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Size ($ in 1000's)
At 03/31/2024: $289,161 At 12/31/2023: $264,287
Courage Miller Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Courage Miller Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Courage Miller Partners LLC top holdings by largest position size, as per the latest 13f filing made by Courage Miller Partners LLC.
In the Courage Miller Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Courage Miller Partners LLC in that top holding, then the share count change between reporting periods, and finally the Courage Miller Partners LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
637,475 |
-7,046 |
$39,562 | SCHX | 637,475 | -7,046 | $39,562 | SCHWAB STRATEGIC TR |
627,975 |
+5,592 |
$24,504 | SCHF | 627,975 | +5,592 | $24,504 | ISHARES TR (ISTB) |
482,389 |
+4,284 |
$22,885 | ISTB | 482,389 | +4,284 | $22,885 | ISHARES TR (IGSB) |
349,187 |
+6,723 |
$17,906 | IGSB | 349,187 | +6,723 | $17,906 | SCHWAB STRATEGIC TR |
347,905 |
+3,968 |
$16,773 | SCHO | 347,905 | +3,968 | $16,773 | VANGUARD BD INDEX FDS (BND) |
212,638 |
+7,115 |
$15,444 | BND | 212,638 | +7,115 | $15,444 | SCHWAB STRATEGIC TR |
140,568 |
-194 |
$11,334 | SCHD | 140,568 | -194 | $11,334 | SCHWAB STRATEGIC TR |
137,522 |
+1,921 |
$11,198 | SCHM | 137,522 | +1,921 | $11,198 | SCHWAB STRATEGIC TR |
453,183 |
+12,923 |
$9,200 | SCHH | 453,183 | +12,923 | $9,200 | SCHWAB STRATEGIC TR |
165,823 |
+4,194 |
$8,165 | SCHA | 165,823 | +4,194 | $8,165 | INVESCO EXCHANGE TRADED FD T (RSP) |
46,623 |
+1,187 |
$7,897 | RSP | 46,623 | +1,187 | $7,897 | SCHWAB STRATEGIC TR |
76,975 |
-499 |
$7,137 | SCHG | 76,975 | -499 | $7,137 | SCHWAB STRATEGIC TR |
88,977 |
-237 |
$6,760 | SCHV | 88,977 | -237 | $6,760 | VANGUARD INTL EQUITY INDEX F (VWO) |
155,353 |
+3,295 |
$6,489 | VWO | 155,353 | +3,295 | $6,489 | SCHWAB STRATEGIC TR |
178,899 |
+2,104 |
$6,405 | SCHC | 178,899 | +2,104 | $6,405 | ABRDN PRECIOUS METALS BASKET |
65,377 |
+65,377 |
$6,244 | GLTR | 65,377 | +65,377 | $6,244 | SCHWAB STRATEGIC TR |
221,089 |
+3,065 |
$5,582 | SCHE | 221,089 | +3,065 | $5,582 | SPDR INDEX SHS FDS (CWI) |
192,584 |
+2,109 |
$5,469 | CWI | 192,584 | +2,109 | $5,469 | VANGUARD BD INDEX FDS (BSV) |
52,905 |
+1,112 |
$4,056 | BSV | 52,905 | +1,112 | $4,056 | SPDR SER TR (MDYG) |
29,774 |
+22 |
$2,599 | MDYG | 29,774 | +22 | $2,599 | ISHARES TR (IVV) |
4,731 |
-214 |
$2,487 | IVV | 4,731 | -214 | $2,487 | ISHARES TR (IGIB) |
45,774 |
UNCH |
$2,362 | IGIB | 45,774 | UNCH | $2,362 | SPDR SER TR (MDYV) |
29,073 |
+365 |
$2,210 | MDYV | 29,073 | +365 | $2,210 | INVESCO EXCHANGE TRADED FD T (RSPG) |
25,365 |
+25,365 |
$2,107 | RSPG | 25,365 | +25,365 | $2,107 | INVESCO EXCHANGE TRADED FD T (RSPM) |
57,734 |
+57,734 |
$2,097 | RSPM | 57,734 | +57,734 | $2,097 | ISHARES TR (IMCG) |
27,916 |
-453 |
$1,973 | IMCG | 27,916 | -453 | $1,973 | ISHARES TR (TIP) |
16,888 |
UNCH |
$1,814 | TIP | 16,888 | UNCH | $1,814 | APPLE INC |
9,466 |
-2,490 |
$1,597 | AAPL | 9,466 | -2,490 | $1,597 | ISHARES TR (IGE) |
34,401 |
+2,669 |
$1,548 | IGE | 34,401 | +2,669 | $1,548 | ISHARES TR (IMCV) |
21,028 |
-57 |
$1,526 | IMCV | 21,028 | -57 | $1,526 | AMAZON COM INC |
7,925 |
+30 |
$1,430 | AMZN | 7,925 | +30 | $1,430 | ISHARES TR (IEFA) |
18,980 |
-1,230 |
$1,409 | IEFA | 18,980 | -1,230 | $1,409 | VANGUARD INDEX FDS (VTI) |
5,217 |
+1 |
$1,356 | VTI | 5,217 | +1 | $1,356 | SPDR SER TR (SLYV) |
15,997 |
+227 |
$1,327 | SLYV | 15,997 | +227 | $1,327 | SPDR SER TR (SLYG) |
14,957 |
+137 |
$1,305 | SLYG | 14,957 | +137 | $1,305 | UNION PAC CORP |
5,188 |
UNCH |
$1,276 | UNP | 5,188 | UNCH | $1,276 | EXXON MOBIL CORP |
10,589 |
+29 |
$1,231 | XOM | 10,589 | +29 | $1,231 | BERKSHIRE HATHAWAY INC DEL |
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$1,211 | BRK.B | 2,880 | +7 | $1,211 | SPDR S&P 500 ETF TR (SPY) |
2,083 |
UNCH |
$1,090 | SPY | 2,083 | UNCH | $1,090 | VANGUARD BD INDEX FDS (BIV) |
13,500 |
+244 |
$1,018 | BIV | 13,500 | +244 | $1,018 | ISHARES TR (SHV) |
8,400 |
-365 |
$929 | SHV | 8,400 | -365 | $929 | ALPHABET INC |
6,090 |
UNCH |
$919 | GOOGL | 6,090 | UNCH | $919 | VANGUARD WHITEHALL FDS (VYM) |
7,138 |
-28 |
$864 | VYM | 7,138 | -28 | $864 | ISHARES TR (ICSH) |
15,200 |
UNCH |
$769 | ICSH | 15,200 | UNCH | $769 | ISHARES TR (IJH) |
12,300 |
+9,770 |
$747 | IJH | 12,300 | +9,770 | $747 | ISHARES TR (ISCG) |
15,398 |
-194 |
$717 | ISCG | 15,398 | -194 | $717 | ISHARES TR (IXUS) |
10,548 |
-7,621 |
$716 | IXUS | 10,548 | -7,621 | $716 | ISHARES TR (AOA) |
9,326 |
-31 |
$685 | AOA | 9,326 | -31 | $685 | COSTCO WHSL CORP NEW |
910 |
+3 |
$667 | COST | 910 | +3 | $667 | ISHARES TR (ISCV) |
10,480 |
-56 |
$641 | ISCV | 10,480 | -56 | $641 |
See Full List: All Stocks Held By Courage Miller Partners LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Courage Miller Partners LLC
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