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

Currently, MKD WEALTH COACHES, LLC holds 31 types of securities in its portfolio with a total value $117.0M. In the most recent quarter, they have increased their positions in N/A (+1.9K shares, valued at $1.4M), VEA (+17.5K shares, valued at $1.2M), IJH (+7.1K shares, valued at $545.5K); decreased their positions in VTV (-316 shares, valued at $68.9K), IEMG (-303 shares, valued at $25.1K), SCHF (-829 shares, valued at $23.0K); initiated new positions in VEA (+17.5K shares, valued at $1.2M), N/A (+345 shares, valued at $257.6K), DIA (+428 shares, valued at $223.6K).

1M P&L

+813.6K+1.91%

3M P&L

+1.2M+2.87%

HY P&L

+1.2M+2.89%

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/A42.7M

96.4%

2Internet Retail543.9K

1.2%

3Internet Content & Information500.3K

1.1%

Top Industries by Stock Count

1N/A22 stocks

78.6%

2Internet Retail1 stocks

3.6%

3Auto Manufacturers1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR86.8K shares2.21%2026-06-302026-07-14

IJH ISHARES TR255.8K shares2.84%2026-06-302026-07-14

ISHARES TR ISHARES TR75.7K shares0.74%2026-06-302026-07-14

IWB ISHARES TR10.0K shares0.00%2026-06-302026-07-14

DBMF LITMAN GREGORY FDS TR100.7K shares5.05%2026-06-302026-07-14

MUB ISHARES TR22.2K shares1.95%2026-06-302026-07-14

IEMG ISHARES INC26.9K shares-1.11%2026-06-302026-07-14

EFG ISHARES TR17.4K shares-0.10%2026-06-302026-07-14

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IJR ISHARES TR14.3K shares19.17%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS17.5K sharesnew addition2026-06-302026-07-14

EFA ISHARES TR6.7K shares0.00%2026-06-302026-07-14

HYG ISHARES TR8.3K shares2.60%2026-06-302026-07-14

BUFB INNOVATOR ETFS TRUST15.7K shares0.00%2026-06-302026-07-14

ITOT ISHARES TR3.4K shares0.00%2026-06-302026-07-14

AMZN AMAZON COM INC2.3K shares-0.95%2026-06-302026-07-14

GOOGL ALPHABET INC1.4K shares-1.69%2026-06-302026-07-14

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VTV VANGUARD INDEX FDS1.8K shares-14.83%2026-06-302026-07-14

VUG VANGUARD INDEX FDS4.2K shares196.42%2026-06-302026-07-14

SCHZ SCHWAB STRATEGIC TR15.5K shares21.72%2026-06-302026-07-14

IAU ISHARES GOLD TR4.7K shares0.00%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR11.7K shares-3.35%2026-06-302026-07-14

AAPL APPLE INC1.2K shares7.21%2026-06-302026-07-14

AOM ISHARES TR6.1K shares7.65%2026-06-302026-07-14

FDVV FIDELITY COVINGTON TRUST4.6K shares0.85%2026-06-302026-07-14

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STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T345 sharesnew addition2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR7.3K shares0.00%2026-06-302026-07-14

DIA STATE STR SPDR DOW JONES IND428 sharesnew addition2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR7.9K shares-9.54%2026-06-302026-07-14

F FORD MTR CO13.7K shares0.00%2026-06-302026-07-14

MVIS MICROVISION INC DEL42.1K sharesnew addition2026-06-302026-07-14

GAME GAMESQUARE HLDGS INC12.0K shares0.00%2026-06-302026-07-14

ISHARES TR

2.21%

Shares86.8K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

2.84%

Shares255.8K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.74%

Shares75.7K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

DBMF

LITMAN GREGORY FDS TR

5.05%

Shares100.7K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

1.95%

Shares22.2K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

-1.11%

Shares26.9K

Event2026-06-30

Filed2026-07-14

EFG

ISHARES TR

-0.10%

Shares17.4K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

19.17%

Shares14.3K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

New

Shares17.5K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-14

HYG

ISHARES TR

2.60%

Shares8.3K

Event2026-06-30

Filed2026-07-14

BUFB

INNOVATOR ETFS TRUST

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-0.95%

Shares2.3K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-1.69%

Shares1.4K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

-14.83%

Shares1.8K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

196.42%

Shares4.2K

Event2026-06-30

Filed2026-07-14

SCHZ

SCHWAB STRATEGIC TR

21.72%

Shares15.5K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-3.35%

Shares11.7K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

7.21%

Shares1.2K

Event2026-06-30

Filed2026-07-14

AOM

ISHARES TR

7.65%

Shares6.1K

Event2026-06-30

Filed2026-07-14

FDVV

FIDELITY COVINGTON TRUST

0.85%

Shares4.6K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

New

Shares345

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

New

Shares428

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

-9.54%

Shares7.9K

Event2026-06-30

Filed2026-07-14

FORD MTR CO

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-14

MVIS

MICROVISION INC DEL

New

Shares42.1K

Event2026-06-30

Filed2026-07-14

GAME

GAMESQUARE HLDGS INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available