Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/5 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 84
- 較 2021 年第 2 季 0
- 總值
- $2.49 億
- 較 2021 年第 2 季 +$419.2 萬 (+1.7%)
| 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 | 366,038 | $3,808 萬 | 15.3% | −14,358−3.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 547,755 | $2,120 萬 | 8.5% | +8,448+1.6% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 410,648 | $2,097 萬 | 8.4% | +53,386+14.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 340,793 | $1,745 萬 | 7.0% | +63,531+22.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 135,706 | $1,008 萬 | 4.0% | −2,556−1.8% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 153,948 | $841.2 萬 | 3.4% | +73,334+91.0% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 182,322 | $832.8 萬 | 3.3% | −3,440−1.9% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 98,879 | $758.0 萬 | 3.0% | −1,336−1.3% | 減碼 | – |
| Claymore Guggenheim BulletShares 2022 Corp Bd ETF18383M258 | ETF | 338,271 | $728.3 萬 | 2.9% | +28,561+9.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 66,445 | $665.1 萬 | 2.7% | +679+1.0% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 146,717 | $609.2 萬 | 2.4% | −2,775−1.9% | 減碼 | – |
| Powershares BulletShares 2021 Corporate Bond EFT73939W706 | ETF | 281,803 | $594.3 萬 | 2.4% | −3,833−1.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 118,559 | $592.9 萬 | 2.4% | +4,098+3.6% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 186,224 | $567.6 萬 | 2.3% | +12,760+7.4% | 加碼 | – |
| ETFS Physical Precious Metals Basket26922W109 | CEF | 64,636 | $558.8 萬 | 2.2% | +5,758+9.8% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 190,459 | $551.8 萬 | 2.2% | +4,151+2.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 28,845 | $427.2 萬 | 1.7% | −1,092−3.6% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 62,064 | $418.8 萬 | 1.7% | +634+1.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 67,400 | $365.7 萬 | 1.5% | +5,860+9.5% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 48,827 | $293.3 萬 | 1.2% | −1,054−2.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,531 | $281.4 萬 | 1.1% | −616−8.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 17,815 | $266.9 萬 | 1.1% | +3,030+20.5% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 37,109 | $255.6 萬 | 1.0% | −5,334−12.6% | 減碼 | – |
| Guggenheim S&P 500 Equal Weight Materials ETF78355W825 | ETF | 13,516 | $216.3 萬 | 0.9% | −156−1.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,915 | $216.0 萬 | 0.9% | 00.0% | 不變 | – |
| Guggenheim S&P 500 Equal Weight Energy ETF78355W866 | ETF | 47,851 | $216.0 萬 | 0.9% | −1,955−3.9% | 減碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 32,662 | $206.5 萬 | 0.8% | −1,288−3.8% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 22,416 | $169.6 萬 | 0.7% | +161+0.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,590 | $152.9 萬 | 0.6% | +568+2.8% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 22,568 | $149.5 萬 | 0.6% | −234−1.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,021 | $133.7 萬 | 0.5% | −176−2.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 391 | $128.4 萬 | 0.5% | −25−6.0% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,011 | $121.6 萬 | 0.5% | +1,578+16.7% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 12,225 | $106.5 萬 | 0.4% | −125−1.0% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 21,116 | $104.0 萬 | 0.4% | −1,791−7.8% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 17,498 | $99.5 萬 | 0.4% | −1,365−7.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 6,900 | $97.6 萬 | 0.4% | −620−8.2% | 減碼 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 11,171 | $95.6 萬 | 0.4% | −4,657−29.4% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,608 | $95.0 萬 | 0.4% | +17+0.1% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 11,388 | $93.3 萬 | 0.4% | −111−1.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,159 | $92.7 萬 | 0.4% | +25+1.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 10,179 | $91.5 萬 | 0.4% | +1,936+23.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,078 | $79.7 萬 | 0.3% | −620−4.5% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 12,088 | $79.2 萬 | 0.3% | −2,157−15.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,871 | $78.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,573 | $78.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,971 | $78.2 萬 | 0.3% | −142−4.6% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,905 | $73.0 萬 | 0.3% | +477+4.6% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,100 | $70.9 萬 | 0.3% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 12,482 | $68.5 萬 | 0.3% | −1,053−7.8% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,336 | $67.0 萬 | 0.3% | −2,170−39.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,004 | $65.6 萬 | 0.3% | +19+0.3% | 加碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 24,499 | $62.0 萬 | 0.2% | +5,488+28.9% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,913 | $60.5 萬 | 0.2% | −812−12.1% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,935 | $60.1 萬 | 0.2% | +858+7.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,999 | $57.4 萬 | 0.2% | −755−13.1% | 減碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 8,994 | $57.2 萬 | 0.2% | −1,848−17.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,698 | $56.9 萬 | 0.2% | −912−10.6% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $56.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 19,288 | $56.6 萬 | 0.2% | −4,219−17.9% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,393 | $48.4 萬 | 0.2% | −4,922−40.0% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 4,174 | $47.9 萬 | 0.2% | −110−2.6% | 減碼 | – |
| iShares Tr464288125 | 3YRTB ETF | 5,808 | $46.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,107 | $45.4 萬 | 0.2% | −57−0.9% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,900 | $44.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares iBonds Dec 2021 Term Corporate ETF46343VBK5 | ETF | 15,635 | $38.7 萬 | 0.2% | −1,213−7.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,849 | $36.1 萬 | 0.1% | +323+5.8% | 加碼 | – |
| Market Vectors Etf TRUST57060U100 | COM | 10,450 | $30.8 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 5,024 | $28.5 萬 | 0.1% | −3,467−40.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,712 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,200 | $26.7 萬 | 0.1% | −80−6.3% | 減碼 | 歷史 |
| Powershares BulletShares 2023 Corporate Bond EFT73939W862 | ETF | 12,302 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 595 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 94 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,174 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,118 | $24.4 萬 | 0.1% | +33+3.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,636 | $23.8 萬 | 0.1% | +69+4.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 88 | $23.5 萬 | 0.1% | −10−10.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,376 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Powershares QQQ Trust73935A104 | COM | 636 | $22.8 萬 | 0.1% | −46−6.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,370 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 883 | $21.3 萬 | 0.1% | −35−3.8% | 減碼 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| VGZVista Gold Corp | COM NEW | 25,000 | $1.80 萬 | <0.1% | −60,000−70.6% | 減碼 | 歷史 |