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 | $409K | 0.4%Prev: 0.2% | 1,424 SH | Increased+24 SH |
| AMAZON COM INC | COM | $480K | 0.5%Prev: 0.5% | 2,304 SH | Increased+20 SH |
| APPLE INC | COM | $278K | 0.3%Prev: 0.3% | 1,095 SH | Decreased-257 SH |
| DELL TECHNOLOGIES INC | CL C | $1.1M | 1.1% | 6,554 SH | New |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $253K | 0.2% | 4,580 SH | New |
| FORD MTR CO | COM | $158K | 0.2%Prev: 0.2% | 13,700 SH | Increased-100 SH |
| GAMESQUARE HLDGS INC | COM | $3K | 0.0% | 12,000 SH | New |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $565K | 0.6%Prev: 0.6% | 15,740 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $410K | 0.4%Prev: 0.3% | 4,654 SH | Increased-395 SH |
| ISHARES INC | CORE MSCI EMKT | $1.9M | 1.9%Prev: 2.1% | 27,249 SH | Increased-6,989 SH |
| ISHARES TR | CORE 40/60 MODER | $269K | 0.3%Prev: 0.3% | 5,683 SH | Increased-388 SH |
| ISHARES TR | CORE S&P MCP ETF | $16.8M | 16.5%Prev: 14.6% | 248,765 SH | Increased+27,299 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.5M | 1.5%Prev: 3.3% | 11,973 SH | Decreased-15,871 SH |
| ISHARES TR | CORE S&P TTL STK | $483K | 0.5%Prev: 0.5% | 3,394 SH | Increased-6 SH |
| ISHARES TR | CORE S&P500 ETF | $55.5M | 54.6%Prev: 54.4% | 84,945 SH | Increased-617 SH |
| ISHARES TR | CORE US AGGBD ET | $7.5M | 7.3%Prev: 8.1% | 75,146 SH | Increased+2,610 SH |
| ISHARES TR | EAFE GRWTH ETF | $1.9M | 1.9%Prev: 2.1% | 17,434 SH | Increased-759 SH |
| ISHARES TR | IBOXX HI YD ETF | $641K | 0.6%Prev: 0.7% | 8,062 SH | Decreased-239 SH |
| ISHARES TR | MSCI EAFE ETF | $655K | 0.6%Prev: 0.6% | 6,747 SH | Increased+234 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.3M | 2.3%Prev: 2.5% | 21,808 SH | Increased+471 SH |
| ISHARES TR | RUS 1000 ETF | $3.6M | 3.5%Prev: 3.9% | 10,022 SH | Increased-1,267 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $2.9M | 2.8%Prev: 2.6% | 95,835 SH | Increased+3,408 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $215K | 0.2% | 8,688 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $296K | 0.3%Prev: 0.3% | 12,766 SH | Increased+1,332 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $223K | 0.2%Prev: 0.2% | 7,261 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $310K | 0.3%Prev: 0.3% | 12,098 SH | Increased+889 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $622K | 0.6%Prev: 0.6% | 1,425 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $418K | 0.4%Prev: 0.4% | 2,131 SH | Increased |
| 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 |