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 87.87% of Mkd Wealth Coaches's stock portfolio.
  • Added to shares of these 9 stocks: CRM, IVV, IJR, SCHX, VINO, AOM, EFG, AGG, HYG.
  • Started 3 new stock positions in VINO, CRM, SCHX.
  • Reduced shares in these 3 stocks: IAU, MUB, IEMG.
  • Mkd Wealth Coaches was a net buyer of stock by $1.2M.
  • Mkd Wealth Coaches has $64M in assets under management (AUM), dropping by 1.59%.
  • 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 September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares S&p 500 Index Etf (IVV) 60.4 $38M 89k 430.82
Ishares S&p Smallcap 600 Etf Etf (IJR) 19.6 $13M +2% 114k 109.19
Ishares Aggregate Bond Etf Etf (AGG) 3.3 $2.1M 18k 114.82
Gentherm Stock (THRM) 2.8 $1.8M 22k 80.94
Ishares Msci Eafe Growth Index Etf Etf (EFG) 1.7 $1.1M 10k 106.50
Apple Stock (AAPL) 1.6 $1.0M 7.3k 141.47
Target Corp Stock (TGT) 1.6 $1.0M 4.4k 228.86
Ishares Core Msci Emerging Mkts Etf (IEMG) 1.5 $942k 15k 61.76
Ishares Amt-free Muni Bond Etf Etf (MUB) 1.3 $852k 7.3k 116.19
Vanguard Growth Etf Etf (VUG) 0.7 $425k 1.5k 290.50
Flagstar Bancorp Stock (FBC) 0.7 $424k 8.4k 50.77
Amazon Stock (AMZN) 0.6 $404k 123.00 3284.55
Salesforce Stock (CRM) 0.5 $329k NEW 1.2k 271.00
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG) 0.5 $317k 3.6k 87.50

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Ishares Gold Trust Etf (IAU) 0.5 $289k 8.7k 33.36
Vanguard Value Index Fund Etf (VTV) 0.5 $288k 2.1k 135.15
Ishares Core Moderate Allocation Etf Etf (AOM) 0.4 $242k +7% 5.4k 44.81
Ford Motor Company Stock (F) 0.3 $204k 14k 14.17
Schwab U.s. Large-cap Etf Etf (SCHX) 0.3 $200k NEW 1.9k 103.90
Google Stock (GOOGL) 0.3 $187k 70.00 2671.43
Ishares Msci Global Silver And Metals Miners Etf Etf (SLVP) 0.3 $167k 14k 12.31
Gaucho Group Hldgs Stock (VINO) 0.3 $161k NEW 52k 3.07
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $133k 50.00 2660.00
Microsoft Stock (MSFT) 0.1 $85k 300.00 283.33
Facebook Inc Cl A Stock (FB) 0.0 $17k 50.00 340.00

Past Filings by Mkd Wealth Coaches

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