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The Analysis of MKD WEALTH COACHES, LLC's Holdings & P&L

Currently, MKD WEALTH COACHES, LLC holds 28 types of securities in its portfolio with a total value $101.6M. In the most recent quarter, they have increased their positions in IVV (+3.4K shares, valued at $2.2M), IJH (+19.0K shares, valued at $1.3M), DELL (+6.6K shares, valued at $1.1M); decreased their positions in IEMG (-5.4K shares, valued at $376.6K), IJR (-1.8K shares, valued at $222.6K), N/A (-317 shares, valued at $91.2K); initiated new positions in DELL (+6.6K shares, valued at $1.1M), SCHD (+7.3K shares, valued at $222.8K).

1M P&L

+4.7M+4.34%

3M P&L

+4.5M+4.12%

HY P&L

+7.1M+6.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A98.8M

98.0%

2Computer Hardware1.1M

1.1%

3Internet Retail479.9K

0.5%

Top Industries by Stock Count

1N/A21 stocks

80.8%

2Internet Retail1 stocks

3.8%

3Consumer Electronics1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR84.9K shares4.17%2026-03-312026-04-13

IJH ISHARES TR248.8K shares8.25%2026-03-312026-04-13

AGG ISHARES TR75.1K shares2.35%2026-03-312026-04-13

IWB ISHARES TR10.0K shares-0.84%2026-03-312026-04-13

DBMF LITMAN GREGORY FDS TR95.8K shares4.28%2026-03-312026-04-13

MUB ISHARES TR21.8K shares1.71%2026-03-312026-04-13

EFG ISHARES TR17.4K shares-4.08%2026-03-312026-04-13

IEMG ISHARES INC27.2K shares-16.54%2026-03-312026-04-13

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IJR ISHARES TR12.0K shares-13.01%2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC6.6K sharesnew addition2026-03-312026-04-13

EFA ISHARES TR6.7K shares0.00%2026-03-312026-04-13

HYG ISHARES TR8.1K shares-3.03%2026-03-312026-04-13

VUG VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-13

BUFB INNOVATOR ETFS TRUST15.7K shares0.00%2026-03-312026-04-13

ITOT ISHARES TR3.4K shares0.00%2026-03-312026-04-13

AMZN AMAZON COM INC2.3K shares-10.07%2026-03-312026-04-13

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VTV VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR4.7K shares0.00%2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.4K shares-18.21%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR12.1K shares1.24%2026-03-312026-04-13

SCHZ SCHWAB STRATEGIC TR12.8K shares2.11%2026-03-312026-04-13

AAPL APPLE INC1.1K shares4.29%2026-03-312026-04-13

AOM ISHARES TR5.7K shares-5.49%2026-03-312026-04-13

FDVV FIDELITY COVINGTON TRUST4.6K shares0.81%2026-03-312026-04-13

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SCHD SCHWAB STRATEGIC TR7.3K sharesnew addition2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR8.7K shares1.14%2026-03-312026-04-13

F FORD MTR CO13.7K shares-16.46%2026-03-312026-04-13

GAME GAMESQUARE HLDGS INC12.0K shares0.00%2026-03-312026-04-13

IVV

ISHARES TR

4.17%

Shares84.9K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

8.25%

Shares248.8K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

2.35%

Shares75.1K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

-0.84%

Shares10.0K

Event2026-03-31

Filed2026-04-13

DBMF

LITMAN GREGORY FDS TR

4.28%

Shares95.8K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

1.71%

Shares21.8K

Event2026-03-31

Filed2026-04-13

EFG

ISHARES TR

-4.08%

Shares17.4K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-16.54%

Shares27.2K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-13.01%

Shares12.0K

Event2026-03-31

Filed2026-04-13

DELL

DELL TECHNOLOGIES INC

New

Shares6.6K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-13

HYG

ISHARES TR

-3.03%

Shares8.1K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-13

BUFB

INNOVATOR ETFS TRUST

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-10.07%

Shares2.3K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-18.21%

Shares1.4K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

1.24%

Shares12.1K

Event2026-03-31

Filed2026-04-13

SCHZ

SCHWAB STRATEGIC TR

2.11%

Shares12.8K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

4.29%

Shares1.1K

Event2026-03-31

Filed2026-04-13

AOM

ISHARES TR

-5.49%

Shares5.7K

Event2026-03-31

Filed2026-04-13

FDVV

FIDELITY COVINGTON TRUST

0.81%

Shares4.6K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

New

Shares7.3K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

1.14%

Shares8.7K

Event2026-03-31

Filed2026-04-13

FORD MTR CO

-16.46%

Shares13.7K

Event2026-03-31

Filed2026-04-13

GAME

GAMESQUARE HLDGS INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available