Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/16 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 85
- 較 2023 年第 4 季 +10
- 總值
- $2.89 億
- 較 2023 年第 4 季 +$2,487 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 | 637,475 | $3,956 萬 | 13.7% | −7,046−1.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 627,975 | $2,450 萬 | 8.5% | +5,592+0.9% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 482,389 | $2,288 萬 | 7.9% | +4,284+0.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 349,187 | $1,791 萬 | 6.2% | +6,723+2.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 347,905 | $1,677 萬 | 5.8% | +3,968+1.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 212,638 | $1,544 萬 | 5.3% | +7,115+3.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,568 | $1,133 萬 | 3.9% | −194−0.1% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 137,522 | $1,120 萬 | 3.9% | +1,921+1.4% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 453,183 | $920.0 萬 | 3.2% | +12,923+2.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 165,823 | $816.5 萬 | 2.8% | +4,194+2.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 46,623 | $789.7 萬 | 2.7% | +1,187+2.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 76,975 | $713.7 萬 | 2.5% | −499−0.6% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 88,977 | $676.0 萬 | 2.3% | −237−0.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 155,353 | $648.9 萬 | 2.2% | +3,295+2.2% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 178,899 | $640.5 萬 | 2.2% | +2,104+1.2% | 加碼 | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 65,377 | $624.4 萬 | 2.2% | +65,377 | 新進 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221,089 | $558.2 萬 | 1.9% | +3,065+1.4% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 192,584 | $546.9 萬 | 1.9% | +2,109+1.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 52,905 | $405.6 萬 | 1.4% | +1,112+2.1% | 加碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,774 | $259.9 萬 | 0.9% | +22+0.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,731 | $248.7 萬 | 0.9% | −214−4.3% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,774 | $236.2 萬 | 0.8% | 00.0% | 不變 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,073 | $221.0 萬 | 0.8% | +365+1.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 25,365 | $210.7 萬 | 0.7% | +25,365 | 新進 | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 57,734 | $209.7 萬 | 0.7% | +57,734 | 新進 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 27,916 | $197.3 萬 | 0.7% | −453−1.6% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $181.4 萬 | 0.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 9,466 | $159.7 萬 | 0.6% | −2,490−20.8% | 減碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 34,401 | $154.8 萬 | 0.5% | +2,669+8.4% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 21,028 | $152.6 萬 | 0.5% | −57−0.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,925 | $143.0 萬 | 0.5% | +30+0.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,980 | $140.9 萬 | 0.5% | −1,230−6.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,217 | $135.6 萬 | 0.5% | +10.0% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,997 | $132.7 萬 | 0.5% | +227+1.4% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,957 | $130.5 萬 | 0.5% | +137+0.9% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $127.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,589 | $123.1 萬 | 0.4% | +29+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,880 | $121.1 萬 | 0.4% | +7+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,083 | $109.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 13,500 | $101.8 萬 | 0.4% | +244+1.8% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,400 | $92.9 萬 | 0.3% | −365−4.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $91.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,138 | $86.4 萬 | 0.3% | −28−0.4% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,300 | $74.7 萬 | 0.3% | −350−2.8% | 減碼依 5 比 1 拆股換算 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 15,398 | $71.7 萬 | 0.2% | −194−1.2% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,548 | $71.6 萬 | 0.2% | −7,621−41.9% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 9,326 | $68.5 萬 | 0.2% | −31−0.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $66.7 萬 | 0.2% | +3+0.3% | 加碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 10,480 | $64.1 萬 | 0.2% | −56−0.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,393 | $58.6 萬 | 0.2% | +14+1.0% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,489 | $58.3 萬 | 0.2% | −138−2.1% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 7,588 | $54.7 萬 | 0.2% | −6−0.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,324 | $53.4 萬 | 0.2% | −363−5.4% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,999 | $52.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,756 | $52.6 萬 | 0.2% | −317−6.2% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,168 | $52.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $52.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,177 | $52.2 萬 | 0.2% | −2−0.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,848 | $50.8 萬 | 0.2% | −156−1.6% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,622 | $50.6 萬 | 0.2% | −33−0.4% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 11,340 | $48.3 萬 | 0.2% | +542+5.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,356 | $41.1 萬 | 0.1% | +206+2.5% | 加碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,138 | $39.5 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,427 | $38.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,107 | $38.7 萬 | 0.1% | −262−4.1% | 減碼 | – |
| GEGeneral Electric Co | Stock | 2,180 | $38.3 萬 | 0.1% | +2,180 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,775 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,846 | $36.3 萬 | 0.1% | −610−6.5% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,588 | $33.7 萬 | 0.1% | +5,588 | 新進 | – |
| VVisa Inc. | Stock | 1,200 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,450 | $33.0 萬 | 0.1% | +10,450 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,271 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,073 | $30.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,568 | $29.3 萬 | 0.1% | −1−0.1% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,976 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $27.2 萬 | 0.1% | +29+1.6% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,208 | $27.2 萬 | 0.1% | −27−1.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,133 | $25.9 萬 | 0.1% | +2+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 582 | $25.8 萬 | 0.1% | +582 | 新進 | – |
| LLYEli Lilly & Co | Stock | 327 | $25.4 萬 | 0.1% | +327 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 595 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $23.9 萬 | 0.1% | +1,983 | 新進 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $21.6 萬 | 0.1% | +866 | 新進 | – |