Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/25 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 78
- 較 2024 年第 1 季 −7
- 總值
- $2.78 億
- 較 2024 年第 1 季 −$1,113 萬 (−3.8%)
| 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 | 630,496 | $4,051 萬 | 14.6% | −6,979−1.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 626,129 | $2,406 萬 | 8.7% | −1,846−0.3% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 481,810 | $2,282 萬 | 8.2% | −579−0.1% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 358,578 | $1,837 萬 | 6.6% | +9,391+2.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 346,143 | $1,666 萬 | 6.0% | −1,762−0.5% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 214,563 | $1,546 萬 | 5.6% | +1,925+0.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,087 | $1,089 萬 | 3.9% | −481−0.3% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 137,254 | $1,068 萬 | 3.8% | −268−0.2% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 452,701 | $904.0 萬 | 3.3% | −482−0.1% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 165,425 | $784.9 萬 | 2.8% | −398−0.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 46,896 | $770.4 萬 | 2.8% | +273+0.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 76,269 | $769.1 萬 | 2.8% | −706−0.9% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 155,395 | $680.0 萬 | 2.4% | +420.0% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 88,977 | $659.1 萬 | 2.4% | 00.0% | 不變 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 178,426 | $634.8 萬 | 2.3% | −473−0.3% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221,281 | $587.7 萬 | 2.1% | +192+0.1% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 193,405 | $547.5 萬 | 2.0% | +821+0.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 51,171 | $392.5 萬 | 1.4% | −1,734−3.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,726 | $258.6 萬 | 0.9% | −5−0.1% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,691 | $249.6 萬 | 0.9% | −83−0.3% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,706 | $234.3 萬 | 0.8% | −68−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,123 | $213.9 萬 | 0.8% | −343−3.6% | 減碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,059 | $212.0 萬 | 0.8% | −140.0% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 27,792 | $188.3 萬 | 0.7% | −124−0.4% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $180.3 萬 | 0.6% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,925 | $153.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 34,749 | $152.9 萬 | 0.5% | +348+1.0% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 21,028 | $147.7 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,187 | $138.7 萬 | 0.5% | −30−0.6% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,005 | $138.1 萬 | 0.5% | +25+0.1% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,972 | $128.6 萬 | 0.5% | +15+0.1% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,028 | $125.5 萬 | 0.5% | +31+0.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,589 | $121.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,188 | $117.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $115.9 萬 | 0.4% | −30−1.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,083 | $113.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,090 | $110.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 16,027 | $104.2 萬 | 0.4% | +5,479+51.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,339 | $92.4 萬 | 0.3% | −1,161−8.6% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,246 | $91.1 萬 | 0.3% | −154−1.8% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,138 | $84.7 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $77.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,319 | $72.1 萬 | 0.3% | +19+0.2% | 加碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 15,388 | $70.0 萬 | 0.3% | −10−0.1% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 9,265 | $69.3 萬 | 0.2% | −61−0.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,393 | $62.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 10,480 | $60.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,320 | $58.5 萬 | 0.2% | −4−0.1% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,497 | $57.0 萬 | 0.2% | +8+0.1% | 加碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,999 | $57.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 7,130 | $54.9 萬 | 0.2% | −458−6.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,168 | $54.1 萬 | 0.2% | −9−0.4% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $53.4 萬 | 0.2% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,087 | $52.1 萬 | 0.2% | −81−0.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,641 | $51.6 萬 | 0.2% | −207−2.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,756 | $50.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,408 | $49.3 萬 | 0.2% | −214−2.5% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 11,192 | $47.2 萬 | 0.2% | −148−1.3% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,261 | $40.2 萬 | 0.1% | −95−1.1% | 減碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,068 | $38.7 萬 | 0.1% | −70−1.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $38.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 6,115 | $37.7 萬 | 0.1% | +8+0.1% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,262 | $37.7 萬 | 0.1% | −165−2.0% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,707 | $37.1 萬 | 0.1% | −139−1.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,200 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,226 | $31.3 萬 | 0.1% | −45−1.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 327 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,568 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,208 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 595 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,490 | $25.7 萬 | 0.1% | −486−9.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 990 | $25.2 萬 | 0.1% | −83−7.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,133 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（7 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 65,377 | $624.4 萬 | 2.2% | 歷史 |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 25,365 | $210.7 萬 | 0.7% | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 57,734 | $209.7 萬 | 0.7% | – |
| GEGeneral Electric Co | Stock | 2,180 | $38.3 萬 | 0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,588 | $33.7 萬 | 0.1% | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,450 | $33.0 萬 | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 582 | $25.8 萬 | 0.1% | – |