Mackey Komara & Dankovich
Latest statistics and disclosures from Mkd Wealth Coaches's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJR, THRM, AGG, EFA, and represent 83.37% of Mkd Wealth Coaches's stock portfolio.
- Added to shares of these 10 stocks: EFA, STLA, IQLT, GOOG, MSFT, ACN, AAPL, AMZN, BRK.B, QYLD.
- Started 13 new stock positions in QYLD, SYK, TMO, IQLT, EFA, ADI, UNP, PG, ACN, BRK.B. BLK, STLA, AMD.
- Reduced shares in these 10 stocks: Flagstar Ban, , AOM, IVV, AGG, Gaucho Group Hldgs, IJR, EFG, SLVP, IAU.
- Sold out of its positions in Flagstar Ban, Gaucho Group Hldgs, AOM, CRM.
- Mkd Wealth Coaches was a net buyer of stock by $4.1M.
- Mkd Wealth Coaches has $73M in assets under management (AUM), dropping by 14.98%.
- Central Index Key (CIK): 0001536549
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Portfolio Holdings for Mkd Wealth Coaches
Mkd Wealth Coaches holds 34 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares S&p 500 Index Etf (IVV) | 57.9 | $42M | 89k | 476.99 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 17.8 | $13M | 114k | 114.51 |
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| Gentherm Stock (THRM) | 2.6 | $1.9M | 22k | 86.88 |
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| Ishares Aggregate Bond Etf Etf (AGG) | 2.6 | $1.9M | -9% | 17k | 114.08 |
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| Ishares Msci Eafe Etf Etf (EFA) | 2.4 | $1.8M | NEW | 22k | 78.69 |
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| Apple Stock (AAPL) | 2.2 | $1.6M | +22% | 8.9k | 177.58 |
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| Ishares Msci Eafe Growth Index Etf Etf (EFG) | 1.5 | $1.1M | -2% | 9.9k | 110.30 |
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| Target Corp Stock (TGT) | 1.4 | $1.0M | 4.4k | 231.36 |
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| Ishares Core Msci Emerging Mkts Etf (IEMG) | 1.2 | $905k | 15k | 59.88 |
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| Ishares Amt-free Muni Bond Etf Etf (MUB) | 1.2 | $865k | 7.4k | 116.31 |
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| Amazon Stock (AMZN) | 0.9 | $644k | +56% | 193.00 | 3336.79 |
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| Vanguard Growth Etf Etf (VUG) | 0.6 | $469k | 1.5k | 320.57 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.6 | $451k | +212% | 156.00 | 2891.03 |
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| Stellantis Stock (STLA) | 0.6 | $431k | NEW | 23k | 18.76 |
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| Microsoft Stock (MSFT) | 0.6 | $407k | +303% | 1.2k | 336.36 |
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| Ford Motor Company Stock (F) | 0.6 | $406k | +35% | 20k | 20.77 |
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| Ishares Msci Intl Quality Factor Etf Etf (IQLT) | 0.5 | $331k | NEW | 8.4k | 39.34 |
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| Vanguard Value Index Fund Etf (VTV) | 0.4 | $313k | 2.1k | 146.88 |
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| Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG) | 0.4 | $304k | -3% | 3.5k | 86.96 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.4 | $301k | NEW | 726.00 | 414.60 |
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| Ishares Gold Trust Etf (IAU) | 0.4 | $282k | -6% | 8.1k | 34.77 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $231k | NEW | 772.00 | 299.22 |
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| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.3 | $221k | 1.9k | 113.68 |
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| Global X Nasdaq 100 Covered Call Etf Etf (QYLD) | 0.3 | $216k | NEW | 9.7k | 22.19 |
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| Union Pac Corp Stock (UNP) | 0.3 | $215k | NEW | 854.00 | 251.76 |
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| Stryker Corp Stock (SYK) | 0.3 | $214k | NEW | 800.00 | 267.50 |
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| Google Stock (GOOGL) | 0.3 | $203k | 70.00 | 2900.00 |
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| Procter And Gamble Stock (PG) | 0.2 | $182k | NEW | 1.1k | 163.23 |
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| Blackrock Stock (BLK) | 0.2 | $167k | NEW | 182.00 | 917.58 |
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| Analog Devices Stock (ADI) | 0.2 | $164k | NEW | 932.00 | 175.97 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $159k | NEW | 1.1k | 143.89 |
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| Ishares Msci Global Silver And Metals Miners Etf Etf (SLVP) | 0.2 | $148k | -15% | 12k | 12.89 |
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| Meta Platforms Inc Cl A Stock (META) | 0.2 | $118k | +604% | 352.00 | 335.23 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $103k | NEW | 154.00 | 668.83 |
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Past Filings by Mkd Wealth Coaches
SEC 13F filings are viewable for Mkd Wealth Coaches going back to 2018
- Mkd Wealth Coaches 2021 Q4 filed Jan. 24, 2022
- Mkd Wealth Coaches 2021 Q3 filed Oct. 8, 2021
- Mkd Wealth Coaches 2021 Q2 filed July 19, 2021
- Mkd Wealth Coaches 2021 Q1 filed April 6, 2021
- Mackey Komara & Dankovich 2020 Q4 filed Feb. 10, 2021
- Mackey Komara & Dankovich 2020 Q3 filed Oct. 29, 2020
- Mackey Komara & Dankovich 2020 Q2 filed Aug. 11, 2020
- Mackey Komara & Dankovich 2020 Q1 filed May 12, 2020
- Mackey Komara & Dankovich 2019 Q4 filed Feb. 6, 2020
- Mackey Komara & Dankovich 2019 Q3 filed Nov. 6, 2019
- Mackey Komara & Dankovich 2019 Q2 filed July 19, 2019
- Mackey Komara & Dankovich 2019 Q1 filed May 2, 2019
- Mackey Komara & Dankovich 2018 Q4 filed Jan. 15, 2019