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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Mkd-Wealth-Coaches
Data Enrichment
72% identified18 identified7 unidentified
Holdings
25 positions • $88.4M total value
Manager:
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Shares:494
Value:$207.4K
% of Portfolio:0.2% ($207.4K/$88.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.2K | YoY- | All Managers (Combined) | $247.5K | 0.3% ($247.5K/$88.4M) | YoY- | |
Alphabet Inc.(GOOGLcusip02079K305) | 1.4K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $216.5K | 0.2% ($216.5K/$88.4M) | YoY- |
| 494 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $207.4K | 0.2% ($207.4K/$88.4M) | YoY- | |
| 7.3K | QoQ NEW(+7.3K) YoY- | All Managers (Combined) | $203.0K | 0.2% ($203.0K/$88.4M) | QoQ NEW(+$203.0K) YoY- | |
FORD MOTOR CO(Fcusip345370860) | 13.8K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $138.4K | 0.2% ($138.4K/$88.4M) | YoY- |