Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MKD WEALTH COACHES LLC | 01-13-2022 | 12-31-2021 | 34 | 73,073,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX | ETF | 1 | $42,334,000 | 88,752 | 57.93 | 60.45 | -416 | -0.47 | 12-31-2021 |
| ISHARES S&P SMALLCAP 600 ETF | ETF | 2 | $13,041,000 | 113,889 | 17.85 | 19.62 | -296 | -0.26 | 12-31-2021 |
| GENTHERM INC | Stock | 3 | $1,903,000 | 21,904 | 2.60 | 2.79 | 0 | 0.00 | 12-31-2021 |
| ISHARES AGGREGATE BOND ETF | ETF | 4 | $1,894,000 | 16,602 | 2.59 | 3.30 | -1,679 | -9.18 | 12-31-2021 |
