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 | — | 84,945.0 | $55.5M | 54.60% | +3K | +4.2% | $653.21 | +13.6% |
| 2 | IJH | ISHARES TR | — | 248,765.0 | $16.8M | 16.53% | +19K | +8.2% | $67.53 | +6.8% |
| 3 | AGG | ISHARES TR | — | 75,146.0 | $7.5M | 7.34% | +2K | +2.4% | $99.27 | -1.3% |
| 4 | DBMF | LITMAN GREGORY FDS TR | — | 95,835.0 | $2.9M | 2.84% | +4K | +4.3% | $30.15 | +3.8% |
| 5 | MUB | ISHARES TR | — | 21,808.0 | $2.3M | 2.28% | +367.0 | +1.7% | $106.15 | -0.1% |
| 6 | SCHX | SCHWAB STRATEGIC TR | — | 12,098.0 | $310K | 0.30% | +148.0 | +1.2% | $25.64 | +13.2% |
| 7 | SCHZ | SCHWAB STRATEGIC TR | — | 12,766.0 | $296K | 0.29% | +264.0 | +2.1% | $23.22 | -1.3% |
| 8 | AAPL | APPLE INC | Technology | 1,095.0 | $278K | 0.27% | +45.0 | +4.3% | $253.82 | +17.3% |
| 9 | FDVV | FIDELITY COVINGTON TRUST | — | 4,580.0 | $253K | 0.25% | +37.0 | +0.8% | $55.23 | +7.7% |
| 10 | SCHF | SCHWAB STRATEGIC TR | — | 8,688.0 | $215K | 0.21% | +98.0 | +1.1% | $24.75 | +8.6% |
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
Technology
48.2%
Consumer Cyclical
22.7%
Financial Services
14.6%
Communication Services
14.5%