13F HOLDINGS REPORT
MKD WEALTH COACHES, LLC
Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001754960-25-000100
Total Value
$98.8M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 84,703 | $49.9M | 50.48% |
| 2 | ISHARES TR | 464287804 | 177,573 | $20.5M | 20.71% |
| 3 | ISHARES TR | 464287226 | 67,480 | $6.5M | 6.62% |
| 4 | ISHARES TR | 464288414 | 34,391 | $3.7M | 3.71% |
| 5 | ISHARES TR | 464287622 | 11,372 | $3.7M | 3.71% |
| 6 | LITMAN GREGORY FDS TR | 53700T827 | 89,347 | $2.3M | 2.37% |
| 7 | ISHARES TR | 464288885 | 23,145 | $2.2M | 2.27% |
| 8 | ISHARES INC | 46434G103 | 38,590 | $2.0M | 2.04% |
| 9 | GENTHERM INC | THRM | 18,618 | $743,324 | 0.75% |
| 10 | ISHARES TR | 464288513 | 8,302 | $652,974 | 0.66% |
| 11 | VANGUARD INDEX FDS | 922908736 | 1,425 | $584,877 | 0.59% |
| 12 | ISHARES TR | 464287655 | 2,613 | $577,368 | 0.58% |
| 13 | INNOVATOR ETFS TRUST | INHD | 15,740 | $508,413 | 0.51% |
| 14 | AMAZON COM INC | AMZN | 2,284 | $501,087 | 0.51% |
| 15 | ISHARES TR | 464287465 | 6,513 | $492,444 | 0.50% |
| 16 | ISHARES TR | 464287150 | 3,400 | $437,308 | 0.44% |
| 17 | ISHARES TR | 464287507 | 6,487 | $404,203 | 0.41% |
| 18 | ISHARES GOLD TR | IAU | 7,801 | $386,228 | 0.39% |
| 19 | VANGUARD INDEX FDS | 922908744 | 2,131 | $360,778 | 0.37% |
| 20 | ISHARES TR | 464289875 | 7,925 | $344,247 | 0.35% |
| 21 | APPLE INC | AAPL | 1,352 | $338,603 | 0.34% |
| 22 | SCHWAB STRATEGIC TR | 808524201 | 12,278 | $284,612 | 0.29% |
| 23 | ALPHABET INC | GOOG | 1,400 | $265,020 | 0.27% |
| 24 | ISHARES TR | 464288521 | 4,056 | $232,449 | 0.24% |
| 25 | SCHWAB STRATEGIC TR | 808524839 | 9,587 | $217,620 | 0.22% |
| 26 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 494 | $210,197 | 0.21% |
| 27 | ISHARES TR | 464289867 | 3,580 | $205,216 | 0.21% |
| 28 | FORD MTR CO | 345370860 | 13,800 | $136,620 | 0.14% |
| 29 | ISHARES INC | 464286327 | 10,185 | $117,535 | 0.12% |