MKD WEALTH COACHES, LLC
CIK 1536549 · Holdings on Dec 31, 2024 · First reported Feb 5, 2025
Top ten holdings
Q4 2024- IVV50.48%
- IJR20.71%
- AGG6.62%
- MUB3.71%
- IWB3.71%
- DBMF2.37%
- EFG2.27%
- IEMG2.04%
- THRM0.75%
- HYG0.66%
Share classes counted separately93.32%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $49.86M | 50.48% | 84.70K shares | — | ↗▾ | |
| 02 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $20.46M | 20.71% | 177.57K shares | — | ↗▾ | |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $6.54M | 6.62% | 67.48K shares | — | ↗▾ | |
| 04 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $3.66M | 3.71% | 34.39K shares | — | ↗▾ | |
| 05 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $3.66M | 3.71% | 11.37K shares | — | ↗▾ | |
| 06 | DBMFIMGP DBI MFT STR ETF-USD INCIMGP DBI MANAGED View history and evidence | $2.34M | 2.37% | 89.35K shares | — | ↗▾ | |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $2.24M | 2.27% | 23.14K shares | — | ↗▾ | |
| 08 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $2.02M | 2.04% | 38.59K shares | — | ↗▾ | |
| 09 | THRMGENTHERM INC View history and evidence | $743.32K | 0.75% | 18.62K shares | — | ↗▾ | |
| 10 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $652.97K | 0.66% | 8.30K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1536549 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98784216
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.