StockDriftsStockDriftsTop 28 Mkd Wealth Coaches, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 54.6% | 84.9K | $55.5M | +4.17%(+3.40K) | $586.18(+27.68%) | 2026-03-31 | |
| IJH | ISHARES TR | 16.53% | 248.8K | $16.8M | +8.25%(+18.96K) | $60.86(+25.02%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.34% | 75.1K | $7.5M | +2.35%(+1.72K) | $99.05(-0.44%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.52% | 10.0K | $3.6M | -0.84%(-85) | $318.28(+28.43%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 2.84% | 95.8K | $2.9M | +4.28%(+3.93K) | $27.17(+11.63%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.28% | 21.8K | $2.3M | +1.71%(+367) | $107.55(-0.04%) | 2026-03-31 | |
| EFG | ISHARES TR | 1.91% | 17.4K | $1.9M | -4.08%(-742) | $102.39(+20.74%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.87% | 27.2K | $1.9M | -16.54%(-5.40K) | $54.82(+45.65%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.46% | 12.0K | $1.5M | -13.01%(-1.79K) | $116.09(+26.18%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 1.06% | 6.6K | $1.1M | new | $145.01(+171.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.91% | +55.74% |
| Top 20 Holdings Unweighted | +16.17% | +56.79% |
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