Q1 2026 · 13F-HR
MKD WEALTH COACHES, LLCholdings as filed
Filed 2026-04-13 · accession 0001754960-26-000228
$101.6M
Reported value
28
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $55.5M | 54.6% | 84,945 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $16.8M | 16.5% | 248,765 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $7.5M | 7.34% | 75,146 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $3.6M | 3.52% | 10,022 | Common | NONE |
| 53700T827 | DBMF | LITMAN GREGORY FDS TR | $2.9M | 2.84% | 95,835 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $2.3M | 2.28% | 21,808 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $1.9M | 1.91% | 17,434 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.9M | 1.87% | 27,249 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $1.5M | 1.46% | 11,973 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $1.1M | 1.06% | 6,554 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $655,323 | 0.64% | 6,747 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $641,426 | 0.63% | 8,062 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $622,426 | 0.61% | 1,425 | Common | NONE |
| 45783Y756 | BUFB | INNOVATOR ETFS TRUST | $565,223 | 0.56% | 15,740 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $483,407 | 0.48% | 3,394 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $479,854 | 0.47% | 2,304 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $418,102 | 0.41% | 2,131 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $410,297 | 0.40% | 4,654 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $409,485 | 0.40% | 1,424 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $310,190 | 0.31% | 12,098 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $296,433 | 0.29% | 12,766 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $277,936 | 0.27% | 1,095 | Common | NONE |
| 464289875 | AOM | ISHARES TR | $269,187 | 0.26% | 5,683 | Common | NONE |
| 316092840 | FDVV | FIDELITY COVINGTON TRUST | $252,973 | 0.25% | 4,580 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $222,776 | 0.22% | 7,261 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $215,031 | 0.21% | 8,688 | Common | NONE |
| 345370860 | F | FORD MTR CO | $158,098 | 0.16% | 13,700 | Common | NONE |
| 36468G103 | GAME | GAMESQUARE HLDGS INC | $3,240 | 0.00% | 12,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.