$152 Million is the total value of Courage Miller Partners, LLC's 66 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 11.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | Charles Schwab US Large Cap ETFetf | $21,791,000 | +4.7% | 377,199 | +2.0% | 14.35% | -0.1% |
| SCHF | Buy | Schwab International Equity ETFetf | $13,840,000 | +8.0% | 435,507 | +1.5% | 9.12% | +3.0% |
| SCHZ | Buy | Schwab US Aggregate Bond Etfetf | $6,516,000 | +5.5% | 124,711 | +4.6% | 4.29% | +0.6% |
| IGSB | Sell | iShares 1-3 Year Credit Bond Fundetf | $6,164,000 | +0.1% | 58,534 | -0.0% | 4.06% | -4.6% |
| SCHD | Buy | Schwab US Dividend Equity ETFetf | $5,791,000 | +4.8% | 128,411 | +3.6% | 3.81% | -0.1% |
| IGIB | Sell | iShares Barclays Intermediate Credit Bond Fundetf | $4,849,000 | +0.3% | 44,166 | -0.5% | 3.19% | -4.3% |
| GLTR | Buy | ETFS Physical Precious Metals Basketetf | $4,430,000 | -1.6% | 71,714 | +1.3% | 2.92% | -6.1% |
| SCHC | Buy | Charles Schwab International Small Cap Equity ETFetf | $4,391,000 | +8.7% | 130,579 | +1.2% | 2.89% | +3.6% |
| SCHO | Buy | Charles Schwab Short Term US Treasury ETFetf | $4,307,000 | +1.1% | 85,430 | +1.2% | 2.84% | -3.6% |
| SCHH | Buy | Schwab US REIT ETFetf | $4,120,000 | +3.3% | 99,982 | +2.2% | 2.71% | -1.5% |
| VWO | Buy | Vanguard MSCI Emerging Markets ETFetf | $3,990,000 | +4.1% | 97,711 | +1.3% | 2.63% | -0.7% |
| STPZ | Buy | PIMCO 1-5 Year US TIPS Index Fundetf | $3,713,000 | -1.2% | 71,170 | +0.0% | 2.44% | -5.8% |
| SCHM | Buy | Charles Schwab US Mid-Cap ETFetf | $3,598,000 | +6.7% | 74,719 | +4.9% | 2.37% | +1.8% |
| SCHA | Buy | Charles Schwab US Small Cap ETFetf | $3,037,000 | +8.0% | 47,517 | +6.4% | 2.00% | +3.0% |
| SCHR | Buy | Schwab Intermediate-Term U.S. Treasury ETFetf | $2,788,000 | +6.2% | 51,655 | +5.5% | 1.84% | +1.3% |
| CWI | Buy | SPDR MSCI ACWI es-US ETFetf | $2,688,000 | +5.7% | 75,390 | +1.1% | 1.77% | +0.7% |
| SCHE | Buy | Schwab Emerging Markets Equity ETFetf | $2,661,000 | +5.0% | 107,097 | +1.3% | 1.75% | +0.1% |
| SCHV | Buy | Schwab U.S. Large-Cap Value ETFetf | $2,658,000 | +5.4% | 52,953 | +4.3% | 1.75% | +0.5% |
| AGG | Sell | iShares Barclays Aggregate Bond Fundetf | $2,650,000 | +0.2% | 24,199 | -0.7% | 1.74% | -4.5% |
| BWZ | Sell | SPDR Barclays Capital Short Term International Treasury Bond ETFetf | $2,595,000 | +3.2% | 82,735 | -0.3% | 1.71% | -1.6% |
| IMCG | iShares Morningstar Mid Growth Index Fundetf | $2,383,000 | +5.2% | 13,029 | 0.0% | 1.57% | +0.3% | |
| SCHG | Buy | Schwab U.S. Large-Cap Growth ETFetf | $2,349,000 | +5.5% | 37,169 | +0.9% | 1.55% | +0.6% |
| IMCV | Buy | iShares Morningstar Mid Value Index Fundetf | $2,289,000 | -0.0% | 15,459 | +0.2% | 1.51% | -4.7% |
| VEU | Sell | Vanguard FTSE All World EX US Index Fundetf | $2,195,000 | +4.5% | 43,872 | -0.1% | 1.45% | -0.3% |
| BSCK | Buy | Guggenheim BulletShares 2020 Corporate Bond EFTetf | $2,130,000 | +4.1% | 99,142 | +3.6% | 1.40% | -0.8% |
| ILCG | Sell | iShares Morningstar Large Growth Index Fundetf | $2,111,000 | +5.7% | 15,159 | -0.1% | 1.39% | +0.8% |
