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 | IWB | ISHARES TR | — | 10,022.0 | $3.6M | 3.52% | -85.0 | -0.8% | $356.56 | +12.8% |
| 5 | DBMF | LITMAN GREGORY FDS TR | — | 95,835.0 | $2.9M | 2.84% | +4K | +4.3% | $30.15 | +3.8% |
| 6 | MUB | ISHARES TR | — | 21,808.0 | $2.3M | 2.28% | +367.0 | +1.7% | $106.15 | -0.1% |
| 7 | EFG | ISHARES TR | — | 17,434.0 | $1.9M | 1.91% | -742.0 | -4.1% | $111.37 | +6.9% |
| 8 | IEMG | ISHARES INC | — | 27,249.0 | $1.9M | 1.87% | -5K | -16.5% | $69.75 | +13.8% |
| 9 | IJR | ISHARES TR | — | 11,973.0 | $1.5M | 1.47% | -2K | -13.0% | $124.31 | +8.1% |
| 10 | DELL | DELL TECHNOLOGIES INC | Technology | 6,554.0 | $1.1M | 1.06% | NEW | — | $164.13 | +47.5% |
| 11 | EFA | ISHARES TR | — | 6,747.0 | $655K | 0.65% | — | — | $97.13 | +5.7% |
| 12 | HYG | ISHARES TR | — | 8,062.0 | $641K | 0.63% | -252.0 | -3.0% | $79.56 | -0.0% |
| 13 | VUG | VANGUARD INDEX FDS | — | 1,425.0 | $622K | 0.61% | — | — | $436.79 | -80.1% |
| 14 | BUFB | INNOVATOR ETFS TRUST | — | 15,740.0 | $565K | 0.56% | — | — | $35.91 | +8.1% |
| 15 | ITOT | ISHARES TR | — | 3,394.0 | $483K | 0.48% | — | — | $142.43 | +13.0% |
| 16 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,304.0 | $480K | 0.47% | -258.0 | -10.1% | $208.27 | +27.2% |
| 17 | VTV | VANGUARD INDEX FDS | — | 2,131.0 | $418K | 0.41% | — | — | $196.20 | +5.7% |
| 18 | IAU | ISHARES GOLD TR | Financial Services | 4,654.0 | $410K | 0.40% | — | — | $88.16 | -2.7% |
| 19 | GOOGL | ALPHABET INC | Communication Services | 1,424.0 | $409K | 0.40% | -317.0 | -18.2% | $287.56 | +38.0% |
| 20 | SCHX | SCHWAB STRATEGIC TR | — | 12,098.0 | $310K | 0.30% | +148.0 | +1.2% | $25.64 | +13.2% |
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%