MKD WEALTH COACHES, LLC
Nilai portofolio QoQ: +15.2% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,12% Perkiraan pembelian $4.655.372 · penjualan $1.220.616
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 96,9% masih dipegang
Rincian sektor
Portofolio lengkap 31 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $65.021.309 | 55,55% | 86.824 | $9.534.356 | Naik ×2 | ||
| IJH | $19.727.738 | 16,85% | 255.839 | $2.928.635 | Naik ×2 | ||
| AGG | $7.492.999 | 6,40% | 75.702 | $33.210 | Naik ×4 | ||
| IWB | $4.104.009 | 3,51% | 10.022 | $530.565 | |||
| DBMF | $3.081.498 | 2,63% | 100.670 | $192.070 | Naik ×2 | ||
| MUB | $2.392.720 | 2,04% | 22.233 | $77.778 | Naik ×4 | ||
| IEMG | $2.232.220 | 1,91% | 26.946 | $331.611 | Turun ×6 | ||
| EFG | $2.166.880 | 1,85% | 17.416 | $225.234 | Turun ×3 | ||
| IJR | $2.116.026 | 1,81% | 14.268 | $627.713 | Naik ×1 | ||
| VEA | $1.249.654 | 1,07% | 17.539 | Naik ×1 | |||
| EFA | $700.864 | 0,60% | 6.747 | $45.541 | |||
| HYG | $661.551 | 0,57% | 8.272 | $20.125 | Naik ×1 | ||
| BUFB | $618.739 | 0,53% | 15.740 | $53.516 | |||
| ITOT | $557.532 | 0,48% | 3.394 | $74.125 | |||
| AMZN | $543.892 | 0,46% | 2.282 | $64.038 | Turun ×2 | ||
| GOOGL | $500.318 | 0,43% | 1.400 | $90.833 | Turun ×2 | ||
| VTV | $395.543 | 0,34% | 1.815 | $-22.559 | Turun ×1 | ||
| VUG | $363.855 | 0,31% | 4.224 | $-258.571 | Naik ×1 | ||
| SCHZ | $359.415 | 0,31% | 15.539 | $62.982 | Naik ×6 | ||
| IAU | $351.424 | 0,30% | 4.654 | $-58.873 | |||
| SCHX | $344.120 | 0,29% | 11.693 | $33.930 | Turun ×1 | ||
| AAPL | $339.749 | 0,29% | 1.174 | $61.813 | Naik ×2 | ||
| AOM | $305.235 | 0,26% | 6.118 | $36.048 | Naik ×1 | ||
| FDVV | $278.461 | 0,24% | 4.619 | $25.488 | Naik ×4 | ||
| SPY | $257.636 | 0,22% | 345 | Naik ×1 | |||
| SCHD | $230.255 | 0,20% | 7.261 | $7.479 | |||
| DIA | $223.583 | 0,19% | 428 | ||||
| SCHF | $217.684 | 0,19% | 7.859 | $2.653 | Turun ×1 | ||
| F | $190.430 | 0,16% | 13.700 | $32.332 | |||
| MVIS | $13.778 | 0,01% | 42.136 | Naik ×1 | |||
| GAME | $4.740 | 0,00% | 12.000 | $1.500 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +2K | +$9.5M |
| IJH | Beli lebih banyak | +7K | +$2.9M |
| IJR | Beli lebih banyak | +2K | +$628K |
| IWB | Hanya pergerakan harga | +0 | +$531K |
| IEMG | Dipangkas | -303 | +$332K |
| VUG | Beli lebih banyak | +3K | -$259K |
| EFG | Dipangkas | -18 | +$225K |
| DBMF | Beli lebih banyak | +5K | +$192K |
| GOOGL | Dipangkas | -24 | +$91K |
| MUB | Beli lebih banyak | +425 | +$78K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.