MW
| |
MKD WEALTH COACHES, LLC13F | |
| MKD WEALTH COACHES, LLC | |
| Last update 2022-01-24 | 34 Stocks (13 new) |
| Value $73.00 Mil | Turnover 8 % |
MKD WEALTH COACHES, LLC Top Holdings of 2021-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 88,752 | 42,334.0 | -0.47% | 57.930 | -0.28% | 0.010 | +2.92% | +1.97% | 597,435.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 113,889 | 13,041.0 | -0.26% | 17.850 | -0.05% | 0.020 | +0.48% | +2.40% | 89,611.3 | ||
THRM | Gentherm Inc | 21,904 | 1,903.0 | 0% | 2.600 | 0% | 0.070 | -2.31% | +0.54% | 1,243.5 | Vehicles & Parts | |
AGG | iShares Core U.S. Aggregate Bond ETF | 16,602 | 1,894.0 | -9.18% | 2.590 | -0.30% | 0.000 | -1.61% | +0.02% | 119,957.6 | ||
EFA | iShares MSCI EAFE ETF | 22,240 | 1,750.0 | New Holding | 2.390 | +2.39% | 0.000 | -4.38% | +1.55% | 53,947.0 | ||
AAPL | Apple Inc | 8,948 | 1,589.0 | +22.31% | 2.170 | +0.40% | 0.000 | -0.83% | -8.16% | 3,458,410.3 | Hardware | |
EFG | iShares MSCI EAFE Growth ETF | 9,918 | 1,094.0 | -2.92% | 1.500 | -0.05% | 0.010 | -4.85% | +1.82% | 15,538.4 | ||
TGT | Target Corp | 4,400 | 1,018.0 | 0% | 1.390 | 0% | 0.000 | -13.67% | -1.16% | 61,221.7 | Retail - Defensive | |
IEMG | iShares Core MSCI Emerging Markets ETF | 15,113 | 905.0 | -0.92% | 1.240 | -0.01% | 0.000 | -5.85% | +0.31% | 78,029.5 | ||
MUB | iShares National Muni Bond ETF | 7,437 | 865.0 | +1.42% | 1.180 | +0.02% | 0.000 | -0.77% | -0.30% | 40,153.1 |
MKD WEALTH COACHES, LLC's Historical Top Holdings Breakdowns
MKD WEALTH COACHES, LLC Total Holding History ($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 2021-12-31
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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