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 | SCHX | SCHWAB STRATEGIC TR | — | 11,693.0 | $344K | 0.29% | -405.0 | -3.4% | $29.43 | +2.7% |
| 22 | AAPL | APPLE INC | Technology | 1,174.0 | $340K | 0.29% | +79.0 | +7.2% | $289.39 | +8.3% |
| 23 | AOM | ISHARES TR | — | 6,118.0 | $305K | 0.26% | +435.0 | +7.7% | $49.89 | -0.0% |
| 24 | FDVV | FIDELITY COVINGTON TRUST | — | 4,619.0 | $278K | 0.24% | +39.0 | +0.8% | $60.29 | +4.9% |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 345.0 | $258K | 0.22% | NEW | — | $746.77 | +2.6% |
| 26 | SCHD | SCHWAB STRATEGIC TR | — | 7,261.0 | $230K | 0.20% | — | — | $31.71 | +10.5% |
| 27 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 428.0 | $224K | 0.19% | NEW | — | $522.39 | +2.3% |
| 28 | SCHF | SCHWAB STRATEGIC TR | — | 7,859.0 | $218K | 0.19% | -829.0 | -9.5% | $27.70 | +2.7% |
| 29 | F | FORD MTR CO | Consumer Cyclical | 13,700.0 | $190K | 0.16% | — | — | $13.90 | +0.0% |
| 30 | MVIS | MICROVISION INC DEL | Technology | 42,136.0 | $14K | 0.01% | NEW | — | $0.33 | +465.8% |
| 31 | GAME | GAMESQUARE HLDGS INC | Technology | 12,000.0 | $5K | 0.00% | — | — | $0.40 | +768.4% |
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%