MKD Wealth Coaches, LLC
- SEC CIK
- 0001536549
- Latest filing
- Jul 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 19, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 22
- 0 vs. Q1 2021
- Portfolio value
- $62.6M
- +$3.95M (+6.7%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 88,561 | $38.1M | 60.9% | +240.0% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 111,852 | $12.6M | 20.2% | +863+0.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,248 | $2.10M | 3.4% | −181−1.0% | Reduced | – |
| THRMGentherm Inc | COM | 21,904 | $1.56M | 2.5% | 00.0% | Unchanged | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 10,175 | $1.09M | 1.7% | +177+1.8% | Added | – |
| TGTTarget Corp | Stock | 4,400 | $1.06M | 1.7% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,265 | $1.02M | 1.6% | +192+1.3% | Added | – |
| AAPLApple Inc. | Stock | 7,316 | $1.00M | 1.6% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,342 | $860.0K | 1.4% | −291−3.8% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 123 | $423.0K | 0.7% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,463 | $420.0K | 0.7% | 00.0% | Unchanged | – |
| FBCFlagstar Bancorp Inc | COM PAR .001 | 8,352 | $353.0K | 0.6% | 00.0% | Unchanged | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,606 | $317.0K | 0.5% | −52−1.4% | Reduced | – |
| IAUiShares Gold Trust | ETF | 8,725 | $294.0K | 0.5% | −984−10.1% | ReducedConverted for a 1-for-2 split | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,131 | $293.0K | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 5,021 | $226.0K | 0.4% | −409−7.5% | Reduced | – |
| FFord Motor Co | Stock | 14,400 | $214.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 13,568 | $208.0K | 0.3% | +482+3.7% | Added | – |
| GOOGLAlphabet Inc. | Stock | 70 | $171.0K | 0.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 50 | $125.0K | 0.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 300 | $81.0K | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 50 | $17.0K | <0.1% | 00.0% | Unchanged | History |