Mkd Wealth Coaches, LLC — Q2 2020 13F 持股

Name: Mkd Wealth Coaches, LLC — 13F Holdings, Q2 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	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	12.14%	-1.24%	+116.65%
2	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	11.00%	—	+39.50%
3	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	10.26%	—	-4.27%
4	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	8.91%	-0.19%	+83.36%
5	IEF	Ishares 7-10 Year Treasury B	ETF-政府公債	8.84%	—	+65.01%
6	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	7.15%	—	+60.03%
7	IAUUSD	Ishares Gold Trust	ETF-避險與商品	6.28%	—	-2.23%
8	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	4.77%	—	-3.09%
9	SLVP	Ishares Msci Global Silver A	ETF-避險與商品	4.45%	—	-0.63%
10	IJH	Ishares Core S&p Midcap ETF	ETF-其他	4.37%	+1.37%	-12.11%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	4.33%	—	-7.13%
12	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	4.18%	—	-2.21%
13	IEMG	Ishares Core Msci Emerging	ETF-新興市場	4.13%	-0.32%	-7.68%
14	AAPL	Apple INC	股票-科技	1.00%	-0.02%	+0.28%
15	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.86%	—	-0.85%
16	BIV	Vanguard Intermediate-term B	ETF-其他	0.84%	—	+6.17%
17	IGOV	Ishares International Treasu	ETF-其他	0.82%	—	-15.18%
18	TGT	Target CORP	股票-循環性消費	0.70%	—	+4.80%
19	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.58%	—	+0.53%
20	AMZN	Amazon.com INC	股票-循環性消費	0.58%	-0.12%	+9.93%
21	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.42%	—	-16.74%
22	VT	Vanguard Tot World Stk ETF	ETF-其他	0.40%	—	-3.12%
23	MNA	Nyli Merger Arbitrage ETF	ETF-其他	0.38%	—	-16.90%
24	FBCUSD	Flagstar Bancorp INC	股票-其他	0.38%	—	-35.69%
25	IUSV	Ishares Core S&p U.s. Value	ETF-其他	0.38%	—	-57.60%
26	WTMF	Wisdomtree Mgd Futures Strat	ETF-其他	0.38%	—	—
27	VUG	Vanguard Growth ETF	ETF-其他	0.37%	-0.09%	—
28	HAP	Vaneck Natural Resources ETF	ETF-其他	0.35%	—	-11.25%
29	MSFT	Microsoft CORP	股票-科技	0.34%	—	—
30	VTV	Vanguard Value ETF	ETF-其他	0.27%	—	—
31	F	Ford Motor Co	股票-循環性消費	0.11%	-0.06%	-0.41%

本季持股變動

Mkd Wealth Coaches, LLC 於截至 Q2 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	IVV	Ishares Core S&p 500 ETF	+7.2%	+116.65%	加碼
2	IJR	Ishares Core S&p Small-cap E	+4.7%	+83.36%	加碼
3	USMV	Ishares Msci USA Min Vol Fac	+3.5%	+39.50%	加碼
4	IEF	Ishares 7-10 Year Treasury B	+3.2%	+65.01%	加碼
5	EEMV	Ishares Msci Emg Mkt Min Vol	+2.9%	+60.03%	加碼
6	SLVP	Ishares Msci Global Silver A	+1.7%	-0.63%	減碼
7	AAPL	Apple INC	+0.3%	+0.28%	加碼
8	IAUUSD	Ishares Gold Trust	+0.2%	-2.23%	減碼
9	AMZN	Amazon.com INC	+0.2%	+9.93%	加碼
10	TGT	Target CORP	+0.2%	+4.80%	加碼
11	EMB	Ishares Jp Morgan Usd Emergi	+0.1%	-3.09%	減碼
12	IJH	Ishares Core S&p Midcap ETF	+0.1%	-12.11%	減碼
13	IEMG	Ishares Core Msci Emerging	+0.1%	-7.68%	減碼
14	BIV	Vanguard Intermediate-term B	0%	+6.17%	加碼
15	VT	Vanguard Tot World Stk ETF	0%	-3.12%	減碼
16	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	0%	+0.53%	加碼
17	IEFA	Ishares Core Msci Eafe ETF	0%	-7.13%	減碼
18	F	Ford Motor Co	0%	-0.41%	減碼
19	HAP	Vaneck Natural Resources ETF	—	-11.25%	減碼
20	ILTB	Ishares Core 10+ Year Usd Bo	0%	-0.85%	減碼
21	IUSG	Ishares Core S&p U.s. Growth	0%	-16.74%	減碼
22	WTMF	Wisdomtree Mgd Futures Strat	0%	—	不變
23	FBCUSD	Flagstar Bancorp INC	-0.1%	-35.69%	減碼
24	EFAV	Ishares Msci Eafe Min Vol Fa	-0.1%	-2.21%	減碼
25	MNA	Nyli Merger Arbitrage ETF	-0.1%	-16.90%	減碼
26	IGOV	Ishares International Treasu	-0.2%	-15.18%	減碼
27	IUSV	Ishares Core S&p U.s. Value	-0.5%	-57.60%	減碼
28	TLT	Ishares 20+ Year Treasury Bd	-1.2%	-4.27%	減碼
29	✓	Reality Shs ETF Tr	—	EXIT	清倉
30	DIVYEUR	Reality Shares Divs ETF	—	EXIT	清倉
31	SH1USD	Proshares Short S&p500	—	EXIT	清倉
32	✓	Proshares Tr K1 Fre Crd Oil	—	EXIT	清倉
33	FTEC	Fidelity Msci Info Tech Indx	—	EXIT	清倉
34	FUTY	Fidelity Msci US Utilities	—	EXIT	清倉
35	FHLC	Fidelity Msci Health Care	—	EXIT	清倉
36	FCOM	Fidelity Msci Comm Serv Indx	—	EXIT	清倉
37	VUG	Vanguard Growth ETF	—	NEW	新建倉
38	MSFT	Microsoft CORP	—	NEW	新建倉
39	VTV	Vanguard Value ETF	—	NEW	新建倉