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Courage Miller Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Courage Miller Partners, LLC

报告期 2026-03-31 · CIK 0001482106

持仓数

92

前50大市值合计

$337.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$44.5M

1,735,166

13.2%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$30.7M

1,241,459

9.1%

ISTB ISHARES TR

CORE 1 5 YR USD

$27.6M

569,876

8.2%

IGSB ISHARES TR

ISHS 1-5YR INVS

$23.5M

447,305

7.0%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$19.9M

820,033

5.9%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$18.6M

252,934

5.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$14.4M

469,433

4.3%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$14.2M

460,109

4.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$11.7M

61,174

3.5%

SCHH SCHWAB STRATEGIC TR

US REIT ETF

$11.2M

522,062

3.3%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$10.6M

364,250

3.1%

GLTR ABRDN PRECIOUS METALS BASKET

PHYSCL PRECS MET

$9.9M

45,133

2.9%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$8.3M

153,450

2.5%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$8.3M

271,349

2.5%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$8.0M

275,524

2.4%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$7.9M

169,227

2.3%

CWI SPDR INDEX SHS FDS

STATE STREET SPD

$6.9M

188,650

2.0%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$6.9M

208,604

2.0%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$4.3M

55,128

1.3%

IGE ISHARES TR

NORTH AMERN NAT

$3.5M

55,023

1.0%

MDYG SPDR SERIES TRUST

STATE STREET SPD

$3.0M

30,747

0.9%

IVV ISHARES TR

CORE S&P500 ETF

$2.9M

4,432

0.9%

IGIB ISHARES TR

ISHS 5-10YR INVT

$2.7M

51,354

0.8%

MDYV SPDR SERIES TRUST

STATE STREET SPD

$2.6M

30,929

0.8%

RSPG INVESCO EXCHANGE TRADED FD T

S&P500 EQL ENR

$2.3M

21,053

0.7%

AAPL APPLE INC

COM

$2.1M

8,177

0.6%

RSPM INVESCO EXCHANGE TRADED FD T

S&P500 EQL MAT

$2.0M

51,346

0.6%

IEFA ISHARES TR

CORE MSCI EAFE

$1.9M

20,667

0.6%

— EXXON MOBIL CORP

COM

$1.8M

10,522

0.5%

IMCG ISHARES TR

MRGSTR MD CP GRW

$1.7M

22,107

0.5%

SLYV SPDR SERIES TRUST

STATE STREET SPD

$1.7M

17,641

0.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.7M

5,155

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$1.7M

5,745

0.5%

IMCV ISHARES TR

MRGSTR MD CP VAL

$1.6M

18,515

0.5%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$1.5M

15,950

0.5%

SHV ISHARES TR

TRUST ISHARE 0-1

$1.4M

12,575

0.4%

GLD SPDR GOLD TR

GOLD SHS

$1.4M

3,201

0.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.4M

2,099

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.3M

2,740

0.4%

AMZN AMAZON COM INC

COM

$1.3M

6,251

0.4%

UNP UNION PAC CORP

COM

$1.3M

5,188

0.4%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$1.1M

7,200

0.3%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$959.0K

10,450

0.3%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$943.1K

12,219

0.3%

IJH ISHARES TR

CORE S&P MCP ETF

$930.1K

13,772

0.3%

COST COSTCO WHOLESALE CORPORATION

COM

$907.0K

910

0.3%

IXUS ISHARES TR

CORE MSCI TOTAL

$761.8K

8,793

0.2%

IYR ISHARES TR

U.S. REAL ES ETF

$722.2K

7,638

0.2%

SHYG ISHARES TR

0-5YR HI YL CP

$707.0K

16,709

0.2%

AOA ISHARES TR

CORE 80/20 AGGRE

$667.8K

7,547

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

SCHX13.2%SCHF9.1%ISTB8.2%IGSB7.0%SCHO5.9%BND5.5%