MW

MKD WEALTH COACHES, LLC

13F
MKD WEALTH COACHES, LLC
Last update 2022-01-24 34 Stocks (13 new)
Value $73.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(57.93%)IJR(17.85%)THRM(2.60%)AGG(2.59%)EFA(2.39%)
Portfolio Report
Summary Stock Picks Current Portfolio
MKD WEALTH COACHES, LLC Top Holdings of 2021-12-31 View Full List
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
88,752
42334.000
-0.47%
57.930
-0.28%
0.010
+5.03%
+19.98%
528874.162
 
IJR 		iShares Core S&P Small-Cap ETF
113,889
13041.000
-0.26%
17.850
-0.05%
0.020
+10.27%
+8.14%
86281.634
 
THRM 		Gentherm Inc
21,904
1903.000
0%
2.600
0%
0.070
-4.99%
-8.35%
1511.221
Vehicles & Parts
AGG 		iShares Core U.S. Aggregate Bond ETF
16,602
1894.000
-9.18%
2.590
-0.30%
0.000
+3.58%
+2.11%
120941.704
 
EFA 		iShares MSCI EAFE ETF
22,240
1750.000
New Holding
2.390
+2.39%
0.000
+5.19%
+9.68%
57749.665
 
AAPL 		Apple Inc
8,948
1589.000
+22.31%
2.170
+0.40%
0.000
+8.79%
+17.92%
3440392.120
Hardware
EFG 		iShares MSCI EAFE Growth ETF
9,918
1094.000
-2.92%
1.500
-0.05%
0.010
+2.93%
+8.99%
15169.604
 
TGT 		Target Corp
4,400
1018.000
0%
1.390
0%
0.000
+5.58%
+12.56%
72067.944
Retail - Defensive
IEMG 		iShares Core MSCI Emerging Markets ETF
15,113
905.000
-0.92%
1.240
-0.01%
0.000
+5.37%
+11.64%
82903.952
 
MUB 		iShares National Muni Bond ETF
7,437
865.000
+1.42%
1.180
+0.02%
0.000
+1.41%
-0.07%
39245.747
 

MKD WEALTH COACHES, LLC's Historical Top Holdings Breakdowns

MKD WEALTH COACHES, LLC Total Holding History ($B)

To

MKD WEALTH COACHES, LLC's Asset Allocation

To

MKD WEALTH COACHES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MKD WEALTH COACHES, LLC's Hypothetical Growth since 2021-12-31

MKD WEALTH COACHES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MKD WEALTH COACHES, LLC's Holdings Heat Map

Size field:

MKD WEALTH COACHES, LLC's Holdings Bubble Chart

MKD WEALTH COACHES, LLC News

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