CM

Courage Miller Partners, LLC

13F
Courage Miller Partners, LLC
Last update 2024-10-21 81 Stocks (3 new)
Value $297.00 Mil Turnover 29 %
Countries:
Portfolio Report
Courage Miller Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
1,826,565
41310.840
+189.70%
13.890
+9.10%
0.090
+11.93%
+21.28%
50142.900
 
SCHF
Schwab International Equity ETF
1,258,616
25877.130
+101.02%
8.700
+4.37%
0.030
+7.08%
+7.14%
40986.000
 
ISTB
iShares Core 1-5 Year USD Bond ETF
504,297
24549.190
+4.67%
8.250
+0.37%
0.600
-0.54%
+0.74%
4081.561
 
IGSB
iShares 1-3 Year Credit Bond ETF
386,894
20373.830
+7.90%
6.850
+0.50%
0.100
-0.19%
+1.17%
20774.061
 
SCHO
Schwab Short-Term U.S. Treasury ETF
726,558
17793.420
+109.90%
5.980
+3.13%
0.080
-0.66%
-0.21%
11081.694
 
BND
Vanguard Total Bond Market ETF
227,427
17082.040
+6.00%
5.740
+0.32%
0.020
-1.79%
-0.73%
112330.827
 
SCHD
Schwab US Dividend Equity ETF
419,529
11820.930
+199.48%
3.970
+2.64%
0.020
+7.79%
+11.82%
63886.218
 
SCHM
Schwab U.S. Mid-Cap ETF
417,264
11556.850
+204.01%
3.890
+2.61%
0.030
+11.49%
+11.71%
11424.765
 
SCHH
Schwab U.S. REIT ETF
439,625
10186.120
-2.89%
3.420
-0.09%
0.130
+7.11%
+9.17%
7902.195
 
RSP
Invesco S&P 500 Equal Weight ETF
49,136
8803.280
+4.78%
2.960
+0.13%
0.010
+9.73%
+13.23%
66718.951
 

Courage Miller Partners, LLC's Historical Top Holdings Breakdowns

Courage Miller Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX
Schwab U.S. Large-Cap ETF2024-09-30Add
+9.10%
20.37 ($21.79) 22.62
$22.80
4.64%
Add 189.7%
1,826,565
398,690
SCHF
Schwab International Equity ETF2024-09-30Add
+4.37%
18.49 ($19.77) 20.77
$19.80
0.15%
Add 101.02%
1,258,616
316,244
SCHO
Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+3.13%
23.97 ($24.3) 24.53
$24.18
-0.49%
Add 109.9%
726,558
190,208
SCHD
Schwab US Dividend Equity ETF2024-09-30Add
+2.64%
25.67 ($27.24) 28.35
$28.38
4.19%
Add 199.48%
419,529
93,147
SCHM
Schwab U.S. Mid-Cap ETF2024-09-30Add
+2.61%
25.16 ($26.59) 27.75
$28.05
5.49%
Add 204.01%
417,264
93,337
SCHG
Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.85%
23.16 ($25.16) 26.42
$26.44
5.09%
Add 277.31%
287,772
52,876
SCHV
Schwab U.S. Large-Cap Value ETF2024-09-30Add
+1.56%
24.48 ($25.69) 26.79
$26.72
4.01%
Add 194.59%
262,116
57,713
SCHA
Schwab U.S. Small-Cap ETF2024-09-30Add
+1.45%
23.45 ($24.83) 25.98
$26.14
5.28%
Add 100.94%
332,400
83,488
IGSB
iShares 1-3 Year Credit Bond ETF2024-09-30Add
+0.50%
51.02 ($52.04) 52.73
$51.88
-0.31%
Add 7.9%
386,894
28,316
ISTB
iShares Core 1-5 Year USD Bond ETF2024-09-30Add
+0.37%
47.18 ($48.13) 48.75
$47.91
-0.46%
Add 4.67%
504,297
22,487

Courage Miller Partners, LLC Total Holding History ($B)

To

Courage Miller Partners, LLC's Asset Allocation

To

Courage Miller Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Courage Miller Partners, LLC's Hypothetical Growth since 2024-09-30

Courage Miller Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Courage Miller Partners, LLC's Holdings Heat Map

Size field:

Courage Miller Partners, LLC's Holdings Bubble Chart

Courage Miller Partners, LLC News

  • 1

Discussions on Courage Miller Partners, LLC

No discussions yet.