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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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
- 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