Portfolio (Quarterly)
Guide ↗
MKD WEALTH COACHES, LLC
· CIK 0001536549| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 86,824.0 | $65.0M | 55.55% | +2K | +2.2% | $748.89 | +3.5% |
| 2 | IJH | ISHARES TR | — | 255,839.0 | $19.7M | 16.86% | +7K | +2.8% | $77.11 | -5.3% |
| 3 | AGG | ISHARES TR | — | 75,702.0 | $7.5M | 6.40% | +556.0 | +0.7% | $98.98 | -3.9% |
| 4 | IWB | ISHARES TR | — | 10,022.0 | $4.1M | 3.51% | — | — | $409.50 | +2.9% |
| 5 | DBMF | LITMAN GREGORY FDS TR | — | 100,670.0 | $3.1M | 2.63% | +5K | +5.0% | $30.61 | +6.1% |
| 6 | MUB | ISHARES TR | — | 22,233.0 | $2.4M | 2.04% | +425.0 | +1.9% | $107.62 | -6.0% |
| 7 | IEMG | ISHARES INC | — | 26,946.0 | $2.2M | 1.91% | -303.0 | -1.1% | $82.84 | -0.4% |
| 8 | EFG | ISHARES TR | — | 17,416.0 | $2.2M | 1.85% | — | — | $124.42 | -2.8% |
| 9 | IJR | ISHARES TR | — | 14,268.0 | $2.1M | 1.81% | +2K | +19.2% | $148.31 | -6.8% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 17,539.0 | $1.2M | 1.07% | NEW | — | $71.25 | +0.8% |
| 11 | EFA | ISHARES TR | — | 6,747.0 | $701K | 0.60% | — | — | $103.88 | +1.6% |
| 12 | HYG | ISHARES TR | — | 8,272.0 | $662K | 0.56% | +210.0 | +2.6% | $79.97 | -2.6% |
| 13 | BUFB | INNOVATOR ETFS TRUST | — | 15,740.0 | $619K | 0.53% | — | — | $39.31 | +3.1% |
| 14 | ITOT | ISHARES TR | — | 3,394.0 | $558K | 0.48% | — | — | $164.27 | +2.4% |
| 15 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,282.0 | $544K | 0.47% | -22.0 | -0.9% | $238.34 | +4.8% |
| 16 | GOOGL | ALPHABET INC | Communication Services | 1,400.0 | $500K | 0.43% | -24.0 | -1.7% | $357.37 | -3.8% |
| 17 | VTV | VANGUARD INDEX FDS | — | 1,815.0 | $396K | 0.34% | -316.0 | -14.8% | $217.93 | +1.3% |
| 18 | VUG | VANGUARD INDEX FDS | — | 4,224.0 | $364K | 0.31% | +3K | +196.4% | $86.14 | +5.6% |
| 19 | SCHZ | SCHWAB STRATEGIC TR | — | 15,539.0 | $359K | 0.31% | +3K | +21.7% | $23.13 | -3.8% |
| 20 | IAU | ISHARES GOLD TR | Financial Services | 4,654.0 | $351K | 0.30% | — | — | $75.51 | +6.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.3%
Consumer Cyclical
30.3%
Communication Services
20.6%
Technology
14.8%