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 | IWB | ISHARES TR | — | 10,022.0 | $3.6M | 3.52% | -85.0 | -0.8% | $356.56 | +12.8% |
| 2 | EFG | ISHARES TR | — | 17,434.0 | $1.9M | 1.91% | -742.0 | -4.1% | $111.37 | +6.9% |
| 3 | IEMG | ISHARES INC | — | 27,249.0 | $1.9M | 1.87% | -5K | -16.5% | $69.75 | +13.8% |
| 4 | IJR | ISHARES TR | — | 11,973.0 | $1.5M | 1.47% | -2K | -13.0% | $124.31 | +8.1% |
| 5 | HYG | ISHARES TR | — | 8,062.0 | $641K | 0.63% | -252.0 | -3.0% | $79.56 | -0.0% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,304.0 | $480K | 0.47% | -258.0 | -10.1% | $208.27 | +27.2% |
| 7 | GOOGL | ALPHABET INC | Communication Services | 1,424.0 | $409K | 0.40% | -317.0 | -18.2% | $287.56 | +38.0% |
| 8 | AOM | ISHARES TR | — | 5,683.0 | $269K | 0.27% | -330.0 | -5.5% | $47.37 | +3.5% |
| 9 | F | FORD MTR CO | Consumer Cyclical | 13,700.0 | $158K | 0.16% | -3K | -16.5% | $11.54 | +16.1% |
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%