Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/6 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 76
- 較 2021 年第 4 季 −9
- 總值
- $2.52 億
- 較 2021 年第 4 季 −$1,248 萬 (−4.7%)
| 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 | 728,235 | $3,922 萬 | 15.6% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 509,554 | $2,635 萬 | 10.5% | +263,691+107.3% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 461,957 | $2,239 萬 | 8.9% | +8,471+1.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 426,030 | $2,111 萬 | 8.4% | +47,270+12.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 565,901 | $2,078 萬 | 8.3% | +9,067+1.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 136,926 | $1,080 萬 | 4.3% | +1,258+0.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 370,890 | $923.1 萬 | 3.7% | +3,218+0.9% | 加碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 101,070 | $766.7 萬 | 3.0% | +852+0.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 138,175 | $654.4 萬 | 2.6% | +3,409+2.5% | 加碼依 2 比 1 拆股換算 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 151,221 | $574.2 萬 | 2.3% | +2,124+1.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 122,912 | $567.0 萬 | 2.3% | +2,239+1.9% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 189,865 | $527.3 萬 | 2.1% | +1,888+1.0% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 191,313 | $526.5 萬 | 2.1% | −612−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 64,597 | $483.3 萬 | 1.9% | +2,855+4.6% | 加碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 67,561 | $482.3 萬 | 1.9% | +1,871+2.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 22,356 | $352.6 萬 | 1.4% | +1,923+9.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 63,714 | $322.2 萬 | 1.3% | −1,506−2.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,171 | $280.0 萬 | 1.1% | +46+0.8% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,554 | $255.4 萬 | 1.0% | −803−1.7% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 35,448 | $227.9 萬 | 0.9% | −131−0.4% | 減碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 31,088 | $214.2 萬 | 0.9% | −186−0.6% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $210.4 萬 | 0.8% | 00.0% | 不變 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 25,615 | $190.1 萬 | 0.8% | +727+2.9% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 24,241 | $170.6 萬 | 0.7% | +358+1.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,733 | $151.1 萬 | 0.6% | +117+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,834 | $136.8 萬 | 0.5% | +923+13.4% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,370 | $136.4 萬 | 0.5% | +39+0.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,923 | $134.8 萬 | 0.5% | +92+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 391 | $127.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 13,096 | $120.6 萬 | 0.5% | +1,163+9.7% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 13,532 | $113.4 萬 | 0.5% | +503+3.9% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 12,663 | $105.5 萬 | 0.4% | +378+3.1% | 加碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 10,884 | $104.4 萬 | 0.4% | −16−0.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,869 | $101.2 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 16,709 | $98.2 萬 | 0.4% | −39−0.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,164 | $97.7 萬 | 0.4% | +5+0.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 13,705 | $94.5 萬 | 0.4% | +90+0.7% | 加碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 20,325 | $89.8 萬 | 0.4% | −42−0.2% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,440 | $83.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,937 | $78.8 萬 | 0.3% | +5+0.2% | 加碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 19,179 | $77.6 萬 | 0.3% | −10−0.1% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 11,743 | $76.3 萬 | 0.3% | −105−0.9% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 11,907 | $75.3 萬 | 0.3% | +792+7.1% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,906 | $74.3 萬 | 0.3% | −35−0.3% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,100 | $70.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,505 | $70.2 萬 | 0.3% | +195+3.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,253 | $67.8 萬 | 0.3% | −77−2.3% | 減碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 25,687 | $64.3 萬 | 0.3% | −119−0.5% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,732 | $63.9 萬 | 0.3% | −100−0.8% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,359 | $63.8 萬 | 0.3% | +486+6.2% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,767 | $62.4 萬 | 0.2% | +55+1.0% | 加碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 8,678 | $59.5 萬 | 0.2% | −118−1.3% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,458 | $56.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $53.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 4,151 | $53.2 萬 | 0.2% | −5−0.1% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,325 | $52.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,900 | $44.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288125 | 3YRTB ETF | 5,808 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,379 | $42.3 萬 | 0.2% | +57+0.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,708 | $39.7 萬 | 0.2% | −420−10.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,117 | $34.0 萬 | 0.1% | +45+0.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $32.1 萬 | 0.1% | +63+3.7% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,964 | $30.6 萬 | 0.1% | +253+14.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 104 | $28.9 萬 | 0.1% | +10+10.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,348 | $28.6 萬 | 0.1% | +195+16.9% | 加碼 | – |
| VVisa Inc. | Stock | 1,200 | $26.6 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 | – |
| GOOGAlphabet Inc. | Stock | 88 | $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 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,370 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 382 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,093 | $21.8 萬 | 0.1% | −425−9.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 883 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,314 | $21.4 萬 | 0.1% | +1,314 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 726 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
2021 年第 4 季之後清倉（10 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Claymore Guggenheim BulletShares 2022 Corp Bd ETF18383M258 | ETF | 368,708 | $788.7 萬 | 3.0% | – |
| ETFS Physical Precious Metals Basket26922W109 | CEF | 64,566 | $577.6 萬 | 2.2% | – |
| Guggenheim S&P 500 Equal Weight Materials ETF78355W825 | ETF | 13,375 | $240.8 萬 | 0.9% | – |
| Guggenheim S&P 500 Equal Weight Energy ETF78355W866 | ETF | 47,455 | $226.7 萬 | 0.9% | – |
| Market Vectors Etf TRUST57060U100 | COM | 10,450 | $33.5 萬 | 0.1% | – |
| Powershares BulletShares 2023 Corporate Bond EFT73939W862 | ETF | 11,895 | $25.5 萬 | 0.1% | – |
| Powershares QQQ Trust73935A104 | COM | 636 | $25.3 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 3,671 | $21.7 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,376 | $21.3 萬 | 0.1% | 歷史 |
| VGZVista Gold Corp | COM NEW | 25,000 | $1.80 萬 | <0.1% | 歷史 |