13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001536549
Total reported value
$117.0M
$117.0M
29 檔
71.9%
During the Q4 2024 filing period, Mkd Wealth Coaches, LLC (CIK: 0001536549) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $117.0M across 29 reported positions.
During Q4 2024, Mkd Wealth Coaches, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 50.48% | +0.95% | -4.56% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 20.71% | +0.35% | +55.92% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.62% | -0.94% | +306.46% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 3.71% | -0.24% | +362.43% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.71% | -0.01% | — | |
| 6 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.37% | -0.21% | — | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.27% | -0.06% | +133.36% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.04% | +0.04% | +155.34% | |
| 9 | THRM | Gentherm Inc | Stock-Other | 0.75% | — | -15.00% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.66% | -0.06% | +137.47% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | -0.30% | -2.60% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | — | — | |
| 13 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.51% | -0.03% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.01% | +1083.42% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | -0.04% | -70.71% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.44% | — | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | +0.33% | — | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.10% | -3.82% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | -0.07% | — | |
| 20 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.35% | — | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.02% | -84.89% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | -0.02% | +531.58% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.03% | +1900.00% | |
| 24 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.24% | — | — | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.22% | +0.02% | — | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.21% | +0.19% | NEW | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.21% | — | — | |
| 28 | F | Ford Motor Co | Stock-Consumer Disc | 0.14% | — | -29.39% | |
| 29 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.12% | — | -11.27% |
According to official SEC Form 13F filings, Mkd Wealth Coaches, LLC reported a total U.S. public equity portfolio value of $117.0M across 29 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJR, AGG) accounted for 71.9% of total reported equity market value during Q4 2024.
During Q4 2024, Mkd Wealth Coaches, LLC's top holdings by market value included IVV (50.5%)、IJR (20.7%)、AGG (6.6%). The largest single position, IVV, represented 50.5% of total portfolio value.
In Q4 2024, Mkd Wealth Coaches, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.