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 84.83% of Mkd Wealth Coaches's stock portfolio.
- Added to shares of these 10 stocks: IVV, IJH, DELL, SCHD, AGG, DBMF, MUB, AAPL, SCHZ, SCHX.
- Started 2 new stock positions in SCHD, DELL.
- Reduced shares in these 10 stocks: IEMG, IJR, , GOOGL, EFG, AMZN, F, IWB, HYG, AOM.
- Sold out of its position in DIA.
- Mkd Wealth Coaches was a net buyer of stock by $4.0M.
- Mkd Wealth Coaches has $102M in assets under management (AUM), dropping by 1.61%.
- Central Index Key (CIK): 0001536549
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Portfolio Holdings for Mkd Wealth Coaches
Mkd Wealth Coaches holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 54.6 | $56M | +4% | 85k | 653.21 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 16.5 | $17M | +8% | 249k | 67.53 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 7.3 | $7.5M | +2% | 75k | 99.27 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 3.5 | $3.6M | 10k | 356.56 |
|
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.8 | $2.9M | +4% | 96k | 30.15 |
|
| Ishares Tr National Mun Etf (MUB) | 2.3 | $2.3M | 22k | 106.15 |
|
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.9 | $1.9M | -4% | 17k | 111.37 |
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| Ishares Core Msci Emkt (IEMG) | 1.9 | $1.9M | -16% | 27k | 69.75 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $1.5M | -13% | 12k | 124.31 |
|
| Dell Technologies CL C (DELL) | 1.1 | $1.1M | NEW | 6.6k | 164.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $655k | 6.7k | 97.13 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $641k | -3% | 8.1k | 79.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $622k | 1.4k | 436.79 |
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| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.6 | $565k | 16k | 35.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $483k | 3.4k | 142.43 |
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| Amazon (AMZN) | 0.5 | $480k | -10% | 2.3k | 208.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $418k | 2.1k | 196.20 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $410k | 4.7k | 88.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $410k | -18% | 1.4k | 287.56 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $310k | 12k | 25.64 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $296k | +2% | 13k | 23.22 |
|
| Apple (AAPL) | 0.3 | $278k | +4% | 1.1k | 253.82 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.3 | $269k | -5% | 5.7k | 47.37 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $253k | 4.6k | 55.23 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $223k | NEW | 7.3k | 30.68 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $215k | 8.7k | 24.75 |
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| Ford Motor Company (F) | 0.2 | $158k | -16% | 14k | 11.54 |
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| Gamesquare Hldgs (GAME) | 0.0 | $3.2k | 12k | 0.27 |
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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 2026 Q1 filed April 13, 2026
- Mkd Wealth Coaches 2025 Q4 filed Jan. 12, 2026
- 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