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 | VEA | VANGUARD TAX-MANAGED FDS | — | 17,539.0 | $1.2M | 1.07% | NEW | — | $71.25 | +3.1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 345.0 | $258K | 0.22% | NEW | — | $746.77 | +2.6% |
| 3 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 428.0 | $224K | 0.19% | NEW | — | $522.39 | +2.3% |
| 4 | MVIS | MICROVISION INC DEL | Technology | 42,136.0 | $14K | 0.01% | NEW | — | $0.33 | +465.8% |
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%