Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/30 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 70
- 較 2022 年第 3 季 +3
- 總值
- $2.17 億
- 較 2022 年第 3 季 +$1,870 萬 (+9.4%)
| 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 | 725,038 | $3,274 萬 | 15.1% | +729+0.1% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 445,031 | $2,067 萬 | 9.5% | −11,215−2.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 594,281 | $1,914 萬 | 8.8% | +20,760+3.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 332,977 | $1,606 萬 | 7.4% | −87,372−20.8% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 263,764 | $1,314 萬 | 6.1% | −1,152−0.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 135,389 | $1,023 萬 | 4.7% | +1,845+1.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 108,504 | $779.5 萬 | 3.6% | +108,504 | 新進 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 384,577 | $741.8 萬 | 3.4% | +15,103+4.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 102,793 | $674.4 萬 | 3.1% | +1,672+1.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 144,633 | $585.9 萬 | 2.7% | +5,803+4.2% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 163,418 | $514.3 萬 | 2.4% | +7,172+4.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 130,307 | $507.9 萬 | 2.3% | +5,616+4.5% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 74,650 | $492.8 萬 | 2.3% | +3,040+4.2% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 193,031 | $456.9 萬 | 2.1% | +2,724+1.4% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 183,485 | $441.5 萬 | 2.0% | −4,333−2.3% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 77,210 | $429.0 萬 | 2.0% | +5,447+7.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,263 | $427.5 萬 | 2.0% | +4,401+17.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 67,880 | $309.9 萬 | 1.4% | +3,633+5.7% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,452 | $230.0 萬 | 1.1% | −102−0.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,601 | $215.2 萬 | 1.0% | −237−4.1% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 33,498 | $180.5 萬 | 0.8% | −1,190−3.4% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 27,532 | $179.9 萬 | 0.8% | +549+2.0% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $179.8 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 28,952 | $179.6 萬 | 0.8% | −959−3.2% | 減碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 25,974 | $168.1 萬 | 0.8% | +800+3.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 18,600 | $155.7 萬 | 0.7% | +3,577+23.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,996 | $135.6 萬 | 0.6% | −39−0.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,723 | $126.3 萬 | 0.6% | +1,544+18.9% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,258 | $123.7 萬 | 0.6% | −1,010−8.2% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19,779 | $109.8 萬 | 0.5% | +3,652+22.6% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 13,945 | $103.5 萬 | 0.5% | +506+3.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,329 | $101.9 萬 | 0.5% | 00.0% | 不變 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 13,006 | $94.0 萬 | 0.4% | +431+3.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,873 | $88.7 萬 | 0.4% | +20+0.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,170 | $83.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 20,083 | $81.7 萬 | 0.4% | +2,006+11.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,415 | $80.2 萬 | 0.4% | −10−0.1% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 15,194 | $79.1 萬 | 0.4% | −650−4.1% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.1 萬 | 0.4% | +6,300+70.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,898 | $70.1 萬 | 0.3% | −55−1.9% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 10,175 | $69.5 萬 | 0.3% | −507−4.7% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 19,294 | $69.5 萬 | 0.3% | −600−3.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 8,000 | $67.2 萬 | 0.3% | +170+2.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 10,999 | $65.7 萬 | 0.3% | −518−4.5% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,913 | $58.2 萬 | 0.3% | +1,114+19.2% | 加碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,606 | $57.9 萬 | 0.3% | −126−1.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,116 | $57.9 萬 | 0.3% | −463−7.0% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,956 | $54.9 萬 | 0.3% | −1,558−12.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,170 | $54.4 萬 | 0.3% | +80+1.3% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 10,366 | $50.5 萬 | 0.2% | −899−8.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,541 | $50.0 萬 | 0.2% | −339−3.8% | 減碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 7,834 | $49.5 萬 | 0.2% | −538−6.4% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $47.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,125 | $46.0 萬 | 0.2% | −9−0.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,523 | $44.5 萬 | 0.2% | +3,259+52.0% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,524 | $44.0 萬 | 0.2% | −164−6.1% | 減碼 | – |
| iShares Tr464288125 | 3YRTB ETF | 5,953 | $41.4 萬 | 0.2% | +145+2.5% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $40.3 萬 | 0.2% | −2,350−33.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 3,142 | $37.9 萬 | 0.2% | −232−6.9% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,402 | $36.2 萬 | 0.2% | −53−0.8% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,073 | $33.3 萬 | 0.2% | −486−7.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,299 | $32.0 萬 | 0.1% | +286+9.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,975 | $28.7 萬 | 0.1% | −74−3.6% | 減碼 | – |
| VVisa Inc. | Stock | 1,200 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,299 | $23.3 萬 | 0.1% | +1,299 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 883 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,676 | $23.0 萬 | 0.1% | +583+14.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,163 | $21.3 萬 | 0.1% | +1,163 | 新進 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $21.3 萬 | 0.1% | +2,510 | 新進 | – |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 25,085 | $62.8 萬 | 0.3% | – |