Mackey Komara & Dankovich

Mkd Wealth Coaches as of Dec. 31, 2024

Portfolio Holdings for Mkd Wealth Coaches

Mkd Wealth Coaches holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 50.5 $50M 85k 588.68
Ishares Tr Core S&p Scp Etf (IJR) 20.7 $21M 178k 115.22
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $6.5M 68k 96.90
Ishares Tr National Mun Etf (MUB) 3.7 $3.7M 34k 106.55
Ishares Tr Rus 1000 Etf (IWB) 3.7 $3.7M 11k 322.16
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 2.4 $2.3M 89k 26.16
Ishares Tr Eafe Grwth Etf (EFG) 2.3 $2.2M 23k 96.83
Ishares Core Msci Emkt (IEMG) 2.0 $2.0M 39k 52.22
Gentherm (THRM) 0.8 $743k 19k 39.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $653k 8.3k 78.65
Vanguard Index Fds Growth Etf (VUG) 0.6 $585k 1.4k 410.44
Ishares Tr Russell 2000 Etf (IWM) 0.6 $577k 2.6k 220.96
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.5 $508k 16k 32.30
Amazon (AMZN) 0.5 $501k 2.3k 219.39
Ishares Tr Msci Eafe Etf (EFA) 0.5 $492k 6.5k 75.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $437k 3.4k 128.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $404k 6.5k 62.31
Ishares Gold Tr Ishares New (IAU) 0.4 $386k 7.8k 49.51
Vanguard Index Fds Value Etf (VTV) 0.4 $361k 2.1k 169.30
Ishares Tr Modert Alloc Etf (AOM) 0.3 $344k 7.9k 43.44
Apple (AAPL) 0.3 $339k 1.4k 250.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $285k 12k 23.18
Alphabet Cap Stk Cl A (GOOGL) 0.3 $265k 1.4k 189.30
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $232k 4.1k 57.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $218k 9.6k 22.70
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $210k 494.00 425.50
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $205k 3.6k 57.32
Ford Motor Company (F) 0.1 $137k 14k 9.90
Ishares Msci Glb Slv&mtl (SLVP) 0.1 $118k 10k 11.54