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 | IEMG | ISHARES INC | — | 26,946.0 | $2.2M | 1.91% | -303.0 | -1.1% | $82.84 | -1.2% |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,282.0 | $544K | 0.47% | -22.0 | -0.9% | $238.34 | +9.2% |
| 3 | GOOGL | ALPHABET INC | Communication Services | 1,400.0 | $500K | 0.43% | -24.0 | -1.7% | $357.37 | -4.3% |
| 4 | VTV | VANGUARD INDEX FDS | — | 1,815.0 | $396K | 0.34% | -316.0 | -14.8% | $217.93 | +4.1% |
| 5 | SCHX | SCHWAB STRATEGIC TR | — | 11,693.0 | $344K | 0.29% | -405.0 | -3.4% | $29.43 | +2.7% |
| 6 | SCHF | SCHWAB STRATEGIC TR | — | 7,859.0 | $218K | 0.19% | -829.0 | -9.5% | $27.70 | +2.7% |
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%