$70 Million is the total value of MKD WEALTH COACHES, LLC's 33 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TIP | New | ISHARES TIPS BOND ETFetf | $2,598,000 | – | 20,538 | +100.0% | 3.71% | – |
| AGG | New | ISHARES AGGREGATE BOND ETFetf | $1,664,000 | – | 14,090 | +100.0% | 2.38% | – |
| THRM | New | GENTHERM INCstock | $896,000 | – | 21,904 | +100.0% | 1.28% | – |
| MUB | New | ISHARES AMT-FREE MUNI BOND ETFetf | $602,000 | – | 5,189 | +100.0% | 0.86% | – |
| EFG | New | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $558,000 | – | 6,204 | +100.0% | 0.80% | – |
| IAGG | New | ISHARES CORE INTL AGGREGATE BOND ETFetf | $260,000 | – | 4,667 | +100.0% | 0.37% | – |
| HYG | New | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $216,000 | – | 2,571 | +100.0% | 0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-29
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.