Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/19 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 85
- 較 2021 年第 3 季 +1
- 總值
- $2.64 億
- 較 2021 年第 3 季 +$1,548 萬 (+6.2%)
| 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 | 363,558 | $4,138 萬 | 15.7% | −2,480−0.7% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 453,486 | $2,287 萬 | 8.7% | +42,838+10.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 556,834 | $2,164 萬 | 8.2% | +9,079+1.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 378,760 | $1,926 萬 | 7.3% | +37,967+11.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 245,863 | $1,325 萬 | 5.0% | +91,915+59.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 135,668 | $1,097 萬 | 4.1% | −380.0% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 183,836 | $968.6 萬 | 3.7% | +1,514+0.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 100,218 | $806.1 萬 | 3.0% | +1,339+1.4% | 加碼 | – |
| Claymore Guggenheim BulletShares 2022 Corp Bd ETF18383M258 | ETF | 368,708 | $788.7 萬 | 3.0% | +30,437+9.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 67,383 | $690.0 萬 | 2.6% | +938+1.4% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 149,097 | $610.3 萬 | 2.3% | +2,380+1.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 120,673 | $596.8 萬 | 2.3% | +2,114+1.8% | 加碼 | – |
| ETFS Physical Precious Metals Basket26922W109 | CEF | 64,566 | $577.6 萬 | 2.2% | −70−0.1% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 191,925 | $562.5 萬 | 2.1% | +1,466+0.8% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 187,977 | $556.8 萬 | 2.1% | +1,753+0.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 30,871 | $505.5 萬 | 1.9% | +2,026+7.0% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 65,690 | $481.0 萬 | 1.8% | +3,626+5.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 65,220 | $351.5 萬 | 1.3% | −2,180−3.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 20,433 | $332.5 萬 | 1.3% | +2,618+14.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,125 | $292.2 萬 | 1.1% | −406−6.2% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 47,357 | $280.7 萬 | 1.1% | −1,470−3.0% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 35,579 | $260.6 萬 | 1.0% | −1,530−4.1% | 減碼 | – |
| Guggenheim S&P 500 Equal Weight Materials ETF78355W825 | ETF | 13,375 | $240.8 萬 | 0.9% | −141−1.0% | 減碼 | – |
| Guggenheim S&P 500 Equal Weight Energy ETF78355W866 | ETF | 47,455 | $226.7 萬 | 0.9% | −396−0.8% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $218.2 萬 | 0.8% | −27−0.2% | 減碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 31,274 | $213.5 萬 | 0.8% | −1,388−4.2% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 24,888 | $202.9 萬 | 0.8% | +2,472+11.0% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 23,883 | $169.8 萬 | 0.6% | +1,315+5.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,616 | $161.3 萬 | 0.6% | +1,026+5.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,831 | $140.8 萬 | 0.5% | −190−3.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,331 | $136.2 萬 | 0.5% | +1,320+12.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 391 | $130.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 6,911 | $122.7 萬 | 0.5% | +11+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 13,029 | $120.9 萬 | 0.5% | +804+6.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 11,933 | $114.5 萬 | 0.4% | +1,754+17.2% | 加碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 10,900 | $107.1 萬 | 0.4% | −271−2.4% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 12,285 | $104.1 萬 | 0.4% | +897+7.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,159 | $102.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 20,367 | $101.1 萬 | 0.4% | −749−3.5% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 16,748 | $99.5 萬 | 0.4% | −750−4.3% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,615 | $99.1 萬 | 0.4% | +7+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,871 | $85.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 11,848 | $85.1 萬 | 0.3% | −240−2.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,440 | $83.4 萬 | 0.3% | −133−1.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,932 | $83.0 萬 | 0.3% | −39−1.3% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,941 | $79.3 萬 | 0.3% | −137−1.0% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,100 | $75.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 11,115 | $74.5 萬 | 0.3% | +210+1.9% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,330 | $73.6 萬 | 0.3% | −6−0.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,310 | $72.3 萬 | 0.3% | +306+5.1% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,712 | $66.3 萬 | 0.3% | −201−3.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,873 | $65.9 萬 | 0.2% | +175+2.3% | 加碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,832 | $65.3 萬 | 0.2% | −650−5.2% | 減碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 25,806 | $64.9 萬 | 0.2% | +1,307+5.3% | 加碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 8,796 | $61.2 萬 | 0.2% | −198−2.2% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,458 | $60.9 萬 | 0.2% | +523+4.4% | 加碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 19,189 | $60.4 萬 | 0.2% | −99−0.5% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $56.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,325 | $55.7 萬 | 0.2% | −68−0.9% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 4,156 | $50.9 萬 | 0.2% | −18−0.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,128 | $47.1 萬 | 0.2% | −871−17.4% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,322 | $46.2 萬 | 0.2% | +215+3.5% | 加碼 | – |
| iShares Tr464288125 | 3YRTB ETF | 5,808 | $45.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,900 | $44.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,072 | $36.3 萬 | 0.1% | +223+3.8% | 加碼 | – |
| Market Vectors Etf TRUST57060U100 | COM | 10,450 | $33.5 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,712 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 595 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 94 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,711 | $26.8 萬 | 0.1% | +75+4.6% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,174 | $26.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,153 | $26.1 萬 | 0.1% | +35+3.1% | 加碼 | – |
| VVisa Inc. | Stock | 1,200 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 88 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Powershares BulletShares 2023 Corporate Bond EFT73939W862 | ETF | 11,895 | $25.5 萬 | 0.1% | −407−3.3% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,518 | $25.4 萬 | 0.1% | −506−10.1% | 減碼 | – |
| Powershares QQQ Trust73935A104 | COM | 636 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 883 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,370 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 726 | $22.2 萬 | 0.1% | +726 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 382 | $21.7 萬 | 0.1% | +382 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 3,671 | $21.7 萬 | 0.1% | +3,671 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 1,376 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VGZVista Gold Corp | COM NEW | 25,000 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Powershares BulletShares 2021 Corporate Bond EFT73939W706 | ETF | 281,803 | $594.3 萬 | 2.4% | – |
| iShares iBonds Dec 2021 Term Corporate ETF46343VBK5 | ETF | 15,635 | $38.7 萬 | 0.2% | – |