Mkd Wealth Coaches, LLC — Q3 2025 13F 持股

Name: Mkd Wealth Coaches, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001536549

申報總市值

US$1.0億

← 回到最新季度

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	56.52%	-1.24%	-1.58%
2	IJH	Ishares Core S&p Midcap ETF	ETF-其他	15.17%	+1.37%	-0.46%
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	7.29%	+0.01%	+3.51%
4	IWB	Ishares Russell 1000 ETF	ETF-其他	3.68%	-0.25%	-6.60%
5	DBMF	Imgp Dbi Managed Futures Str	ETF-其他	2.56%	+0.26%	+1.69%
6	MUB	Ishares National Muni Bond E	ETF-其他	2.26%	-0.02%	+1.01%
7	IEMG	Ishares Core Msci Emerging	ETF-新興市場	2.20%	-0.32%	-0.13%
8	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.06%	-0.16%	+1.45%
9	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.63%	-0.19%	-1.40%
10	VUG	Vanguard Growth ETF	ETF-其他	0.68%	-0.09%	—
11	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投資等級債	0.67%	-0.04%	+2.50%
12	EFA	Ishares Msci Eafe ETF	ETF-其他	0.62%	-0.01%	—
13	BUFB	Innovator Ladd Allo Buff ETF	ETF-其他	0.56%	-0.02%	—
14	AMZN	Amazon.com INC	股票-循環性消費	0.56%	-0.12%	+12.27%
15	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.49%	-0.02%	—
16	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.42%	-0.14%	+24.36%
17	VTV	Vanguard Value ETF	ETF-其他	0.40%	—	—
18	AAPL	Apple INC	股票-科技	0.34%	-0.02%	—
19	IAU	Ishares Gold Trust	ETF-避險與商品	0.33%	+0.02%	-8.94%
20	SCHX	Schwab US Large-cap ETF	ETF-其他	0.31%	-0.01%	+1.93%
21	AOM	Ishares Core 40/60 Moderate	ETF-其他	0.28%	-0.03%	-8.46%
22	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.28%	—	+2.82%
23	FDVV	Fidelity High Dividend ETF	ETF-其他	0.25%	-0.01%	+0.69%
24	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.23%	-0.21%	EXIT
25	F	Ford Motor Co	股票-循環性消費	0.20%	-0.06%	+19.71%
26	GAME	Gamesquare Holdings INC	股票-其他	0.01%	—	—

本季持股變動

Mkd Wealth Coaches, LLC 於截至 Q3 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IVV	Ishares Core S&p 500 ETF	+2.1%	-1.58%	減碼
2	IJH	Ishares Core S&p Midcap ETF	+0.6%	-0.46%	加碼
3	GOOGL	Alphabet Inc-cl A	+0.2%	+24.36%	加碼
4	IEMG	Ishares Core Msci Emerging	+0.1%	-0.13%	減碼
5	VUG	Vanguard Growth ETF	+0.1%	—	不變
6	AMZN	Amazon.com INC	+0.1%	+12.27%	加碼
7	F	Ford Motor Co	0%	+19.71%	加碼
8	SCHX	Schwab US Large-cap ETF	0%	+1.93%	加碼
9	EFA	Ishares Msci Eafe ETF	0%	—	加碼
10	ITOT	Ishares Core S&p Total U.s.	0%	—	減碼
11	EFG	Ishares Msci Eafe Growth ETF	—	+1.45%	減碼
12	BUFB	Innovator Ladd Allo Buff ETF	—	—	不變
13	AAPL	Apple INC	—	—	不變
14	DIA	Ss Spdr Dow Jones Indus Avg	—	—	不變
15	IAU	Ishares Gold Trust	0%	-8.94%	減碼
16	VTV	Vanguard Value ETF	0%	—	不變
17	SCHZ	Schwab US Aggregate Bond ETF	0%	+2.82%	加碼
18	AOM	Ishares Core 40/60 Moderate	0%	-8.46%	減碼
19	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.1%	+2.50%	加碼
20	DBMF	Imgp Dbi Managed Futures Str	-0.1%	+1.69%	加碼
21	IWB	Ishares Russell 1000 ETF	-0.2%	-6.60%	減碼
22	MUB	Ishares National Muni Bond E	-0.3%	+1.01%	減碼
23	AGG	Ishares Core U.s. Aggregate	-0.8%	+3.51%	加碼
24	IJR	Ishares Core S&p Small-cap E	-1.7%	-1.40%	減碼
25	FDVV	Fidelity High Dividend ETF	—	NEW	新建倉
26	SCHD	Schwab US Dvd Equity ETF	—	EXIT	清倉
27	GAME	Gamesquare Holdings INC	—	NEW	新建倉