Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- 最新申報
- 2026/7/23
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/27 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 92
- 較 2025 年第 4 季 +8
- 總值
- $3.54 億
- 較 2025 年第 4 季 +$2,216 萬 (+6.7%)
| 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 | 1,735,166 | $4,449 萬 | 12.6% | −9,855−0.6% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,241,459 | $3,073 萬 | 8.7% | −8,638−0.7% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 569,876 | $2,762 萬 | 7.8% | +17,826+3.2% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 447,305 | $2,351 萬 | 6.6% | +11,432+2.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 820,033 | $1,990 萬 | 5.6% | +25,466+3.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 252,934 | $1,863 萬 | 5.3% | +3,558+1.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 469,433 | $1,440 萬 | 4.1% | −8,857−1.9% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 460,109 | $1,424 萬 | 4.0% | +1,132+0.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 61,174 | $1,174 萬 | 3.3% | +1,602+2.7% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 522,062 | $1,122 萬 | 3.2% | +1900.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 364,250 | $1,059 萬 | 3.0% | +265+0.1% | 加碼 | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 45,133 | $987.1 萬 | 2.8% | +45,133 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 153,450 | $829.4 萬 | 2.3% | +384+0.3% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 271,349 | $827.6 萬 | 2.3% | −646−0.2% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 275,524 | $802.6 萬 | 2.3% | +1,566+0.6% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 169,227 | $791.0 萬 | 2.2% | −580.0% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 188,650 | $690.3 萬 | 1.9% | −321−0.2% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 208,604 | $687.3 萬 | 1.9% | +164+0.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 55,128 | $432.3 萬 | 1.2% | +263+0.5% | 加碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 55,023 | $346.3 萬 | 1.0% | −471−0.8% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 30,747 | $295.1 萬 | 0.8% | −38−0.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,432 | $289.5 萬 | 0.8% | +10.0% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 51,354 | $273.3 萬 | 0.8% | +581+1.1% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,929 | $263.4 萬 | 0.7% | +50+0.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 21,053 | $230.5 萬 | 0.7% | +21,053 | 新進 | – |
| AAPLApple Inc. | Stock | 8,177 | $207.5 萬 | 0.6% | +255+3.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 51,346 | $198.5 萬 | 0.6% | +51,346 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,667 | $187.1 萬 | 0.5% | +125+0.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $178.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 22,107 | $174.1 萬 | 0.5% | −138−0.6% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 17,641 | $166.8 萬 | 0.5% | −73−0.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,155 | $165.4 萬 | 0.5% | −20.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,745 | $165.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 18,515 | $157.0 萬 | 0.4% | −246−1.3% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,950 | $154.1 萬 | 0.4% | −15−0.1% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,575 | $138.8 萬 | 0.4% | +3,392+36.9% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,201 | $137.7 萬 | 0.4% | +3,201 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,099 | $136.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,740 | $131.3 萬 | 0.4% | +1,585+137.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,251 | $130.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,188 | $125.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,200 | $106.6 萬 | 0.3% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,450 | $95.9 萬 | 0.3% | +10,450 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,219 | $94.3 萬 | 0.3% | −16−0.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,772 | $93.0 萬 | 0.3% | +84+0.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 910 | $90.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 8,793 | $76.2 萬 | 0.2% | −5,724−39.4% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,638 | $72.2 萬 | 0.2% | +126+1.7% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 16,709 | $70.7 萬 | 0.2% | +315+1.9% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,547 | $66.8 萬 | 0.2% | −82−1.1% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $65.7 萬 | 0.2% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 2,176 | $61.8 萬 | 0.2% | +2,176 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,010 | $58.3 萬 | 0.2% | +1,010 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,140 | $58.1 萬 | 0.2% | −26−0.5% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $54.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 7,774 | $54.0 萬 | 0.2% | −56−0.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,331 | $53.8 萬 | 0.2% | −4−0.1% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 9,712 | $53.2 萬 | 0.2% | −47−0.5% | 減碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,308 | $52.5 萬 | 0.1% | −20−0.3% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,584 | $51.6 萬 | 0.1% | +44+0.7% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,095 | $49.5 萬 | 0.1% | −9−0.1% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,180 | $49.5 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 544 | $47.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,177 | $46.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 9,129 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,588 | $43.1 萬 | 0.1% | +5,588 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,797 | $42.4 萬 | 0.1% | −5−0.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,445 | $41.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 8,123 | $39.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,190 | $39.0 萬 | 0.1% | −88−1.7% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,460 | $38.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 639 | $38.2 萬 | 0.1% | +113+21.5% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,348 | $37.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,395 | $36.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,219 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,238 | $35.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,547 | $32.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,214 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 325 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 9,687 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 998 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 932 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,437 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 883 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,500 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,110 | $23.0 萬 | 0.1% | +1,110 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 755 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 584 | $21.6 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。