MKD WEALTH COACHES, LLC: 13F holdings
CIK 15365492026Q2
| Positions | 31 |
|---|---|
| Reported value | $117.0m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 86,824 | $65.0m | 55.6% |
| IJH ISHARES TR | 255,839 | $19.7m | 16.9% |
| AGG ISHARES TR | 75,702 | $7.5m | 6.4% |
| IWB ISHARES TR | 10,022 | $4.1m | 3.5% |
| LITMAN GREGORY FDS TR | 100,670 | $3.1m | 2.6% |
| MUB ISHARES TR | 22,233 | $2.4m | 2.0% |
| IEMG ISHARES INC | 26,946 | $2.2m | 1.9% |
| EFG ISHARES TR | 17,416 | $2.2m | 1.9% |
| IJR ISHARES TR | 14,268 | $2.1m | 1.8% |
| VEA VANGUARD TAX-MANAGED FDS | 17,539 | $1.2m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1536549")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.