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 84.69% of Mkd Wealth Coaches's stock portfolio.
  • Added to shares of these 9 stocks: SCHF, AGG, MUB, EFA, SCHZ, SCHX, IAU, AOM, FDVV.
  • Started 1 new stock position in SCHF.
  • Reduced shares in these 10 stocks: IVV, IJH, AAPL, DBMF, IEMG, DIA, IWB, IJR, HYG, EFG.
  • Mkd Wealth Coaches was a net seller of stock by $-2.4M.
  • Mkd Wealth Coaches has $100M in assets under management (AUM), dropping by -0.36%.
  • Central Index Key (CIK): 0001536549

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Portfolio Holdings for Mkd Wealth Coaches

Mkd Wealth Coaches holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 55.8 $56M -3% 82k 684.94
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Ishares Tr Core S&p Mcp Etf (IJH) 15.2 $15M 230k 66.00
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Ishares Tr Core Us Aggbd Et (AGG) 7.3 $7.3M 73k 99.88
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Ishares Tr Rus 1000 Etf (IWB) 3.8 $3.8M 10k 373.44
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 2.6 $2.6M -2% 92k 28.06
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Ishares Tr National Mun Etf (MUB) 2.3 $2.3M 21k 107.11
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Ishares Core Msci Emkt (IEMG) 2.2 $2.2M -2% 33k 67.22
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Ishares Tr Eafe Grwth Etf (EFG) 2.1 $2.1M 18k 113.92
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Ishares Tr Core S&p Scp Etf (IJR) 1.7 $1.7M 14k 120.18
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Vanguard Index Fds Growth Etf (VUG) 0.7 $695k 1.4k 487.86
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $670k 8.3k 80.63
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $648k 6.7k 96.03
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Amazon (AMZN) 0.6 $591k 2.6k 230.82
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Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.6 $577k 16k 36.63
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $545k 1.7k 313.00
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $505k 3.4k 148.69
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Vanguard Index Fds Value Etf (VTV) 0.4 $407k 2.1k 190.99
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Ishares Gold Tr Ishares New (IAU) 0.4 $378k 4.7k 81.17
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $322k +2% 12k 26.91
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $292k +3% 13k 23.37
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Ishares Tr Core 40/60 Moder (AOM) 0.3 $287k 6.0k 47.73
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Apple (AAPL) 0.3 $286k -22% 1.1k 271.90
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Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $258k 4.5k 56.69
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Ford Motor Company (F) 0.2 $215k 16k 13.12
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $207k NEW 8.6k 24.04
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $206k -13% 428.00 480.57
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Gamesquare Hldgs (GAME) 0.0 $4.6k 12k 0.39
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Past Filings by Mkd Wealth Coaches

SEC 13F filings are viewable for Mkd Wealth Coaches going back to 2018

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