Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/29 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 82
- 較 2024 年第 4 季 +2
- 總值
- $2.95 億
- 較 2024 年第 4 季 +$308.5 萬 (+1.1%)
| 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 | 1,808,499 | $3,993 萬 | 13.5% | −2,010−0.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,328,854 | $2,628 萬 | 8.9% | +57,813+4.5% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 520,195 | $2,515 萬 | 8.5% | +1,539+0.3% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 400,101 | $2,095 萬 | 7.1% | +3,045+0.8% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 757,138 | $1,843 萬 | 6.2% | +3,519+0.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 234,431 | $1,722 萬 | 5.8% | +1,935+0.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 428,548 | $1,198 萬 | 4.1% | +8,523+2.0% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 432,841 | $1,134 萬 | 3.8% | +15,137+3.6% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 455,456 | $979.7 萬 | 3.3% | +12,292+2.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 56,392 | $976.9 萬 | 3.3% | +5,840+11.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 347,080 | $813.2 萬 | 2.8% | +13,679+4.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 160,326 | $725.6 萬 | 2.5% | +3,142+2.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 289,550 | $725.0 萬 | 2.5% | +4,346+1.5% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 268,274 | $713.1 萬 | 2.4% | +7,210+2.8% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 184,791 | $663.0 萬 | 2.2% | +4,940+2.7% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 222,293 | $612.9 萬 | 2.1% | +3,560+1.6% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 197,188 | $583.3 萬 | 2.0% | +4,133+2.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,088 | $423.4 萬 | 1.4% | +163+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,515 | $253.7 萬 | 0.9% | −15−0.3% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,704 | $240.0 萬 | 0.8% | 00.0% | 不變 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,813 | $236.9 萬 | 0.8% | +1,007+3.5% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,706 | $228.9 萬 | 0.8% | +855+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,930 | $198.4 萬 | 0.7% | −199−2.2% | 減碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 42,247 | $192.1 萬 | 0.7% | +4,475+11.8% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 26,084 | $186.3 萬 | 0.6% | −591−2.2% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,772 | $157.1 萬 | 0.5% | +1,190+6.1% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 20,575 | $152.6 萬 | 0.5% | −297−1.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $151.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,900 | $150.3 萬 | 0.5% | +5+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,187 | $142.6 萬 | 0.5% | +10.0% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,464 | $129.1 萬 | 0.4% | +410+2.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $125.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,044 | $124.9 萬 | 0.4% | +490+3.4% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $122.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,078 | $116.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,784 | $105.9 萬 | 0.4% | −68−0.4% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,923 | $98.6 萬 | 0.3% | +96+1.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,313 | $94.3 萬 | 0.3% | +20.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $94.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,081 | $91.3 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $86.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,675 | $74.2 萬 | 0.3% | −10,213−60.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,591 | $73.5 萬 | 0.2% | +297+2.4% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,427 | $64.5 萬 | 0.2% | −173−2.0% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 14,215 | $64.0 萬 | 0.2% | −182−1.3% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,499 | $62.2 萬 | 0.2% | +86+1.3% | 加碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,229 | $60.7 萬 | 0.2% | −135−1.3% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $55.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,383 | $55.2 萬 | 0.2% | −16−0.3% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $54.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,706 | $54.0 萬 | 0.2% | −193−1.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,623 | $52.2 萬 | 0.2% | −4−0.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,579 | $51.7 萬 | 0.2% | +17+0.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $51.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,171 | $49.6 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,316 | $49.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,905 | $47.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,489 | $46.9 萬 | 0.2% | −250−5.3% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,645 | $43.8 萬 | 0.1% | −6,555−43.1% | 減碼 | – |
| VVisa Inc. | Stock | 1,200 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,596 | $41.0 萬 | 0.1% | −402−20.1% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,454 | $41.0 萬 | 0.1% | +151+2.4% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $39.8 萬 | 0.1% | −111−1.3% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,466 | $38.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 4,652 | $37.9 萬 | 0.1% | −10−0.2% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,267 | $36.1 萬 | 0.1% | −102−1.2% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 595 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,554 | $29.6 萬 | 0.1% | −1−0.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,174 | $29.2 萬 | 0.1% | −2−0.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $27.7 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 883 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,440 | $27.3 萬 | 0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 325 | $26.8 萬 | 0.1% | −2−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,122 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 1,500 | $23.8 萬 | 0.1% | +1,500 | 新進 | 歷史 |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 5,934 | $23.1 萬 | 0.1% | +5,934 | 新進 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 438 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 8,839 | $21.1 萬 | 0.1% | +8,839 | 新進 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $20.0 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $22.9 萬 | 0.1% | – |