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 | — | 81,543.0 | $55.9M | 55.84% | NEW | — | $684.94 | +8.0% |
| 2 | IJH | ISHARES TR | — | 229,801.0 | $15.2M | 15.16% | NEW | — | $66.00 | +8.7% |
| 3 | AGG | ISHARES TR | — | 73,424.0 | $7.3M | 7.33% | NEW | — | $99.88 | -2.2% |
| 4 | IWB | ISHARES TR | — | 10,107.0 | $3.8M | 3.77% | NEW | — | $373.44 | +7.4% |
| 5 | DBMF | LITMAN GREGORY FDS TR | — | 91,904.0 | $2.6M | 2.58% | NEW | — | $28.06 | +11.7% |
| 6 | MUB | ISHARES TR | — | 21,441.0 | $2.3M | 2.30% | NEW | — | $107.11 | -1.3% |
| 7 | IEMG | ISHARES INC | — | 32,648.0 | $2.2M | 2.19% | NEW | — | $67.22 | +17.6% |
| 8 | EFG | ISHARES TR | — | 18,176.0 | $2.1M | 2.07% | NEW | — | $113.92 | +4.1% |
| 9 | IJR | ISHARES TR | — | 13,764.0 | $1.7M | 1.65% | NEW | — | $120.18 | +11.3% |
| 10 | VUG | VANGUARD INDEX FDS | — | 1,425.0 | $695K | 0.69% | NEW | — | $487.86 | -82.3% |
| 11 | HYG | ISHARES TR | — | 8,314.0 | $670K | 0.67% | NEW | — | $80.63 | -1.6% |
| 12 | EFA | ISHARES TR | — | 6,747.0 | $648K | 0.65% | NEW | — | $96.03 | +6.6% |
| 13 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,562.0 | $591K | 0.59% | NEW | — | $230.82 | +11.8% |
| 14 | BUFB | INNOVATOR ETFS TRUST | — | 15,740.0 | $577K | 0.58% | NEW | — | $36.64 | +5.5% |
| 15 | GOOGL | ALPHABET INC | Communication Services | 1,741.0 | $545K | 0.55% | NEW | — | $313.00 | +24.6% |
| 16 | ITOT | ISHARES TR | — | 3,394.0 | $505K | 0.51% | NEW | — | $148.69 | +7.9% |
| 17 | VTV | VANGUARD INDEX FDS | — | 2,131.0 | $407K | 0.41% | NEW | — | $190.99 | +8.9% |
| 18 | IAU | ISHARES GOLD TR | Financial Services | 4,654.0 | $378K | 0.38% | NEW | — | $81.17 | +4.5% |
| 19 | SCHX | SCHWAB STRATEGIC TR | — | 11,950.0 | $322K | 0.32% | NEW | — | $26.91 | +7.5% |
| 20 | SCHZ | SCHWAB STRATEGIC TR | — | 12,502.0 | $292K | 0.29% | NEW | — | $23.37 | -2.3% |
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
Consumer Cyclical
36.2%
Financial Services
26.2%
Communication Services
24.5%
Technology
13.0%