Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/24 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 74
- 較 2022 年第 4 季 +4
- 總值
- $2.36 億
- 較 2022 年第 4 季 +$1,918 萬 (+8.8%)
| 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 | 694,729 | $3,360 萬 | 14.2% | −30,309−4.2% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 474,111 | $2,236 萬 | 9.5% | +29,080+6.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 589,297 | $2,051 萬 | 8.7% | −4,984−0.8% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 341,660 | $1,667 萬 | 7.1% | +8,683+2.6% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 293,825 | $1,485 萬 | 6.3% | +30,061+11.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 146,486 | $1,082 萬 | 4.6% | +37,982+35.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 130,520 | $954.9 萬 | 4.0% | −4,869−3.6% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 395,056 | $770.4 萬 | 3.3% | +10,479+2.7% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 102,397 | $694.8 萬 | 2.9% | −396−0.4% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 147,372 | $617.9 萬 | 2.6% | +2,739+1.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 87,727 | $571.7 萬 | 2.4% | +10,517+13.6% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 163,477 | $551.1 萬 | 2.3% | +590.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 133,926 | $541.1 萬 | 2.3% | +3,619+2.8% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 82,227 | $539.2 萬 | 2.3% | +7,577+10.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 34,920 | $505.0 萬 | 2.1% | +4,657+15.4% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 199,638 | $489.5 萬 | 2.1% | +6,607+3.4% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 182,484 | $469.5 萬 | 2.0% | −1,001−0.5% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 73,460 | $344.6 萬 | 1.5% | +5,580+8.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,057 | $249.0 萬 | 1.1% | +456+8.1% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,452 | $238.2 萬 | 1.0% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 12,430 | $205.0 萬 | 0.9% | +2,707+27.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,807 | $197.2 萬 | 0.8% | +1,275+4.6% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 32,559 | $187.4 萬 | 0.8% | −939−2.8% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $186.2 萬 | 0.8% | 00.0% | 不變 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 27,068 | $178.9 萬 | 0.8% | +1,094+4.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 19,996 | $173.9 萬 | 0.7% | +1,396+7.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,348 | $149.4 萬 | 0.6% | +352+1.6% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 23,074 | $142.8 萬 | 0.6% | −5,878−20.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,780 | $140.1 萬 | 0.6% | +12,780 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,468 | $130.2 萬 | 0.6% | +6,468 | 新進 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,240 | $124.2 萬 | 0.5% | −18−0.2% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19,336 | $114.6 萬 | 0.5% | −443−2.2% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 14,376 | $109.5 萬 | 0.5% | +431+3.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,242 | $107.0 萬 | 0.5% | −87−1.6% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,017 | $103.4 萬 | 0.4% | +1,011+7.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,170 | $88.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,871 | $88.6 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,000 | $82.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,415 | $78.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 19,177 | $75.1 萬 | 0.3% | −906−4.5% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 18,732 | $73.0 萬 | 0.3% | −562−2.9% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 11,432 | $72.7 萬 | 0.3% | +433+3.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,701 | $67.6 萬 | 0.3% | −197−6.8% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 9,244 | $65.3 萬 | 0.3% | −931−9.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,170 | $64.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 11,785 | $61.5 萬 | 0.3% | −3,409−22.4% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,171 | $60.9 萬 | 0.3% | +258+3.7% | 加碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,606 | $59.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,923 | $57.3 萬 | 0.2% | −193−3.2% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 9,876 | $54.7 萬 | 0.2% | −490−4.7% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,520 | $54.4 萬 | 0.2% | −21−0.2% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,459 | $50.6 萬 | 0.2% | −1,497−13.7% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,121 | $49.4 萬 | 0.2% | +598+6.3% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $49.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,074 | $47.6 萬 | 0.2% | −51−0.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 882 | $43.8 萬 | 0.2% | +882 | 新進 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $43.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288125 | 3YRTB ETF | 5,953 | $41.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,217 | $41.4 萬 | 0.2% | −307−12.2% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,814 | $40.6 萬 | 0.2% | +412+6.4% | 加碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 6,120 | $39.1 萬 | 0.2% | −1,714−21.9% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,271 | $35.5 萬 | 0.2% | +388+43.9% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,299 | $32.9 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,803 | $32.2 萬 | 0.1% | −270−4.4% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,673 | $31.3 萬 | 0.1% | −469−14.9% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,959 | $29.7 萬 | 0.1% | −16−0.8% | 減碼 | – |
| VVisa Inc. | Stock | 1,200 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,676 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,163 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,299 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 595 | $20.5 萬 | 0.1% | +595 | 新進 | 歷史 |