$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 61.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJR | Sell | ISHARES S&P SMALLCAP 600 ETFetf | $11,102,000 | +25.5% | 120,810 | -4.1% | 17.79% | +40.8% |
IAU | Sell | ISHARES COMEX GOLD TRUSTetf | $3,498,000 | -4.4% | 192,917 | -5.2% | 5.61% | +7.2% |
SLVP | Sell | ISHARES MSCI GLOBAL SILVER AND METALS MINERS ETFetf | $2,950,000 | +7.3% | 172,498 | -2.3% | 4.73% | +20.3% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $1,349,000 | -29.4% | 21,747 | -39.9% | 2.16% | -20.8% |
FBC | Sell | FLAGSTAR BANCORP INCstock | $466,000 | +30.2% | 11,443 | -5.3% | 0.75% | +45.9% |
USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $368,000 | -94.9% | 5,427 | -95.2% | 0.59% | -94.2% |
IEFA | Sell | ISHARES CORE MSCI EAFEetf | $217,000 | -87.7% | 3,142 | -89.3% | 0.35% | -86.2% |
WTMF | Exit | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $0 | – | -8,535 | -100.0% | -0.43% | – |
VT | Exit | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $0 | – | -4,150 | -100.0% | -0.48% | – |
LQD | Exit | ISHARES IBOXX CORPORATE BOND ETFetf | $0 | – | -2,616 | -100.0% | -0.50% | – |
ILTB | Exit | ISHARES CORE LONG-TERM U.S. BOND ETFetf | $0 | – | -5,395 | -100.0% | -0.58% | – |
IJH | Exit | ISHARES CORE S&P MID CAP ETFetf | $0 | – | -2,290 | -100.0% | -0.61% | – |
EMB | Exit | ISHARES JP MORGAN USD EMERGING MKTS BOND ETFetf | $0 | – | -4,650 | -100.0% | -0.74% | – |
BIV | Exit | VANGUARD INTERMEDIATE-TERM BONDetf | $0 | – | -5,848 | -100.0% | -0.78% | – |
TLT | Exit | ISHARES 20 YR TREASURY ETFetf | $0 | – | -4,842 | -100.0% | -1.13% | – |
EFAV | Exit | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $0 | – | -38,447 | -100.0% | -3.74% | – |
EEMV | Exit | ISHARES MSCI EMERGING MKTS MIN VOL ETFetf | $0 | – | -79,689 | -100.0% | -6.28% | – |
IEF | Exit | ISHARES 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
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.