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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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
- 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
- Mackey Komara & Dankovich 2018 Q4 filed Jan. 15, 2019