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 | $500K | 0.4%Prev: 0.3% | 1,400 SH | Increased |
| AMAZON COM INC | COM | $544K | 0.5%Prev: 0.5% | 2,282 SH | Increased |
| APPLE INC | COM | $340K | 0.3%Prev: 0.3% | 1,174 SH | Increased-178 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $278K | 0.2%Prev: 0.2% | 4,619 SH | Increased+138 SH |
| FORD MTR CO | COM | $190K | 0.2%Prev: 0.2% | 13,700 SH | Increased |
| GAMESQUARE HLDGS INC | COM | $5K | 0.0% | 12,000 SH | New |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $619K | 0.5%Prev: 0.6% | 15,740 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $351K | 0.3%Prev: 0.3% | 4,654 SH | Increased-392 SH |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 1.9%Prev: 2.1% | 26,946 SH | Increased-6,591 SH |
| ISHARES TR | CORE 40 MODE ETF | $305K | 0.3% | 6,118 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $19.7M | 16.9%Prev: 15.3% | 255,839 SH | Increased+21,457 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.1M | 1.8%Prev: 1.6% | 14,268 SH | Increased+298 SH |
| ISHARES TR | CORE S&P TTL STK | $558K | 0.5%Prev: 0.5% | 3,394 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $65.0M | 55.6%Prev: 56.4% | 86,824 SH | Increased+701 SH |
| ISHARES TR | CORE US AGGBD ET | $7.5M | 6.4%Prev: 7.4% | 75,702 SH | Increased+5,205 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.2M | 1.9%Prev: 2.1% | 17,416 SH | Increased-501 SH |
| ISHARES TR | IBOXX HI YD ETF | $662K | 0.6%Prev: 0.7% | 8,272 SH | Increased+150 SH |
| ISHARES TR | MSCI EAFE ETF | $701K | 0.6%Prev: 0.6% | 6,747 SH | Increased+121 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.4M | 2.0%Prev: 2.3% | 22,233 SH | Increased+1,146 SH |
| ISHARES TR | RUS 1000 ETF | $4.1M | 3.5%Prev: 3.9% | 10,022 SH | Increased-803 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MAN ETF | $3.1M | 2.6% | 100,670 SH | New |
| MICROVISION INC DEL | COM NEW | $14K | 0.0% | 42,136 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $218K | 0.2% | 7,859 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $359K | 0.3%Prev: 0.3% | 15,539 SH | Increased+3,775 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $230K | 0.2% | 7,261 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $344K | 0.3%Prev: 0.3% | 11,693 SH | Increased+238 SH |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $224K | 0.2% | 428 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $258K | 0.2% | 345 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $364K | 0.3%Prev: 0.7% | 4,224 SH | Decreased+2,799 SH |
| VANGUARD INDEX FDS | VALUE ETF | $396K | 0.3%Prev: 0.4% | 1,815 SH | Increased-316 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 1.1% | 17,539 SH | New |
| 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 |