Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 84
- 較 2025 年第 3 季 −1
- 總值
- $3.32 億
- 較 2025 年第 3 季 −$146.6 萬 (−0.4%)
| 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 | 1,745,021 | $4,696 萬 | 14.1% | −60,176−3.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,250,097 | $3,005 萬 | 9.0% | −37,712−2.9% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 552,050 | $2,691 萬 | 8.1% | +2,042+0.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 435,873 | $2,305 萬 | 6.9% | +3,072+0.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 794,567 | $1,936 萬 | 5.8% | −3,050−0.4% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 249,376 | $1,847 萬 | 5.6% | −1,977−0.8% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 458,977 | $1,380 萬 | 4.2% | −4,168−0.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 478,290 | $1,312 萬 | 4.0% | +7,167+1.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,572 | $1,141 萬 | 3.4% | +151+0.3% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 521,872 | $1,090 萬 | 3.3% | +7,456+1.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 363,985 | $1,037 萬 | 3.1% | −11,351−3.0% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 273,958 | $893.6 萬 | 2.7% | −13,513−4.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 153,066 | $822.9 萬 | 2.5% | −5,418−3.4% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 271,995 | $805.4 萬 | 2.4% | −3,199−1.2% | 減碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 169,285 | $770.8 萬 | 2.3% | −4,805−2.8% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 208,440 | $682.6 萬 | 2.1% | −8,793−4.0% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 188,971 | $678.8 萬 | 2.0% | −6,103−3.1% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,865 | $432.4 萬 | 1.3% | +583+1.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,431 | $303.5 萬 | 0.9% | −27−0.6% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 30,785 | $284.5 萬 | 0.9% | −287−0.9% | 減碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 55,494 | $278.6 萬 | 0.8% | +1,300+2.4% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 50,773 | $273.6 萬 | 0.8% | +945+1.9% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,879 | $261.4 萬 | 0.8% | −280−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,922 | $215.4 萬 | 0.6% | −747−8.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,542 | $183.8 萬 | 0.6% | +22+0.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,745 | $179.8 萬 | 0.5% | −345−5.7% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 22,245 | $177.6 萬 | 0.5% | −870−3.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,157 | $172.9 萬 | 0.5% | −3−0.1% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 17,714 | $161.1 萬 | 0.5% | −621−3.4% | 減碼 | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 18,761 | $154.5 萬 | 0.5% | −992−5.0% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,965 | $150.4 萬 | 0.5% | −412−2.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,251 | $144.3 萬 | 0.4% | −1,619−20.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,099 | $143.1 萬 | 0.4% | −45−2.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $126.6 萬 | 0.4% | +9+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,188 | $120.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 14,517 | $117.7 萬 | 0.4% | −546−3.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,200 | $103.3 萬 | 0.3% | +162+2.3% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,183 | $101.2 萬 | 0.3% | +218+2.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,235 | $95.3 萬 | 0.3% | −21−0.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,688 | $90.3 萬 | 0.3% | +150+1.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $78.5 萬 | 0.2% | +3+0.3% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,512 | $70.5 萬 | 0.2% | +343+4.8% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 16,394 | $70.3 萬 | 0.2% | +320+2.0% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,629 | $68.3 萬 | 0.2% | −32−0.4% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $67.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,166 | $63.7 萬 | 0.2% | −83−1.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,155 | $58.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 9,759 | $54.1 萬 | 0.2% | −1,307−11.8% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $54.1 萬 | 0.2% | −30.0% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,180 | $53.9 萬 | 0.2% | −23−0.4% | 減碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 7,830 | $53.6 萬 | 0.2% | −857−9.9% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,328 | $52.3 萬 | 0.2% | −46−0.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,335 | $52.1 萬 | 0.2% | −27−0.6% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,540 | $50.7 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,104 | $47.8 萬 | 0.1% | −876−11.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 4,177 | $45.9 萬 | 0.1% | −252−5.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,445 | $45.3 萬 | 0.1% | −344−19.2% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 9,129 | $44.1 萬 | 0.1% | +979+12.0% | 加碼 | – |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 8,123 | $41.5 萬 | 0.1% | +417+5.4% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,802 | $39.5 萬 | 0.1% | +6+0.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,278 | $38.8 萬 | 0.1% | −66−1.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,460 | $38.5 萬 | 0.1% | −58−0.4% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,219 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,348 | $37.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,395 | $36.0 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 544 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 325 | $34.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,238 | $34.1 萬 | 0.1% | −13−0.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 526 | $33.0 萬 | 0.1% | +156+42.2% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,547 | $32.8 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 932 | $32.7 萬 | 0.1% | −268−22.3% | 減碼 | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,214 | $30.3 萬 | 0.1% | −12−0.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 998 | $29.0 萬 | 0.1% | 00.0% | 不變 | – |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 9,687 | $28.7 萬 | 0.1% | +219+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 583 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $28.0 萬 | 0.1% | −10.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 883 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,437 | $26.5 萬 | 0.1% | −20.0% | 減碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 1,500 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 458 | $23.9 萬 | 0.1% | −137−23.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 755 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,075 | $20.8 萬 | 0.1% | – |