The Analysis of MKD WEALTH COACHES, LLC's Holdings

Currently, MKD WEALTH COACHES, LLC holds 27 types of securities in its portfolio with a total value $100.0M. In the most recent quarter, they have increased their positions in SCHF (+8.6K shares, valued at $206.5K), AGG (+455 shares, valued at $45.4K), MUB (+142 shares, valued at $15.2K); decreased their positions in IVV (-3.2K shares, valued at $2.2M), IJH (-3.5K shares, valued at $231.5K), AAPL (-302 shares, valued at $82.1K); initiated new positions in SCHF (+8.6K shares, valued at $206.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR81.5K shares-3.79%2025-12-312026-01-12

IJH ISHARES TR229.8K shares-1.50%2025-12-312026-01-12

AGG ISHARES TR73.4K shares0.62%2025-12-312026-01-12

IWB ISHARES TR10.1K shares-0.04%2025-12-312026-01-12

DBMF LITMAN GREGORY FDS TR91.9K shares-2.22%2025-12-312026-01-12

MUB ISHARES TR21.4K shares0.67%2025-12-312026-01-12

IEMG ISHARES INC32.6K shares-2.52%2025-12-312026-01-12

EFG ISHARES TR18.2K shares-0.01%2025-12-312026-01-12

Sponsored

VTV VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-01-12

ISHARES GOLD TR ISHARES GOLD TR4.7K shares1.28%2025-12-312026-01-12

SCHX SCHWAB STRATEGIC TR11.9K shares2.35%2025-12-312026-01-12

SCHZ SCHWAB STRATEGIC TR12.5K shares3.36%2025-12-312026-01-12

AOM ISHARES TR6.0K shares0.62%2025-12-312026-01-12

AAPL APPLE INC1.1K shares-22.34%2025-12-312026-01-12

FDVV FIDELITY COVINGTON TRUST4.5K shares0.69%2025-12-312026-01-12

F FORD MTR CO16.4K shares0.00%2025-12-312026-01-12