Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/22 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 85
- 較 2025 年第 2 季 −1
- 總值
- $3.34 億
- 較 2025 年第 2 季 +$1,814 萬 (+5.8%)
| 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 | 1,805,197 | $4,749 萬 | 14.2% | −59,557−3.2% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,287,809 | $2,995 萬 | 9.0% | −36,410−2.7% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 550,008 | $2,686 萬 | 8.1% | +40,216+7.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 432,801 | $2,295 萬 | 6.9% | +41,059+10.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 797,617 | $1,946 萬 | 5.8% | +71,314+9.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 251,353 | $1,869 萬 | 5.6% | +23,553+10.3% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 463,145 | $1,371 萬 | 4.1% | +825+0.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 471,123 | $1,286 萬 | 3.9% | +24,641+5.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,421 | $1,127 萬 | 3.4% | +1,213+2.1% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 514,416 | $1,109 萬 | 3.3% | +31,164+6.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 375,336 | $1,045 萬 | 3.1% | −2,842−0.8% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 287,471 | $915.7 萬 | 2.7% | −16,551−5.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 158,484 | $857.3 萬 | 2.6% | −3,811−2.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 275,194 | $800.4 萬 | 2.4% | +1,193+0.4% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 174,090 | $791.3 萬 | 2.4% | −10,758−5.8% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 217,233 | $723.6 萬 | 2.2% | −10,059−4.4% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 195,074 | $680.5 萬 | 2.0% | −5,292−2.6% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,282 | $428.3 萬 | 1.3% | +197+0.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,458 | $298.4 萬 | 0.9% | −195−4.2% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 31,072 | $284.2 萬 | 0.9% | −724−2.3% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 49,828 | $269.5 萬 | 0.8% | +4,124+9.0% | 加碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 54,194 | $265.5 萬 | 0.8% | +2,320+4.5% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 31,159 | $259.7 萬 | 0.8% | +71+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,669 | $220.7 萬 | 0.7% | +145+1.7% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 23,115 | $191.1 萬 | 0.6% | −2,394−9.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,520 | $179.2 萬 | 0.5% | −222−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,870 | $172.8 萬 | 0.5% | −30−0.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,160 | $169.3 萬 | 0.5% | −25−0.5% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 18,335 | $162.2 萬 | 0.5% | +68+0.4% | 加碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 19,753 | $158.5 萬 | 0.5% | −543−2.7% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 16,377 | $154.3 萬 | 0.5% | −53−0.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $148.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,144 | $142.8 萬 | 0.4% | −99−4.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,188 | $122.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,063 | $119.3 萬 | 0.4% | −794−5.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,513 | $118.5 萬 | 0.4% | −9−0.1% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,038 | $99.2 萬 | 0.3% | −70−1.0% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,965 | $99.1 萬 | 0.3% | +785+9.6% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,256 | $95.7 萬 | 0.3% | +54+0.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,538 | $88.4 萬 | 0.3% | −162−1.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 907 | $84.0 萬 | 0.3% | −3−0.3% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 16,074 | $69.6 萬 | 0.2% | +3,368+26.5% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,169 | $69.6 萬 | 0.2% | +297+4.3% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,661 | $67.5 萬 | 0.2% | −640−7.7% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $65.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,249 | $63.4 萬 | 0.2% | −374−6.7% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 11,066 | $60.0 萬 | 0.2% | −2,680−19.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,155 | $58.1 萬 | 0.2% | −1,695−59.5% | 減碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 8,687 | $57.8 萬 | 0.2% | −1,217−12.3% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,087 | $54.6 萬 | 0.2% | +30.0% | 加碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,203 | $54.3 萬 | 0.2% | −529−9.2% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,374 | $54.2 萬 | 0.2% | −9−0.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,980 | $52.6 萬 | 0.2% | −1,430−15.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,362 | $51.8 萬 | 0.2% | −127−2.8% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,539 | $50.2 萬 | 0.2% | −60−0.9% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 4,429 | $49.3 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $43.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,200 | $41.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $40.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,796 | $39.7 萬 | 0.1% | +10.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,518 | $38.8 萬 | 0.1% | +52+0.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,344 | $38.1 萬 | 0.1% | −1,680−23.9% | 減碼 | – |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 7,706 | $38.1 萬 | 0.1% | +554+7.7% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,219 | $37.5 萬 | 0.1% | −68−5.3% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,348 | $37.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,395 | $35.5 萬 | 0.1% | −17−1.2% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 544 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,251 | $33.4 萬 | 0.1% | −1,846−22.8% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,547 | $31.9 萬 | 0.1% | −7−0.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 583 | $30.2 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 998 | $29.3 萬 | 0.1% | −3−0.3% | 減碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,226 | $29.0 萬 | 0.1% | −380−10.5% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 595 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,806 | $28.1 萬 | 0.1% | +10.0% | 加碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,439 | $27.4 萬 | 0.1% | −10.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 883 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 9,468 | $26.1 萬 | 0.1% | +212+2.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 325 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,500 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $23.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 370 | $22.7 萬 | 0.1% | +14+3.9% | 加碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 755 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,075 | $20.8 萬 | 0.1% | +8,075 | 新進 | – |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。