13F-HR filed by MKD WEALTH COACHES, LLC
MKD WEALTH COACHES, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-05, with 29 holding rows worth $98,784,216.
- Accession
- 0001754960-25-000100
- Filer
- CIK 1536549
- Filed
- 2025-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 29 entries on the cover page, a total value of $98,784,216 stated on the cover page (in dollars after the unit check, H1), rows summing to $98,784,216 with VALUE read as dollars as filed, 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 | 84,703 | $49,862,719 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 177,573 | $20,460,006 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 67,480 | $6,538,822 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 34,391 | $3,664,365 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 11,372 | $3,663,604 | dollars as filed | |
| LITMAN GREGORY FDS TR | 53700T827 | IMGP DBI MAN ETF | 89,347 | $2,337,307 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 23,145 | $2,241,100 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 38,590 | $2,015,170 | dollars as filed | |
| GENTHERM INC | 37253A103 | COM | 18,618 | $743,324 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 8,302 | $652,974 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,425 | $584,877 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,613 | $577,368 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y756 | LADDERED ALC BFR | 15,740 | $508,413 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,284 | $501,087 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 6,513 | $492,444 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 3,400 | $437,308 | dollars as filed | |
| IJH | 464287507 | COM | 6,487 | $404,203 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 7,801 | $386,228 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,131 | $360,778 | dollars as filed | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 7,925 | $344,247 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,352 | $338,603 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 12,278 | $284,612 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,400 | $265,020 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 4,056 | $232,449 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 9,587 | $217,620 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 494 | $210,197 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 3,580 | $205,216 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 13,800 | $136,620 | dollars as filed | |
| ISHARES INC | 464286327 | MSCI GLB SLV&MTL | 10,185 | $117,535 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000100 | this filing | 2025-02-05 | acceptance time not in the bulk data set |