Loading…
CIK 0001536549 • 7 13F filings • Apr 10, 2025 – Oct 9, 2026
Import this data to Google Sheets with:
=jivedata("mkd-wealth-coaches-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $423K | 0.4%Prev: 0.4% | 1,741 SH | Decreased+341 SH |
| AMAZON COM INC | COM | $563K | 0.6%Prev: 0.5% | 2,562 SH | Increased+280 SH |
| APPLE INC | COM | $344K | 0.3%Prev: 0.3% | 1,352 SH | Increased+178 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $251K | 0.3%Prev: 0.2% | 4,512 SH | Decreased-107 SH |
| FORD MTR CO | COM | $196K | 0.2%Prev: 0.2% | 16,400 SH | Increased+2,700 SH |
| GAMESQUARE HLDGS INC | COM | $8K | 0.0%Prev: 0.0% | 12,000 SH | Increased |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $563K | 0.6%Prev: 0.5% | 15,740 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $334K | 0.3%Prev: 0.3% | 4,595 SH | Decreased-59 SH |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 2.2%Prev: 1.9% | 33,492 SH | Decreased+6,546 SH |
| ISHARES TR | CORE 40/60 MODER | $284K | 0.3% | 5,976 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $15.2M | 15.2%Prev: 16.9% | 233,309 SH | Decreased-22,530 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 1.6%Prev: 1.8% | 13,775 SH | Decreased-493 SH |
| ISHARES TR | CORE S&P TTL STK | $494K | 0.5%Prev: 0.5% | 3,394 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $56.7M | 56.5%Prev: 55.6% | 84,758 SH | Decreased-2,066 SH |
| ISHARES TR | CORE US AGGBD ET | $7.3M | 7.3%Prev: 6.4% | 72,969 SH | Decreased-2,733 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.1M | 2.1%Prev: 1.9% | 18,177 SH | Decreased+761 SH |
| ISHARES TR | IBOXX HI YD ETF | $676K | 0.7%Prev: 0.6% | 8,325 SH | Increased+53 SH |
| ISHARES TR | MSCI EAFE ETF | $619K | 0.6%Prev: 0.6% | 6,626 SH | Decreased-121 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.3M | 2.3%Prev: 2.0% | 21,299 SH | Decreased-934 SH |
| ISHARES TR | RUS 1000 ETF | $3.7M | 3.7%Prev: 3.5% | 10,111 SH | Decreased+89 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $2.6M | 2.6% | 93,992 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $284K | 0.3%Prev: 0.3% | 12,096 SH | Decreased-3,443 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $308K | 0.3%Prev: 0.3% | 11,676 SH | Decreased-17 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $229K | 0.2% | 494 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $683K | 0.7%Prev: 0.3% | 1,425 SH | Increased-2,799 SH |
| VANGUARD INDEX FDS | VALUE ETF | $397K | 0.4%Prev: 0.3% | 2,131 SH | Increased+316 SH |
| 13F-HR |
| 0001754960-25-000635 |
| $100.4M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000500 | $117.0M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000352 | $94.8M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000228 | $101.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000166 | $88.4M | View |