Mkd Wealth Coaches, LLC — Q1 2020 13F 持股

Name: Mkd Wealth Coaches, LLC — 13F Holdings, Q1 2020
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	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	11.46%	—	—
2	✓	Reality Shs ETF Tr	ETF-其他	7.48%	—	—
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	7.46%	—	-6.33%
4	DIVYEUR	Reality Shares Divs ETF	ETF-其他	6.47%	—	-4.33%
5	IAUUSD	Ishares Gold Trust	ETF-避險與商品	6.05%	—	—
6	IEF	Ishares 7-10 Year Treasury B	ETF-政府公債	5.67%	—	-6.27%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	4.97%	-1.24%	-7.92%
8	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	4.63%	—	-8.63%
9	SH1USD	Proshares Short S&p500	ETF-其他	4.56%	—	+395.55%
10	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	4.32%	—	-3.17%
11	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	4.29%	—	-4.13%
12	IJH	Ishares Core S&p Midcap ETF	ETF-其他	4.28%	+1.37%	-3.67%
13	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	4.26%	—	-40.98%
14	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	4.24%	-0.19%	-3.60%
15	IEMG	Ishares Core Msci Emerging	ETF-新興市場	4.05%	-0.32%	-7.93%
16	SLVP	Ishares Msci Global Silver A	ETF-避險與商品	2.71%	—	-9.09%
17	✓	Proshares Tr K1 Fre Crd Oil	股票-其他	1.43%	—	+12.65%
18	IGOV	Ishares International Treasu	ETF-其他	1.00%	—	+9.56%
19	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.87%	—	+6.23%
20	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	0.87%	—	-6.16%
21	FUTY	Fidelity Msci US Utilities	ETF-其他	0.86%	—	-6.13%
22	IUSV	Ishares Core S&p U.s. Value	ETF-其他	0.85%	—	+88.40%
23	FHLC	Fidelity Msci Health Care	ETF-其他	0.83%	—	-5.50%
24	BIV	Vanguard Intermediate-term B	ETF-其他	0.81%	—	+58.42%
25	FCOM	Fidelity Msci Comm Serv Indx	ETF-其他	0.76%	—	-5.76%
26	AAPL	Apple INC	股票-科技	0.74%	-0.02%	+11.72%
27	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.56%	—	+82.66%
28	TGT	Target CORP	股票-循環性消費	0.55%	—	—
29	MNA	Nyli Merger Arbitrage ETF	ETF-其他	0.47%	—	-1.51%
30	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.43%	—	-2.11%
31	FBCUSD	Flagstar Bancorp INC	股票-其他	0.43%	—	—
32	WTMF	Wisdomtree Mgd Futures Strat	ETF-其他	0.41%	—	—
33	AMZN	Amazon.com INC	股票-循環性消費	0.39%	-0.12%	+31.30%
34	VT	Vanguard Tot World Stk ETF	ETF-其他	0.37%	—	—
35	HAP	Vaneck Natural Resources ETF	ETF-其他	0.35%	—	+3.46%
36	F	Ford Motor Co	股票-循環性消費	0.10%	-0.06%	+1.71%

本季持股變動

Mkd Wealth Coaches, LLC 於截至 Q1 2020 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	SH1USD	Proshares Short S&p500	+4.1%	+395.55%	加碼
2	IEF	Ishares 7-10 Year Treasury B	+2.2%	-6.27%	減碼
3	USMV	Ishares Msci USA Min Vol Fac	+1.3%	-6.33%	減碼
4	EMB	Ishares Jp Morgan Usd Emergi	+0.8%	-8.63%	減碼
5	EEMV	Ishares Msci Emg Mkt Min Vol	+0.7%	-4.13%	減碼
6	IVV	Ishares Core S&p 500 ETF	+0.7%	-7.92%	減碼
7	IEFA	Ishares Core Msci Eafe ETF	+0.6%	-3.17%	減碼
8	BIV	Vanguard Intermediate-term B	+0.5%	+58.42%	加碼
9	IUSV	Ishares Core S&p U.s. Value	+0.5%	+88.40%	加碼
10	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.4%	+82.66%	加碼
11	IEMG	Ishares Core Msci Emerging	+0.4%	-7.93%	減碼
12	IJH	Ishares Core S&p Midcap ETF	+0.3%	-3.67%	減碼
13	AMZN	Amazon.com INC	+0.2%	+31.30%	加碼
14	FTEC	Fidelity Msci Info Tech Indx	+0.2%	-6.16%	減碼
15	FHLC	Fidelity Msci Health Care	+0.2%	-5.50%	減碼
16	FUTY	Fidelity Msci US Utilities	+0.2%	-6.13%	減碼
17	FCOM	Fidelity Msci Comm Serv Indx	+0.1%	-5.76%	減碼
18	IJR	Ishares Core S&p Small-cap E	+0.1%	-3.60%	減碼
19	TGT	Target CORP	+0.1%	—	不變
20	HAP	Vaneck Natural Resources ETF	0%	+3.46%	加碼
21	SLVP	Ishares Msci Global Silver A	-0.1%	-9.09%	減碼
22	✓	Proshares Tr K1 Fre Crd Oil	-1%	+12.65%	加碼
23	DIVYEUR	Reality Shares Divs ETF	-1.2%	-4.33%	減碼
24	EFAV	Ishares Msci Eafe Min Vol Fa	-1.2%	-40.98%	減碼
25	TLT	Ishares 20+ Year Treasury Bd	—	NEW	新建倉
26	✓	Reality Shs ETF Tr	—	EXIT	清倉
27	RING	Ishares Msci Global Gold Min	—	EXIT	清倉
28	TIP	Ishares Tips Bond ETF	—	EXIT	清倉
29	✓	Reality Shs ETF Tr	—	NEW	新建倉
30	IAUUSD	Ishares Gold Trust	—	NEW	新建倉
31	STLA	Stellantis N.V.	—	EXIT	清倉
32	SPPP	Sprott Physical Platinum And	—	EXIT	清倉
33	DEM	Wisdomtree Emerging Markets	—	EXIT	清倉
34	EWC	Ishares Msci Canada ETF	—	EXIT	清倉
35	BWX	State Street Spdr Bloomberg	—	EXIT	清倉
36	THRM	Gentherm INC	—	EXIT	清倉
37	FREL	Fidelity Msci Rl Est Indx	—	EXIT	清倉
38	FDIS	Fidelity Msci Cons Discr Ind	—	EXIT	清倉
39	FIDU	Fidelity Msci Indust Indx	—	EXIT	清倉
40	FSTA	Fidelity Msci Cons Stap Indx	—	EXIT	清倉
41	FNCL	Fidelity Msci Financial Indx	—	EXIT	清倉
42	FMAT	Fidelity Msci Materials Indx	—	EXIT	清倉
43	DTE	Dte Energy Company	—	EXIT	清倉
44	TYL	Tyler Technologies INC	—	EXIT	清倉
45	MTOR	Meritor INC	—	EXIT	清倉
46	ITOT	Ishares Core S&p Total U.s.	—	EXIT	清倉
47	GM	General Motors Co	—	EXIT	清倉
48	FBCUSD	Flagstar Bancorp INC	—	NEW	新建倉
49	VT	Vanguard Tot World Stk ETF	—	NEW	新建倉
50	JPM	Jpmorgan Chase & Co	—	EXIT	清倉