MKD Wealth Coaches, LLC
- SEC CIK
- 0001536549
- Latest filing
- Jul 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 25
- 0 vs. Q1 2025
- Portfolio value
- $94.8M
- +$6.47M (+7.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 86,123 | $53.5M | 56.4% | +561+0.7% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 234,382 | $14.5M | 15.3% | +12,916+5.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 70,497 | $6.99M | 7.4% | −2,039−2.8% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 10,825 | $3.68M | 3.9% | −464−4.1% | Reduced | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 92,434 | $2.38M | 2.5% | +70.0% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,087 | $2.20M | 2.3% | −250−1.2% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 33,537 | $2.01M | 2.1% | −701−2.0% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 17,917 | $2.01M | 2.1% | −276−1.5% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,970 | $1.53M | 1.6% | −13,874−49.8% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 8,122 | $655.0K | 0.7% | −179−2.2% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,425 | $624.7K | 0.7% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,626 | $592.3K | 0.6% | +113+1.7% | Added | – |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 15,740 | $533.3K | 0.6% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,282 | $500.6K | 0.5% | −2−0.1% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 3,394 | $458.3K | 0.5% | −6−0.2% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,131 | $376.6K | 0.4% | 00.0% | Unchanged | – |
| IAUiShares Gold Trust | ETF | 5,046 | $314.7K | 0.3% | −3−0.1% | Reduced | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 6,528 | $300.5K | 0.3% | +457+7.5% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,455 | $280.0K | 0.3% | +246+2.2% | Added | – |
| AAPLApple Inc. | Stock | 1,352 | $277.4K | 0.3% | 00.0% | Unchanged | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,764 | $273.4K | 0.3% | +330+2.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 1,400 | $246.7K | 0.3% | 00.0% | Unchanged | History |
| Fidelity High Dividend ETF316092840 | ETF | 4,481 | $233.1K | 0.2% | +4,481 | New | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 494 | $217.7K | 0.2% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 13,700 | $148.6K | 0.2% | −100−0.7% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 7,261 | $203.0K | 0.2% | – |