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Mkd Wealth Coaches, LLC Top Holdings and 13F Report (2025)

About Mkd Wealth Coaches, LLC

Investment Activity

  • Mkd Wealth Coaches, LLC has $98.78 million in total holdings as of December 31, 2024.
  • Mkd Wealth Coaches, LLC owns shares of 29 different stocks, but just 4 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofMkd Wealth Coaches, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$49,862,71984,70350.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$20,460,006177,57320.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$6,538,82267,4806.6%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$3,664,36534,3913.7%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$3,663,60411,3723.7%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$2,337,30789,3472.4%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$2,241,10023,1452.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,015,17038,5902.0%ETF
Gentherm Incorporated stock logo
THRM
Gentherm
$743,32418,6180.8%Auto/Tires/Trucks
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$652,9748,3020.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$584,8771,4250.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$577,3682,6130.6%Finance
BUFB
Innovator Laddered Allocation Buffer ETF
$508,41315,7400.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$501,0872,2840.5%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$492,4446,5130.5%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$437,3083,4000.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$404,2036,4870.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$386,2287,8010.4%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$360,7782,1310.4%ETF
iShares Core 40/60 Moderate Allocation ETF stock logo
AOM
iShares Core 40/60 Moderate Allocation ETF
$344,2477,9250.3%ETF
Apple Inc. stock logo
AAPL
Apple
$338,6031,3520.3%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$284,61212,2780.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$265,0201,4000.3%Computer and Technology
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$232,4494,0560.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$217,6209,5870.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$210,1974940.2%Finance
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$205,2163,5800.2%ETF
Ford Motor stock logo
F
Ford Motor
$136,62013,8000.1%Auto/Tires/Trucks
iShares MSCI Global Silver and Metals Miners ETF stock logo
SLVP
iShares MSCI Global Silver and Metals Miners ETF
$117,53510,1850.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data