – |
| GM | Exit | GENERAL MOTORS CORPstock | $0 | – | -7 | -100.0% | 0.00% | – |
| SYY | Exit | SYSCO CORP COMstock | $0 | – | -477 | -100.0% | 0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC COMstock | $0 | – | -145 | -100.0% | 0.00% | – |
| WMT | Exit | WALMART INC COMstock | $0 | – | -466 | -100.0% | 0.00% | – |
| RTN | Exit | RAYTHEON CO COM NEWstock | $0 | – | -448 | -100.0% | 0.00% | – |
| CHFC | Exit | CHEMICAL FINL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MMM | Exit | 3M CO COMstock | $0 | – | -841 | -100.0% | -0.00% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC COMstock | $0 | – | -1,279 | -100.0% | -0.00% | – |
| NVDA | Exit | NVIDIA CORPstock | $0 | – | -7 | -100.0% | -0.00% | – |
| BBT | Exit | BB&T CORP COMstock | $0 | – | -825 | -100.0% | -0.00% | – |
| ACN | Exit | ACCENTURE LTD BERMUDA CL Astock | $0 | – | -714 | -100.0% | -0.00% | – |
| VFC | Exit | V F CORP COMstock | $0 | – | -644 | -100.0% | -0.00% | – |
| SHW | Exit | SHERWIN WILLIAMS CO COMstock | $0 | – | -703 | -100.0% | -0.00% | – |
| WAB | Exit | WABTECstock | $0 | – | -19 | -100.0% | -0.00% | – |
| CME | Exit | CHICAGO MERCANTILE HLDGS INCstock | $0 | – | -1,488 | -100.0% | -0.00% | – |
| LLY | Exit | LILLY ELI & CO COMstock | $0 | – | -725 | -100.0% | -0.00% | – |
| DIS | Exit | DISNEY WALT CO COM DISNEYstock | $0 | – | -741 | -100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC COMstock | $0 | – | -630 | -100.0% | -0.00% | – |
| ECL | Exit | ECOLAB INC COMstock | $0 | – | -830 | -100.0% | -0.00% | – |
| FENY | Exit | FIDELITY MSCI ENERGY INDEX ETFetf | $0 | – | -56 | -100.0% | -0.00% | – |
| GOOGL | Exit | GOOGLE INCstock | $0 | – | -830 | -100.0% | -0.00% | – |
| COP | Exit | CONOCOPHILLIPS COMstock | $0 | – | -1,391 | -100.0% | -0.00% | – |
| TTE | Exit | TOTAL SA ADRadr | $0 | – | -567 | -100.0% | -0.00% | – |
| ITB | Exit | ISHARES U.S. HOME CONSTRUCTION ETFetf | $0 | – | -29 | -100.0% | -0.00% | – |
| CMS | Exit | CMS ENERGY CORP COMstock | $0 | – | -645 | -100.0% | -0.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC COMstock | $0 | – | -574 | -100.0% | -0.00% | – |
| IYW | Exit | ISHARES DJ US TECHNOLOGYetf | $0 | – | -7 | -100.0% | -0.00% | – |
| LC | Exit | LENDINGCLUB CORP COMstock | $0 | – | -500 | -100.0% | -0.00% | – |
| IGE | Exit | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $0 | – | -50 | -100.0% | -0.00% | – |
| MRK | Exit | MERCK & CO INCstock | $0 | – | -1,623 | -100.0% | -0.00% | – |
| TXN | Exit | TEXAS INSTRS INC COMstock | $0 | – | -14 | -100.0% | -0.00% | – |
| ABBV | Exit | ABBVIE INC COMstock | $0 | – | -29 | -100.0% | -0.00% | – |
| IXUS | Exit | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $0 | – | -34 | -100.0% | -0.00% | – |
| LMT | Exit | LOCKHEED MARTIN CORP COMstock | $0 | – | -5 | -100.0% | -0.00% | – |
| MDT | Exit | MEDTRONIC PLC SHSstock | $0 | – | -562 | -100.0% | -0.00% | – |
| MO | Exit | ALTRIA GROUP INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| AKBA | Exit | AKEBIA THERAPEUTICS INC COMstock | $0 | – | -365 | -100.0% | -0.00% | – |
