HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
637,475 | -7,046 | $39,562 |
| SCHX | 637,475 | -7,046 | $39,562 |
| SCHWAB STRATEGIC TR |
627,975 | +5,592 | $24,504 |
| SCHF | 627,975 | +5,592 | $24,504 |
| ISHARES TR (ISTB) |
482,389 | +4,284 | $22,885 |
| ISTB | 482,389 | +4,284 | $22,885 |
| ISHARES TR (IGSB) |
349,187 | +6,723 | $17,906 |
| IGSB | 349,187 | +6,723 | $17,906 |
| SCHWAB STRATEGIC TR |
347,905 | +3,968 | $16,773 |
| SCHO | 347,905 | +3,968 | $16,773 |
| VANGUARD BD INDEX FDS (BND) |
212,638 | +7,115 | $15,444 |
| BND | 212,638 | +7,115 | $15,444 |
| SCHWAB STRATEGIC TR |
140,568 | -194 | $11,334 |
| SCHD | 140,568 | -194 | $11,334 |
| SCHWAB STRATEGIC TR |
137,522 | +1,921 | $11,198 |
| SCHM | 137,522 | +1,921 | $11,198 |
| SCHWAB STRATEGIC TR |
453,183 | +12,923 | $9,200 |
| SCHH | 453,183 | +12,923 | $9,200 |
| SCHWAB STRATEGIC TR |
165,823 | +4,194 | $8,165 |
| SCHA | 165,823 | +4,194 | $8,165 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
46,623 | +1,187 | $7,897 |
| RSP | 46,623 | +1,187 | $7,897 |
| SCHWAB STRATEGIC TR |
76,975 | -499 | $7,137 |
| SCHG | 76,975 | -499 | $7,137 |
| SCHWAB STRATEGIC TR |
88,977 | -237 | $6,760 |
| SCHV | 88,977 | -237 | $6,760 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
155,353 | +3,295 | $6,489 |
| VWO | 155,353 | +3,295 | $6,489 |
| SCHWAB STRATEGIC TR |
178,899 | +2,104 | $6,405 |
| SCHC | 178,899 | +2,104 | $6,405 |
| ABRDN PRECIOUS METALS BASKET |
65,377 | +65,377 | $6,244 |
| GLTR | 65,377 | +65,377 | $6,244 |
| SCHWAB STRATEGIC TR |
221,089 | +3,065 | $5,582 |
| SCHE | 221,089 | +3,065 | $5,582 |
| SPDR INDEX SHS FDS (CWI) |
192,584 | +2,109 | $5,469 |
| CWI | 192,584 | +2,109 | $5,469 |
| VANGUARD BD INDEX FDS (BSV) |
52,905 | +1,112 | $4,056 |
| BSV | 52,905 | +1,112 | $4,056 |
| SPDR SER TR (MDYG) |
29,774 | +22 | $2,599 |
| MDYG | 29,774 | +22 | $2,599 |
| ISHARES TR (IVV) |
4,731 | -214 | $2,487 |
| IVV | 4,731 | -214 | $2,487 |
| ISHARES TR (IGIB) |
45,774 | UNCH | $2,362 |
| IGIB | 45,774 | UNCH | $2,362 |
| SPDR SER TR (MDYV) |
29,073 | +365 | $2,210 |
| MDYV | 29,073 | +365 | $2,210 |
| INVESCO EXCHANGE TRADED FD T (RSPG) |
25,365 | +25,365 | $2,107 |
| RSPG | 25,365 | +25,365 | $2,107 |
| INVESCO EXCHANGE TRADED FD T (RSPM) |
57,734 | +57,734 | $2,097 |
| RSPM | 57,734 | +57,734 | $2,097 |
| ISHARES TR (IMCG) |
27,916 | -453 | $1,973 |
| IMCG | 27,916 | -453 | $1,973 |
| ISHARES TR (TIP) |
16,888 | UNCH | $1,814 |
| TIP | 16,888 | UNCH | $1,814 |
| APPLE INC |
9,466 | -2,490 | $1,597 |
| AAPL | 9,466 | -2,490 | $1,597 |
| ISHARES TR (IGE) |
34,401 | +2,669 | $1,548 |
| IGE | 34,401 | +2,669 | $1,548 |
| ISHARES TR (IMCV) |
21,028 | -57 | $1,526 |
| IMCV | 21,028 | -57 | $1,526 |
| AMAZON COM INC |
7,925 | +30 | $1,430 |
| AMZN | 7,925 | +30 | $1,430 |
| ISHARES TR (IEFA) |
18,980 | -1,230 | $1,409 |
| IEFA | 18,980 | -1,230 | $1,409 |
| VANGUARD INDEX FDS (VTI) |
5,217 | +1 | $1,356 |
| VTI | 5,217 | +1 | $1,356 |
| SPDR SER TR (SLYV) |
15,997 | +227 | $1,327 |
| SLYV | 15,997 | +227 | $1,327 |
| SPDR SER TR (SLYG) |
14,957 | +137 | $1,305 |
| SLYG | 14,957 | +137 | $1,305 |
| UNION PAC CORP |
5,188 | UNCH | $1,276 |
| UNP | 5,188 | UNCH | $1,276 |
| EXXON MOBIL CORP |
10,589 | +29 | $1,231 |
| XOM | 10,589 | +29 | $1,231 |
 BERKSHIRE HATHAWAY INC DEL |
$1,211 | ||
| BRK.B | 2,880 | +7 | $1,211 |
| SPDR S&P 500 ETF TR (SPY) |
2,083 | UNCH | $1,090 |
| SPY | 2,083 | UNCH | $1,090 |
| VANGUARD BD INDEX FDS (BIV) |
13,500 | +244 | $1,018 |
| BIV | 13,500 | +244 | $1,018 |
| ISHARES TR (SHV) |
8,400 | -365 | $929 |
| SHV | 8,400 | -365 | $929 |
| ALPHABET INC |
6,090 | UNCH | $919 |
| GOOGL | 6,090 | UNCH | $919 |
| VANGUARD WHITEHALL FDS (VYM) |
7,138 | -28 | $864 |
| VYM | 7,138 | -28 | $864 |
| ISHARES TR (ICSH) |
15,200 | UNCH | $769 |
| ICSH | 15,200 | UNCH | $769 |
| ISHARES TR (IJH) |
12,300 | +9,770 | $747 |
| IJH | 12,300 | +9,770 | $747 |
| ISHARES TR (ISCG) |
15,398 | -194 | $717 |
| ISCG | 15,398 | -194 | $717 |
| ISHARES TR (IXUS) |
10,548 | -7,621 | $716 |
| IXUS | 10,548 | -7,621 | $716 |
| ISHARES TR (AOA) |
9,326 | -31 | $685 |
| AOA | 9,326 | -31 | $685 |
| COSTCO WHSL CORP NEW |
910 | +3 | $667 |
| COST | 910 | +3 | $667 |
| ISHARES TR (ISCV) |
10,480 | -56 | $641 |
| ISCV | 10,480 | -56 | $641 |
See Full List: All Stocks Held By Courage Miller Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Courage Miller Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $289,161 At 12/31/2023: $264,287 Courage Miller Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Courage Miller Partners LLC 13F filings. Link to 13F filings: SEC filings |
