Mkd Wealth Coaches, LLC Top Holdings and 13F Report (2025) About Mkd Wealth Coaches, LLCInvestment ActivityMkd Wealth Coaches, LLC has $94.84 million in total holdings as of June 30, 2025.Mkd Wealth Coaches, LLC owns shares of 25 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.51% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Mkd Wealth Coaches, LLC has purchased 25 new stocks and bought additional shares in 7 stocks.Mkd Wealth Coaches, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $53,473,642iShares Core S&P Mid-Cap ETF $14,536,387iShares Core U.S. Aggregate Bond ETF $6,993,334iShares Russell 1000 ETF $3,675,845iMGP DBi Managed Futures Strategy ETF $2,378,335 Largest New Holdings this Quarter 316092840 - Fidelity High Dividend ETF $233,121 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 12,916 shares (about $801.05K)iShares Core S&P 500 ETF 561 shares (about $348.32K)Fidelity High Dividend ETF 4,481 shares (about $233.12K)iShares Core 40/60 Moderate Allocation ETF 457 shares (about $21.04K)iShares MSCI EAFE ETF 113 shares (about $10.10K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 13,874 shares (about $1.52M)iShares Core U.S. Aggregate Bond ETF 2,039 shares (about $202.27K)iShares Russell 1000 ETF 464 shares (about $157.56K)iShares Core MSCI Emerging Markets ETF 701 shares (about $42.08K)iShares MSCI EAFE Growth ETF 276 shares (about $30.91K) 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$53,473,642$348,324 ▲0.7%86,12356.4%ETFIJHiShares Core S&P Mid-Cap ETF$14,536,387$801,051 ▲5.8%234,38215.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,993,334$202,270 ▼-2.8%70,4977.4%FinanceIWBiShares Russell 1000 ETF$3,675,845$157,560 ▼-4.1%10,8253.9%ETFDBMFiMGP DBi Managed Futures Strategy ETF$2,378,335$180 ▲0.0%92,4342.5%ETFMUBiShares National Muni Bond ETF$2,203,208$26,120 ▼-1.2%21,0872.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,013,202$42,081 ▼-2.0%33,5372.1%ETFEFGiShares MSCI EAFE Growth ETF$2,006,688$30,912 ▼-1.5%17,9172.1%ETFIJRiShares Core S&P Small-Cap ETF$1,526,736$1,516,244 ▼-49.8%13,9701.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$655,006$14,436 ▼-2.2%8,1220.7%ETFVUGVanguard Growth ETF$624,7200.0%1,4250.7%ETFEFAiShares MSCI EAFE ETF$592,326$10,102 ▲1.7%6,6260.6%FinanceBUFBInnovator Laddered Allocation Buffer ETF$533,2710.0%15,7400.6%ETFAMZNAmazon.com$500,648$439 ▼-0.1%2,2820.5%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$458,326$810 ▼-0.2%3,3940.5%ETFVTVVanguard Value ETF$376,6330.0%2,1310.4%ETFIAUiShares Gold Trust$314,669$187 ▼-0.1%5,0460.3%FinanceAOMiShares Core 40/60 Moderate Allocation ETF$300,547$21,040 ▲7.5%6,5280.3%ETFSCHXSchwab US Large-Cap ETF$279,960$6,012 ▲2.2%11,4550.3%ETFAAPLApple$277,4190.0%1,3520.3%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$273,400$7,669 ▲2.9%11,7640.3%ETFGOOGLAlphabet$246,7220.0%1,4000.3%Computer and TechnologyFDVVFidelity High Dividend ETF$233,121$233,121 ▲New Holding4,4810.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$217,6810.0%4940.2%FinanceFFord Motor$148,645$1,085 ▼-0.7%13,7000.2%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$0$203,025 ▼-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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