$58.6 Million is the total value of MKD WEALTH COACHES, LLC's 22 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
THRM | GENTHERM INCstock | $1,623,000 | +13.6% | 21,904 | 0.0% | 2.77% | +21.0% | |
AAPL | APPLE INCstock | $894,000 | -7.9% | 7,316 | 0.0% | 1.53% | -1.9% | |
TGT | TARGET CORP COMstock | $872,000 | +12.2% | 4,400 | 0.0% | 1.49% | +19.5% | |
AMZN | AMAZON COM INCstock | $381,000 | -5.0% | 123 | 0.0% | 0.65% | +1.1% | |
VUG | VANGUARD GROWTH ETFetf | $376,000 | +1.3% | 1,463 | 0.0% | 0.64% | +7.9% | |
VTV | VANGUARD VALUE INDEX FUNDetf | $280,000 | +10.2% | 2,131 | 0.0% | 0.48% | +17.4% | |
GOOGL | GOOGLE INCstock | $144,000 | +17.1% | 70 | 0.0% | 0.25% | +24.9% | |
MSFT | MICROSOFTstock | $71,000 | +6.0% | 300 | 0.0% | 0.12% | +13.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-06
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.