Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/16 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 74
- 較 2023 年第 2 季 −2
- 總值
- $2.44 億
- 較 2023 年第 2 季 +$378.1 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 | 660,754 | $3,343 萬 | 13.7% | −2,437−0.4% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 505,997 | $2,347 萬 | 9.6% | +32,648+6.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 606,673 | $2,060 萬 | 8.4% | +29,172+5.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 360,432 | $1,726 萬 | 7.1% | +18,262+5.3% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 336,131 | $1,675 萬 | 6.9% | +39,090+13.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 200,098 | $1,396 萬 | 5.7% | +51,205+34.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 139,619 | $987.9 萬 | 4.1% | +6,962+5.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 129,892 | $879.1 萬 | 3.6% | +28,586+28.2% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 439,956 | $780.9 萬 | 3.2% | +38,674+9.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 157,274 | $651.4 萬 | 2.7% | +8,228+5.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 42,917 | $608.1 萬 | 2.5% | +6,852+19.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 80,684 | $586.7 萬 | 2.4% | +2,215+2.8% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 88,120 | $568.0 萬 | 2.3% | +5,815+7.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 144,416 | $566.3 萬 | 2.3% | +11,129+8.3% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 170,394 | $549.5 萬 | 2.3% | +7,984+4.9% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 208,716 | $499.7 萬 | 2.0% | +10,702+5.4% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 188,592 | $469.4 萬 | 1.9% | +9,714+5.4% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,774 | $222.7 萬 | 0.9% | −678−1.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,151 | $221.2 萬 | 0.9% | −56−1.1% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,763 | $205.8 萬 | 0.8% | +1,155+4.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,587 | $200.6 萬 | 0.8% | −285−2.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 25,339 | $190.5 萬 | 0.8% | +25,339 | 新進 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,949 | $187.8 萬 | 0.8% | +1,524+5.6% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 31,058 | $177.4 萬 | 0.7% | −728−2.3% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $175.2 萬 | 0.7% | −53−0.3% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,520 | $144.9 萬 | 0.6% | +208+0.9% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 22,224 | $134.7 萬 | 0.6% | −224−1.0% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,281 | $124.6 萬 | 0.5% | +69+0.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,560 | $124.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 29,358 | $122.1 萬 | 0.5% | +5,544+23.3% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,940 | $115.4 萬 | 0.5% | +1,180+8.0% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,187 | $111.3 萬 | 0.5% | +939+6.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,237 | $111.2 萬 | 0.5% | +10.0% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19,104 | $109.6 萬 | 0.4% | −208−1.1% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $105.6 萬 | 0.4% | −1,280−19.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,873 | $100.6 萬 | 0.4% | +10+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,895 | $100.4 萬 | 0.4% | −80−1.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,084 | $89.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,090 | $79.7 萬 | 0.3% | −53−0.9% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,168 | $74.1 萬 | 0.3% | −247−3.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,939 | $73.3 萬 | 0.3% | +242+9.0% | 加碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 18,101 | $70.2 萬 | 0.3% | −410−2.2% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 10,966 | $69.6 萬 | 0.3% | −269−2.4% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 11,755 | $60.9 萬 | 0.2% | −17−0.1% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 9,044 | $59.6 萬 | 0.2% | −200−2.2% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,540 | $58.9 萬 | 0.2% | +273+3.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,893 | $55.6 萬 | 0.2% | −322−5.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,555 | $51.7 萬 | 0.2% | −188−2.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 907 | $51.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,168 | $50.9 萬 | 0.2% | −943−8.5% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,464 | $49.8 萬 | 0.2% | +318+3.1% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,655 | $44.9 萬 | 0.2% | −74−0.8% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 7,365 | $43.9 萬 | 0.2% | −12−0.2% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $43.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 10,575 | $43.4 萬 | 0.2% | +10,575 | 新進 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,370 | $43.2 萬 | 0.2% | −537−4.5% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,195 | $42.9 萬 | 0.2% | −50−2.2% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,071 | $39.9 萬 | 0.2% | +247+3.6% | 加碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 6,114 | $39.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $39.0 萬 | 0.2% | +8,150 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,427 | $37.3 萬 | 0.2% | −65,034−88.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,284 | $30.9 萬 | 0.1% | −81−2.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,924 | $29.6 萬 | 0.1% | −34−1.7% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,803 | $29.1 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,071 | $28.2 萬 | 0.1% | −200−15.7% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,608 | $28.1 萬 | 0.1% | −56−2.1% | 減碼 | – |
| VVisa Inc. | Stock | 1,200 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,760 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,299 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 595 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,142 | $21.6 萬 | 0.1% | −21−1.8% | 減碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $20.7 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 2 季之後清倉（5 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 21,480 | $195.5 萬 | 0.8% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $48.8 萬 | 0.2% | – |
| iShares Tr464288125 | 3YRTB ETF | 5,953 | $41.2 萬 | 0.2% | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,676 | $23.0 萬 | 0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 933 | $20.5 萬 | 0.1% | – |