Holdings of MKD WEALTH COACHES, LLC
27 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 93.7 % of the equity sleeve
Sector breakdown
- Funds 78.9 %
- Technology 1.3 %
- Consumer discretionary 0.6 %
- Communication 0.4 %
- Unattributed 18.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 27 | 101.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P 500 ETF | 84,945 | 55.5M $ | |
| 2 | iShares Core S&P Mid-Cap ETF | 248,765 | 16.8M $ | |
| 3 | iShares Core U.S. Aggregate Bond ETF | 75,146 | 7.5M $ | |
| 4 | iShares Trust | 10,022 | 3.6M $ | |
| 5 | iMGP DBi Managed Futures Strat | 95,835 | 2.9M $ | |
| 6 | iShares National Muni Bond ETF | 21,808 | 2.3M $ | |
| 7 | iShares MSCI EAFE Growth ETF | 17,434 | 1.9M $ | |
| 8 | iShares Core MSCI Emerging Markets ETF | 27,249 | 1.9M $ | |
| 9 | iShares Core S&P Small-Cap ETF | 11,973 | 1.5M $ | |
| 10 | Dell Technologies Inc | 6,554 | 1.1M $ | |
| 11 | iShares MSCI EAFE ETF | 6,747 | 655.3K $ | |
| 12 | iShares Trust | 8,062 | 641.4K $ | |
| 13 | Vanguard Growth ETF | 1,425 | 622.4K $ | |
| 14 | Innovator Laddered Allocation Buffer ETF | 15,740 | 565.2K $ | |
| 15 | iShares Core S&P Total U.S. Stock Market ETF | 3,394 | 483.4K $ | |
| 16 | Amazon.com Inc | 2,304 | 479.9K $ | |
| 17 | Vanguard Value ETF | 2,131 | 418.1K $ | |
| 18 | Ishares Gold Trust | 4,654 | 410.3K $ | |
| 19 | Alphabet Inc | 1,424 | 409.5K $ | |
| 20 | Schwab U.S. Large-Cap ETF | 12,098 | 310.2K $ | |
| 21 | Schwab U.S. Aggregate Bond ETF | 12,766 | 296.4K $ | |
| 22 | Apple Inc | 1,095 | 277.9K $ | |
| 23 | Fidelity Covington Trust | 4,580 | 253K $ | |
| 24 | Schwab US Dividend Equity ETF | 7,261 | 222.8K $ | |
| 25 | Schwab International Equity ETF | 8,688 | 215K $ | |
| 26 | Ford Motor Co | 13,700 | 158.1K $ | |
| 27 | GAMESQUARE HOLDINGS INC | 12,000 | 3.2K $ | |