$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 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GARD | Buy | REALITY SHARES DIVCON DIVIDEND GUARD ETFetf | $7,047,000 | +9.5% | 262,707 | +0.3% | 6.00% | -10.3% |
| TIP | New | ISHARES TIPS BOND ETFetf | $6,341,000 | – | 54,400 | +100.0% | 5.40% | – |
| IEFA | Buy | ISHARES CORE MSCI EAFEetf | $4,353,000 | +732.3% | 66,719 | +679.8% | 3.70% | +582.3% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $4,350,000 | +831.5% | 80,920 | +750.3% | 3.70% | +663.3% |
| EEMV | Buy | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $4,166,000 | +3.6% | 71,022 | +0.8% | 3.54% | -15.2% |
| OILK | New | PROSHARES K-1 FREE CRUDE OIL STRATEGY ETFetf | $2,837,000 | – | 128,189 | +100.0% | 2.41% | – |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $2,739,000 | +12.0% | 59,848 | +1.1% | 2.33% | -8.2% |
| EWC | New | ISHARES MSCI CANADA INDEXetf | $2,727,000 | – | 91,221 | +100.0% | 2.32% | – |
| BWX | Buy | SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETFetf | $2,621,000 | +0.7% | 90,970 | +0.3% | 2.23% | -17.5% |
| IGOV | New | ISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-USetf | $693,000 | – | 13,805 | +100.0% | 0.59% | – |
| IUSV | Buy | ISHARES CORE S&P U.S. VALUE ETFetf | $457,000 | +10.7% | 7,253 | +1.4% | 0.39% | -9.3% |
| MNA | Buy | IQ MERGER ARBITRAGE ETFetf | $390,000 | +5.1% | 11,760 | +1.6% | 0.33% | -13.8% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $387,000 | +8.7% | 5,726 | +1.3% | 0.33% | -11.1% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $372,000 | -0.3% | 4,266 | +0.5% | 0.32% | -18.3% |
| HAP | Buy | VANECK VECTORS NATURAL RESOURCES ETFetf | $369,000 | +7.0% | 9,938 | +1.3% | 0.31% | -12.3% |
| GM | New | GENERAL MOTORS CORPstock | $328,000 | – | 8,972 | +100.0% | 0.28% | – |
| LQD | Buy | ISHARES IBOXX CORPORATE BOND ETFetf | $238,000 | +1.7% | 1,857 | +1.4% | 0.20% | -16.5% |
| AMZN | New | AMAZON COM INCstock | $213,000 | – | 115 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
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.