Mackey Komara & Dankovich

Mkd Wealth Coaches as of March 31, 2025

Portfolio Holdings for Mkd Wealth Coaches

Mkd Wealth Coaches holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 54.4 $48M 86k 561.90
Ishares Tr Core S&p Mcp Etf (IJH) 14.6 $13M 222k 58.35
Ishares Tr Core Us Aggbd Et (AGG) 8.1 $7.2M 73k 98.92
Ishares Tr Rus 1000 Etf (IWB) 3.9 $3.5M 11k 306.74
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $2.9M 28k 104.57
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 2.6 $2.3M 92k 25.26
Ishares Tr National Mun Etf (MUB) 2.5 $2.2M 21k 105.44
Ishares Core Msci Emkt (IEMG) 2.1 $1.8M 34k 53.97
Ishares Tr Eafe Grwth Etf (EFG) 2.1 $1.8M 18k 100.00
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $655k 8.3k 78.89
Ishares Tr Msci Eafe Etf (EFA) 0.6 $532k 6.5k 81.73
Vanguard Index Fds Growth Etf (VUG) 0.6 $528k 1.4k 370.82
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.6 $495k 16k 31.42
Amazon (AMZN) 0.5 $435k 2.3k 190.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $415k 3.4k 122.01
Vanguard Index Fds Value Etf (VTV) 0.4 $368k 2.1k 172.74
Apple (AAPL) 0.3 $300k 1.4k 222.15
Ishares Gold Tr Ishares New (IAU) 0.3 $298k 5.0k 58.96
Ishares Tr Core 40/60 Moder (AOM) 0.3 $266k 6.1k 43.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $265k 11k 23.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $248k 11k 22.08
Alphabet Cap Stk Cl A (GOOGL) 0.2 $217k 1.4k 154.64
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $207k 494.00 419.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $203k 7.3k 27.96
Ford Motor Company (F) 0.2 $138k 14k 10.03