Filer Name: MKD WEALTH COACHES, LLC
CIK: 1536549
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 29
Portfolio Value: $0.10B

Mkd Wealth Coaches, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 84,703 $50M 50.48% - -
IJR US ISHARES CORE S&P SMALL-CAP E 177,573 $20M 20.71% - -
AGG US ISHARES CORE U.S. AGGREGATE 67,480 $7M 6.62% - -
IWB US ISHARES RUSSELL 1000 ETF 11,372 $4M 3.71% - -
MUB US ISHARES NATIONAL MUNI BOND E 34,391 $4M 3.71% - -
DBMF US IMGP DBI MANAGED FUTURES STR 89,347 $2M 2.37% - -
EFG US ISHARES MSCI EAFE GROWTH ETF 23,145 $2M 2.27% - -
IEMG US ISHARES CORE MSCI EMERGING 38,590 $2M 2.04% - -
THRM US GENTHERM INC 18,618 $1M 0.75% - -
HYG US ISHARES IBOXX HIGH YLD CORP 8,302 $1M 0.66% - -
VUG US VANGUARD GROWTH ETF 1,425 $1M 0.59% - -
IWM US ISHARES RUSSELL 2000 ETF 2,613 $1M 0.58% - -
BUFB US INNOVATOR LADD ALLO BUFF ETF 15,740 $1M 0.51% - -
AMZN US AMAZON.COM INC 2,284 $1M 0.51% - -
EFA US ISHARES MSCI EAFE ETF 6,513 $0M 0.50% - -
ITOT US ISHARES CORE S&P TOTAL U.S. 3,400 $0M 0.44% - -
IJH US ISHARES CORE S&P MIDCAP ETF 6,487 $0M 0.41% - -
IAU US ISHARES GOLD TRUST 7,801 $0M 0.39% - -
VTV US VANGUARD VALUE ETF 2,131 $0M 0.37% - -
AOM US ISHARES CORE MODERATE ALLOCA 7,925 $0M 0.35% - -
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