Mkd Wealth Coaches, LLC — Q1 2025 13F Holdings

Name: Mkd Wealth Coaches, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001536549

Total reported value

$101.6M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	54.40%	-1.24%	+1.01%
2	IJH	Ishares Core S&p Midcap ETF	ETF-Other	14.62%	+1.37%	+3314.00%
3	AGG	Ishares Core U.s. Aggregate	ETF-Other	8.12%	+0.01%	+7.49%
4	IWB	Ishares Russell 1000 ETF	ETF-Other	3.92%	-0.25%	-0.73%
5	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.29%	-0.19%	-84.32%
6	DBMF	Imgp Dbi Managed Futures Str	ETF-Other	2.64%	+0.26%	+3.45%
7	MUB	Ishares National Muni Bond E	ETF-Other	2.55%	-0.02%	-37.96%
8	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.09%	-0.32%	-11.28%
9	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	2.06%	-0.16%	-21.40%
10	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.74%	-0.04%	-0.01%
11	EFA	Ishares Msci Eafe ETF	ETF-Other	0.60%	-0.01%	—
12	VUG	Vanguard Growth ETF	ETF-Other	0.60%	-0.09%	—
13	BUFB	Innovator Ladd Allo Buff ETF	ETF-Other	0.56%	-0.02%	—
14	AMZN	Amazon.com INC	Stock-Consumer Disc	0.49%	-0.12%	—
15	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.47%	-0.02%	—
16	VTV	Vanguard Value ETF	ETF-Other	0.42%	—	—
17	AAPL	Apple INC	Stock-Tech	0.34%	-0.02%	—
18	IAU	Ishares Gold Trust	ETF-Commodities	0.34%	+0.02%	-35.28%
19	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.30%	-0.03%	-23.39%
20	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.30%	—	+19.27%
21	SCHX	Schwab US Large-cap ETF	ETF-Other	0.28%	-0.01%	-8.71%
22	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.24%	-0.14%	—
23	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.23%	-0.21%	EXIT
24	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.23%	+0.22%	NEW
25	F	Ford Motor Co	Stock-Consumer Disc	0.16%	-0.06%	—

Position changes disclosed by Mkd Wealth Coaches, LLC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
2	IJH	Ishares Core S&p Midcap ETF	—	NEW	New buy
3	AGG	Ishares Core U.s. Aggregate	—	NEW	New buy
4	IWB	Ishares Russell 1000 ETF	—	NEW	New buy
5	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
6	DBMF	Imgp Dbi Managed Futures Str	—	NEW	New buy
7	MUB	Ishares National Muni Bond E	—	NEW	New buy
8	IEMG	Ishares Core Msci Emerging	—	NEW	New buy
9	EFG	Ishares Msci Eafe Growth ETF	—	NEW	New buy
10	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	NEW	New buy
11	EFA	Ishares Msci Eafe ETF	—	NEW	New buy
12	VUG	Vanguard Growth ETF	—	NEW	New buy
13	BUFB	Innovator Ladd Allo Buff ETF	—	NEW	New buy
14	AMZN	Amazon.com INC	—	NEW	New buy
15	ITOT	Ishares Core S&p Total U.s.	—	NEW	New buy
16	VTV	Vanguard Value ETF	—	NEW	New buy
17	AAPL	Apple INC	—	NEW	New buy
18	IAU	Ishares Gold Trust	—	NEW	New buy
19	AOM	Ishares Core 40/60 Moderate	—	NEW	New buy
20	SCHZ	Schwab US Aggregate Bond ETF	—	NEW	New buy
21	SCHX	Schwab US Large-cap ETF	—	NEW	New buy
22	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
23	DIA	Ss Spdr Dow Jones Indus Avg	—	NEW	New buy
24	SCHD	Schwab US Dvd Equity ETF	—	NEW	New buy
25	F	Ford Motor Co	—	NEW	New buy