Universe · entity
MKD WEALTH COACHES, LLC
Institutional manager (13F) · CIK 1536549
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $102M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $55M | 84,945 |
| 2 | ISHARES TR | $17M | 248,765 |
| 3 | ISHARES TR | $7M | 75,146 |
| 4 | ISHARES TR | $4M | 10,022 |
| 5 | LITMAN GREGORY FDS TR | $3M | 95,835 |
| 6 | ISHARES TR | $2M | 21,808 |
| 7 | ISHARES TR | $2M | 17,434 |
| 8 | ISHARES INC | $2M | 27,249 |
| 9 | ISHARES TR | $1M | 11,973 |
| 10 | DELL TECHNOLOGIES INC | $1M | 6,554 |
| 11 | ISHARES TR | $655k | 6,747 |
| 12 | ISHARES TR | $641k | 8,062 |
| 13 | VANGUARD INDEX FDS | $622k | 1,425 |
| 14 | INNOVATOR ETFS TRUST | $565k | 15,740 |
| 15 | ISHARES TR | $483k | 3,394 |
| 16 | AMAZON COM INC | $480k | 2,304 |
| 17 | VANGUARD INDEX FDS | $418k | 2,131 |
| 18 | ISHARES GOLD TR | $410k | 4,654 |
| 19 | ALPHABET INC | $409k | 1,424 |
| 20 | SCHWAB STRATEGIC TR | $310k | 12,098 |
| 21 | SCHWAB STRATEGIC TR | $296k | 12,766 |
| 22 | APPLE INC | $278k | 1,095 |
| 23 | ISHARES TR | $269k | 5,683 |
| 24 | FIDELITY COVINGTON TRUST | $253k | 4,580 |
| 25 | SCHWAB STRATEGIC TR | $223k | 7,261 |
| 26 | SCHWAB STRATEGIC TR | $215k | 8,688 |
| 27 | FORD MTR CO | $158k | 13,700 |
| 28 | GAMESQUARE HLDGS INC | $3k | 12,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.