Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/19 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 75
- 較 2023 年第 3 季 +1
- 總值
- $2.64 億
- 較 2023 年第 3 季 +$2,046 萬 (+8.4%)
| 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 | 644,521 | $3,635 萬 | 13.8% | −16,233−2.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 622,383 | $2,300 萬 | 8.7% | +15,710+2.6% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 478,105 | $2,274 萬 | 8.6% | −27,892−5.5% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 342,464 | $1,756 萬 | 6.6% | +6,333+1.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 343,937 | $1,666 萬 | 6.3% | −16,495−4.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 205,523 | $1,512 萬 | 5.7% | +5,425+2.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,762 | $1,072 萬 | 4.1% | +1,143+0.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 135,601 | $1,021 萬 | 3.9% | +5,709+4.4% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 440,260 | $911.8 萬 | 3.4% | +304+0.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 161,629 | $763.5 萬 | 2.9% | +4,355+2.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,436 | $717.0 萬 | 2.7% | +2,519+5.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 77,474 | $642.7 萬 | 2.4% | −3,210−4.0% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 89,214 | $625.4 萬 | 2.4% | +1,094+1.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 152,058 | $625.0 萬 | 2.4% | +7,642+5.3% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 176,795 | $616.8 萬 | 2.3% | +6,401+3.8% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 218,024 | $540.5 萬 | 2.0% | +9,308+4.5% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 190,475 | $515.0 萬 | 1.9% | +1,883+1.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 51,793 | $398.9 萬 | 1.5% | +26,454+104.4% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,774 | $238.0 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,945 | $236.2 萬 | 0.9% | −206−4.0% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,752 | $225.1 萬 | 0.9% | −110.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,956 | $220.4 萬 | 0.8% | +369+3.2% | 加碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,708 | $210.7 萬 | 0.8% | −241−0.8% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 28,369 | $182.8 萬 | 0.7% | −2,689−8.7% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $181.5 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 21,085 | $142.8 萬 | 0.5% | −1,139−5.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,210 | $142.2 萬 | 0.5% | −2,310−10.3% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,770 | $131.4 萬 | 0.5% | −170−1.1% | 減碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 31,732 | $129.2 萬 | 0.5% | +2,374+8.1% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $127.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,820 | $123.9 萬 | 0.5% | −367−2.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,216 | $123.7 萬 | 0.5% | −21−0.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,895 | $120.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18,169 | $112.9 萬 | 0.4% | −935−4.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,560 | $105.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,873 | $102.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 13,256 | $101.2 萬 | 0.4% | +13,256 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,083 | $99.0 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,765 | $96.5 萬 | 0.4% | −2,516−22.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $85.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,166 | $80.0 萬 | 0.3% | −20.0% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,530 | $70.1 萬 | 0.3% | −409−13.9% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 15,592 | $68.6 萬 | 0.3% | −2,509−13.9% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 9,357 | $64.6 萬 | 0.2% | −1,609−14.7% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,536 | $62.4 萬 | 0.2% | −1,219−10.4% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,627 | $60.6 萬 | 0.2% | −913−12.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 907 | $59.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 7,594 | $55.8 萬 | 0.2% | −1,450−16.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,073 | $54.9 萬 | 0.2% | −820−13.9% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,168 | $52.0 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,379 | $51.9 萬 | 0.2% | +1,379 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,004 | $50.6 萬 | 0.2% | −460−4.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,687 | $50.2 萬 | 0.2% | −868−11.5% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,655 | $48.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $48.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,179 | $47.5 萬 | 0.2% | −16−0.7% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,999 | $47.5 萬 | 0.2% | −366−5.0% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 10,798 | $45.6 萬 | 0.2% | +223+2.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $40.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,369 | $39.4 萬 | 0.1% | −702−9.9% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,427 | $39.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,456 | $38.0 萬 | 0.1% | −1,914−16.8% | 減碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,138 | $36.3 萬 | 0.1% | −976−16.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,271 | $32.5 萬 | 0.1% | −13−0.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,072 | $31.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,200 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,976 | $29.2 萬 | 0.1% | −827−14.3% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,569 | $27.3 萬 | 0.1% | −355−18.5% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 595 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,235 | $26.2 萬 | 0.1% | −373−14.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,760 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,131 | $24.1 萬 | 0.1% | −11−1.0% | 減碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。