MW
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MKD WEALTH COACHES, LLC13F | |
| MKD WEALTH COACHES, LLC | |
| Last update 2025-07-11 | 25 Stocks (1 new) |
| Value $95.00 Mil | Turnover 2 % |
MKD WEALTH COACHES, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 86,123 | 53,473.6 | +0.66% | 56.380 | +0.37% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 234,382 | 14,536.4 | +5.83% | 15.330 | +0.84% | 0.020 | +17.05% | +2.42% | 96,994.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 70,497 | 6,993.3 | -2.81% | 7.370 | -0.23% | 0.010 | +2.03% | +3.17% | 127,710.7 | ||
IWB | iShares Russell 1000 ETF | 10,825 | 3,675.8 | -4.11% | 3.880 | -0.16% | 0.010 | +17.48% | +6.92% | 41,925.2 | ||
DBMF |
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
| 92,434 | 2,378.3 | +0.01% | 2.510 | 0% | 0.200 | +3.48% | -0.21% | 1,203.2 | ||
MUB | iShares National Muni Bond ETF | 21,087 | 2,203.2 | -1.17% | 2.320 | -0.03% | 0.010 | +2.43% | -0.88% | 38,400.3 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 33,537 | 2,013.2 | -2.05% | 2.120 | -0.04% | 0.000 | +17.68% | +16.42% | 95,715.8 | ||
EFG | iShares MSCI EAFE Growth ETF | 17,917 | 2,006.7 | -1.52% | 2.120 | -0.03% | 0.020 | +14.55% | +15.32% | 13,003.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 13,970 | 1,526.7 | -49.83% | 1.610 | -1.64% | 0.000 | +18.68% | -1.42% | 81,378.3 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 8,122 | 655.0 | -2.16% | 0.690 | -0.02% | 0.000 | +5.82% | +4.71% | 17,702.4 |
MKD WEALTH COACHES, LLC's Historical Top Holdings Breakdowns
MKD WEALTH COACHES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -1.64% | 90.56 ($103.39) 109.49 | $112.82 | 9.12% | Reduce -49.83% | 13,970 | -13,874 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.84% | 51.16 ($58.7) 62.02 | $63.44 | 8.07% | Add 5.83% | 234,382 | 12,916 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.37% | 498.8 ($573.99) 620.9 | $626.44 | 9.14% | Add 0.66% | 86,123 | 561 | |
FDVV | Fidelity High Dividend ETF | 2025-06-30 | New Buy New Buy | +0.25% | 43.6 ($49.2) 52.02 | $53.20 | 8.13% | New holding | 4,481 | 4,481 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.23% | 96.82 ($98) 99.46 | $98.05 | 0.05% | Reduce -2.81% | 70,497 | -2,039 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Sold Out Sold Out | -0.23% | 24.32 ($26.14) 27.96 | $27.33 | 4.55% | Sold Out | 0 | -7,261 | |
IWB | iShares Russell 1000 ETF | 2025-06-30 | Reduce Reduce | -0.16% | 272.36 ($313.79) 339.57 | $342.67 | 9.20% | Reduce -4.11% | 10,825 | -464 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Reduce Reduce | -0.04% | 47.74 ($55.77) 60.03 | $60.06 | 7.69% | Reduce -2.05% | 33,537 | -701 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.03% | 102.31 ($103.99) 105.8 | $103.95 | -0.04% | Reduce -1.17% | 21,087 | -250 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-06-30 | Reduce Reduce | -0.03% | 89.8 ($105.4) 112 | $110.58 | 4.91% | Reduce -1.52% | 17,917 | -276 |
MKD WEALTH COACHES, LLC Total Holding History ($B)
MKD WEALTH COACHES, LLC's Asset Allocation
MKD WEALTH COACHES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MKD WEALTH COACHES, LLC's Hypothetical Growth since 2025-06-30
MKD WEALTH COACHES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MKD WEALTH COACHES, LLC's Holdings Heat Map
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MKD WEALTH COACHES, LLC's Holdings Bubble Chart
MKD WEALTH COACHES, LLC News
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