MKD Wealth Coaches

TROY, MIfiles as MKD WEALTH COACHES, LLC

$117m in 31 US stocks at the end of 30 June 2026. The top 10 are 93.6% of the money. It changed about 3.2% of the portfolio this quarter.

Value

$117m

Stocks

Top 10 share

93.6%

Turnover

3.2%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Tax-Managed FDSVEA
1.1% of the fund
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
State STR Spdr DOW Jones INDDIA
0.2% of the fund
Microvision INC DEL
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
55.6% of the fund
+2%
Ishares TRIJH
16.9% of the fund
+3%
Litman Gregory FDS TRDBMF
2.6% of the fund
+5%
Ishares TRIJR
1.8% of the fund
+19%
Ishares TRHYG
0.6% of the fund
+3%
Schwab Strategic TRSCHZ
0.3% of the fund
+22%
AppleAAPL
0.3% of the fund
+7%
Ishares TRAOM
0.3% of the fund
+8%

Cut

Sold some of their stake.

Vanguard Index FDSVTV
0.3% of the fund
-15%
Vanguard Index FDSVUG
0.3% of the fund
-51%
Schwab Strategic TRSCHX
0.3% of the fund
-3%
Schwab Strategic TRSCHF
0.2% of the fund
-10%

Sold out

Sold their entire stake.

Dell TechnologiesDELL
-100%

Holdings

Ishares TRIVV
Share
55.6%
Value
$65m
Shares
86,824
+2%
Ishares TRIJH
Share
16.9%
Value
$20m
Shares
255,839
+3%
Ishares TRAGG
Share
6.4%
Value
$7m
Shares
75,702
Held
Ishares TRIWB
Share
3.5%
Value
$4m
Shares
10,022
Held
Litman Gregory FDS TRDBMF
Share
2.6%
Value
$3m
Shares
100,670
+5%
Ishares TRMUB
Share
2.0%
Value
$2m
Shares
22,233
Held
IsharesIEMG
Share
1.9%
Value
$2m
Shares
26,946
Held
Ishares TREFG
Share
1.9%
Value
$2m
Shares
17,416
Held
Ishares TRIJR
Share
1.8%
Value
$2m
Shares
14,268
+19%
Vanguard Tax-Managed FDSVEA
Share
1.1%
Value
$1m
Shares
17,539
New
Ishares TREFA
Share
0.6%
Value
$700,864
Shares
6,747
Held
Ishares TRHYG
Share
0.6%
Value
$661,551
Shares
8,272
+3%
Innovator Etfs TrustBUFB
Share
0.5%
Value
$618,739
Shares
15,740
Held
Ishares TRITOT
Share
0.5%
Value
$557,532
Shares
3,394
Held
Amazon.comAMZN
Share
0.5%
Value
$543,892
Shares
2,282
Held
AlphabetGOOGL
Share
0.4%
Value
$500,318
Shares
1,400
Held
Vanguard Index FDSVTV
Share
0.3%
Value
$395,543
Shares
1,815
-15%
Vanguard Index FDSVUG
Share
0.3%
Value
$363,855
Shares
4,224
-51%
Schwab Strategic TRSCHZ
Share
0.3%
Value
$359,415
Shares
15,539
+22%
Ishares Gold TRIAU
Share
0.3%
Value
$351,424
Shares
4,654
Held
Schwab Strategic TRSCHX
Share
0.3%
Value
$344,120
Shares
11,693
-3%
AppleAAPL
Share
0.3%
Value
$339,749
Shares
1,174
+7%
Ishares TRAOM
Share
0.3%
Value
$305,235
Shares
6,118
+8%
Fidelity Covington TrustFDVV
Share
0.2%
Value
$278,461
Shares
4,619
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$257,636
Shares
345
New
Schwab Strategic TRSCHD
Share
0.2%
Value
$230,255
Shares
7,261
Held
State STR Spdr DOW Jones INDDIA
Share
0.2%
Value
$223,583
Shares
428
New
Schwab Strategic TRSCHF
Share
0.2%
Value
$217,684
Shares
7,859
-10%
Ford MotorF
Share
0.2%
Value
$190,430
Shares
13,700
Held
Microvision INC DEL
Share
<0.1%
Value
$13,778
Shares
42,136
New
GameSquare HoldingsGAME
Share
<0.1%
Value
$4,740
Shares
12,000
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	55.6%	$65m	86,824	+2%
Ishares TRIJH	16.9%	$20m	255,839	+3%
Ishares TRAGG	6.4%	$7m	75,702	Held
Ishares TRIWB	3.5%	$4m	10,022	Held
Litman Gregory FDS TRDBMF	2.6%	$3m	100,670	+5%
Ishares TRMUB	2.0%	$2m	22,233	Held
IsharesIEMG	1.9%	$2m	26,946	Held
Ishares TREFG	1.9%	$2m	17,416	Held
Ishares TRIJR	1.8%	$2m	14,268	+19%
Vanguard Tax-Managed FDSVEA	1.1%	$1m	17,539	New
Ishares TREFA	0.6%	$700,864	6,747	Held
Ishares TRHYG	0.6%	$661,551	8,272	+3%
Innovator Etfs TrustBUFB	0.5%	$618,739	15,740	Held
Ishares TRITOT	0.5%	$557,532	3,394	Held
Amazon.comAMZN	0.5%	$543,892	2,282	Held
AlphabetGOOGL	0.4%	$500,318	1,400	Held
Vanguard Index FDSVTV	0.3%	$395,543	1,815	-15%
Vanguard Index FDSVUG	0.3%	$363,855	4,224	-51%
Schwab Strategic TRSCHZ	0.3%	$359,415	15,539	+22%
Ishares Gold TRIAU	0.3%	$351,424	4,654	Held
Schwab Strategic TRSCHX	0.3%	$344,120	11,693	-3%
AppleAAPL	0.3%	$339,749	1,174	+7%
Ishares TRAOM	0.3%	$305,235	6,118	+8%
Fidelity Covington TrustFDVV	0.2%	$278,461	4,619	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$257,636	345	New
Schwab Strategic TRSCHD	0.2%	$230,255	7,261	Held
State STR Spdr DOW Jones INDDIA	0.2%	$223,583	428	New
Schwab Strategic TRSCHF	0.2%	$217,684	7,859	-10%
Ford MotorF	0.2%	$190,430	13,700	Held
Microvision INC DEL	<0.1%	$13,778	42,136	New
GameSquare HoldingsGAME	<0.1%	$4,740	12,000	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.4% since 30 June 2025.

Where the money is

Retail & consumer0.6%

Media & telecom0.4%

Technology0.3%

Other98.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.