MKD WEALTH COACHES, LLC - Q4 2020 holdings

$62.4 Million is the total value of MKD WEALTH COACHES, LLC's 24 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 39.4% .

 Value Shares↓ Weighting
IVV BuyISHARES S&P 500 INDEXetf$29,315,000
+52.2%
78,091
+36.3%
46.98%
+70.7%
IJR SellISHARES S&P SMALLCAP 600 ETFetf$11,102,000
+25.5%
120,810
-4.1%
17.79%
+40.8%
IAU SellISHARES COMEX GOLD TRUSTetf$3,498,000
-4.4%
192,917
-5.2%
5.61%
+7.2%
TIP BuyISHARES TIPS BOND ETFetf$3,038,000
+16.9%
23,801
+15.9%
4.87%
+31.2%
SLVP SellISHARES MSCI GLOBAL SILVER AND METALS MINERS ETFetf$2,950,000
+7.3%
172,498
-2.3%
4.73%
+20.3%
AGG BuyISHARES AGGREGATE BOND ETFetf$2,729,000
+64.0%
23,089
+63.9%
4.37%
+84.0%
THRM  GENTHERM INCstock$1,429,000
+59.5%
21,9040.0%2.29%
+78.9%
IEMG SellISHARES CORE MSCI EMERGING MKTSetf$1,349,000
-29.4%
21,747
-39.9%
2.16%
-20.8%
EFG BuyISHARES MSCI EAFE GROWTH INDEX ETFetf$1,022,000
+83.2%
10,123
+63.2%
1.64%
+105.5%
AAPL BuyAPPLE INCstock$971,000
+131.7%
7,316
+102.4%
1.56%
+159.8%
TGT  TARGET CORP COMstock$777,000
+12.1%
4,4000.0%1.24%
+25.8%
MUB BuyISHARES AMT-FREE MUNI BOND ETFetf$730,000
+21.3%
6,227
+20.0%
1.17%
+36.0%
HYG BuyISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf$502,000
+132.4%
5,749
+123.6%
0.80%
+160.2%
FBC SellFLAGSTAR BANCORP INCstock$466,000
+30.2%
11,443
-5.3%
0.75%
+45.9%
AMZN BuyAMAZON COM INCstock$401,000
+1193.5%
123
+1130.0%
0.64%
+1361.4%
VUG  VANGUARD GROWTH ETFetf$371,000
+11.4%
1,4630.0%0.60%
+25.0%
USMV SellISHARES MSCI USA MIN VOL FACTOR ETFetf$368,000
-94.9%
5,427
-95.2%
0.59%
-94.2%
IAGG BuyISHARES CORE INTL AGGREGATE BOND ETFetf$347,000
+33.5%
6,168
+32.2%
0.56%
+49.9%
VTV  VANGUARD VALUE INDEX FUNDetf$254,000
+13.9%
2,1310.0%0.41%
+27.6%
AOM NewISHARES CORE MODERATE ALLOCATION ETFetf$249,0005,759
+100.0%
0.40%
IEFA SellISHARES CORE MSCI EAFEetf$217,000
-87.7%
3,142
-89.3%
0.35%
-86.2%
F  FORD MOTOR COMPANYstock$126,000
+31.2%
14,3430.0%0.20%
+47.4%
GOOGL NewGOOGLE INCstock$123,00070
+100.0%
0.20%
MSFT  MICROSOFTstock$67,000
+6.3%
3000.0%0.11%
+18.9%
WTMF ExitWISDOMTREE MANAGED FUTURES STRATEGY FUNDetf$0-8,535
-100.0%
-0.43%
VT ExitVANGUARD TOTAL WORLD STOCK INDEX FUNDetf$0-4,150
-100.0%
-0.48%
LQD ExitISHARES IBOXX CORPORATE BOND ETFetf$0-2,616
-100.0%
-0.50%
ILTB ExitISHARES CORE LONG-TERM U.S. BOND ETFetf$0-5,395
-100.0%
-0.58%
IJH ExitISHARES CORE S&P MID CAP ETFetf$0-2,290
-100.0%
-0.61%
EMB ExitISHARES JP MORGAN USD EMERGING MKTS BOND ETFetf$0-4,650
-100.0%
-0.74%
BIV ExitVANGUARD INTERMEDIATE-TERM BONDetf$0-5,848
-100.0%
-0.78%
TLT ExitISHARES 20 YR TREASURY ETFetf$0-4,842
-100.0%
-1.13%
EFAV ExitISHARES MSCI EAFE MIN VOL FACTOR ETFetf$0-38,447
-100.0%
-3.74%
EEMV ExitISHARES MSCI EMERGING MKTS MIN VOL ETFetf$0-79,689
-100.0%
-6.28%
IEF ExitISHARES 7-10 YR TREASURY BOND ETFetf$0-40,583
-100.0%
-7.06%
Original filings

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

  • View 13F-HR filed 2021-02-10
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.

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