MKD WEALTH COACHES, LLC
28 holdingsFiling period: 2026-03-31Current AUM: $115.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 84.9K | $55.5M | $63.7M | 55.32% | +3.4K | 2026-03-31 |
| 2 | IJH | ISHARES TR | 248.8K | $16.8M | $18.7M | 16.25% | +19.0K | 2026-03-31 |
| 3 | AGG | ISHARES TR | 75.1K | $7.5M | $7.3M | 6.35% | +1.7K | 2026-03-31 |
| 4 | IWB | ISHARES TR | 10.0K | $3.6M | $4.1M | 3.55% | -85 | 2026-03-31 |
| 5 | DBMF | LITMAN GREGORY FDS TR | 95.8K | $2.9M | $3.0M | 2.57% | +3.9K | 2026-03-31 |
| 6 | MUB | ISHARES TR | 21.8K | $2.3M | $2.3M | 2.00% | +367 | 2026-03-31 |
| 7 | EFG | ISHARES TR | 17.4K | $1.9M | $2.1M | 1.84% | -742 | 2026-03-31 |
| 8 | IEMG | ISHARES INC | 27.2K | $1.9M | $2.1M | 1.84% | -5,399 | 2026-03-31 |
| 9 | IJR | ISHARES TR | 12.0K | $1.5M | $1.7M | 1.51% | -1,791 | 2026-03-31 |
| 10 | DELL | DELL TECHNOLOGIES INC | 6.6K | $1.1M | $2.7M | 2.30% | -- | 2026-03-31 |
| 11 | EFA | ISHARES TR | 6.7K | $655K | $712K | 0.62% | -- | 2026-03-31 |
| 12 | HYG | ISHARES TR | 8.1K | $641K | $640K | 0.56% | -252 | 2026-03-31 |
| 13 | VUG | VANGUARD INDEX FDS | 1.4K | $622K | $728K | 0.63% | -- | 2026-03-31 |
| 14 | BUFB | INNOVATOR ETFS TRUST | 15.7K | $565K | $622K | 0.54% | -- | 2026-03-31 |
| 15 | ITOT | ISHARES TR | 3.4K | $483K | $555K | 0.48% | -- | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 2.3K | $479K | $625K | 0.54% | -258 | 2026-03-31 |
| 17 | VTV | VANGUARD INDEX FDS | 2.1K | $418K | $469K | 0.41% | -- | 2026-03-31 |
| 18 | IAU | ISHARES GOLD TR | 4.7K | $410K | $354K | 0.31% | -- | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 1.4K | $409K | $507K | 0.44% | -317 | 2026-03-31 |
| 20 | SCHX | SCHWAB STRATEGIC TR | 12.1K | $310K | $356K | 0.31% | +148 | 2026-03-31 |
| 21 | SCHZ | SCHWAB STRATEGIC TR | 12.8K | $296K | $290K | 0.25% | +264 | 2026-03-31 |
| 22 | AAPL | APPLE INC | 1.1K | $277K | $337K | 0.29% | +45 | 2026-03-31 |
| 23 | AOM | ISHARES TR | 5.7K | $269K | $279K | 0.24% | -330 | 2026-03-31 |
| 24 | FDVV | FIDELITY COVINGTON TRUST | 4.6K | $252K | $285K | 0.25% | +37 | 2026-03-31 |
| 25 | SCHD | SCHWAB STRATEGIC TR | 7.3K | $222K | $242K | 0.21% | -- | 2026-03-31 |
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