| CSCO | Exit | CISCO SYS INCstock | $0 | – | -38 | -100.0% | -0.00% | – |
| UPS | Exit | UNITED PARCEL SERVICE INC CL Bstock | $0 | – | -15 | -100.0% | -0.00% | – |
| AMGN | Exit | AMGEN INCstock | $0 | – | -11 | -100.0% | -0.00% | – |
| BBEU | Exit | JPMORGAN BETABUILDERS EUROPE ETFetf | $0 | – | -80 | -100.0% | -0.00% | – |
| D | Exit | DOMINION ENERGY INC COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
| VEA | Exit | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | -56 | -100.0% | -0.00% | – |
| ETN | Exit | EATON CORP PLC SHSstock | $0 | – | -22 | -100.0% | -0.00% | – |
| MBB | Exit | ISHARES MBS ETFetf | $0 | – | -17 | -100.0% | -0.00% | – |
| HD | Exit | HOME DEPOTstock | $0 | – | -1,610 | -100.0% | -0.00% | – |
| CRIS | Exit | CURIS INC COM NEWstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| PFE | Exit | PFIZER INC COMstock | $0 | – | -1,572 | -100.0% | -0.00% | – |
| BBAX | Exit | JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETFetf | $0 | – | -75 | -100.0% | -0.00% | – |
| ADC | Exit | AGREE REALTY CORP COMreit | $0 | – | -50 | -100.0% | -0.00% | – |
| CC | Exit | CHEMOURS CO COMstock | $0 | – | -120 | -100.0% | -0.00% | – |
| QQQ | Exit | POWERSHARES QQQ TRetf | $0 | – | -3,954 | -100.0% | -0.00% | – |
| APPN | Exit | APPIAN CORP CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
| BBCA | Exit | JPMORGAN BETABUILDERS CANADA ETFetf | $0 | – | -155 | -100.0% | -0.00% | – |
| KMB | Exit | KIMBERLY CLARK CORP COMstock | $0 | – | -524 | -100.0% | -0.00% | – |
| SCHA | Exit | SCHWAB U.S. SMALL-CAP ETFetf | $0 | – | -73 | -100.0% | -0.00% | – |
| EEM | Exit | ISHARES MSCI EMERGING MARKETS ETFetf | $0 | – | -110 | -100.0% | -0.00% | – |
| HEFA | Exit | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $0 | – | -174 | -100.0% | -0.00% | – |
| BTT | Exit | BLACKROCK MUN 2030 TAR TERM TR COM SHS BEN INcef | $0 | – | -237 | -100.0% | -0.01% | – |
| REMX | Exit | VANECK VECTORS RARE EARTH/STRATEGIC METALS ETFetf | $0 | – | -406 | -100.0% | -0.01% | – |
| BBJP | Exit | JPMORGAN BETABUILDERS JAPAN ETFetf | $0 | – | -242 | -100.0% | -0.01% | – |
| EWJ | Exit | ISHARES MSCI JAPAN ETFetf | $0 | – | -127 | -100.0% | -0.01% | – |
| SCHE | Exit | SCHWAB EMERGING MARKETS EQUITY ETFetf | $0 | – | -292 | -100.0% | -0.01% | – |
| KOL | Exit | VANECK VECTORS COAL ETFetf | $0 | – | -650 | -100.0% | -0.01% | – |
| COTY | Exit | COTY INC COM CL Astock | $0 | – | -702 | -100.0% | -0.01% | – |
| FCX | Exit | FREEPORT MCMORAN COPPERstock | $0 | – | -752 | -100.0% | -0.01% | – |
| SONO | Exit | SONOS INC COMstock | $0 | – | -908 | -100.0% | -0.01% | – |
| IWM | Exit | ISHARES RUSSELL 2000 ETFetf | $0 | – | -70 | -100.0% | -0.01% | – |
| BNDX | Exit | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $0 | – | -191 | -100.0% | -0.01% | – |
| C | Exit | CITIGROUP INCstock | $0 | – | -814 | -100.0% | -0.01% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC COMstock | $0 | – | -137 | -100.0% | -0.01% | – |
| TSLA | Exit | TESLA INC COMstock | $0 | – | -60 | -100.0% | -0.01% | – |
| CRON | Exit | CRONOS GROUP INC COMstock | $0 | – | -900 | -100.0% | -0.01% | – |
