MKD WEALTH COACHES, LLC Diversified Active

Location: Troy, MI

CIK: 0001536549 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 13, 2026

Total Value: $102M (100.0% shares, 0.0% debt)

Holdings (28)

IVV ISHARES TR 54.6%

Value $55.49M Shares 84,945 Est. Cost $348.91 Unrealized —

IJH ISHARES TR 16.5%

Value $16.8M Shares 248,765 Est. Cost $59.34 Unrealized —

AGG ISHARES TR 7.3%

Value $7.46M Shares 75,146 Est. Cost $101.79 Unrealized —

IWB ISHARES TR 3.5%

Value $3.573M Shares 10,022 Est. Cost $322.16 Unrealized —

DBMF LITMAN GREGORY FDS TR 2.8%

Value $2.889M Shares 95,835 Est. Cost $26.31 Unrealized —

MUB ISHARES TR 2.3%

Value $2.315M Shares 21,808 Est. Cost $108.57 Unrealized —

EFG ISHARES TR 1.9%

Value $1.942M Shares 17,434 Est. Cost $96.06 Unrealized —

IEMG ISHARES INC 1.9%

Value $1.901M Shares 27,249 Est. Cost $52.77 Unrealized —

IJR ISHARES TR 1.5%

Value $1.488M Shares 11,973 Est. Cost $86.23 Unrealized —

DELL DELL TECHNOLOGIES INC 1.1%

Value $1.076M Shares 6,554 Est. Cost $119.03 Unrealized 0.0%

EFA ISHARES TR 0.6%

Value $655K Shares 6,747 Est. Cost $79.18 Unrealized —

HYG ISHARES TR 0.6%

Value $641K Shares 8,062 Est. Cost $81.67 Unrealized —

VUG VANGUARD INDEX FDS 0.6%

Value $622K Shares 1,425 Est. Cost $202.32 Unrealized —

BUFB INNOVATOR ETFS TRUST 0.6%

Value $565K Shares 15,740 Est. Cost $32.30 Unrealized —

ITOT ISHARES TR 0.5%

Value $483K Shares 3,394 Est. Cost $128.62 Unrealized —

AMZN AMAZON COM INC 0.5%

Value $480K Shares 2,304 Est. Cost $203.63 Unrealized +11.4%

VTV VANGUARD INDEX FDS 0.4%

Value $418K Shares 2,131 Est. Cost $99.48 Unrealized —

IAU ISHARES GOLD TR 0.4%

Value $410K Shares 4,654 Est. Cost $34.30 Unrealized —

GOOGL ALPHABET INC 0.4%

Value $409K Shares 1,424 Est. Cost $177.36 Unrealized +82.3%

SCHX SCHWAB STRATEGIC TR 0.3%

Value $310K Shares 12,098 Est. Cost $35.22 Unrealized —

SCHZ SCHWAB STRATEGIC TR 0.3%

Value $296K Shares 12,766 Est. Cost $22.83 Unrealized —

AAPL APPLE INC 0.3%

Value $278K Shares 1,095 Est. Cost $111.98 Unrealized +134.7%

AOM ISHARES TR 0.3%

Value $269K Shares 5,683 Est. Cost $43.62 Unrealized —

FDVV FIDELITY COVINGTON TRUST 0.2%

Value $253K Shares 4,580 Est. Cost $52.02 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.2%

Value $223K Shares 7,261 Est. Cost $30.68 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.2%

Value $215K Shares 8,688 Est. Cost $24.05 Unrealized —

F FORD MTR CO 0.2%

Value $158K Shares 13,700 Est. Cost $8.76 Unrealized +56.9%

GAME GAMESQUARE HLDGS INC 0.0%

Value $3,240 Shares 12,000 Est. Cost $0.99 Unrealized -61.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	84,945	$55.49M	54.6%	$348.91	—	CORE S&P500 ETF	464287200
IJH	ISHARES TR	248,765	$16.8M	16.5%	$59.34	—	CORE S&P MCP ETF	464287507
AGG	ISHARES TR	75,146	$7.46M	7.3%	$101.79	—	CORE US AGGBD ET	464287226
IWB	ISHARES TR	10,022	$3.573M	3.5%	$322.16	—	RUS 1000 ETF	464287622
DBMF	LITMAN GREGORY FDS TR	95,835	$2.889M	2.8%	$26.31	—	IMGP DBI MANAGED	53700T827
MUB	ISHARES TR	21,808	$2.315M	2.3%	$108.57	—	NATIONAL MUN ETF	464288414
EFG	ISHARES TR	17,434	$1.942M	1.9%	$96.06	—	EAFE GRWTH ETF	464288885
IEMG	ISHARES INC	27,249	$1.901M	1.9%	$52.77	—	CORE MSCI EMKT	46434G103
IJR	ISHARES TR	11,973	$1.488M	1.5%	$86.23	—	CORE S&P SCP ETF	464287804
DELL	DELL TECHNOLOGIES INC	6,554	$1.076M	1.1%	$119.03	0.0%	CL C	24703L202
EFA	ISHARES TR	6,747	$655K	0.6%	$79.18	—	MSCI EAFE ETF	464287465
HYG	ISHARES TR	8,062	$641K	0.6%	$81.67	—	IBOXX HI YD ETF	464288513
VUG	VANGUARD INDEX FDS	1,425	$622K	0.6%	$202.32	—	GROWTH ETF	922908736
BUFB	INNOVATOR ETFS TRUST	15,740	$565K	0.6%	$32.30	—	LADDERED ALC BFR	45783Y756
ITOT	ISHARES TR	3,394	$483K	0.5%	$128.62	—	CORE S&P TTL STK	464287150
AMZN	AMAZON COM INC	2,304	$480K	0.5%	$203.63	+11.4%	COM	023135106
VTV	VANGUARD INDEX FDS	2,131	$418K	0.4%	$99.48	—	VALUE ETF	922908744
IAU	ISHARES GOLD TR	4,654	$410K	0.4%	$34.30	—	ISHARES NEW	464285204
GOOGL	ALPHABET INC	1,424	$409K	0.4%	$177.36	+82.3%	CAP STK CL A	02079K305
SCHX	SCHWAB STRATEGIC TR	12,098	$310K	0.3%	$35.22	—	US LRG CAP ETF	808524201
SCHZ	SCHWAB STRATEGIC TR	12,766	$296K	0.3%	$22.83	—	US AGGREGATE B	808524839
AAPL	APPLE INC	1,095	$278K	0.3%	$111.98	+134.7%	COM	037833100
AOM	ISHARES TR	5,683	$269K	0.3%	$43.62	—	CORE 40/60 MODER	464289875
FDVV	FIDELITY COVINGTON TRUST	4,580	$253K	0.2%	$52.02	—	HIGH DIVID ETF	316092840
SCHD	SCHWAB STRATEGIC TR	7,261	$223K	0.2%	$30.68	—	US DIVIDEND EQ	808524797
SCHF	SCHWAB STRATEGIC TR	8,688	$215K	0.2%	$24.05	—	INTL EQTY ETF	808524805
F	FORD MTR CO	13,700	$158K	0.2%	$8.76	+56.9%	COM	345370860
GAME	GAMESQUARE HLDGS INC	12,000	$3,240	0.0%	$0.99	-61.5%	COM	36468G103