$63.6 Million is the total value of MKD WEALTH COACHES, LLC's 25 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES S&P 500 INDEXetf | $38,415,000 | +0.9% | 89,168 | +0.7% | 60.45% | -0.7% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $12,468,000 | -1.3% | 114,185 | +2.1% | 19.62% | -2.9% |
| AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $2,099,000 | -0.3% | 18,281 | +0.2% | 3.30% | -1.8% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $1,088,000 | -0.4% | 10,216 | +0.4% | 1.71% | -1.9% |
| CRM | New | SALESFORCE COM INC COMstock | $329,000 | – | 1,214 | +100.0% | 0.52% | – |
| HYG | Buy | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $317,000 | 0.0% | 3,623 | +0.5% | 0.50% | -1.6% |
| AOM | Buy | ISHARES CORE MODERATE ALLOCATION ETFetf | $242,000 | +7.1% | 5,400 | +7.5% | 0.38% | +5.5% |
| SCHX | New | SCHWAB U.S. LARGE-CAP ETFetf | $200,000 | – | 1,925 | +100.0% | 0.32% | – |
| VINO | New | GAUCHO GROUP HLDGS INC COM NEWstock | $161,000 | – | 52,366 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-08
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.