| MA | Exit | MASTERCARD INCstock | $0 | – | -50 | -100.0% | -0.01% | – |
| SFIX | Exit | STITCH FIX INC COM CL Astock | $0 | – | -400 | -100.0% | -0.01% | – |
| EFA | Exit | ISHARES MSCI EAFE ETFetf | $0 | – | -8,508 | -100.0% | -0.01% | – |
| K | Exit | KELLOGG CO COMstock | $0 | – | -270 | -100.0% | -0.01% | – |
| DBC | Exit | DB COMMODITY INDEX TRACKINGetf | $0 | – | -984 | -100.0% | -0.01% | – |
| NWL | Exit | NEWELL BRANDS INC COMstock | $0 | – | -948 | -100.0% | -0.01% | – |
| TRV | Exit | TRAVELERS COMPANIES INC COMstock | $0 | – | -726 | -100.0% | -0.01% | – |
| OIH | Exit | VANECK VECTORS OIL SERVICES ETFetf | $0 | – | -1,050 | -100.0% | -0.01% | – |
| HAL | Exit | HALLIBURTON CO COMstock | $0 | – | -745 | -100.0% | -0.02% | – |
| TIP | Exit | ISHARES TIPS BOND ETFetf | $0 | – | -150 | -100.0% | -0.02% | – |
| VUG | Exit | VANGUARD GROWTH ETFetf | $0 | – | -104 | -100.0% | -0.02% | – |
| LECO | Exit | LINCOLN ELEC HLDGS INCstock | $0 | – | -204 | -100.0% | -0.02% | – |
| IJS | Exit | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $0 | – | -118 | -100.0% | -0.02% | – |
| VALE | Exit | VALE S A SPONSORED ADSadr | $0 | – | -1,500 | -100.0% | -0.02% | – |
| VOT | Exit | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $0 | – | -135 | -100.0% | -0.02% | – |
| FB | Exit | FACEBOOK INC CL Astock | $0 | – | -103 | -100.0% | -0.02% | – |
| PRU | Exit | PRUDENTIAL FINL INCstock | $0 | – | -204 | -100.0% | -0.02% | – |
| KEY | Exit | KEYCORP NEW COMstock | $0 | – | -1,205 | -100.0% | -0.02% | – |
| DVYE | Exit | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $0 | – | -524 | -100.0% | -0.02% | – |
| PPLT | Exit | ABERDEEN STANDARD PHYSICAL PLATINUM SHARES ETFetf | $0 | – | -310 | -100.0% | -0.02% | – |
| CMA | Exit | COMERICA INC COMstock | $0 | – | -333 | -100.0% | -0.02% | – |
| CB | Exit | CHUBB LIMITED COMstock | $0 | – | -781 | -100.0% | -0.02% | – |
| MKC | Exit | MCCORMICK & CO INC COM NON VTGstock | $0 | – | -147 | -100.0% | -0.02% | – |
| TLTD | Exit | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUNDetf | $0 | – | -400 | -100.0% | -0.02% | – |
| VBR | Exit | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $0 | – | -206 | -100.0% | -0.02% | – |
| ACB | Exit | AURORA CANNABIS INC COMstock | $0 | – | -3,500 | -100.0% | -0.02% | – |
| CMCSA | Exit | COMCAST CORP NEW CL Astock | $0 | – | -1,032 | -100.0% | -0.03% | – |
| NEE | Exit | NEXTERA ENERGY INC COMstock | $0 | – | -765 | -100.0% | -0.03% | – |
| UNP | Exit | UNION PACIFIC CORP COMstock | $0 | – | -1,124 | -100.0% | -0.03% | – |
| NKE | Exit | NIKE INC CL Bstock | $0 | – | -358 | -100.0% | -0.03% | – |
| UN | Exit | UNILEVER N V N Y SHS NEWadr | $0 | – | -497 | -100.0% | -0.03% | – |
| SLV | Exit | ISHARES SILVER TRUST ETFetf | $0 | – | -2,078 | -100.0% | -0.03% | – |
| MFC | Exit | MANULIFE FINL CORP COMstock | $0 | – | -1,766 | -100.0% | -0.03% | – |
| PNW | Exit | PINNACLE WEST CAP CORP COMstock | $0 | – | -350 | -100.0% | -0.03% | – |
| SCHM | Exit | SCHWAB U.S. MID-CAP ETFetf | $0 | – | -558 | -100.0% | -0.03% | – |
