Portfolio (Quarterly)
Guide ↗
MKD WEALTH COACHES, LLC
· CIK 0001536549| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AOM | ISHARES TR | — | 6,013.0 | $287K | 0.29% | NEW | — | $47.73 | +4.7% |
| 22 | AAPL | APPLE INC | Technology | 1,050.0 | $285K | 0.28% | NEW | — | $271.90 | +9.6% |
| 23 | FDVV | FIDELITY COVINGTON TRUST | — | 4,543.0 | $258K | 0.26% | NEW | — | $56.69 | +6.9% |
| 24 | F | FORD MTR CO | Consumer Cyclical | 16,400.0 | $215K | 0.21% | NEW | — | $13.12 | +7.2% |
| 25 | SCHF | SCHWAB STRATEGIC TR | — | 8,590.0 | $207K | 0.21% | NEW | — | $24.04 | +17.4% |
| 26 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 428.0 | $206K | 0.21% | NEW | — | $480.57 | +7.3% |
| 27 | GAME | GAMESQUARE HLDGS INC | Technology | 12,000.0 | $5K | 0.01% | NEW | — | $0.39 | +10.5% |
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
Consumer Cyclical
36.2%
Financial Services
26.2%
Communication Services
24.5%
Technology
13.0%