Mkd Wealth Coaches, LLC
31 holdingsFiling period: 2026-06-30Current AUM: $113.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 86.8K | $65.0M | $64.1M | 56.31% | +1.9K | 2026-06-30 |
| 2 | IJH | iShares TR | 255.8K | $19.7M | $18.4M | 16.20% | +7.1K | 2026-06-30 |
| 3 | AGG | iShares TR | 75.7K | $7.5M | $7.3M | 6.42% | +556 | 2026-06-30 |
| 4 | IWB | iShares TR | 10.0K | $4.1M | $4.0M | 3.54% | -- | 2026-06-30 |
| 5 | DBMF | Litman Gregory Fds TR | 100.7K | $3.1M | $3.2M | 2.78% | +4.8K | 2026-06-30 |
| 6 | MUB | iShares TR | 22.2K | $2.4M | $2.3M | 2.05% | +425 | 2026-06-30 |
| 7 | IEMG | iShares Inc | 26.9K | $2.2M | $1.9M | 1.71% | -303 | 2026-06-30 |
| 8 | EFG | iShares TR | 17.4K | $2.2M | $2.0M | 1.77% | -18 | 2026-06-30 |
| 9 | IJR | iShares TR | 14.3K | $2.1M | $2.0M | 1.72% | +2.3K | 2026-06-30 |
| 10 | VEA | Vanguard Tax-Managed Fds | 17.5K | $1.2M | $1.2M | 1.04% | -- | 2026-06-30 |
| 11 | EFA | iShares TR | 6.7K | $700K | $687K | 0.60% | -- | 2026-06-30 |
| 12 | HYG | iShares TR | 8.3K | $661K | $638K | 0.56% | +210 | 2026-06-30 |
| 13 | BUFB | Innovator ETFs Trust | 15.7K | $618K | $618K | 0.54% | -- | 2026-06-30 |
| 14 | ITOT | iShares TR | 3.4K | $557K | $544K | 0.48% | -- | 2026-06-30 |
| 15 | AMZN | Amazon.com Inc | 2.3K | $543K | $591K | 0.52% | -22 | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc | 1.4K | $500K | $398K | 0.35% | -24 | 2026-06-30 |
| 17 | VTV | Vanguard Index Fds | 1.8K | $395K | $404K | 0.35% | -316 | 2026-06-30 |
| 18 | VUG | Vanguard Index Fds | 4.2K | $363K | $346K | 0.30% | +2.8K | 2026-06-30 |
| 19 | SCHZ | Schwab Strategic TR | 15.5K | $359K | $350K | 0.31% | +2.8K | 2026-06-30 |
| 20 | IAU | iShares Gold TR | 4.7K | $351K | $355K | 0.31% | -- | 2026-06-30 |
| 21 | SCHX | Schwab Strategic TR | 11.7K | $344K | $338K | 0.30% | -405 | 2026-06-30 |
| 22 | AAPL | Apple Inc | 1.2K | $339K | $401K | 0.35% | +79 | 2026-06-30 |
| 23 | AOM | iShares TR | 6.1K | $305K | $296K | 0.26% | +435 | 2026-06-30 |
| 24 | FDVV | Fidelity Covington Trust | 4.6K | $278K | $284K | 0.25% | +39 | 2026-06-30 |
| 25 | SPY | State Str Spdr S&P 500 ETF T | 345 | $257K | $253K | 0.22% | -- | 2026-06-30 |
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