MKD WEALTH COACHES, LLC

13F Filings History

Latest 13F report
Q4 2021 - Jan 24, 2022
Value $
$73.1M
Signature - Title
Tim Mrock - Director of Operations & CCO
Location
Troy, MI
Summary
This page shows a list of all the recent 13F filings made by MKD WEALTH COACHES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MKD WEALTH COACHES, LLC reported 34 stock holdings with total value $73.1M as of Q4 2021. Top holdings included IVV, IJR, THRM, AGG, and EFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 34 $73.1M +$5.82M -$1.68M +$4.14M IVV, IJR, THRM, AGG, EFA 13F-HR 1/24/2022, 01:40 PM
Q3 2021 25 $63.6M +$1.23M -$3.86K +$1.23M IVV, IJR, AGG, THRM, EFG 13F-HR 10/8/2021, 01:25 PM
Q2 2021 22 $62.6M +$441K -$394K +$47.1K IVV, IJR, AGG, THRM, EFG 13F-HR 7/19/2021, 12:12 PM
Q1 2021 22 $58.6M +$4.44M -$11.5M -$7.08M IVV, IJR, AGG, THRM, EFG 13F-HR 4/6/2021, 11:53 AM
Q4 2020 24 $62.4M +$11.4M -$26.3M -$14.9M IVV, IJR, IAU, TIP, SLVP 13F-HR 2/10/2021, 09:21 AM
Q3 2020 33 $70M +$17.4M -$29.9M -$12.5M IVV, IJR, USMV, IEF, EEMV 13F-HR 10/29/2020, 02:17 PM
Q2 2020 31 $79.2M +$16.6M -$19.9M -$3.3M IVV, USMV, TLT, IJR, IEF 13F-HR 8/11/2020, 05:16 PM
Q1 2020 36 $74.5M +$23M -$48.5M -$25.5M TLT, DFND, USMV, DIVY, IAU 13F-HR 5/12/2020, 02:34 PM
Q4 2019 52 $118M +$20.9M -$5.47M +$15.4M DIVY, USMV, GARD, RING, EFAV 13F-HR 2/6/2020, 09:01 AM
Q3 2019 47 $96.3M +$1.91M -$17.6M -$15.7M DIVY, USMV, RING, EFAV, GARD 13F-HR 11/6/2019, 01:51 PM
Q2 2019 209 $110M +$18.8M -$7.36M +$11.4M FCAU, DIVY, USMV, EFAV, RING 13F-HR 7/19/2019, 09:44 AM
Q1 2019 184 $99M +$45.1M -$36.2M +$8.91M DIVY, USMV, EFAV, GARD, RING 13F-HR 5/2/2019, 02:47 PM
Q4 2018 160 $84.5M $0 $0 IJR, IJH, DIVY, HAP, GARD 13F-HR 1/15/2019, 03:28 PM