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 |
MICROSOFT CORP | 1,393 | +14 | $586 |
MSFT | 1,393 | +14 | $586 |
ISHARES TR (IYR) | 6,489 | -138 | $583 |
IYR | 6,489 | -138 | $583 |
ISHARES TR (REZ) | 7,588 | -6 | $547 |
REZ | 7,588 | -6 | $547 |
ISHARES TR (IVW) | 6,324 | -363 | $534 |
IVW | 6,324 | -363 | $534 |
ISHARES TR (ILCG) | 6,999 | UNCH | $528 |
ILCG | 6,999 | UNCH | $528 |
ISHARES TR (IJR) | 4,756 | -317 | $526 |
IJR | 4,756 | -317 | $526 |
PIMCO ETF TR (STPZ) | 10,168 | UNCH | $524 |
STPZ | 10,168 | UNCH | $524 |
ISHARES TR (ACWI) | 4,750 | UNCH | $523 |
ACWI | 4,750 | UNCH | $523 |
VANGUARD INDEX FDS (VV) | 2,177 | -2 | $522 |
VV | 2,177 | -2 | $522 |
ISHARES INC (IEMG) | 9,848 | -156 | $508 |
IEMG | 9,848 | -156 | $508 |
VANGUARD INTL EQUITY INDEX F (VEU) | 8,622 | -33 | $506 |
VEU | 8,622 | -33 | $506 |
ISHARES TR (SHYG) | 11,340 | +542 | $483 |
SHYG | 11,340 | +542 | $483 |
VANGUARD CHARLOTTE FDS (BNDX) | 8,356 | +206 | $411 |
BNDX | 8,356 | +206 | $411 |
ISHARES TR (ILCV) | 5,138 | UNCH | $395 |
ILCV | 5,138 | UNCH | $395 |
SCHWAB STRATEGIC TR | 8,427 | UNCH | $388 |
SCHZ | 8,427 | UNCH | $388 |
ISHARES TR (SCZ) | 6,107 | -262 | $387 |
SCZ | 6,107 | -262 | $387 |
GENERAL ELECTRIC CO | 2,180 | +2,180 | $383 |
GE | 2,180 | +2,180 | $383 |
SPDR GOLD TR (GLD) | 1,775 | UNCH | $365 |
GLD | 1,775 | UNCH | $365 |
ISHARES TR (EEM) | 8,846 | -610 | $363 |
EEM | 8,846 | -610 | $363 |
VANGUARD STAR FDS (VXUS) | 5,588 | +5,588 | $337 |
VXUS | 5,588 | +5,588 | $337 |
VISA INC | 1,200 | UNCH | $335 |
V | 1,200 | UNCH | $335 |
VANECK ETF TRUST (GDX) | 10,450 | +10,450 | $330 |
GDX | 10,450 | +10,450 | $330 |
ISHARES TR (AGG) | 3,271 | UNCH | $320 |
AGG | 3,271 | UNCH | $320 |
MCDONALDS CORP | 1,073 | +1 | $303 |
MCD | 1,073 | +1 | $303 |
ISHARES TR (IVE) | 1,568 | -1 | $293 |
IVE | 1,568 | -1 | $293 |
ISHARES TR (ICF) | 4,976 | UNCH | $287 |
ICF | 4,976 | UNCH | $287 |
ISHARES TR (DVY) | 2,208 | -27 | $272 |
DVY | 2,208 | -27 | $272 |
ALPHABET INC | 1,789 | +29 | $272 |
GOOG | 1,789 | +29 | $272 |
VANGUARD INDEX FDS (VB) | 1,133 | +2 | $259 |
VB | 1,133 | +2 | $259 |
INVESCO QQQ TR | 582 | +582 | $258 |
QQQ | 582 | +582 | $258 |
ELI LILLY & CO | 327 | +327 | $254 |
LLY | 327 | +327 | $254 |
S&P GLOBAL INC | 595 | UNCH | $253 |
SPGI | 595 | UNCH | $253 |
INVESCO EXCHANGE TRADED FD T (GRPM) | 1,983 | +1,983 | $239 |
GRPM | 1,983 | +1,983 | $239 |
ISHARES TR (IXJ) | 2,510 | UNCH | $234 |
IXJ | 2,510 | UNCH | $234 |
VANGUARD INDEX FDS (VO) | 866 | +866 | $216 |
VO | 866 | +866 | $216 |
See Summary: Courage Miller Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Courage Miller Partners LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
GLTR | +65,377 | +$6,244 |
RSPG | +25,365 | +$2,107 |
RSPM | +57,734 | +$2,097 |
GE | +2,180 | +$383 |
VXUS | +5,588 | +$337 |
GDX | +10,450 | +$330 |
QQQ | +582 | +$258 |
LLY | +327 | +$254 |
GRPM | +1,983 | +$239 |
VO | +866 | +$216 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IXJ | -2,510 | -$218 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SCHH | +12,923 | +$82 |
IJH | +9,770 | +$46 |
BND | +7,115 | +$328 |
IGSB | +6,723 | +$346 |
SCHF | +5,592 | +$1,501 |
ISTB | +4,284 | +$146 |
SCHA | +4,194 | +$530 |
SCHO | +3,968 | +$109 |
VWO | +3,295 | +$239 |
SCHE | +3,065 | +$177 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IXUS | -7,621 | -$413 |
SCHX | -7,046 | +$3,211 |
AAPL | -2,490 | -$607 |
IEFA | -1,230 | -$13 |
EEM | -610 | -$17 |
SCHG | -499 | +$710 |
IMCG | -453 | +$145 |
SHV | -365 | -$36 |
IVW | -363 | +$32 |
Size ($ 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 |