Filed: 4/10/2025ACC: 0001754960-25-000166
📋 What this filing means
MKD WEALTH COACHES, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $88.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$88.37M
Total AUM (reported)
682.76K
Total Shares
Allocation by class
CORE S&P500 ETF$48.08M54.4%
CORE S&P MCP ETF$12.92M14.6%
CORE US AGGBD ET$7.18M8.1%
RUS 1000 ETF$3.46M3.9%
CORE S&P SCP ETF$2.91M3.3%
IMGP DBI MANAGED$2.33M2.6%
NATIONAL MUN ETF$2.25M2.5%
Portfolio Concentration
Top 3$68.17M77.1%
4–10$15.28M17.3%
11–25$4.91M5.6%
Top 3 weight
77.1%
Top 10 weight
94.4%
Voting Authority Distribution
Total shares with voting rights: 682.76K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
682.76K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings25
Rows:
ISHARES TR
SOLEShares85.56K
TypeSH
Market value$48.08M
54.40%
Sole
0.00
Shared
0.00
None
85.56K
ISHARES TR
SOLEShares221.47K
TypeSH
Market value$12.92M
14.62%
Sole
0.00
Shared
0.00
None
221.47K
ISHARES TR
SOLEShares72.54K
TypeSH
Market value$7.18M
8.12%
Sole
0.00
Shared
0.00
None
72.54K
ISHARES TR
SOLEShares11.29K
TypeSH
Market value$3.46M
3.92%
Sole
0.00
Shared
0.00
None
11.29K
ISHARES TR
SOLEShares27.84K
TypeSH
Market value$2.91M
3.29%
Sole
0.00
Shared
0.00
None
27.84K
LITMAN GREGORY FDS TR
SOLEShares92.43K
TypeSH
Market value$2.33M
2.64%
Sole
0.00
Shared
0.00
None
92.43K
ISHARES TR
SOLEShares21.34K
TypeSH
Market value$2.25M
2.55%
Sole
0.00
Shared
0.00
None
21.34K
ISHARES INC
SOLEShares34.24K
TypeSH
Market value$1.85M
2.09%
Sole
0.00
Shared
0.00
None
34.24K
ISHARES TR
SOLEShares18.19K
TypeSH
Market value$1.82M
2.06%
Sole
0.00
Shared
0.00
None
18.19K
ISHARES TR
SOLEShares8.30K
TypeSH
Market value$654.8K
0.74%
Sole
0.00
Shared
0.00
None
8.30K
ISHARES TR
SOLEShares6.51K
TypeSH
Market value$532.3K
0.60%
Sole
0.00
Shared
0.00
None
6.51K
VANGUARD INDEX FDS
SOLEShares1.43K
TypeSH
Market value$528.4K
0.60%
Sole
0.00
Shared
0.00
None
1.43K
INNOVATOR ETFS TRUST
SOLEShares15.74K
TypeSH
Market value$494.6K
0.56%
Sole
0.00
Shared
0.00
None
15.74K
AMAZON COM INC
SOLEShares2.28K
TypeSH
Market value$434.6K
0.49%
Sole
0.00
Shared
0.00
None
2.28K
ISHARES TR
SOLEShares3.40K
TypeSH
Market value$414.8K
0.47%
Sole
0.00
Shared
0.00
None
3.40K
VANGUARD INDEX FDS
SOLEShares2.13K
TypeSH
Market value$368.1K
0.42%
Sole
0.00
Shared
0.00
None
2.13K
APPLE INC
SOLEShares1.35K
TypeSH
Market value$300.4K
0.34%
Sole
0.00
Shared
0.00
None
1.35K
ISHARES GOLD TR
SOLEShares5.05K
TypeSH
Market value$297.7K
0.34%
Sole
0.00
Shared
0.00
None
5.05K
ISHARES TR
SOLEShares6.07K
TypeSH
Market value$266.4K
0.30%
Sole
0.00
Shared
0.00
None
6.07K
SCHWAB STRATEGIC TR
SOLEShares11.43K
TypeSH
Market value$264.8K
0.30%
Sole
0.00
Shared
0.00
None
11.43K
SCHWAB STRATEGIC TR
SOLEShares11.21K
TypeSH
