MKD WEALTH COACHES, LLC - Q4 2019 holdings

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$118 Million is the total value of MKD WEALTH COACHES, LLC's 52 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 14.9% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
DIVY SellREALITY SHARES DIVS ETFetf$8,958,000
+2.0%
335,648
-0.2%
7.62%
-16.4%
USMV SellISHARES EDGE MSCI MIN VOL USA ETFetf$7,214,000
+0.7%
109,962
-1.7%
6.14%
-17.6%
GARD BuyREALITY SHARES DIVCON DIVIDEND GUARD ETFetf$7,047,000
+9.5%
262,707
+0.3%
6.00%
-10.3%
RING SellISHARES MSCI GLOBAL GOLD MINERS ETFetf$6,932,000
+6.2%
287,990
-5.0%
5.90%
-13.0%
EFAV SellISHARES EDGE MSCI MIN VOL EAFE ETFetf$6,467,000
-0.0%
86,759
-1.7%
5.50%
-18.1%
TIP NewISHARES TIPS BOND ETFetf$6,341,000–54,400
+100.0%
5.40%–
IVV SellISHARES S&P 500 INDEXetf$5,031,000
+6.7%
15,565
-1.4%
4.28%
-12.6%
IJR SellISHARES S&P SMALLCAP 600 ETFetf$4,904,000
+7.2%
58,482
-0.5%
4.17%
-12.2%
IJH SellISHARES CORE S&P MID CAP ETFetf$4,733,000
+6.2%
22,994
-0.3%
4.03%
-13.0%
EMB SellISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf$4,476,000
+0.4%
39,073
-0.6%
3.81%
-17.7%
FCAU SellFIAT CHRYSLER AUTOMOBILES N V SHSstock$4,414,000
-18.0%
300,482
-27.7%
3.76%
-32.8%
IEFA BuyISHARES CORE MSCI EAFEetf$4,353,000
+732.3%
66,719
+679.8%
3.70%
+582.3%
IEMG BuyISHARES CORE MSCI EMERGING MKTSetf$4,350,000
+831.5%
80,920
+750.3%
3.70%
+663.3%
EEMV BuyISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf$4,166,000
+3.6%
71,022
+0.8%
3.54%
-15.2%
IEF SellISHARES 7-10 YR TREASURY BOND ETFetf$4,093,000
-3.1%
37,139
-1.1%
3.48%
-20.6%
SPPP SellSPROTT PHYSICAL PLAT PALLAD TS UNITcef$3,301,000
+9.1%
229,396
-3.0%
2.81%
-10.7%
SLVP SellISHARES MSCI GLOBAL SILVER AND METALS MINERS ETFetf$3,271,000
+14.1%
291,263
-1.8%
2.78%
-6.6%
OILK NewPROSHARES K-1 FREE CRUDE OIL STRATEGY ETFetf$2,837,000–128,189
+100.0%
2.41%–
DEM BuyWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf$2,739,000
+12.0%
59,848
+1.1%
2.33%
-8.2%
EWC NewISHARES MSCI CANADA INDEXetf$2,727,000–91,221
+100.0%
2.32%–
BWX BuySPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETFetf$2,621,000
+0.7%
90,970
+0.3%
2.23%
-17.5%
THRM  GENTHERM INCstock$862,000
+8.0%
19,4140.0%0.73%
-11.5%
FREL SellFIDELITY MSCI REAL ESTATE INDEX ETFetf$812,000
-3.8%
29,133
-3.6%
0.69%
-21.2%
FUTY SellFIDELITY MSCI UTILITIES INDEX ETFetf$803,000
-5.2%
18,979
-4.8%
0.68%
-22.4%
FTEC SellFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf$799,000
+10.5%
11,022
-2.7%
0.68%
-9.5%
FHLC SellFIDELITY MSCI HEALTH CARE INDEX ETFetf$757,000
+12.3%
15,223
-2.0%
0.64%
-8.0%
FDIS SellFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf$747,000
+3.3%
15,487
-2.0%
0.64%
-15.3%
FCOM SellFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf$740,000
+6.0%
20,691
-2.0%
