Notify me when MKD WEALTH COACHES, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 27 | $100,012,690 | +$303,961 | -$2,666,567 | -$2,362,606 | IVV, IJH, AGG, IWB, DBMF | 13F-HR | 12 Jan 2026, 10:08 |
| Q3 2025 | 26 | $100,371,310 | +$559,186 | -$1,329,785 | -$770,599 | IVV, IJH, AGG, IWB, DBMF | 13F-HR | 07 Oct 2025, 13:21 |
| Q2 2025 | 25 | $94,840,471 | +$1,427,499 | -$2,195,169 | -$767,670 | IVV, IJH, AGG, IWB, DBMF | 13F-HR | 10 Jul 2025, 20:06 |
| Q1 2025 | 25 | $88,370,612 | +$13,850,430 | -$19,932,104 | -$6,081,674 | IVV, IJH, AGG, IWB, IJR | 13F-HR | 09 Apr 2025, 20:29 |
| Q4 2024 | 29 | $98,784,216 | $0 | $0 | $0 | IVV, IJR, AGG, MUB, IWB | 13F-HR | 04 Feb 2025, 21:48 |
| Q4 2021 | 34 | $73,073,000 | +$5,822,298 | -$1,678,306 | +$4,143,992 | IVV, IJR, THRM, AGG, EFA | 13F-HR | 24 Jan 2022, 13:40 |
| Q3 2021 | 25 | $63,551,000 | +$1,232,876 | -$3,855 | +$1,229,021 | IVV, IJR, AGG, THRM, EFG | 13F-HR | 08 Oct 2021, 13:25 |
| Q2 2021 | 22 | $62,555,000 | +$441,072 | -$393,946 | +$47,126 | IVV, IJR, AGG, THRM, EFG | 13F-HR | 19 Jul 2021, 12:12 |
| Q1 2021 | 22 | $58,602,000 | +$4,437,551 | -$11,519,178 | -$7,081,627 | IVV, IJR, AGG, THRM, EFG | 13F-HR | 06 Apr 2021, 11:53 |
| Q4 2020 | 24 | $62,401,000 | +$11,392,113 | -$26,340,472 | -$14,948,359 | IVV, IJR, IAU, TIP, SLVP | 13F-HR | 10 Feb 2021, 09:21 |
| Q3 2020 | 33 | $69,990,000 | +$17,424,771 | -$29,921,158 | -$12,496,387 | IVV, IJR, USMV, IEF, EEMV | 13F-HR | 29 Oct 2020, 14:17 |
| Q2 2020 | 31 | $79,199,000 | +$16,623,773 | -$19,919,016 | -$3,295,243 | IVV, USMV, TLT, IJR, IEF | 13F-HR | 11 Aug 2020, 17:16 |
| Q1 2020 | 36 | $74,526,000 | +$23,007,143 | -$48,501,808 | -$25,494,665 | TLT, DFND, USMV, DIVY, IAU | 13F-HR | 12 May 2020, 14:34 |
| Q4 2019 | 52 | $117,504,000 | +$20,892,107 | -$5,474,273 | +$15,417,834 | DIVY, USMV, GARD, RING, EFAV | 13F-HR | 06 Feb 2020, 09:01 |
| Q3 2019 | 47 | $96,250,000 | +$1,911,680 | -$17,601,064 | -$15,689,384 | DIVY, USMV, RING, EFAV, GARD | 13F-HR | 06 Nov 2019, 13:51 |
| Q2 2019 | 209 | $110,240,000 | +$18,794,795 | -$7,363,897 | +$11,430,898 | FCAU, DIVY, USMV, EFAV, RING | 13F-HR | 19 Jul 2019, 09:44 |
| Q1 2019 | 184 | $98,991,000 | +$45,098,300 | -$36,187,654 | +$8,910,646 | DIVY, USMV, EFAV, GARD, RING | 13F-HR | 02 May 2019, 14:47 |
| Q4 2018 | 160 | $84,476,000 | $0 | $0 | $0 | IJR, IJH, DIVY, HAP, GARD | 13F-HR | 15 Jan 2019, 15:28 |