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MKD WEALTH COACHES, LLC
Period ended Sep 30, 2026 · Latest filing Oct 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $120,912,583
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $67,875,709
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $19,048,589
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $7,340,491
- ISHARES TR · RUS 1000 ETF · 464287622 · shares: $4,170,455
- IM GLOBAL PARTNER FUNDS · IMGP DBI MAN ETF · 53700T827 · shares: $3,339,615
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $2,277,943
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $2,181,310
- ISHARES TR · EAFE GRWTH ETF · 464288885 · shares: $2,070,524
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $1,980,702
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $1,455,201
Reported holdings
34 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 88,628 shares | $67,875,709 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 264,748 shares | $19,048,589 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 77,644 shares | $7,340,491 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 10,022 shares | $4,170,455 |
| IM GLOBAL PARTNER FUNDS | IMGP DBI MAN ETF | 53700T827 | — | 102,663 shares | $3,339,615 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 22,532 shares | $2,277,943 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 26,877 shares | $2,181,310 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 17,279 shares | $2,070,524 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 14,560 shares | $1,980,702 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 20,609 shares | $1,455,201 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 6,747 shares | $700,932 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 8,533 shares | $658,816 |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | 45783Y756 | — | 15,740 shares | $634,054 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,697 shares | $583,904 |
| AMAZON COM INC | COM | 023135106 | — | 2,282 shares | $568,560 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 3,394 shares | $564,354 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,934 shares | $451,222 |
| APPLE INC | COM | 037833100 | — | 1,333 shares | $443,963 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 1,860 shares | $429,716 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 1,815 shares | $392,185 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 4,224 shares | $380,625 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 11,885 shares | $356,556 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 15,928 shares | $351,999 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 901 shares | $307,007 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 1,473 shares | $288,016 |
| ISHARES TR | CORE 40 MODE ETF | 464289875 | — | 5,740 shares | $279,770 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 345 shares | $263,107 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 7,261 shares | $236,209 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | — | 3,829 shares | $232,517 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 465 shares | $231,547 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 8,016 shares | $220,188 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 428 shares | $217,659 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 2,739 shares | $213,916 |
| FORD MTR CO | COM | 345370860 | — | 13,700 shares | $165,222 |