$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 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES S&P 500 INDEXetf | $29,315,000 | +52.2% | 78,091 | +36.3% | 46.98% | +70.7% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $3,038,000 | +16.9% | 23,801 | +15.9% | 4.87% | +31.2% |
| AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $2,729,000 | +64.0% | 23,089 | +63.9% | 4.37% | +84.0% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $1,022,000 | +83.2% | 10,123 | +63.2% | 1.64% | +105.5% |
| AAPL | Buy | APPLE INCstock | $971,000 | +131.7% | 7,316 | +102.4% | 1.56% | +159.8% |
| MUB | Buy | ISHARES AMT-FREE MUNI BOND ETFetf | $730,000 | +21.3% | 6,227 | +20.0% | 1.17% | +36.0% |
| HYG | Buy | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $502,000 | +132.4% | 5,749 | +123.6% | 0.80% | +160.2% |
| AMZN | Buy | AMAZON COM INCstock | $401,000 | +1193.5% | 123 | +1130.0% | 0.64% | +1361.4% |
| IAGG | Buy | ISHARES CORE INTL AGGREGATE BOND ETFetf | $347,000 | +33.5% | 6,168 | +32.2% | 0.56% | +49.9% |
| AOM | New | ISHARES CORE MODERATE ALLOCATION ETFetf | $249,000 | – | 5,759 | +100.0% | 0.40% | – |
| GOOGL | New | GOOGLE INCstock | $123,000 | – | 70 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
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.