| HON | Exit | HONEYWELL INTL INCstock | $0 | – | -1,798 | -100.0% | -0.03% | – |
| MCD | Exit | MCDONALDS CORP COMstock | $0 | – | -152 | -100.0% | -0.03% | – |
| BSV | Exit | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $0 | – | -427 | -100.0% | -0.03% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING INC COMstock | $0 | – | -1,084 | -100.0% | -0.03% | – |
| NOBL | Exit | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $0 | – | -518 | -100.0% | -0.03% | – |
| ENB | Exit | ENBRIDGE INC COMstock | $0 | – | -984 | -100.0% | -0.03% | – |
| DOW | Exit | DOW INC COMstock | $0 | – | -756 | -100.0% | -0.03% | – |
| WY | Exit | WEYERHAEUSER CO COMstock | $0 | – | -1,440 | -100.0% | -0.03% | – |
| GE | Exit | GENERAL ELECTRIC CO COMstock | $0 | – | -3,600 | -100.0% | -0.03% | – |
| PEP | Exit | PEPSICO INC COMstock | $0 | – | -858 | -100.0% | -0.03% | – |
| CVX | Exit | CHEVRON CORP NEW COMstock | $0 | – | -315 | -100.0% | -0.04% | – |
| VNQ | Exit | VANGUARD REIT INDEX ETFetf | $0 | – | -494 | -100.0% | -0.04% | – |
| SCZ | Exit | ISHARES MSCI EAFE SMALL CAP ETFetf | $0 | – | -759 | -100.0% | -0.04% | – |
| IWF | Exit | ISHARES RUSSELL 1000 GROWTH ETFetf | $0 | – | -280 | -100.0% | -0.04% | – |
| SLYG | Exit | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $0 | – | -718 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS COMstock | $0 | – | -585 | -100.0% | -0.04% | – |
| VOO | Exit | VANGUARD S&P 500 ETFetf | $0 | – | -190 | -100.0% | -0.04% | – |
| SCHZ | Exit | SCHWAB US AGGREGATE BOND ETFetf | $0 | – | -990 | -100.0% | -0.05% | – |
| COST | Exit | COSTCO WHOLESALE CORPstock | $0 | – | -202 | -100.0% | -0.05% | – |
| SCHF | Exit | SCHWAB INTERNATIONAL EQUITY ETFetf | $0 | – | -1,665 | -100.0% | -0.05% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLC-ADRadr | $0 | – | -814 | -100.0% | -0.05% | – |
| EMR | Exit | EMERSON ELEC CO COMstock | $0 | – | -810 | -100.0% | -0.05% | – |
| AGG | Exit | ISHARES AGGREGATE BOND ETFetf | $0 | – | -489 | -100.0% | -0.05% | – |
| VTV | Exit | VANGUARD VALUE INDEX FUNDetf | $0 | – | -500 | -100.0% | -0.05% | – |
| SCHX | Exit | SCHWAB U.S. LARGE-CAP ETFetf | $0 | – | -788 | -100.0% | -0.05% | – |
| V | Exit | VISA INC COM CL Astock | $0 | – | -1,611 | -100.0% | -0.05% | – |
| DD | Exit | DUPONT DE NEMOURS INC COMstock | $0 | – | -756 | -100.0% | -0.05% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC COMstock | $0 | – | -656 | -100.0% | -0.05% | – |
| DUK | Exit | DUKE ENERGY CORP NEW COM NEWstock | $0 | – | -666 | -100.0% | -0.05% | – |
| SHOP | Exit | SHOPIFY INC CL Astock | $0 | – | -200 | -100.0% | -0.05% | – |
| COMT | Exit | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $0 | – | -1,923 | -100.0% | -0.06% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | -1,505 | -100.0% | -0.06% | – |
| BAC | Exit | BANK AMER CORP COMstock | $0 | – | -3,484 | -100.0% | -0.06% | – |
| FUT | Exit | PROSHARES MANAGED FUTURES STRATEGY ETFetf | $0 | – | -1,760 | -100.0% | -0.06% | – |
| IAU | Exit | ISHARES COMEX GOLD TRUSTetf | $0 | – | -5,229 | -100.0% | -0.06% | – |
| AFL | Exit | AFLAC INC COMstock | $0 | – | -1,400 | -100.0% | -0.07% | – |
