MKD WEALTH COACHES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW MKD WEALTH COACHES, LLC | Institutional Filer | ▲ 1.61% | $101.6M | 28 |
Current Portfolio Holdings
Showing all 28 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 85K | $55.5M | 54.60% |
| 2 | IJH | ISHARES TR | — | 249K | $16.8M | 16.53% |
| 3 | AGG | ISHARES TR | — | 75K | $7.5M | 7.34% |
| 4 | IWB | iShares Russell 1000 ETF | — | 10K | $3.6M | 3.52% |
| 5 | DBMF | LITMAN GREGORY FDS TR | — | 96K | $2.9M | 2.84% |
| 6 | MUB | ISHARES TR | — | 22K | $2.3M | 2.28% |
| 7 | EFG | ISHARES TR | — | 17K | $1.9M | 1.91% |
| 8 | IEMG | ISHARES INC | — | 27K | $1.9M | 1.87% |
| 9 | IJR | ISHARES TR | — | 12K | $1.5M | 1.46% |
| 10 | DELL | Dell Technologies Inc. | Technology | 7K | $1.1M | 1.06% |
| 11 | EFA | ISHARES TR | — | 7K | $655K | 0.64% |
| 12 | HYG | ISHARES TR | — | 8K | $641K | 0.63% |
| 13 | VUG | VANGUARD INDEX FDS | — | 1K | $622K | 0.61% |
| 14 | BUFB | INNOVATOR ETFS TRUST | — | 16K | $565K | 0.56% |
| 15 | ITOT | ISHARES TR | — | 3K | $483K | 0.48% |
Showing 1 to 15 of 28 holdings