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 0.0% .

 Value Shares↓ Weighting
THRM  GENTHERM INCstock$1,429,000
+59.5%
21,9040.0%2.29%
+78.9%
TGT  TARGET CORP COMstock$777,000
+12.1%
4,4000.0%1.24%
+25.8%
VUG  VANGUARD GROWTH ETFetf$371,000
+11.4%
1,4630.0%0.60%
+25.0%
VTV  VANGUARD VALUE INDEX FUNDetf$254,000
+13.9%
2,1310.0%0.41%
+27.6%
F  FORD MOTOR COMPANYstock$126,000
+31.2%
14,3430.0%0.20%
+47.4%
MSFT  MICROSOFTstock$67,000
+6.3%
3000.0%0.11%
+18.9%
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.

Compare quarters

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