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CIK: 0001482106
Total reported value
$379.0M
$379.0M
81 檔
34.3%
In Q3 2024, Courage Miller Partners, LLC's U.S. equity holdings reached a combined market value of $379.0M, distributed across 81 disclosed stock positions.
During Q3 2024, Courage Miller Partners, LLC performed routine portfolio adjustments (3 new buys, 18 additions, 20 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.89% | +0.88% | -3.43% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.70% | +0.31% | +0.51% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 8.25% | -0.23% | +4.67% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.85% | -0.20% | +7.90% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.98% | -0.20% | +4.95% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.74% | -0.18% | +6.00% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.97% | -0.15% | -0.17% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.89% | +0.41% | +1.34% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-Other | 3.42% | +0.07% | -2.89% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.96% | +0.17% | +4.78% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.88% | +0.43% | +0.47% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.54% | +0.07% | +1.42% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.52% | +0.20% | -5.67% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.36% | +0.12% | -1.80% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.31% | -0.09% | +0.07% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.16% | +0.05% | -0.68% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.97% | +0.05% | -0.33% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.42% | -0.07% | +5.11% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.04% | -3.68% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.85% | +0.07% | -2.74% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.83% | -0.04% | — | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.78% | +0.03% | -0.10% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.03% | +0.04% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.66% | +0.04% | -2.55% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.63% | -0.01% | — | |
| 26 | IGE | Ishares North American Natur | ETF-Other | 0.55% | -0.16% | +6.76% | |
| 27 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.54% | -0.02% | -0.58% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | — | +1.60% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.02% | -0.38% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.03% | — | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.47% | +0.03% | +0.98% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.46% | +0.05% | -2.30% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.22% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | +0.01% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.12% | -0.63% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.02% | +1.68% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.37% | — | -0.88% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.07% | — | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | -0.02% | +6.85% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.33% | -0.02% | — | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | — | -0.80% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.04% | — | |
| 43 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.26% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | +0.02% | -0.44% | |
| 45 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.24% | — | -5.56% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.23% | -0.03% | -6.00% | |
| 47 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.22% | -0.01% | -0.73% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.22% | +0.01% | -2.20% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | — | +0.07% | |
| 50 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.19% | +0.01% | -10.18% |
According to official SEC Form 13F filings, Courage Miller Partners, LLC reported a total U.S. public equity portfolio value of $379.0M across 81 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHF, ISTB) accounted for 34.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
ISRG
市值: $215.2K
Top Position Liquidated / Trimmed
SCHX
前期市值: $40.5M
During Q3 2024, Courage Miller Partners, LLC's top holdings by market value included SCHX (13.9%)、SCHF (8.7%)、ISTB (8.3%). The largest single position, SCHX, represented 13.9% of total portfolio value.
In Q3 2024, Courage Miller Partners, LLC made 41 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 20 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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