Mkd Wealth Coaches, LLC — Q4 2019 13F 持股

Name: Mkd Wealth Coaches, LLC — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001536549

申報總市值

US$1.0億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	DIVYEUR	Reality Shares Divs ETF	ETF-其他	7.62%	—	-0.20%
2	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	6.14%	—	-1.65%
3	✓	Reality Shs ETF Tr	ETF-其他	6.00%	—	+0.28%
4	RING	Ishares Msci Global Gold Min	ETF-避險與商品	5.90%	—	-5.02%
5	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	5.50%	—	-1.71%
6	TIP	Ishares Tips Bond ETF	ETF-其他	5.40%	—	—
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	4.28%	-1.24%	-1.41%
8	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	4.17%	-0.19%	-0.47%
9	IJH	Ishares Core S&p Midcap ETF	ETF-其他	4.03%	+1.37%	-0.33%
10	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	3.81%	—	-0.60%
11	STLA	Stellantis N.V.	股票-循環性消費	3.76%	—	-27.68%
12	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	3.70%	—	+679.79%
13	IEMG	Ishares Core Msci Emerging	ETF-新興市場	3.70%	-0.32%	+750.27%
14	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	3.55%	—	+0.84%
15	IEF	Ishares 7-10 Year Treasury B	ETF-政府公債	3.48%	—	-1.06%
16	SPPP	Sprott Physical Platinum And	股票-其他	2.81%	—	-2.96%
17	SLVP	Ishares Msci Global Silver A	ETF-避險與商品	2.78%	—	-1.80%
18	✓	Proshares Tr K1 Fre Crd Oil	股票-其他	2.41%	—	—
19	DEM	Wisdomtree Emerging Markets	ETF-新興市場	2.33%	—	+1.11%
20	EWC	Ishares Msci Canada ETF	ETF-其他	2.32%	—	—
21	BWX	State Street Spdr Bloomberg	ETF-其他	2.23%	—	+0.32%
22	THRM	Gentherm INC	股票-其他	0.73%	—	—
23	FREL	Fidelity Msci Rl Est Indx	ETF-其他	0.69%	—	-3.65%
24	FUTY	Fidelity Msci US Utilities	ETF-其他	0.68%	—	-4.78%
25	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	0.68%	—	-2.74%
26	FHLC	Fidelity Msci Health Care	ETF-其他	0.64%	—	-2.03%
27	FDIS	Fidelity Msci Cons Discr Ind	ETF-其他	0.64%	—	-1.99%
28	FCOM	Fidelity Msci Comm Serv Indx	ETF-其他	0.63%	—	-1.97%
29	FIDU	Fidelity Msci Indust Indx	ETF-其他	0.62%	—	-2.19%
30	FSTA	Fidelity Msci Cons Stap Indx	ETF-其他	0.61%	—	-2.21%
31	FNCL	Fidelity Msci Financial Indx	ETF-其他	0.60%	—	-1.05%
32	IGOV	Ishares International Treasu	ETF-其他	0.59%	—	—
33	FMAT	Fidelity Msci Materials Indx	ETF-其他	0.57%	—	-0.36%
34	SH1USD	Proshares Short S&p500	ETF-其他	0.51%	—	-11.96%
35	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.50%	—	-0.77%
36	AAPL	Apple INC	股票-科技	0.49%	-0.02%	—
37	TGT	Target CORP	股票-循環性消費	0.48%	—	—
38	DTE	Dte Energy Company	股票-公用事業	0.46%	—	—
39	TYL	Tyler Technologies INC	股票-科技	0.44%	—	—
40	IUSV	Ishares Core S&p U.s. Value	ETF-其他	0.39%	—	+1.41%
41	MNA	Nyli Merger Arbitrage ETF	ETF-其他	0.33%	—	+1.56%
42	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.33%	—	+1.26%
43	BIV	Vanguard Intermediate-term B	ETF-其他	0.32%	—	+0.52%
44	HAP	Vaneck Natural Resources ETF	ETF-其他	0.31%	—	+1.30%
45	MTOR	Meritor INC	股票-其他	0.30%	—	—
46	GM	General Motors Co	股票-循環性消費	0.28%	—	—
47	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.28%	-0.02%	-5.61%
48	WTMF	Wisdomtree Mgd Futures Strat	ETF-其他	0.27%	—	—
49	JPM	Jpmorgan Chase & Co	股票-金融	0.21%	—	—
50	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.20%	—	+1.36%

1–50 of 52

本季持股變動

Mkd Wealth Coaches, LLC 於截至 Q4 2019 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IEMG	Ishares Core Msci Emerging	+3.2%	+750.27%	加碼
2	IEFA	Ishares Core Msci Eafe ETF	+3.2%	+679.79%	加碼
3	AAPL	Apple INC	0%	—	不變
4	MTOR	Meritor INC	0%	—	不變
5	TGT	Target CORP	0%	—	不變
6	JPM	Jpmorgan Chase & Co	0%	—	不變
7	TYL	Tyler Technologies INC	0%	—	不變
8	IUSV	Ishares Core S&p U.s. Value	0%	+1.41%	加碼
9	IUSG	Ishares Core S&p U.s. Growth	0%	+1.26%	加碼
10	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	0%	+1.36%	加碼
11	HAP	Vaneck Natural Resources ETF	-0.1%	+1.30%	加碼
12	ITOT	Ishares Core S&p Total U.s.	-0.1%	-5.61%	減碼
13	FHLC	Fidelity Msci Health Care	-0.1%	-2.03%	減碼
14	MNA	Nyli Merger Arbitrage ETF	-0.1%	+1.56%	加碼
15	FTEC	Fidelity Msci Info Tech Indx	-0.1%	-2.74%	減碼
16	FNCL	Fidelity Msci Financial Indx	-0.1%	-1.05%	減碼
17	WTMF	Wisdomtree Mgd Futures Strat	-0.1%	—	不變
18	FMAT	Fidelity Msci Materials Indx	-0.1%	-0.36%	減碼
19	THRM	Gentherm INC	-0.1%	—	不變
20	FCOM	Fidelity Msci Comm Serv Indx	-0.1%	-1.97%	減碼
21	FDIS	Fidelity Msci Cons Discr Ind	-0.1%	-1.99%	減碼
22	FIDU	Fidelity Msci Indust Indx	-0.1%	-2.19%	減碼
23	DTE	Dte Energy Company	-0.1%	—	不變
24	ILTB	Ishares Core 10+ Year Usd Bo	-0.1%	-0.77%	減碼
25	FSTA	Fidelity Msci Cons Stap Indx	-0.1%	-2.21%	減碼
26	FREL	Fidelity Msci Rl Est Indx	-0.2%	-3.65%	減碼
27	SLVP	Ishares Msci Global Silver A	-0.2%	-1.80%	減碼
28	FUTY	Fidelity Msci US Utilities	-0.2%	-4.78%	減碼
29	DEM	Wisdomtree Emerging Markets	-0.2%	+1.11%	加碼
30	SH1USD	Proshares Short S&p500	-0.3%	-11.96%	減碼
31	SPPP	Sprott Physical Platinum And	-0.3%	-2.96%	減碼
32	BWX	State Street Spdr Bloomberg	-0.5%	+0.32%	加碼
33	IJR	Ishares Core S&p Small-cap E	-0.6%	-0.47%	減碼
34	IJH	Ishares Core S&p Midcap ETF	-0.6%	-0.33%	減碼
35	IVV	Ishares Core S&p 500 ETF	-0.6%	-1.41%	減碼
36	EEMV	Ishares Msci Emg Mkt Min Vol	-0.6%	+0.84%	加碼
37	✓	Reality Shs ETF Tr	-0.7%	+0.28%	加碼
38	EMB	Ishares Jp Morgan Usd Emergi	-0.8%	-0.60%	減碼
39	RING	Ishares Msci Global Gold Min	-0.9%	-5.02%	減碼
40	IEF	Ishares 7-10 Year Treasury B	-0.9%	-1.06%	減碼
41	USMV	Ishares Msci USA Min Vol Fac	-1.3%	-1.65%	減碼
42	DIVYEUR	Reality Shares Divs ETF	-1.5%	-0.20%	減碼
43	STLA	Stellantis N.V.	-1.8%	-27.68%	減碼
44	TIP	Ishares Tips Bond ETF	—	NEW	新建倉
45	✓	Proshares Tr K1 Fre Crd Oil	—	NEW	新建倉
46	EWC	Ishares Msci Canada ETF	—	NEW	新建倉
47	SHY	Ishares 1-3 Year Treasury Bo	—	EXIT	清倉
48	IGOV	Ishares International Treasu	—	NEW	新建倉
49	GM	General Motors Co	—	NEW	新建倉
50	AMZN	Amazon.com INC	—	NEW	新建倉