Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/17 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 80
- 較 2024 年第 3 季 −1
- 總值
- $2.92 億
- 較 2024 年第 3 季 −$539.7 萬 (−1.8%)
| 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 | 1,810,509 | $4,197 萬 | 14.4% | −16,056−0.9% | 減碼依 3 比 1 拆股換算 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 518,656 | $2,478 萬 | 8.5% | +14,359+2.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,271,041 | $2,351 萬 | 8.1% | +12,425+1.0% | 加碼依 2 比 1 拆股換算 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 397,056 | $2,053 萬 | 7.0% | +10,162+2.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 753,619 | $1,813 萬 | 6.2% | +27,061+3.7% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 232,496 | $1,672 萬 | 5.7% | +5,069+2.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 417,704 | $1,157 萬 | 4.0% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 420,025 | $1,148 萬 | 3.9% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 443,164 | $933.3 萬 | 3.2% | +3,539+0.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 50,552 | $885.8 萬 | 3.0% | +1,416+2.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 333,401 | $862.2 萬 | 3.0% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 285,204 | $794.9 萬 | 2.7% | −2,568−0.9% | 減碼依 4 比 1 拆股換算 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,184 | $692.2 萬 | 2.4% | −411−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 261,064 | $680.6 萬 | 2.3% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 179,851 | $617.4 萬 | 2.1% | +1,299+0.7% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 218,733 | $582.5 萬 | 2.0% | −1,045−0.5% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 193,055 | $539.4 萬 | 1.8% | +283+0.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 53,925 | $416.7 萬 | 1.4% | +141+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,530 | $266.7 萬 | 0.9% | −22−0.5% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,806 | $250.3 萬 | 0.9% | −72−0.2% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,704 | $235.4 萬 | 0.8% | −20.0% | 減碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,851 | $231.4 萬 | 0.8% | −179−0.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,129 | $221.6 萬 | 0.8% | +20.0% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 26,675 | $201.5 萬 | 0.7% | −409−1.5% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $179.9 萬 | 0.6% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,895 | $173.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 37,772 | $161.4 萬 | 0.6% | +675+1.8% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 20,872 | $155.0 萬 | 0.5% | −33−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,186 | $150.3 萬 | 0.5% | −10.0% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,054 | $140.1 萬 | 0.5% | −131−0.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,582 | $137.6 萬 | 0.5% | +273+1.4% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,554 | $131.5 萬 | 0.5% | −74−0.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $129.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,078 | $121.8 萬 | 0.4% | −40−1.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,188 | $118.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,090 | $115.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $113.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,852 | $100.8 萬 | 0.3% | −34−0.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,827 | $97.2 萬 | 0.3% | +16+0.2% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,311 | $92.0 萬 | 0.3% | −28−0.2% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,081 | $90.3 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $83.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $76.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,294 | $76.6 萬 | 0.3% | +29+0.2% | 加碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 14,397 | $71.2 萬 | 0.2% | −136−0.9% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,600 | $65.9 萬 | 0.2% | −109−1.3% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,364 | $65.7 萬 | 0.2% | −40−0.4% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,413 | $59.7 萬 | 0.2% | +59+0.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,627 | $57.1 萬 | 0.2% | −7−0.1% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $55.8 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,316 | $55.5 萬 | 0.2% | −78−5.6% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,899 | $55.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,739 | $54.6 萬 | 0.2% | −9−0.2% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,998 | $53.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,905 | $52.9 萬 | 0.2% | −49−0.8% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $52.7 萬 | 0.2% | −30.0% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,399 | $51.8 萬 | 0.2% | −5−0.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,562 | $49.9 萬 | 0.2% | −39−0.4% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,171 | $46.9 萬 | 0.2% | −20.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $43.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,261 | $40.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,303 | $38.3 萬 | 0.1% | +49+0.8% | 加碼 | – |
| VVisa Inc. | Stock | 1,200 | $37.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 4,662 | $37.8 萬 | 0.1% | −20.0% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,466 | $37.4 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,369 | $35.0 萬 | 0.1% | −8−0.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,555 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 595 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,176 | $28.6 萬 | 0.1% | −3−0.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $27.2 萬 | 0.1% | −10.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,122 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,440 | $26.8 萬 | 0.1% | −20.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 883 | $25.6 萬 | 0.1% | −22−2.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 327 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 438 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Listed FDS Tr53656F268 | WAHED DOW JONES | 7,898 | $20.2 萬 | 0.1% | – |