Portfolio (Quarterly)
Guide ↗
MKD WEALTH COACHES, LLC
· CIK 0001536549| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 86,824.0 | $65.0M | 55.55% | +2K | +2.2% | $748.89 | +2.8% |
| 2 | IJH | ISHARES TR | — | 255,839.0 | $19.7M | 16.86% | +7K | +2.8% | $77.11 | -0.6% |
| 3 | AGG | ISHARES TR | — | 75,702.0 | $7.5M | 6.40% | +556.0 | +0.7% | $98.98 | -1.1% |
| 4 | DBMF | LITMAN GREGORY FDS TR | — | 100,670.0 | $3.1M | 2.63% | +5K | +5.0% | $30.61 | +1.5% |
| 5 | MUB | ISHARES TR | — | 22,233.0 | $2.4M | 2.04% | +425.0 | +1.9% | $107.62 | -2.0% |
| 6 | IJR | ISHARES TR | — | 14,268.0 | $2.1M | 1.81% | +2K | +19.2% | $148.31 | -1.0% |
| 7 | HYG | ISHARES TR | — | 8,272.0 | $662K | 0.56% | +210.0 | +2.6% | $79.97 | -0.1% |
| 8 | VUG | VANGUARD INDEX FDS | — | 4,224.0 | $364K | 0.31% | +3K | +196.4% | $86.14 | +1.5% |
| 9 | SCHZ | SCHWAB STRATEGIC TR | — | 15,539.0 | $359K | 0.31% | +3K | +21.7% | $23.13 | -1.1% |
| 10 | AAPL | APPLE INC | Technology | 1,174.0 | $340K | 0.29% | +79.0 | +7.2% | $289.39 | +8.3% |
| 11 | AOM | ISHARES TR | — | 6,118.0 | $305K | 0.26% | +435.0 | +7.7% | $49.89 | -0.0% |
| 12 | FDVV | FIDELITY COVINGTON TRUST | — | 4,619.0 | $278K | 0.24% | +39.0 | +0.8% | $60.29 | +4.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.3%
Consumer Cyclical
30.3%
Communication Services
20.6%
Technology
14.8%