Mkd Wealth Coaches, LLC — Q3 2020 13F 持股

Name: Mkd Wealth Coaches, LLC — 13F Holdings, Q3 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001536549

申报总市值

US$1.0亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	27.52%	-1.24%	+84.56%
2	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	12.64%	-0.19%	+21.87%
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	10.22%	—	-21.86%
4	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	7.06%	—	-29.35%
5	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	6.28%	—	-26.87%
6	IAUUSD	Ishares Gold Trust	ETF-避险与商品	5.23%	—	-30.51%
7	SLVP	Ishares Msci Global Silver A	ETF-避险与商品	3.93%	—	-32.92%
8	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	3.74%	—	-23.22%
9	TIP	Ishares Tips Bond ETF	ETF-其他	3.71%	—	—
10	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	2.73%	-0.32%	-47.40%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	2.53%	—	-51.09%
12	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.38%	+0.01%	—
13	THRM	Gentherm INC	股票-其他	1.28%	—	—
14	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	1.13%	—	-90.23%
15	TGT	Target CORP	股票-周期性消费	0.99%	—	-4.58%
16	MUB	Ishares National Muni Bond E	ETF-其他	0.86%	-0.02%	—
17	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.80%	-0.16%	—
18	BIV	Vanguard Intermediate-term B	ETF-其他	0.78%	—	-18.49%
19	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.74%	—	-86.56%
20	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.61%	+1.37%	-88.24%
21	AAPL	Apple INC	股票-科技	0.60%	-0.02%	+65.83%
22	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.58%	—	-40.50%
23	FBCUSD	Flagstar Bancorp INC	股票-其他	0.51%	—	+17.33%
24	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.50%	—	-23.28%
25	VT	Vanguard Tot World Stk ETF	ETF-其他	0.48%	—	-1.89%
26	VUG	Vanguard Growth ETF	ETF-其他	0.48%	-0.09%	—
27	WTMF	Wisdomtree Mgd Futures Strat	ETF-其他	0.43%	—	—
28	IAGG	Ishares Intl Aggregate Bond	ETF-其他	0.37%	—	—
29	VTV	Vanguard Value ETF	ETF-其他	0.32%	—	—
30	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.31%	-0.04%	—
31	F	Ford Motor Co	股票-周期性消费	0.14%	-0.06%	-3.30%
32	MSFT	Microsoft CORP	股票-科技	0.09%	—	-77.29%
33	AMZN	Amazon.com INC	股票-周期性消费	0.04%	-0.12%	-93.98%

本季持股变动

Mkd Wealth Coaches, LLC 于截至 Q3 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IVV	Ishares Core S&p 500 ETF	+15.4%	+84.56%	加仓
2	IJR	Ishares Core S&p Small-cap E	+3.7%	+21.87%	加仓
3	TGT	Target CORP	+0.3%	-4.58%	减仓
4	FBCUSD	Flagstar Bancorp INC	+0.1%	+17.33%	加仓
5	VUG	Vanguard Growth ETF	+0.1%	—	不变
6	VT	Vanguard Tot World Stk ETF	+0.1%	-1.89%	减仓
7	VTV	Vanguard Value ETF	+0.1%	—	不变
8	WTMF	Wisdomtree Mgd Futures Strat	+0.1%	—	不变
9	F	Ford Motor Co	0%	-3.30%	减仓
10	BIV	Vanguard Intermediate-term B	-0.1%	-18.49%	减仓
11	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.1%	-23.28%	减仓
12	MSFT	Microsoft CORP	-0.3%	-77.29%	减仓
13	ILTB	Ishares Core 10+ Year Usd Bo	-0.3%	-40.50%	减仓
14	AAPL	Apple INC	-0.4%	+65.83%	加仓
15	EFAV	Ishares Msci Eafe Min Vol Fa	-0.4%	-23.22%	减仓
16	SLVP	Ishares Msci Global Silver A	-0.5%	-32.92%	减仓
17	AMZN	Amazon.com INC	-0.5%	-93.98%	减仓
18	USMV	Ishares Msci USA Min Vol Fac	-0.8%	-21.86%	减仓
19	EEMV	Ishares Msci Emg Mkt Min Vol	-0.9%	-26.87%	减仓
20	IAUUSD	Ishares Gold Trust	-1.1%	-30.51%	减仓
21	IEMG	Ishares Core Msci Emerging	-1.4%	-47.40%	减仓
22	IEF	Ishares 7-10 Year Treasury B	-1.8%	-29.35%	减仓
23	IEFA	Ishares Core Msci Eafe ETF	-1.8%	-51.09%	减仓
24	IJH	Ishares Core S&p Midcap ETF	-3.8%	-88.24%	减仓
25	EMB	Ishares Jp Morgan Usd Emergi	-4%	-86.56%	减仓
26	TLT	Ishares 20+ Year Treasury Bd	-9.1%	-90.23%	减仓
27	TIP	Ishares Tips Bond ETF	—	NEW	新建仓
28	AGG	Ishares Core U.s. Aggregate	—	NEW	新建仓
29	THRM	Gentherm INC	—	NEW	新建仓
30	IGOV	Ishares International Treasu	—	EXIT	清仓
31	MUB	Ishares National Muni Bond E	—	NEW	新建仓
32	EFG	Ishares Msci Eafe Growth ETF	—	NEW	新建仓
33	IUSG	Ishares Core S&p U.s. Growth	—	EXIT	清仓
34	MNA	Nyli Merger Arbitrage ETF	—	EXIT	清仓
35	IUSV	Ishares Core S&p U.s. Value	—	EXIT	清仓
36	HAP	Vaneck Natural Resources ETF	—	EXIT	清仓
37	IAGG	Ishares Intl Aggregate Bond	—	NEW	新建仓
38	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	NEW	新建仓