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CIK: 0001482106
Total reported value
$379.0M
$379.0M
85 檔
32.1%
At the close of Q1 2024, Courage Miller Partners, LLC disclosed equity holdings valued at approximately $379.0M, spread across 85 reported holdings.
During Q1 2024, Courage Miller Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.68% | +0.88% | -1.09% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.47% | +0.31% | +0.90% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.91% | -0.23% | +0.90% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.19% | -0.20% | +1.96% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.80% | -0.20% | +1.15% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.34% | -0.18% | +3.46% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.92% | -0.15% | -0.14% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.87% | +0.41% | +1.42% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-Other | 3.18% | +0.07% | +2.94% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.82% | +0.43% | +2.59% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.73% | +0.17% | +2.61% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.47% | +0.20% | -0.64% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.34% | +0.12% | -0.27% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.24% | +0.07% | +2.17% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.21% | -0.09% | +1.19% | |
| 16 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 2.16% | -0.60% | — | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.93% | +0.05% | +1.41% | |
| 18 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.89% | +0.05% | +1.11% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.40% | -0.07% | +2.15% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.90% | +0.07% | +0.07% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.04% | -4.33% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.82% | -0.04% | — | |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.76% | +0.03% | +1.27% | |
| 24 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | -0.12% | — | |
| 25 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | -0.05% | — | |
| 26 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.68% | +0.04% | -1.60% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.63% | -0.01% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.03% | -20.83% | |
| 29 | IGE | Ishares North American Natur | ETF-Other | 0.54% | -0.16% | +8.41% | |
| 30 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | -0.02% | -0.27% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.02% | +0.38% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | — | -6.09% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.03% | +0.02% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.46% | +0.03% | +1.44% | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.45% | +0.05% | +0.92% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | +0.01% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.12% | +0.27% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.22% | +0.24% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.02% | — | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.35% | -0.02% | +1.84% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.32% | -0.02% | -4.16% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.07% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | — | -0.39% | |
| 44 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.27% | — | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | +0.02% | +386.17% | |
| 46 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.25% | — | -1.24% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.25% | — | -41.95% | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.24% | -0.03% | -0.33% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.04% | +0.33% | |
| 50 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.22% | -0.01% | -0.53% |
According to official SEC Form 13F filings, Courage Miller Partners, LLC reported a total U.S. public equity portfolio value of $379.0M across 85 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHF, ISTB) accounted for 32.1% of total reported equity market value during Q1 2024.
During Q1 2024, Courage Miller Partners, LLC's top holdings by market value included SCHX (13.7%)、SCHF (8.5%)、ISTB (7.9%). The largest single position, SCHX, represented 13.7% of total portfolio value.
In Q1 2024, Courage Miller Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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