Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/28 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 84
- 較 2021 年第 1 季 0
- 總值
- $2.45 億
- 較 2021 年第 1 季 +$1,443 萬 (+6.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 380,396 | $3,955 萬 | 16.2% | −1,434−0.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 539,307 | $2,128 萬 | 8.7% | +4,338+0.8% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 357,262 | $1,832 萬 | 7.5% | +28,340+8.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 277,262 | $1,420 萬 | 5.8% | +14,292+5.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 138,262 | $1,046 萬 | 4.3% | +414+0.3% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 185,762 | $850.6 萬 | 3.5% | +1,727+0.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 100,215 | $784.4 萬 | 3.2% | +51+0.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 65,766 | $685.1 萬 | 2.8% | +607+0.9% | 加碼 | – |
| Claymore Guggenheim BulletShares 2022 Corp Bd ETF18383M258 | ETF | 309,710 | $668.7 萬 | 2.7% | +16,635+5.7% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 149,492 | $621.9 萬 | 2.5% | +916+0.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,461 | $621.6 萬 | 2.5% | +1,656+1.5% | 加碼 | – |
| Powershares BulletShares 2021 Corporate Bond EFT73939W706 | ETF | 285,636 | $602.7 萬 | 2.5% | −6,767−2.3% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 173,464 | $570.3 萬 | 2.3% | +1,569+0.9% | 加碼 | – |
| ETFS Physical Precious Metals Basket26922W109 | CEF | 58,878 | $567.9 萬 | 2.3% | +362+0.6% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 186,308 | $562.7 萬 | 2.3% | +756+0.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 80,614 | $441.8 萬 | 1.8% | +13,836+20.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 29,937 | $437.0 萬 | 1.8% | +210+0.7% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 61,430 | $420.0 萬 | 1.7% | +458+0.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 61,540 | $336.0 萬 | 1.4% | −5,317−8.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,147 | $307.3 萬 | 1.3% | +130+1.9% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 49,881 | $301.9 萬 | 1.2% | −791−1.6% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 42,443 | $292.4 萬 | 1.2% | −475−1.1% | 減碼依 6 比 1 拆股換算 | – |
| Guggenheim S&P 500 Equal Weight Energy ETF78355W866 | ETF | 49,806 | $225.6 萬 | 0.9% | +56+0.1% | 加碼 | – |
| Guggenheim S&P 500 Equal Weight Materials ETF78355W825 | ETF | 13,672 | $224.9 萬 | 0.9% | −69−0.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 14,785 | $222.9 萬 | 0.9% | +2,735+22.7% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 33,950 | $218.0 萬 | 0.9% | −514−1.5% | 減碼依 3 比 1 拆股換算 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,915 | $216.5 萬 | 0.9% | 00.0% | 不變 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 22,255 | $172.5 萬 | 0.7% | +97+0.4% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 22,802 | $154.0 萬 | 0.6% | +123+0.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,022 | $149.9 萬 | 0.6% | +1,457+7.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 416 | $143.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,197 | $138.1 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 15,828 | $131.9 萬 | 0.5% | −505−3.1% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 22,907 | $118.7 萬 | 0.5% | −361−1.6% | 減碼依 6 比 1 拆股換算 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 18,863 | $110.9 萬 | 0.5% | −397−2.1% | 減碼依 3 比 1 拆股換算 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,506 | $110.5 萬 | 0.5% | −71−1.3% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 12,350 | $109.6 萬 | 0.4% | +37+0.3% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,433 | $104.2 萬 | 0.4% | +1,371+17.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,520 | $103.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 11,499 | $98.6 萬 | 0.4% | +78+0.7% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,591 | $96.0 萬 | 0.4% | +11+0.1% | 加碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 14,245 | $92.3 萬 | 0.4% | −170−1.2% | 減碼依 5 比 1 拆股換算 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,134 | $91.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,698 | $86.8 萬 | 0.4% | −487−3.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,113 | $83.7 萬 | 0.3% | +126+4.2% | 加碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 12,315 | $80.5 萬 | 0.3% | −110−0.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,871 | $79.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,573 | $79.3 萬 | 0.3% | −50−0.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 8,243 | $75.7 萬 | 0.3% | +1,318+19.0% | 加碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 13,535 | $74.5 萬 | 0.3% | −10−0.1% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,428 | $72.5 萬 | 0.3% | +479+4.8% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,100 | $71.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 23,507 | $71.5 萬 | 0.3% | −247−1.0% | 減碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 10,842 | $70.0 萬 | 0.3% | −172−1.6% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,725 | $68.6 萬 | 0.3% | +411+6.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,985 | $67.6 萬 | 0.3% | +242+4.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,754 | $66.4 萬 | 0.3% | −483−7.7% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,610 | $62.6 萬 | 0.3% | +240+2.9% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,077 | $61.1 萬 | 0.2% | +481+4.5% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $57.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 4,284 | $50.0 萬 | 0.2% | +273+6.8% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 8,491 | $48.3 萬 | 0.2% | −1,061−11.1% | 減碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 19,011 | $48.3 萬 | 0.2% | +1,531+8.8% | 加碼 | – |
| iShares Tr464288125 | 3YRTB ETF | 5,808 | $47.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,164 | $45.7 萬 | 0.2% | +328+5.6% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,900 | $45.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares iBonds Dec 2021 Term Corporate ETF46343VBK5 | ETF | 16,848 | $41.7 萬 | 0.2% | +389+2.4% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,526 | $37.0 萬 | 0.2% | +329+6.3% | 加碼 | – |
| Market Vectors Etf TRUST57060U100 | COM | 10,450 | $35.5 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,280 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,712 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Powershares BulletShares 2023 Corporate Bond EFT73939W862 | ETF | 12,302 | $26.7 萬 | 0.1% | −4,967−28.8% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,174 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 98 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 595 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,085 | $24.4 萬 | 0.1% | +34+3.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 1,376 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Powershares QQQ Trust73935A104 | COM | 682 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,567 | $23.1 萬 | 0.1% | +149+10.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 94 | $23.0 萬 | 0.1% | +94 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,370 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 918 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $20.9 萬 | 0.1% | +2,510 | 新進 | – |
| VGZVista Gold Corp | COM NEW | 85,000 | $10.5 萬 | <0.1% | −15,000−15.0% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。