Mkd-Wealth-Coaches

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  "MUB",
  "IJH",
  null,
  "IJR",
  "EFG",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SCHX",
  null,
  null,
  null,
  "F",
  "AMZN",
  "VUG",
  "VTV",
  "SCHD",
  "DIA",
  "EFA",
  "IWB",
  "ITOT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 25
Total Value: 88370612
Accession Number: 0001754960-25-000166
Form Type: 13F-HR
CIK: mkd-wealth-coaches
Manager Name: Mkd-Wealth-Coaches

Data Enrichment

72% identified

18 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $88.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

464287200

IVV|464287200

Shares:85.6K

Value:$48.1M

% of Portfolio:54.4% ($48.1M/$88.4M)

464287507

IJH|464287507

Shares:221.5K

Value:$12.9M

% of Portfolio:14.6% ($12.9M/$88.4M)

464287226

Shares:72.5K

Value:$7.2M

% of Portfolio:8.1% ($7.2M/$88.4M)

464287622

IWB|464287622

Shares:11.3K

Value:$3.5M

% of Portfolio:3.9% ($3.5M/$88.4M)

464287804

IJR|464287804

Shares:27.8K

Value:$2.9M

% of Portfolio:3.3% ($2.9M/$88.4M)

53700T827

Shares:92.4K

Value:$2.3M

% of Portfolio:2.6% ($2.3M/$88.4M)

464288414

MUB|464288414

Shares:21.3K

Value:$2.2M

% of Portfolio:2.5% ($2.2M/$88.4M)

46434G103

IEMG|46434G103

Shares:34.2K

Value:$1.8M

% of Portfolio:2.1% ($1.8M/$88.4M)

464288885

EFG|464288885

Shares:18.2K

Value:$1.8M

% of Portfolio:2.1% ($1.8M/$88.4M)

464288513

Shares:8.3K

Value:$654.8K

% of Portfolio:0.7% ($654.8K/$88.4M)

464287465

EFA|464287465

Shares:6.5K

Value:$532.3K

% of Portfolio:0.6% ($532.3K/$88.4M)

922908736

VUG|922908736

Shares:1.4K

Value:$528.4K

% of Portfolio:0.6% ($528.4K/$88.4M)

45783Y756

Shares:15.7K

Value:$494.6K

% of Portfolio:0.6% ($494.6K/$88.4M)

AMAZON COM INC

AMZN|023135106

Shares:2.3K

Value:$434.6K

% of Portfolio:0.5% ($434.6K/$88.4M)

464287150

ITOT|464287150

Shares:3.4K

Value:$414.8K

% of Portfolio:0.5% ($414.8K/$88.4M)

922908744

VTV|922908744

Shares:2.1K

Value:$368.1K

% of Portfolio:0.4% ($368.1K/$88.4M)

Apple Inc.

AAPL|037833100

Shares:1.4K

Value:$300.4K

% of Portfolio:0.3% ($300.4K/$88.4M)

464285204

Shares:5.0K

Value:$297.7K

% of Portfolio:0.3% ($297.7K/$88.4M)

464289875

Shares:6.1K

Value:$266.4K

% of Portfolio:0.3% ($266.4K/$88.4M)

808524839

Shares:11.4K

Value:$264.8K

% of Portfolio:0.3% ($264.8K/$88.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	85.6K	QoQ +1.01% (-859) YoY-	All Managers (Combined)	$48.1M	54.4% ($48.1M/$88.4M)	QoQ -3.58% (-$1.8M) YoY-
(IJHcusip464287507)	221.5K	QoQ +3313.99% (+215.0K) YoY-	All Managers (Combined)	$12.9M	14.6% ($12.9M/$88.4M)	QoQ +3097.04% (+$12.5M) YoY-
(cusip464287226)✕	72.5K	QoQ +7.49% (+5.1K) YoY-	All Managers (Combined)	$7.2M	8.1% ($7.2M/$88.4M)	QoQ +9.73% (+$636.4K) YoY-
(IWBcusip464287622)	11.3K	QoQ -0.72% (-83) YoY-	All Managers (Combined)	$3.5M	3.9% ($3.5M/$88.4M)	QoQ -5.48% (-$200.8K) YoY-
(IJRcusip464287804)	27.8K	QoQ -84.31% (-149.7K) YoY-	All Managers (Combined)	$2.9M	3.3% ($2.9M/$88.4M)	QoQ -85.76% (-$17.5M) YoY-
(cusip53700T827)✕	92.4K	QoQ +3.44% (-3.1K) YoY-	All Managers (Combined)	$2.3M	2.6% ($2.3M/$88.4M)	QoQ -0.11% (-$2.6K) YoY-
(MUBcusip464288414)	21.3K	QoQ -37.95% (-13.1K) YoY-	All Managers (Combined)	$2.2M	2.5% ($2.2M/$88.4M)	QoQ -38.60% (-$1.4M) YoY-
(IEMGcusip46434G103)	34.2K	QoQ -11.27% (-4.4K) YoY-	All Managers (Combined)	$1.8M	2.1% ($1.8M/$88.4M)	QoQ -8.30% (-$167.3K) YoY-
(EFGcusip464288885)	18.2K	QoQ -21.39% (-5.0K) YoY-	All Managers (Combined)	$1.8M	2.1% ($1.8M/$88.4M)	QoQ -18.82% (-$421.8K) YoY-
(cusip464288513)✕	8.3K	QoQ -0.01% (-1) YoY-	All Managers (Combined)	$654.8K	0.7% ($654.8K/$88.4M)	QoQ +0.28% (-$1.9K) YoY-
(EFAcusip464287465)	6.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$532.3K	0.6% ($532.3K/$88.4M)	QoQ +8.09% (+$39.9K) YoY-
(VUGcusip922908736)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$528.4K	0.6% ($528.4K/$88.4M)	QoQ -9.65% (-$56.5K) YoY-
(cusip45783Y756)✕	15.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$494.6K	0.6% ($494.6K/$88.4M)	QoQ -2.72% (-$13.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	2.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$434.6K	0.5% ($434.6K/$88.4M)	QoQ -13.27% (-$66.5K) YoY-
(ITOTcusip464287150)	3.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$414.8K	0.5% ($414.8K/$88.4M)	QoQ -5.13% (-$22.5K) YoY-
(VTVcusip922908744)	2.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$368.1K	0.4% ($368.1K/$88.4M)	QoQ +2.03% (+$7.3K) YoY-
Apple Inc.(AAPLcusip037833100)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$300.4K	0.3% ($300.4K/$88.4M)	QoQ -11.29% (-$38.3K) YoY-
(cusip464285204)✕	5.0K	QoQ -35.27% (-2.8K) YoY-	All Managers (Combined)	$297.7K	0.3% ($297.7K/$88.4M)	QoQ -22.92% (-$88.5K) YoY-
(cusip464289875)✕	6.1K	QoQ -23.39% (-1.9K) YoY-	All Managers (Combined)	$266.4K	0.3% ($266.4K/$88.4M)	QoQ -22.61% (-$77.9K) YoY-
(cusip808524839)✕	11.4K	QoQ +19.26% (+1.8K) YoY-	All Managers (Combined)	$264.8K	0.3% ($264.8K/$88.4M)	QoQ +21.68% (+$47.2K) YoY-