Market value$247.5K
0.28%
Sole
0.00
Shared
0.00
None
11.21K
ALPHABET INC
SOLEShares1.40K
TypeSH
Market value$216.5K
0.24%
Sole
0.00
Shared
0.00
None
1.40K
SPDR DOW JONES INDL AVERAGE
SOLEShares494.00
TypeSH
Market value$207.4K
0.23%
Sole
0.00
Shared
0.00
None
494.00
SCHWAB STRATEGIC TR
SOLEShares7.26K
TypeSH
Market value$203.0K
0.23%
Sole
0.00
Shared
0.00
None
7.26K
FORD MTR CO
SOLEShares13.80K
TypeSH
Market value$138.4K
0.16%
Sole
0.00
Shared
0.00
None
13.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 85.56K | SH | $48.08M 54.40% | 0.00 | 0.00 | 85.56K |
ISHARES TRSOLE | CORE S&P MCP ETF | 221.47K | SH | $12.92M 14.62% | 0.00 | 0.00 | 221.47K |
ISHARES TRSOLE | CORE US AGGBD ET | 72.54K | SH | $7.18M 8.12% | 0.00 | 0.00 | 72.54K |
ISHARES TRSOLE | RUS 1000 ETF | 11.29K | SH | $3.46M 3.92% | 0.00 | 0.00 | 11.29K |
ISHARES TRSOLE | CORE S&P SCP ETF | 27.84K | SH | $2.91M 3.29% | 0.00 | 0.00 | 27.84K |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 92.43K | SH | $2.33M 2.64% | 0.00 | 0.00 | 92.43K |
ISHARES TRSOLE | NATIONAL MUN ETF | 21.34K | SH | $2.25M 2.55% | 0.00 | 0.00 | 21.34K |
ISHARES INCSOLE | CORE MSCI EMKT | 34.24K | SH | $1.85M 2.09% | 0.00 | 0.00 | 34.24K |
ISHARES TRSOLE | EAFE GRWTH ETF | 18.19K | SH | $1.82M 2.06% | 0.00 | 0.00 | 18.19K |
ISHARES TRSOLE | IBOXX HI YD ETF | 8.30K | SH | $654.8K 0.74% | 0.00 | 0.00 | 8.30K |
ISHARES TRSOLE | MSCI EAFE ETF | 6.51K | SH | $532.3K 0.60% | 0.00 | 0.00 | 6.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.43K | SH | $528.4K 0.60% | 0.00 | 0.00 | 1.43K |
INNOVATOR ETFS TRUSTSOLE | LADDERED ALC BFR | 15.74K | SH | $494.6K 0.56% | 0.00 | 0.00 | 15.74K |
AMAZON COM INCSOLE | COM | 2.28K | SH | $434.6K 0.49% | 0.00 | 0.00 | 2.28K |
ISHARES TRSOLE | CORE S&P TTL STK | 3.40K | SH | $414.8K 0.47% | 0.00 | 0.00 | 3.40K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.13K | SH | $368.1K 0.42% | 0.00 | 0.00 | 2.13K |
APPLE INCSOLE | COM | 1.35K | SH | $300.4K 0.34% | 0.00 | 0.00 | 1.35K |
ISHARES GOLD TRSOLE | ISHARES NEW | 5.05K | SH | $297.7K 0.34% | 0.00 | 0.00 | 5.05K |
ISHARES TRSOLE | CORE 40/60 MODER | 6.07K | SH | $266.4K 0.30% | 0.00 | 0.00 | 6.07K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 11.43K | SH | $264.8K 0.30% | 0.00 | 0.00 | 11.43K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 11.21K | SH | $247.5K 0.28% | 0.00 | 0.00 | 11.21K |
ALPHABET INCSOLE | CAP STK CL A | 1.40K | SH | $216.5K 0.24% | 0.00 | 0.00 | 1.40K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 494.00 | SH | $207.4K 0.23% | 0.00 | 0.00 | 494.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 7.26K | SH | $203.0K 0.23% | 0.00 | 0.00 | 7.26K |
FORD MTR COSOLE | COM | 13.80K | SH | $138.4K 0.16% | 0.00 | 0.00 | 13.80K |