Mkd Wealth Coaches, LLC Top Holdings and 13F Report (2025) About Mkd Wealth Coaches, LLCInvestment ActivityMkd Wealth Coaches, LLC has $88.37 million in total holdings as of March 31, 2025.Mkd Wealth Coaches, LLC owns shares of 25 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 15.67% of the portfolio was purchased this quarter.About 22.56% of the portfolio was sold this quarter.This quarter, Mkd Wealth Coaches, LLC has purchased 29 new stocks and bought additional shares in 5 stocks.Mkd Wealth Coaches, LLC sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $48,077,128iShares Core S&P Mid-Cap ETF $12,922,535iShares Core U.S. Aggregate Bond ETF $7,175,220iShares Russell 1000 ETF $3,462,788iShares Core S&P Small-Cap ETF $2,911,611 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $203,025 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 214,979 shares (about $12.54M)iShares Core U.S. Aggregate Bond ETF 5,056 shares (about $500.14K)iShares Core S&P 500 ETF 859 shares (about $482.67K)Schwab US Dividend Equity ETF 7,261 shares (about $203.03K)iMGP DBi Managed Futures Strategy ETF 3,080 shares (about $77.80K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 149,729 shares (about $15.66M)iShares National Muni Bond ETF 13,054 shares (about $1.38M)iShares MSCI EAFE Growth ETF 4,952 shares (about $495.20K)iShares Core MSCI Emerging Markets ETF 4,352 shares (about $234.88K)iShares Gold Trust 2,752 shares (about $162.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMkd Wealth Coaches, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$48,077,128$482,670 ▲1.0%85,56254.4%ETFIJHiShares Core S&P Mid-Cap ETF$12,922,535$12,544,019 ▲3,314.0%221,46614.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,175,220$500,137 ▲7.5%72,5368.1%FinanceIWBiShares Russell 1000 ETF$3,462,788$25,459 ▼-0.7%11,2893.9%ETFIJRiShares Core S&P Small-Cap ETF$2,911,611$15,656,968 ▼-84.3%27,8443.3%ETFDBMFiMGP DBi Managed Futures Strategy ETF$2,334,710$77,801 ▲3.4%92,4272.6%ETFMUBiShares National Muni Bond ETF$2,249,784$1,376,420 ▼-38.0%21,3372.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,847,833$234,878 ▼-11.3%34,2382.1%ETFEFGiShares MSCI EAFE Growth ETF$1,819,290$495,197 ▼-21.4%18,1932.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$654,843$79 ▼0.0%8,3010.7%ETFEFAiShares MSCI EAFE ETF$532,3030.0%6,5130.6%FinanceVUGVanguard Growth ETF$528,4190.0%1,4250.6%ETFBUFBInnovator Laddered Allocation Buffer ETF$494,5510.0%15,7400.6%ETFAMZNAmazon.com$434,5540.0%2,2840.5%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$414,8340.0%3,4000.5%ETFVTVVanguard Value ETF$368,1090.0%2,1310.4%ETFAAPLApple$300,3510.0%1,3520.3%Computer and TechnologyIAUiShares Gold Trust$297,689$162,258 ▼-35.3%5,0490.3%FinanceAOMiShares Core 40/60 Moderate Allocation ETF$266,380$81,349 ▼-23.4%6,0710.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$264,820$42,778 ▲19.3%11,4340.3%ETFSCHXSchwab US Large-Cap ETF$247,504$23,604 ▼-8.7%11,2090.3%ETFGOOGLAlphabet$216,4960.0%1,4000.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$207,4210.0%4940.2%FinanceSCHDSchwab US Dividend Equity ETF$203,025$203,025 ▲New Holding7,2610.2%ETFFFord Motor$138,4140.0%13,8000.2%Auto/Tires/TrucksTHRMGentherm$0$743,324 ▼-100.0%00.0%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$0$577,368 ▼-100.0%00.0%FinanceUSRTiShares Core U.S. REIT ETF$0$232,449 ▼-100.0%00.0%ETFAORiShares Core 60/40 Balanced Allocation ETF$0$205,216 ▼-100.0%00.0%ETFSLVPiShares MSCI Global Silver and Metals Miners ETF$0$117,535 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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