0.63%
-13.1%
FIDU SellFIDELITY MSCI INDUSTRIALS INDEX ETFetf$725,000
+3.1%
17,253
-2.2%
0.62%
-15.5%
FSTA SellFIDELITY MSCI CONSUMER STAPLES INDEX ETFetf$716,000
+0.7%
19,003
-2.2%
0.61%
-17.6%
FNCL SellFIDELITY MSCI FINANCIALS INDEX ETFetf$701,000
+8.0%
15,792
-1.1%
0.60%
-11.4%
IGOV NewISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-USetf$693,000–13,805
+100.0%
0.59%–
FMAT SellFIDELITY MSCI MATERIALS INDEX ETFetf$668,000
+5.9%
19,444
-0.4%
0.57%
-13.4%
SH SellPROSHARES TR SHORT S&P 500 PROSHARESetf$596,000
-19.0%
24,803
-12.0%
0.51%
-33.7%
ILTB SellISHARES CORE LONG-TERM U.S. BOND ETFetf$586,000
-2.7%
8,609
-0.8%
0.50%
-20.2%
AAPL  APPLE INCstock$571,000
+31.0%
1,9460.0%0.49%
+7.3%
TGT  TARGET CORP COMstock$564,000
+20.0%
4,4000.0%0.48%
-1.6%
DTE  DTE ENERGY CO COMstock$535,000
-2.2%
4,1170.0%0.46%
-19.9%
TYL  TYLER TECHNOLOGIES INC COMstock$520,000
+14.3%
1,7340.0%0.44%
-6.3%
IUSV BuyISHARES CORE S&P U.S. VALUE ETFetf$457,000
+10.7%
7,253
+1.4%
0.39%
-9.3%
MNA BuyIQ MERGER ARBITRAGE ETFetf$390,000
+5.1%
11,760
+1.6%
0.33%
-13.8%
IUSG BuyISHARES CORE S&P U.S. GROWTH ETFetf$387,000
+8.7%
5,726
+1.3%
0.33%
-11.1%
BIV BuyVANGUARD INTERMEDIATE-TERM BONDetf$372,000
-0.3%
4,266
+0.5%
0.32%
-18.3%
HAP BuyVANECK VECTORS NATURAL RESOURCES ETFetf$369,000
+7.0%
9,938
+1.3%
0.31%
-12.3%
MTOR  ARVINMERITOR INC COMstock$352,000
+41.4%
13,4550.0%0.30%
+15.8%
GM NewGENERAL MOTORS CORPstock$328,000–8,972
+100.0%
0.28%–
ITOT SellISHARES TR S&P 1500 INDEX FDetf$328,000
+2.2%
4,512
-5.6%
0.28%
-16.5%
WTMF  WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf$317,000
-2.5%
8,5350.0%0.27%
-20.1%
JPM  JPMORGAN CHASE & CO COMstock$247,000
+18.2%
1,7730.0%0.21%
-3.2%
LQD BuyISHARES IBOXX CORPORATE BOND ETFetf$238,000
+1.7%
1,857
+1.4%
0.20%
-16.5%
AMZN NewAMAZON COM INCstock$213,000–115
+100.0%
0.18%–
F SellFORD MOTOR COMPANYstock$136,0000.0%14,643
-1.3%
0.12%
-17.7%
SHY ExitISHARES 1-3 YR TREASURY BOND ETFetf$0–-29,896
-100.0%
-2.64%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-02-06
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES S&P 500 INDEX13Q4 202160.9%
ISHARES S&P SMALLCAP 600 ETF13Q4 202120.6%
ISHARES MSCI GLOBAL SILVER MINERS ETF13Q4 20214.7%
ISHARES CORE MSCI EMERGING MKTS13Q4 20214.1%
APPLE INC13Q4 20212.2%
TARGET CORP COM13Q4 20211.7%
FORD MOTOR COMPANY13Q4 20210.6%
AMAZON.COM INC12Q4 20210.9%
GENTHERM INC11Q4 20212.8%
VANGUARD GROWTH ETF10Q4 20210.7%

View MKD WEALTH COACHES, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2022-01-24
13F-HR2021-10-08
13F-HR2021-07-19
13F-HR2021-04-06
13F-HR2021-02-10
13F-HR2020-10-29
13F-HR2020-08-11
13F-HR2020-05-12
13F-HR2020-02-06
13F-HR2019-11-06

View MKD WEALTH COACHES, LLC's complete filings history.

All filings

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