CM
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Courage Miller Partners, LLC13F | |
Courage Miller Partners, LLC | |
Last update 2024-10-21 | 81 Stocks (3 new) |
Value $297.00 Mil | Turnover 29 % |
Portfolio Report |
Courage Miller Partners, LLC Top Holdings of 2024-09-30
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +9.10% | 20.37 ($21.79) 22.62 | $22.80 | 4.64% | Add 189.7% | 1,826,565 | 398,690 | |
SCHF | Schwab International Equity ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +3.13% | 23.97 ($24.3) 24.53 | $24.18 | -0.49% | Add 109.9% | 726,558 | 190,208 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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)
Courage Miller Partners, LLC's Asset Allocation
Courage Miller Partners, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Courage Miller Partners, LLC's Hypothetical Growth since 2024-09-30
Courage Miller Partners, LLC's Yearly Returns
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Courage Miller Partners, LLC's Holdings Heat Map
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Courage Miller Partners, LLC's Holdings Bubble Chart
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