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Entity | Shares/Amount Change | Position Value Change |
GLTR |
+65,377 | +$6,244 | RSPG |
+25,365 | +$2,107 | RSPM |
+57,734 | +$2,097 | GE |
+2,180 | +$383 | VXUS |
+5,588 | +$337 | GDX |
+10,450 | +$330 | QQQ |
+582 | +$258 | LLY |
+327 | +$254 | GRPM |
+1,983 | +$239 | VO |
+866 | +$216 |
Entity | Shares/Amount Change | Position Value Change |
IXJ |
-2,510 | -$218 |
Entity | Shares/Amount Change | Position Value Change |
SCHH |
+12,923 | +$82 | IJH |
+9,770 | +$46 | BND |
+7,115 | +$328 | IGSB |
+6,723 | +$346 | SCHF |
+5,592 | +$1,501 | ISTB |
+4,284 | +$146 | SCHA |
+4,194 | +$530 | SCHO |
+3,968 | +$109 | VWO |
+3,295 | +$239 | SCHE |
+3,065 | +$177 |
Entity | Shares/Amount Change | Position Value Change |
IXUS |
-7,621 | -$413 | SCHX |
-7,046 | +$3,211 | AAPL |
-2,490 | -$607 | IEFA |
-1,230 | -$13 | EEM |
-610 | -$17 | SCHG |
-499 | +$710 | IMCG |
-453 | +$145 | SHV |
-365 | -$36 | IVW |
-363 | +$32 |
Size ($ in 1000's)
At 03/31/2024: $289,161 At 12/31/2023: $264,287
Courage Miller Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Courage Miller Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Courage Miller Partners LLC to be as follows, presented in the
table below with each row detailing each Courage Miller Partners LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Courage Miller Partners LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Courage Miller Partners LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | MICROSOFT CORP |
1,393 |
+14 |
$586 | MSFT | 1,393 | +14 | $586 | ISHARES TR (IYR) |
6,489 |
-138 |
$583 | IYR | 6,489 | -138 | $583 | ISHARES TR (REZ) |
7,588 |
-6 |
$547 | REZ | 7,588 | -6 | $547 | ISHARES TR (IVW) |
6,324 |
-363 |
$534 | IVW | 6,324 | -363 | $534 | ISHARES TR (ILCG) |
6,999 |
UNCH |
$528 | ILCG | 6,999 | UNCH | $528 | ISHARES TR (IJR) |
4,756 |
-317 |
$526 | IJR | 4,756 | -317 | $526 | PIMCO ETF TR (STPZ) |
10,168 |
UNCH |
$524 | STPZ | 10,168 | UNCH | $524 | ISHARES TR (ACWI) |
4,750 |
UNCH |
$523 | ACWI | 4,750 | UNCH | $523 | VANGUARD INDEX FDS (VV) |
2,177 |
-2 |
$522 | VV | 2,177 | -2 | $522 | ISHARES INC (IEMG) |
9,848 |
-156 |
$508 | IEMG | 9,848 | -156 | $508 | VANGUARD INTL EQUITY INDEX F (VEU) |
8,622 |
-33 |
$506 | VEU | 8,622 | -33 | $506 | ISHARES TR (SHYG) |
11,340 |
+542 |
$483 | SHYG | 11,340 | +542 | $483 | VANGUARD CHARLOTTE FDS (BNDX) |
8,356 |
+206 |
$411 | BNDX | 8,356 | +206 | $411 | ISHARES TR (ILCV) |
5,138 |
UNCH |
$395 | ILCV | 5,138 | UNCH | $395 | SCHWAB STRATEGIC TR |
8,427 |
UNCH |
$388 | SCHZ | 8,427 | UNCH | $388 | ISHARES TR (SCZ) |
6,107 |
-262 |
$387 | SCZ | 6,107 | -262 | $387 | GENERAL ELECTRIC CO |
2,180 |
+2,180 |
$383 | GE | 2,180 | +2,180 | $383 | SPDR GOLD TR (GLD) |
1,775 |
UNCH |
$365 | GLD | 1,775 | UNCH | $365 | ISHARES TR (EEM) |
8,846 |
-610 |
$363 | EEM | 8,846 | -610 | $363 | VANGUARD STAR FDS (VXUS) |
5,588 |
+5,588 |
$337 | VXUS | 5,588 | +5,588 | $337 | VISA INC |
1,200 |
UNCH |
$335 | V | 1,200 | UNCH | $335 | VANECK ETF TRUST (GDX) |
10,450 |
+10,450 |
$330 | GDX | 10,450 | +10,450 | $330 | ISHARES TR (AGG) |
3,271 |
UNCH |
$320 | AGG | 3,271 | UNCH | $320 | MCDONALDS CORP |
1,073 |
+1 |
$303 | MCD | 1,073 | +1 | $303 | ISHARES TR (IVE) |
1,568 |
-1 |
$293 | IVE | 1,568 | -1 | $293 | ISHARES TR (ICF) |
4,976 |
UNCH |
$287 | ICF | 4,976 | UNCH | $287 | ISHARES TR (DVY) |
2,208 |
-27 |
$272 | DVY | 2,208 | -27 | $272 | ALPHABET INC |
1,789 |
+29 |
$272 | GOOG | 1,789 | +29 | $272 | VANGUARD INDEX FDS (VB) |
1,133 |
+2 |
$259 | VB | 1,133 | +2 | $259 | INVESCO QQQ TR |
582 |
+582 |
$258 | QQQ | 582 | +582 | $258 | ELI LILLY & CO |
327 |
+327 |
$254 | LLY | 327 | +327 | $254 | S&P GLOBAL INC |
595 |
UNCH |
$253 | SPGI | 595 | UNCH | $253 | INVESCO EXCHANGE TRADED FD T (GRPM) |
1,983 |
+1,983 |
$239 | GRPM | 1,983 | +1,983 | $239 | ISHARES TR (IXJ) |
2,510 |
UNCH |
$234 | IXJ | 2,510 | UNCH | $234 | VANGUARD INDEX FDS (VO) |
866 |
+866 |
$216 | VO | 866 | +866 | $216 |
See Summary: Courage Miller Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Courage Miller Partners LLC
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