| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Exit | THERMO FISHER SCIENTIFIC INC COMstock | $0 | – | -154 | -100.0% | -0.14% | – |
| FB | Exit | META PLATFORMS INC CL Astock | $0 | – | -352 | -100.0% | -0.16% | – |
| SLVP | Exit | ISHARES MSCI GLOBAL SILVER AND METALS MINERS ETFetf | $0 | – | -11,478 | -100.0% | -0.20% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COMstock | $0 | – | -1,105 | -100.0% | -0.22% | – |
| ADI | Exit | ANALOG DEVICES INC COMstock | $0 | – | -932 | -100.0% | -0.22% | – |
| BLK | Exit | BLACKROCK INC COMstock | $0 | – | -182 | -100.0% | -0.23% | – |
| PG | Exit | PROCTER AND GAMBLE CO COMstock | $0 | – | -1,115 | -100.0% | -0.25% | – |
| GOOGL | Exit | GOOGLE INCstock | $0 | – | -70 | -100.0% | -0.28% | – |
| SYK | Exit | STRYKER CORPstock | $0 | – | -800 | -100.0% | -0.29% | – |
| UNP | Exit | UNION PAC CORP COMstock | $0 | – | -854 | -100.0% | -0.29% | – |
| QYLD | Exit | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $0 | – | -9,734 | -100.0% | -0.30% | – |
| SCHX | Exit | SCHWAB U.S. LARGE-CAP ETFetf | $0 | – | -1,944 | -100.0% | -0.30% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $0 | – | -772 | -100.0% | -0.32% | – |
| IAU | Exit | ISHARES GOLD TRUSTetf | $0 | – | -8,111 | -100.0% | -0.39% | – |
| ACN | Exit | ACCENTURE LTD BERMUDA CL Astock | $0 | – | -726 | -100.0% | -0.41% | – |
| HYG | Exit | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -3,496 | -100.0% | -0.42% | – |
| VTV | Exit | VANGUARD VALUE INDEX FUNDetf | $0 | – | -2,131 | -100.0% | -0.43% | – |
| IQLT | Exit | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $0 | – | -8,414 | -100.0% | -0.45% | – |
| F | Exit | FORD MOTOR COMPANYstock | $0 | – | -19,545 | -100.0% | -0.56% | – |
| MSFT | Exit | MICROSOFTstock | $0 | – | -1,210 | -100.0% | -0.56% | – |
| STLA | Exit | STELLANTIS N.V SHSstock | $0 | – | -22,972 | -100.0% | -0.59% | – |
| GOOG | Exit | ALPHABET INC CAP STK CL Cstock | $0 | – | -156 | -100.0% | -0.62% | – |
| VUG | Exit | VANGUARD GROWTH ETFetf | $0 | – | -1,463 | -100.0% | -0.64% | – |
| AMZN | Exit | AMAZON COM INCstock | $0 | – | -193 | -100.0% | -0.88% | – |
| MUB | Exit | ISHARES AMT-FREE MUNI BOND ETFetf | $0 | – | -7,437 | -100.0% | -1.18% | – |
| IEMG | Exit | ISHARES CORE MSCI EMERGING MKTSetf | $0 | – | -15,113 | -100.0% | -1.24% | – |
| TGT | Exit | TARGET CORP COMstock | $0 | – | -4,400 | -100.0% | -1.39% | – |
| EFG | Exit | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $0 | – | -9,918 | -100.0% | -1.50% | – |
| AAPL | Exit | APPLE INCstock | $0 | – | -8,948 | -100.0% | -2.18% | – |
| EFA | Exit | ISHARES MSCI EAFE ETFetf | $0 | – | -22,240 | -100.0% | -2.40% | – |
| AGG | Exit | ISHARES AGGREGATE BOND ETFetf | $0 | – | -16,602 | -100.0% | -2.59% | – |
| THRM | Exit | GENTHERM INCstock | $0 | – | -21,904 | -100.0% | -2.60% | – |
| IJR | Exit | ISHARES S&P SMALLCAP 600 ETFetf | $0 | – | -113,889 | -100.0% | -17.85% | – |
| IVV | Exit | ISHARES S&P 500 INDEXetf | $0 | – | -88,752 | -100.0% | -57.93% | – |
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.