Mackey Komara & Dankovich
Latest statistics and disclosures from Mkd Wealth Coaches's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, AGG, IWB, DBMF, and represent 85.21% of Mkd Wealth Coaches's stock portfolio.
- Added to shares of these 10 stocks: AGG, GOOGL, AMZN, DBMF, F, EFG, MUB, HYG, GAME, SCHZ.
- Started 1 new stock position in GAME.
- Reduced shares in these 7 stocks: IVV, IWB, IJH, IAU, AOM, IJR, IEMG.
- Mkd Wealth Coaches was a net seller of stock by $-771k.
- Mkd Wealth Coaches has $100M in assets under management (AUM), dropping by 5.83%.
- Central Index Key (CIK): 0001536549
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Portfolio Holdings for Mkd Wealth Coaches
Mkd Wealth Coaches holds 26 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 56.5 | $57M | 85k | 669.30 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 15.2 | $15M | 233k | 65.26 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 7.3 | $7.3M | +3% | 73k | 100.25 |
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| Ishares Tr Rus 1000 Etf (IWB) | 3.7 | $3.7M | -6% | 10k | 365.48 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.6 | $2.6M | 94k | 27.31 |
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| Ishares Tr National Mun Etf (MUB) | 2.3 | $2.3M | 21k | 106.49 |
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| Ishares Core Msci Emkt (IEMG) | 2.2 | $2.2M | 34k | 65.92 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 2.1 | $2.1M | 18k | 113.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $1.6M | 14k | 118.83 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $683k | 1.4k | 479.61 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $676k | +2% | 8.3k | 81.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $619k | 6.6k | 93.37 |
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| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.6 | $563k | 16k | 35.74 |
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| Amazon (AMZN) | 0.6 | $563k | +12% | 2.6k | 219.57 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $494k | 3.4k | 145.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $423k | +24% | 1.7k | 243.10 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $397k | 2.1k | 186.49 |
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| Apple (AAPL) | 0.3 | $344k | 1.4k | 254.66 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $334k | -8% | 4.6k | 72.77 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $308k | 12k | 26.34 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.3 | $284k | -8% | 6.0k | 47.58 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $284k | +2% | 12k | 23.47 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $251k | 4.5k | 55.71 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $229k | 494.00 | 463.74 |
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| Ford Motor Company (F) | 0.2 | $196k | +19% | 16k | 11.96 |
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| Gamesquare Hldgs (GAME) | 0.0 | $8.1k | NEW | 12k | 0.68 |
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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 2025 Q3 filed Oct. 7, 2025
- Mkd Wealth Coaches 2025 Q2 filed July 11, 2025
- Mkd Wealth Coaches 2025 Q1 filed April 10, 2025
- 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