Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/25 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 86
- 較 2025 年第 1 季 +4
- 總值
- $3.15 億
- 較 2025 年第 1 季 +$2,026 萬 (+6.9%)
| 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 | 1,864,754 | $4,557 萬 | 14.4% | +56,255+3.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,324,219 | $2,927 萬 | 9.3% | −4,635−0.3% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 509,792 | $2,480 萬 | 7.9% | −10,403−2.0% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 391,742 | $2,067 萬 | 6.6% | −8,359−2.1% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 726,303 | $1,771 萬 | 5.6% | −30,835−4.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 227,800 | $1,677 萬 | 5.3% | −6,631−2.8% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 462,320 | $1,297 萬 | 4.1% | +29,479+6.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 446,482 | $1,183 萬 | 3.8% | +17,934+4.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 58,208 | $1,058 萬 | 3.4% | +1,816+3.2% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 483,252 | $1,023 萬 | 3.2% | +27,796+6.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 378,178 | $956.8 萬 | 3.0% | +31,098+9.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 304,022 | $888.0 萬 | 2.8% | +14,472+5.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 162,295 | $802.7 萬 | 2.5% | +1,969+1.2% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 184,848 | $787.3 萬 | 2.5% | +570.0% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 274,001 | $758.2 萬 | 2.4% | +5,727+2.1% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 227,292 | $685.1 萬 | 2.2% | +4,999+2.2% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 200,366 | $654.4 萬 | 2.1% | +3,178+1.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,085 | $425.6 萬 | 1.3% | −30.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,653 | $288.9 萬 | 0.9% | +138+3.1% | 加碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 31,796 | $276.2 萬 | 0.9% | +1,983+6.7% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 31,088 | $246.9 萬 | 0.8% | +1,382+4.7% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,704 | $243.6 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 51,874 | $229.5 萬 | 0.7% | +9,627+22.8% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 25,509 | $204.7 萬 | 0.6% | −575−2.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,524 | $174.9 萬 | 0.6% | −406−4.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,900 | $173.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,742 | $173.2 萬 | 0.5% | −30−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,185 | $157.6 萬 | 0.5% | −20.0% | 減碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 20,296 | $154.2 萬 | 0.5% | −279−1.4% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 16,430 | $145.8 萬 | 0.5% | +1,386+9.2% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 18,267 | $145.7 萬 | 0.5% | +1,803+11.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,243 | $138.6 萬 | 0.4% | +165+7.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $138.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,188 | $119.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,857 | $118.0 萬 | 0.4% | +73+0.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $113.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,090 | $107.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,108 | $94.8 萬 | 0.3% | +27+0.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,202 | $94.4 萬 | 0.3% | −111−0.9% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,180 | $90.3 萬 | 0.3% | −743−8.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $90.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,700 | $85.0 萬 | 0.3% | +1,109+8.8% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,301 | $69.2 萬 | 0.2% | −126−1.5% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 13,746 | $68.4 萬 | 0.2% | −469−3.3% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,872 | $65.1 萬 | 0.2% | +373+5.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,623 | $61.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $61.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 9,904 | $60.8 萬 | 0.2% | −325−3.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,410 | $56.5 萬 | 0.2% | −169−1.8% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,732 | $55.5 萬 | 0.2% | −173−2.9% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,706 | $54.8 萬 | 0.2% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $54.3 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,742 | $53.1 萬 | 0.2% | −33−1.9% | 減碼 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,383 | $52.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,489 | $49.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 4,429 | $48.7 萬 | 0.2% | −2,246−33.6% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,599 | $48.0 萬 | 0.2% | +145+2.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,024 | $47.2 萬 | 0.1% | −1,147−14.0% | 減碼 | – |
| VVisa Inc. | Stock | 1,200 | $42.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $40.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,097 | $39.1 萬 | 0.1% | −170−2.1% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,466 | $38.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,348 | $37.3 萬 | 0.1% | −1,297−15.0% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,795 | $37.1 萬 | 0.1% | +621+28.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,287 | $36.7 萬 | 0.1% | −309−19.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,412 | $33.5 萬 | 0.1% | +290+25.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 7,152 | $31.7 萬 | 0.1% | +1,218+20.5% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 595 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,554 | $30.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,606 | $30.1 萬 | 0.1% | −1,046−22.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 582 | $29.0 萬 | 0.1% | −734−55.8% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 544 | $28.8 萬 | 0.1% | +544 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,001 | $28.0 萬 | 0.1% | +1,001 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 1,500 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,440 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 883 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 325 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 9,256 | $24.7 萬 | 0.1% | +417+4.7% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 438 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 356 | $20.2 萬 | 0.1% | +356 | 新進 | – |
| TRVTravelers Companies, Inc. | Stock | 755 | $20.2 萬 | 0.1% | +755 | 新進 | 歷史 |