13F-HR filed by MKD WEALTH COACHES, LLC
MKD WEALTH COACHES, LLC filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-01-24, with 34 holding rows worth $73,073,000.
- Accession
- 0000905729-22-000016
- Filer
- CIK 1536549
- Filed
- 2022-01-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 34 entries on the cover page, a total value of $73,073,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $73,073,000 with VALUE read as thousands by filing date, 13F file number 028-18960. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 88,752 | $42,334,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 113,889 | $13,041,000 | thousands by filing date | |
| GENTHERM INC | 37253A103 | COM | 21,904 | $1,903,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 16,602 | $1,894,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 22,240 | $1,750,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 8,948 | $1,589,000 | thousands by filing date | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 9,918 | $1,094,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 4,400 | $1,018,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 15,113 | $905,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 7,437 | $865,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 193 | $644,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 1,463 | $469,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 156 | $451,000 | thousands by filing date | |
| STELLANTIS N.V SHS | N82405106 | Stock | 22,972 | $431,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,210 | $407,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 19,545 | $406,000 | thousands by filing date | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 8,414 | $331,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 2,131 | $313,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,496 | $304,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 726 | $301,000 | thousands by filing date | |
| iShares Gold Trust | 464285204 | COM | 8,111 | $282,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 772 | $231,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 1,944 | $221,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y483 | NASDAQ 100 COVER | 9,734 | $216,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 854 | $215,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 800 | $214,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 70 | $203,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 1,115 | $182,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 182 | $167,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 932 | $164,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,105 | $159,000 | thousands by filing date | |
| ISHARES INC | 464286327 | MSCI GLB SLV&MTL | 11,478 | $148,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 352 | $118,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 154 | $103,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905729-22-000016 | this filing | 2022-01-24 | acceptance time not in the bulk data set |