Mackey Komara & Dankovich
Latest statistics and disclosures from Mkd Wealth Coaches's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJR, AGG, MUB, IWB, and represent 85.23% of Mkd Wealth Coaches's stock portfolio.
- Added to shares of these 10 stocks: IJR (+$7.3M), AGG, IWB, MUB, DBMF, EFG, IEMG, IWM, BUFB, AMZN.
- Started 11 new stock positions in DBMF, BUFB, IJH, IWB, DIA, SCHZ, AOR, IWM, AOM, USRT. ITOT.
- Reduced shares in these 10 stocks: IVV, AAPL, EFA, , GOOG, STLA, MSFT, IQLT, , BRK.B.
- Sold out of its positions in AMD, GOOG, ADI, BRK.B, BlackRock, META, QYLD, IQLT, MSFT, PG. SYK, TGT, TMO, UNP, ACN, STLA.
- Mkd Wealth Coaches was a net buyer of stock by $18M.
- Mkd Wealth Coaches has $99M in assets under management (AUM), dropping by 35.19%.
- Central Index Key (CIK): 0001536549
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Portfolio Holdings for Mkd Wealth Coaches
Mkd Wealth Coaches holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 50.5 | $50M | -4% | 85k | 588.68 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 20.7 | $21M | +55% | 178k | 115.22 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.6 | $6.5M | +306% | 68k | 96.90 |
|
| Ishares Tr National Mun Etf (MUB) | 3.7 | $3.7M | +362% | 34k | 106.55 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 3.7 | $3.7M | NEW | 11k | 322.16 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.4 | $2.3M | NEW | 89k | 26.16 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.3 | $2.2M | +133% | 23k | 96.83 |
|
| Ishares Core Msci Emkt (IEMG) | 2.0 | $2.0M | +155% | 39k | 52.22 |
|
| Gentherm (THRM) | 0.8 | $743k | -15% | 19k | 39.92 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $653k | +137% | 8.3k | 78.65 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $585k | -2% | 1.4k | 410.44 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $577k | NEW | 2.6k | 220.96 |
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.5 | $508k | NEW | 16k | 32.30 |
|
| Amazon (AMZN) | 0.5 | $501k | +1083% | 2.3k | 219.39 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $492k | -70% | 6.5k | 75.61 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $437k | NEW | 3.4k | 128.62 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $404k | NEW | 6.5k | 62.31 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $386k | -3% | 7.8k | 49.51 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $361k | 2.1k | 169.30 |
|
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.3 | $344k | NEW | 7.9k | 43.44 |
|
| Apple (AAPL) | 0.3 | $339k | -84% | 1.4k | 250.45 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $285k | +531% | 12k | 23.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $265k | +1900% | 1.4k | 189.30 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $232k | NEW | 4.1k | 57.31 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $218k | NEW | 9.6k | 22.70 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $210k | NEW | 494.00 | 425.50 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $205k | NEW | 3.6k | 57.32 |
|
| Ford Motor Company (F) | 0.1 | $137k | -29% | 14k | 9.90 |
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.1 | $118k | -11% | 10k | 11.54 |
|
Past Filings by Mkd Wealth Coaches
SEC 13F filings are viewable for Mkd Wealth Coaches going back to 2018
- Mkd Wealth Coaches 2024 Q4 filed Feb. 5, 2025
- 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