Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/21 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 81
- 較 2024 年第 2 季 +3
- 總值
- $2.97 億
- 較 2024 年第 2 季 +$1,944 萬 (+7.0%)
| 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 | 608,855 | $4,131 萬 | 13.9% | −21,641−3.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 629,308 | $2,588 萬 | 8.7% | +3,179+0.5% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 504,297 | $2,455 萬 | 8.3% | +22,487+4.7% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 386,894 | $2,037 萬 | 6.8% | +28,316+7.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 363,279 | $1,779 萬 | 6.0% | +17,136+5.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 227,427 | $1,708 萬 | 5.7% | +12,864+6.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 139,843 | $1,182 萬 | 4.0% | −244−0.2% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 139,088 | $1,156 萬 | 3.9% | +1,834+1.3% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 439,625 | $1,019 萬 | 3.4% | −13,076−2.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 49,136 | $880.3 萬 | 3.0% | +2,240+4.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 166,200 | $855.9 萬 | 2.9% | +775+0.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,595 | $754.1 萬 | 2.5% | +2,200+1.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 71,943 | $749.5 萬 | 2.5% | −4,326−5.7% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 87,372 | $702.2 萬 | 2.4% | −1,605−1.8% | 減碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 178,552 | $688.0 萬 | 2.3% | +126+0.1% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 219,778 | $641.3 萬 | 2.2% | −1,503−0.7% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 192,772 | $586.8 萬 | 2.0% | −633−0.3% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 53,784 | $423.2 萬 | 1.4% | +2,613+5.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,552 | $262.6 萬 | 0.9% | −174−3.7% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,878 | $253.4 萬 | 0.9% | −813−2.7% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,706 | $245.5 萬 | 0.8% | 00.0% | 不變 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,030 | $230.7 萬 | 0.8% | −29−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,127 | $210.7 萬 | 0.7% | +40.0% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 27,084 | $197.6 萬 | 0.7% | −708−2.5% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $186.6 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 37,097 | $163.5 萬 | 0.5% | +2,348+6.8% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 20,905 | $160.2 萬 | 0.5% | −123−0.6% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,309 | $150.7 萬 | 0.5% | +304+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,895 | $147.1 萬 | 0.5% | −30−0.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,187 | $146.9 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,185 | $140.5 萬 | 0.5% | +157+1.0% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,628 | $136.2 萬 | 0.5% | −344−2.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $131.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,188 | $127.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $123.3 萬 | 0.4% | −67−0.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,118 | $121.5 萬 | 0.4% | +35+1.7% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,886 | $111.0 萬 | 0.4% | −141−0.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $101.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,811 | $97.5 萬 | 0.3% | +565+6.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,339 | $96.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,081 | $90.8 萬 | 0.3% | −57−0.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $80.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $77.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,265 | $76.4 萬 | 0.3% | −54−0.4% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 14,533 | $71.2 萬 | 0.2% | −855−5.6% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,709 | $68.7 萬 | 0.2% | −556−6.0% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,404 | $66.0 萬 | 0.2% | −76−0.7% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,354 | $64.7 萬 | 0.2% | −143−2.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,394 | $60.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,404 | $56.9 萬 | 0.2% | −726−10.2% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $56.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,899 | $56.0 萬 | 0.2% | +1,707+15.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,748 | $55.5 萬 | 0.2% | −8−0.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,601 | $55.1 萬 | 0.2% | −40−0.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,634 | $53.9 萬 | 0.2% | −686−10.9% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,087 | $53.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,998 | $52.6 萬 | 0.2% | −170−7.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,173 | $51.5 萬 | 0.2% | −235−2.8% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,954 | $50.0 萬 | 0.2% | −1,045−14.9% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $43.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 6,254 | $42.3 萬 | 0.1% | +139+2.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,261 | $41.5 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,262 | $39.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,377 | $38.4 萬 | 0.1% | −330−3.8% | 減碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 4,664 | $38.3 萬 | 0.1% | −404−8.0% | 減碼 | – |
| VVisa Inc. | Stock | 1,200 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 595 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,555 | $30.7 萬 | 0.1% | −13−0.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,179 | $29.4 萬 | 0.1% | −29−1.3% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,442 | $29.3 萬 | 0.1% | −48−1.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 327 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,806 | $28.4 萬 | 0.1% | −420−13.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 905 | $27.6 萬 | 0.1% | −85−8.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,122 | $26.6 萬 | 0.1% | −11−1.0% | 減碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 438 | $21.5 萬 | 0.1% | +438 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $20.7 萬 | 0.1% | +2,354 | 新進 | – |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 7,898 | $20.2 萬 | 0.1% | +7,898 | 新進 | – |