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CIK: 0001482106
Total reported value
$379.0M
$379.0M
80 檔
34.0%
According to the latest 13F quarterly dataset, Courage Miller Partners, LLC managed an equity portfolio of $379.0M at the end of Q4 2024, spanning 80 distinct U.S. exchange-listed positions.
During Q4 2024, Courage Miller Partners, LLC performed routine portfolio adjustments (0 new buys, 19 additions, 20 trims, and 1 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 | 14.37% | +0.88% | +197.36% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 8.48% | -0.23% | +2.85% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.05% | +0.31% | +101.97% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 7.03% | -0.20% | +2.63% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 6.21% | -0.20% | +107.45% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.72% | -0.18% | +2.23% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.96% | +0.41% | +200.32% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.93% | -0.15% | +200.35% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-Other | 3.20% | +0.07% | +0.81% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.03% | +0.17% | +2.88% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.95% | +0.43% | +100.60% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.72% | +0.20% | +296.43% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.37% | +0.07% | -0.26% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.33% | +0.12% | +198.80% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.11% | -0.09% | +0.73% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.99% | +0.05% | -0.48% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.85% | +0.05% | +0.15% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.43% | -0.07% | +0.26% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.04% | -0.48% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.86% | +0.07% | -0.25% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.81% | -0.04% | -0.00% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.79% | +0.03% | -0.62% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.03% | +0.02% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.69% | +0.04% | -1.51% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.62% | -0.01% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.02% | — | |
| 27 | IGE | Ishares North American Natur | ETF-Other | 0.55% | -0.16% | +1.82% | |
| 28 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | -0.02% | -0.16% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.03% | -0.02% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.48% | +0.03% | -0.81% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | — | +1.41% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.45% | +0.05% | -0.51% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.22% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.02% | -1.89% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | +0.01% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.07% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.12% | — | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.35% | — | -0.21% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | -0.02% | +0.18% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.31% | -0.02% | -0.23% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -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% | +0.24% | |
| 45 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.24% | — | -0.94% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.23% | -0.03% | -1.25% | |
| 47 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.23% | -0.01% | -0.38% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.20% | +0.01% | +0.93% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | +0.03% | -0.12% | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.19% | +0.01% | — |
According to official SEC Form 13F filings, Courage Miller Partners, LLC reported a total U.S. public equity portfolio value of $379.0M across 80 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, ISTB, SCHF) accounted for 34.0% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
UMMA
前期市值: $201.6K
During Q4 2024, Courage Miller Partners, LLC's top holdings by market value included SCHX (14.4%)、ISTB (8.5%)、SCHF (8.1%). The largest single position, SCHX, represented 14.4% of total portfolio value.
In Q4 2024, Courage Miller Partners, LLC made 40 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 20 holdings, and fully liquidating 1 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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