Mkd Wealth Coaches, LLC 13F 持仓 · 2026年Q3
Mkd Wealth Coaches 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 1.21 亿美元。前几大持仓：IVV（56.14%）、IJH（15.75%）、AGG（6.07%）。本季前 25 大持仓中：新建仓 4 只、增持 12 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $67.9M | 56.14% | 88,628 | 增持 |
| 2 | IJH | ISHARES TR | $19.0M | 15.75% | 264,748 | 增持 |
| 3 | AGG | ISHARES TR | $7.3M | 6.07% | 77,644 | 增持 |
| 4 | IWB | ISHARES TR | $4.2M | 3.45% | 10,022 | 持平 |
| 5 | DBMF | IM GLOBAL PARTNER FUNDS | $3.3M | 2.76% | 102,663 | 增持 |
| 6 | MUB | ISHARES TR | $2.3M | 1.88% | 22,532 | 增持 |
| 7 | IEMG | ISHARES INC | $2.2M | 1.80% | 26,877 | 减持 |
| 8 | EFG | ISHARES TR | $2.1M | 1.71% | 17,279 | 减持 |
| 9 | IJR | ISHARES TR | $2.0M | 1.64% | 14,560 | 增持 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 1.20% | 20,609 | 增持 |
| 11 | EFA | ISHARES TR | $700,932 | 0.58% | 6,747 | 持平 |
| 12 | HYG | ISHARES TR | $658,816 | 0.54% | 8,533 | 增持 |
| 13 | BUFB | INNOVATOR ETFS TRUST | $634,054 | 0.52% | 15,740 | 持平 |
| 14 | GOOGL | ALPHABET INC | $583,904 | 0.48% | 1,697 | 增持 |
| 15 | AMZN | AMAZON COM INC | $568,560 | 0.47% | 2,282 | 持平 |
| 16 | ITOT | ISHARES TR | $564,354 | 0.47% | 3,394 | 持平 |
| 17 | AAPL | APPLE INC | $443,963 | 0.37% | 1,333 | 增持 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $451,222 | 0.37% | 1,934 | 新建仓 |
| 19 | VBR | VANGUARD INDEX FDS | $429,716 | 0.36% | 1,860 | 新建仓 |
| 20 | VTV | VANGUARD INDEX FDS | $392,185 | 0.32% | 1,815 | 持平 |
| 21 | VUG | VANGUARD INDEX FDS | $380,625 | 0.31% | 4,224 | 持平 |
| 22 | SCHX | SCHWAB STRATEGIC TR | $356,556 | 0.29% | 11,885 | 增持 |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $351,999 | 0.29% | 15,928 | 增持 |
| 24 | GOOG | ALPHABET INC | $307,007 | 0.25% | 901 | 新建仓 |
| 25 | VOE | VANGUARD INDEX FDS | $288,016 | 0.24% | 1,473 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR