Mkd Wealth Coaches, LLC — Q1 2025 13F 持股

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

CIK: 0001536549

申报总市值

US$1.0亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	54.40%	-1.24%	+1.01%
2	IJH	Ishares Core S&p Midcap ETF	ETF-其他	14.62%	+1.37%	+3314.00%
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	8.12%	+0.01%	+7.49%
4	IWB	Ishares Russell 1000 ETF	ETF-其他	3.92%	-0.25%	-0.73%
5	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	3.29%	-0.19%	-84.32%
6	DBMF	Imgp Dbi Managed Futures Str	ETF-其他	2.64%	+0.26%	+3.45%
7	MUB	Ishares National Muni Bond E	ETF-其他	2.55%	-0.02%	-37.96%
8	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	2.09%	-0.32%	-11.28%
9	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.06%	-0.16%	-21.40%
10	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.74%	-0.04%	-0.01%
11	EFA	Ishares Msci Eafe ETF	ETF-其他	0.60%	-0.01%	—
12	VUG	Vanguard Growth ETF	ETF-其他	0.60%	-0.09%	—
13	BUFB	Innovator Ladd Allo Buff ETF	ETF-其他	0.56%	-0.02%	—
14	AMZN	Amazon.com INC	股票-周期性消费	0.49%	-0.12%	—
15	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.47%	-0.02%	—
16	VTV	Vanguard Value ETF	ETF-其他	0.42%	—	—
17	AAPL	Apple INC	股票-科技	0.34%	-0.02%	—
18	IAU	Ishares Gold Trust	ETF-避险与商品	0.34%	+0.02%	-35.28%
19	AOM	Ishares Core 40/60 Moderate	ETF-其他	0.30%	-0.03%	-23.39%
20	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.30%	—	+19.27%
21	SCHX	Schwab US Large-cap ETF	ETF-其他	0.28%	-0.01%	-8.71%
22	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.24%	-0.14%	—
23	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.23%	-0.21%	EXIT
24	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.23%	+0.22%	NEW
25	F	Ford Motor Co	股票-周期性消费	0.16%	-0.06%	—

本季持股变动

Mkd Wealth Coaches, LLC 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IVV	Ishares Core S&p 500 ETF	—	NEW	新建仓
2	IJH	Ishares Core S&p Midcap ETF	—	NEW	新建仓
3	AGG	Ishares Core U.s. Aggregate	—	NEW	新建仓
4	IWB	Ishares Russell 1000 ETF	—	NEW	新建仓
5	IJR	Ishares Core S&p Small-cap E	—	NEW	新建仓
6	DBMF	Imgp Dbi Managed Futures Str	—	NEW	新建仓
7	MUB	Ishares National Muni Bond E	—	NEW	新建仓
8	IEMG	Ishares Core Msci Emerging	—	NEW	新建仓
9	EFG	Ishares Msci Eafe Growth ETF	—	NEW	新建仓
10	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	NEW	新建仓
11	EFA	Ishares Msci Eafe ETF	—	NEW	新建仓
12	VUG	Vanguard Growth ETF	—	NEW	新建仓
13	BUFB	Innovator Ladd Allo Buff ETF	—	NEW	新建仓
14	AMZN	Amazon.com INC	—	NEW	新建仓
15	ITOT	Ishares Core S&p Total U.s.	—	NEW	新建仓
16	VTV	Vanguard Value ETF	—	NEW	新建仓
17	AAPL	Apple INC	—	NEW	新建仓
18	IAU	Ishares Gold Trust	—	NEW	新建仓
19	AOM	Ishares Core 40/60 Moderate	—	NEW	新建仓
20	SCHZ	Schwab US Aggregate Bond ETF	—	NEW	新建仓
21	SCHX	Schwab US Large-cap ETF	—	NEW	新建仓
22	GOOGL	Alphabet Inc-cl A	—	NEW	新建仓
23	DIA	Ss Spdr Dow Jones Indus Avg	—	NEW	新建仓
24	SCHD	Schwab US Dvd Equity ETF	—	NEW	新建仓
25	F	Ford Motor Co	—	NEW	新建仓