Wall Capital Group, Inc. — Q2 2020 13F 持股

Name: Wall Capital Group, Inc. — 13F Holdings, Q2 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001699803

申報總市值

US$9366.7萬

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	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	48.84%	-0.11%	+1.32%
2	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	21.44%	—	-1.91%
3	EFA	Ishares Msci Eafe ETF	ETF-其他	6.28%	—	+2.28%
4	SLY	Spdr S&p 600 Small Cap ETF	ETF-中小型股	6.00%	—	+0.22%
5	IWV	Ishares Russell 3000 ETF	ETF-其他	3.02%	—	—
6	SYSB	Ishares Systematic Bond ETF	ETF-其他	2.31%	—	+4.04%
7	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	2.29%	—	+1.02%
8	EEM	Ishares Msci Emerging Market	ETF-新興市場	1.47%	—	+0.05%
9	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.47%	—	+4.97%
10	VLUE	Ishares Msci USA Value Facto	ETF-其他	1.43%	+0.04%	+14.99%
11	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.41%	+0.09%	+1.74%
12	VNQ	Vanguard Real Estate ETF	ETF-其他	1.01%	—	—
13	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.83%	—	+0.17%
14	SCHF	Schwab Intl Equity ETF	ETF-其他	0.55%	+0.05%	+3.94%
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.36%	—	+3.42%
16	SCHX	Schwab US Large-cap ETF	ETF-其他	0.34%	—	+51.89%
17	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.29%	—	+0.43%
18	MUB	Ishares National Muni Bond E	ETF-其他	0.25%	+0.33%	NEW
19	SCHH	Schwab US Reit ETF	ETF-其他	0.22%	—	—
20	AEP	American Electric Power Company, Inc.	股票-公用事業	0.19%	—	—

Wall Capital Group, Inc. 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	VOO	Vanguard S&p 500 ETF	+0.7%	+1.32%	加碼
2	MTUM	Ishares Msci USA Momentum Fa	+0.2%	-1.91%	減碼
3	SLY	Spdr S&p 600 Small Cap ETF	+0.1%	+0.22%	加碼
4	VLUE	Ishares Msci USA Value Facto	+0.1%	+14.99%	加碼
5	SCHX	Schwab US Large-cap ETF	+0.1%	+51.89%	加碼
6	QQQ	Invesco Qqq Trust Series 1	+0.1%	+0.17%	加碼
7	IWV	Ishares Russell 3000 ETF	+0.1%	—	不變
8	QUAL	Ishares Msci USA Quality Fac	0%	+1.74%	加碼
9	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+3.42%	加碼
10	SCHF	Schwab Intl Equity ETF	—	+3.94%	加碼
11	VWO	Vanguard Ftse Emerging Marke	—	+0.43%	加碼
12	USMV	Ishares Msci USA Min Vol Fac	0%	+4.97%	加碼
13	SCHH	Schwab US Reit ETF	0%	—	不變
14	EEM	Ishares Msci Emerging Market	0%	+0.05%	加碼
15	MUB	Ishares National Muni Bond E	0%	+0.59%	加碼
16	VNQ	Vanguard Real Estate ETF	-0.1%	—	不變
17	EFA	Ishares Msci Eafe ETF	-0.2%	+2.28%	加碼
18	SYSB	Ishares Systematic Bond ETF	-0.2%	+4.04%	加碼
19	SCHZ	Schwab US Aggregate Bond ETF	-0.3%	+1.02%	加碼
20	AEP	American Electric Power Company, Inc.	—	NEW	新建倉
21	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	清倉
22	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	清倉
23	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	清倉
24	SDY	Ss Spdr S&p Dividend ETF	—	EXIT	清倉
25	AGG	Ishares Core U.s. Aggregate	—	EXIT	清倉