Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/20 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 76
- 較 2023 年第 1 季 +2
- 總值
- $2.40 億
- 較 2023 年第 1 季 +$381.2 萬 (+1.6%)
| 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 | 663,191 | $3,473 萬 | 14.5% | −31,538−4.5% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 473,349 | $2,208 萬 | 9.2% | −762−0.2% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 577,501 | $2,059 萬 | 8.6% | −11,796−2.0% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 342,170 | $1,644 萬 | 6.9% | +510+0.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 297,041 | $1,490 萬 | 6.2% | +3,216+1.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 148,893 | $1,082 萬 | 4.5% | +2,407+1.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 132,657 | $963.4 萬 | 4.0% | +2,137+1.6% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 401,282 | $783.7 萬 | 3.3% | +6,226+1.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 101,306 | $719.6 萬 | 3.0% | −1,091−1.1% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 149,046 | $652.8 萬 | 2.7% | +1,674+1.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 78,469 | $588.1 萬 | 2.5% | −9,258−10.6% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 82,305 | $552.2 萬 | 2.3% | +78+0.1% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 162,410 | $548.5 萬 | 2.3% | −1,067−0.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 133,287 | $542.2 萬 | 2.3% | −639−0.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 36,065 | $539.7 萬 | 2.2% | +1,145+3.3% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 198,014 | $487.7 萬 | 2.0% | −1,624−0.8% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 178,878 | $467.4 萬 | 1.9% | −3,606−2.0% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 73,461 | $339.1 萬 | 1.4% | +10.0% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,452 | $234.9 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,207 | $232.1 萬 | 1.0% | −850−14.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,872 | $230.3 萬 | 1.0% | −558−4.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,608 | $205.0 萬 | 0.9% | −199−0.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 21,480 | $195.5 萬 | 0.8% | +1,484+7.4% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 31,786 | $193.7 萬 | 0.8% | −773−2.4% | 減碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 27,425 | $188.6 萬 | 0.8% | +357+1.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,941 | $182.3 萬 | 0.8% | +53+0.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,312 | $150.6 萬 | 0.6% | −36−0.2% | 減碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 22,448 | $143.0 萬 | 0.6% | −626−2.7% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,468 | $132.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,212 | $123.8 萬 | 0.5% | −28−0.2% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19,312 | $115.9 萬 | 0.5% | −24−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,236 | $115.3 萬 | 0.5% | −6−0.1% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 14,760 | $113.9 萬 | 0.5% | +384+2.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,560 | $113.3 萬 | 0.5% | −2,220−17.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,248 | $109.7 萬 | 0.5% | +231+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,975 | $104.0 萬 | 0.4% | −25−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,863 | $97.6 萬 | 0.4% | −8−0.3% | 減碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 23,814 | $92.4 萬 | 0.4% | +4,637+24.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,084 | $92.4 萬 | 0.4% | −86−4.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,415 | $78.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 18,511 | $76.7 萬 | 0.3% | −221−1.2% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 11,235 | $74.5 萬 | 0.3% | −197−1.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,143 | $73.5 萬 | 0.3% | −27−0.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,697 | $70.5 萬 | 0.3% | −4−0.1% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 9,244 | $67.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 11,772 | $63.6 萬 | 0.3% | −13−0.1% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,267 | $62.9 萬 | 0.3% | +96+1.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,215 | $61.9 萬 | 0.3% | +292+4.9% | 加碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,111 | $55.9 萬 | 0.2% | −495−4.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,743 | $54.6 萬 | 0.2% | −777−9.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,146 | $50.0 萬 | 0.2% | +25+0.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 907 | $48.8 萬 | 0.2% | +25+2.8% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $48.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,729 | $47.5 萬 | 0.2% | −730−7.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,907 | $47.1 萬 | 0.2% | −167−1.4% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 7,377 | $46.0 萬 | 0.2% | −2,499−25.3% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $45.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,245 | $45.5 萬 | 0.2% | +28+1.3% | 加碼 | – |
| iShares Tr464288125 | 3YRTB ETF | 5,953 | $41.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 6,114 | $40.7 萬 | 0.2% | −6−0.1% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,824 | $40.2 萬 | 0.2% | +10+0.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,271 | $37.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,365 | $33.0 萬 | 0.1% | +66+2.0% | 加碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,803 | $32.2 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,958 | $31.6 萬 | 0.1% | −1−0.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,664 | $30.2 萬 | 0.1% | −9−0.3% | 減碼 | – |
| VVisa Inc. | Stock | 1,200 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 595 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,163 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,676 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,760 | $21.3 萬 | 0.1% | +1,760 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 933 | $20.5 萬 | 0.1% | +933 | 新進 | – |
| CVXChevron Corp | Stock | 1,299 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |