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☆MKD WEALTH COACHES, LLC

CIK 0001536549 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.798
AUM ($M)
117
Positions
31
Turnover
0.03
Top-10 wt
94%
Herfindahl
0.345
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 32 positions · portfolio value $117M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 55.6% +1.0% 65.0 86,824 +1,879 5 —
☆IJH funds › ISHARES TR ADD — 16.9% +0.3% 19.7 255,839 +7,074 5 —
☆AGG funds › ISHARES TR ADD — 6.4% -0.9% 7.5 75,702 +556 5 —
☆IWB funds › ISHARES TR HOLD — 3.5% -0.0% 4.1 10,022 +0 5 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 2.6% -0.2% 3.1 100,670 +4,835 5 —
☆MUB funds › ISHARES TR ADD — 2.0% -0.2% 2.4 22,233 +425 5 —
☆IEMG funds › ISHARES INC TRIM — 1.9% +0.0% 2.2 26,946 -303 5 —
☆EFG funds › ISHARES TR TRIM — 1.9% -0.1% 2.2 17,416 -18 5 —
☆IJR funds › ISHARES TR ADD — 1.8% +0.3% 2.1 14,268 +2,295 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS NEW — 1.1% +1.1% 1.2 17,539 +17,539 1 —
☆EFA funds › ISHARES TR HOLD — 0.6% -0.0% 0.7 6,747 +0 5 —
☆HYG funds › ISHARES TR ADD — 0.6% -0.1% 0.7 8,272 +210 5 —
☆BUFB funds › INNOVATOR ETFS TRUST HOLD — 0.5% -0.0% 0.6 15,740 +0 5 —
☆ITOT funds › ISHARES TR HOLD — 0.5% +0.0% 0.6 3,394 +0 5 —
☆AMZN funds › AMAZON COM INC TRIM Common Stock 0.5% -0.0% 0.5 2,282 -22 5 —
☆GOOGL funds › ALPHABET INC TRIM Common Stock 0.4% +0.0% 0.5 1,400 -24 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.3% -0.1% 0.4 1,815 -316 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% -0.3% 0.4 4,224 +2,799 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 0.4 15,539 +2,773 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.3% -0.1% 0.4 4,654 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 0.3 11,693 -405 5 —
☆AAPL funds › APPLE INC ADD Common Stock 0.3% +0.0% 0.3 1,174 +79 5 —
☆AOM funds › ISHARES TR ADD — 0.3% -0.0% 0.3 6,118 +435 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.2% -0.0% 0.3 4,619 +39 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T NEW — 0.2% +0.2% 0.3 345 +345 1 —
☆SCHD funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 0.2 7,261 +0 2 —
☆DIA funds › STATE STR SPDR DOW JONES IND NEW — 0.2% +0.2% 0.2 428 +428 1 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.2 7,859 -829 3 —
☆F funds › FORD MTR CO HOLD — 0.2% +0.0% 0.2 13,700 +0 5 —
☆MVIS funds › MICROVISION INC DEL NEW — 0.0% +0.0% 0.0 42,136 +42,136 1 —
☆GAME funds › GAMESQUARE HLDGS INC HOLD — 0.0% +0.0% 0.0 12,000 +0 4 —
☆DELL funds › DELL TECHNOLOGIES INC EXIT — 0.0% -1.1% 0.0 0 -6,554 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 117 31 0.03 94% 0.345 0.798 — in
2026Q1 102 28 0.03 93% 0.335 0.785 — in
2025Q4 100 27 0.01 94% 0.344 0.787 — in
2025Q3 100 26 0.01 94% 0.352 0.795 — in
2025Q2 95 25 0.03 94% 0.351 0.782 — entered
2025Q1 88 25 0.00 94% 0.329 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status