$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.