| QAI | Exit | IQ HEDGE MULTI-STRATEGY TRACKER ETFetf | $0 | – | -2,898 | -100.0% | -0.08% | – |
| INTC | Exit | INTEL CORP COMstock | $0 | – | -2,721 | -100.0% | -0.08% | – |
| T | Exit | AT&T INC COMstock | $0 | – | -2,653 | -100.0% | -0.08% | – |
| VZ | Exit | VERIZON COMMUNICATIONSstock | $0 | – | -1,557 | -100.0% | -0.08% | – |
| DVY | Exit | ISHARES DJ SELECT DIVIDENDetf | $0 | – | -907 | -100.0% | -0.08% | – |
| MCRO | Exit | IQ HEDGE MACRO TRACKER ETFetf | $0 | – | -3,569 | -100.0% | -0.08% | – |
| MUB | Exit | ISHARES AMT-FREE MUNI BOND ETFetf | $0 | – | -870 | -100.0% | -0.09% | – |
| TCF | Exit | TCF FINL CORP COMstock | $0 | – | -5,271 | -100.0% | -0.10% | – |
| PG | Exit | PROCTER AND GAMBLE CO COMstock | $0 | – | -1,384 | -100.0% | -0.10% | – |
| MSFT | Exit | MICROSOFTstock | $0 | – | -3,595 | -100.0% | -0.10% | – |
| APD | Exit | AIR PRODS & CHEMS INC COMstock | $0 | – | -498 | -100.0% | -0.10% | – |
| KO | Exit | COCA COLA CO COMstock | $0 | – | -2,308 | -100.0% | -0.10% | – |
| XOM | Exit | EXXON MOBIL CORP COMstock | $0 | – | -1,564 | -100.0% | -0.11% | – |
| DYLS | Exit | WISDOMTREE DYNAMIC LONG/SHORT U.S. EQUITY FUNDetf | $0 | – | -4,609 | -100.0% | -0.11% | – |
| VSS | Exit | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $0 | – | -1,218 | -100.0% | -0.11% | – |
| SO | Exit | SOUTHERN CO COMstock | $0 | – | -2,405 | -100.0% | -0.12% | – |
| FIS | Exit | FIDELITY NATL INFO SVCSstock | $0 | – | -2,000 | -100.0% | -0.13% | – |
| IAGG | Exit | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $0 | – | -2,629 | -100.0% | -0.13% | – |
| MRGR | Exit | PROSHARES MERGER ETFetf | $0 | – | -3,942 | -100.0% | -0.13% | – |
| VNQI | Exit | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $0 | – | -2,521 | -100.0% | -0.13% | – |
| ACWI | Exit | ISHARES MSCI ACWI INDEX FUNDetf | $0 | – | -2,154 | -100.0% | -0.14% | – |
| BA | Exit | BOEING CO COMstock | $0 | – | -513 | -100.0% | -0.17% | – |
| JNJ | Exit | JOHNSON & JOHNSON COMstock | $0 | – | -2,818 | -100.0% | -0.18% | – |
| AMZN | Exit | AMAZON COM INCstock | $0 | – | -950 | -100.0% | -0.20% | – |
| SPY | Exit | SPDR S&P 500 ETFetf | $0 | – | -17,181 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P 500 INDEX | 13 | Q4 2021 | 60.9% |
| ISHARES S&P SMALLCAP 600 ETF | 13 | Q4 2021 | 20.6% |
| ISHARES MSCI GLOBAL SILVER MINERS ETF | 13 | Q4 2021 | 4.7% |
| ISHARES CORE MSCI EMERGING MKTS | 13 | Q4 2021 | 4.1% |
| APPLE INC | 13 | Q4 2021 | 2.2% |
| TARGET CORP COM | 13 | Q4 2021 | 1.7% |
| FORD MOTOR COMPANY | 13 | Q4 2021 | 0.6% |
| AMAZON.COM INC | 12 | Q4 2021 | 0.9% |
| GENTHERM INC | 11 | Q4 2021 | 2.8% |
| VANGUARD GROWTH ETF | 10 | Q4 2021 | 0.7% |
View MKD WEALTH COACHES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-24 |
| 13F-HR | 2021-10-08 |
| 13F-HR | 2021-07-19 |
| 13F-HR | 2021-04-06 |
| 13F-HR | 2021-02-10 |
| 13F-HR | 2020-10-29 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-05-12 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-06 |
View MKD WEALTH COACHES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.