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, THRM, EFG, and represent 88.72% of Mkd Wealth Coaches's stock portfolio.
  • Added to shares of these 5 stocks: IVV, MUB, GOOG, FB, F.
  • Started 2 new stock positions in GOOG, FB.
  • Reduced shares in these 10 stocks: TIP, IAU, SLVP, IJR, AGG, IEMG, , IAGG, , HYG.
  • Sold out of its positions in TIP, USMV, IEFA, IAGG.
  • Mkd Wealth Coaches was a net seller of stock by $-7.1M.
  • Mkd Wealth Coaches has $59M in assets under management (AUM), dropping by -6.09%.
  • Central Index Key (CIK): 0001536549

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Positions held by Mackey Komara & Dankovich consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mkd Wealth Coaches

Companies in the Mkd Wealth Coaches portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares S&p 500 Index Etf (IVV) 60.1 $35M +13% 89k 397.82
Ishares S&p Smallcap 600 Etf Etf (IJR) 20.6 $12M -8% 111k 108.53
Ishares Aggregate Bond Etf Etf (AGG) 3.6 $2.1M -20% 18k 113.84
Gentherm Stock (THRM) 2.8 $1.6M 22k 74.10
Ishares Msci Eafe Growth Index Etf Etf (EFG) 1.7 $1.0M 10k 100.42
Ishares Core Msci Emerging Mkts Etf (IEMG) 1.7 $970k -30% 15k 64.35
Apple Stock (AAPL) 1.5 $894k 7.3k 122.20
Ishares Amt-free Muni Bond Etf Etf (MUB) 1.5 $886k +22% 7.6k 116.07
Target Corp Stock (TGT) 1.5 $872k 4.4k 198.18
Amazon Stock (AMZN) 0.7 $381k 123.00 3097.56
Flagstar Bancorp Stock (FBC) 0.6 $377k -27% 8.4k 45.14
Vanguard Growth Etf Etf (VUG) 0.6 $376k 1.5k 257.01
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG) 0.5 $319k -36% 3.7k 87.21
Ishares Comex Gold Trust Etf (IAU) 0.5 $316k -89% 19k 16.27

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Vanguard Value Index Fund Etf (VTV) 0.5 $280k 2.1k 131.39
Ishares Core Moderate Allocation Etf Etf (AOM) 0.4 $236k -5% 5.4k 43.46
Ishares Msci Global Silver And Metals Miners Etf Etf (SLVP) 0.3 $193k -92% 13k 14.75
Ford Motor Company Stock (F) 0.3 $176k 14k 12.22
Google Stock (GOOGL) 0.2 $144k 70.00 2057.14
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $103k NEW 50.00 2060.00
Microsoft Stock (MSFT) 0.1 $71k 300.00 236.67
Facebook Inc Cl A Stock (FB) 0.0 $15k NEW 50.00 300.00

Past Filings by Mkd Wealth Coaches

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