| IVV | Sell | iShares Core S&P 500 ETFetf | $1,914,000 | +2.5% | 7,863 | -0.1% | 1.26% | -2.2% |
| ILCV | Sell | iShares Morningstar Large Value Index Fundetf | $1,862,000 | -0.2% | 19,394 | -0.0% | 1.23% | -4.9% |
| TIP | iShares Tr Lehman Tipsetf | $1,587,000 | -1.1% | 13,990 | 0.0% | 1.04% | -5.7% | |
| BSCM | Buy | Guggenheim BulletShares 2022 Corporate Bond EFTetf | $1,524,000 | +5.8% | 71,500 | +4.5% | 1.00% | +0.9% |
| ICF | Sell | iShares Cohen and Steers Realty Majors Index Fundetf | $1,474,000 | -0.9% | 14,579 | -2.3% | 0.97% | -5.5% |
| REZ | Sell | iShares FTSE NAREIT Residential Plus Capped Index Fundetf | $1,469,000 | +1.5% | 22,570 | -1.6% | 0.97% | -3.2% |
| BSCH | Buy | Guggenheim BulletShares 2017 Corporate Bond EFTetf | $1,461,000 | +0.1% | 64,609 | +0.1% | 0.96% | -4.6% |
| VV | Sell | Vanguard Large Cap ETFetf | $1,404,000 | +1.6% | 12,648 | -1.1% | 0.92% | -3.1% |
| ISCV | Buy | iShares Morningstar Small Value Index Fundetf | $1,237,000 | -2.1% | 8,776 | +0.2% | 0.82% | -6.5% |
| ISCG | Buy | iShares Morningstar Small Growth Index Fundetf | $1,161,000 | +5.4% | 7,216 | +0.1% | 0.76% | +0.5% |
| RTM | Buy | Guggenheim S&P 500 Equal Weight Materials ETFetf | $1,137,000 | +5.7% | 11,634 | +3.4% | 0.75% | +0.8% |
| IGE | Buy | iShares S&P North American Natural Resources Sector Index Fundetf | $1,134,000 | -7.0% | 35,817 | +0.7% | 0.75% | -11.3% |
| MDYG | Buy | SPDR S&P 400 Mid Cap Growth ETFetf | $1,087,000 | +3.3% | 7,596 | +0.5% | 0.72% | -1.5% |
| IEFA | Sell | iShares Core MSCI EAFE ETFetf | $1,012,000 | +3.7% | 16,625 | -1.3% | 0.67% | -1.0% |
| RYE | Buy | Guggenheim S&P 500 Equal Weight Energy ETFetf | $1,013,000 | -2.3% | 19,197 | +9.5% | 0.67% | -6.8% |
| MDYV | Buy | SPDR S&P 400 Mid Cap Value ETFetf | $937,000 | +3.2% | 9,730 | +3.3% | 0.62% | -1.6% |
| AOA | Sell | iShares S&P Aggressiveetf | $815,000 | +3.4% | 15,729 | -0.3% | 0.54% | -1.3% |
| VTI | Buy | Vanguard Total Stock MKTetf | $777,000 | +26.3% | 6,246 | +23.1% | 0.51% | +20.5% |
| SLYG | Buy | SPDR S&P 600 Small Cap Growth ETFetf | $670,000 | +2.1% | 3,100 | +0.6% | 0.44% | -2.6% |
| IVW | Sell | iShares S&P 500 Growth Indexetf | $662,000 | +3.3% | 4,834 | -0.9% | 0.44% | -1.6% |
| VYM | Vanguard High Dividend Yield ETFetf | $580,000 | +0.7% | 7,420 | 0.0% | 0.38% | -4.0% | |
| SLYV | Buy | SPDR S&P 600 Small Cap Value ETFetf | $579,000 | +4.7% | 4,853 | +3.6% | 0.38% | -0.3% |
| SPY | SPDR S&P 500 ETFetf | $523,000 | +2.5% | 2,165 | 0.0% | 0.34% | -2.3% | |
| IJH | Sell | iShares Core S&P Mid-Cap ETFetf | $498,000 | +1.0% | 2,861 | -0.7% | 0.33% | -3.8% |
| HYG | iShares iBoxx High Yield Corporate Bond ETFetf | $480,000 | +0.8% | 5,426 | 0.0% | 0.32% | -4.0% | |
| ISHG | Buy | iShares 1-3 Year International Treasury Bond ETFetf | $478,000 | +4.6% | 5,820 | +0.0% | 0.32% | -0.3% |
| ACWI | iShares MSCI ACWI ETFetf | $475,000 | +3.5% | 7,260 | 0.0% | 0.31% | -1.3% | |
| BRKB | Berkshire Hathaway Class Bstock | $474,000 | +1.5% | 2,800 | 0.0% | 0.31% | -3.4% | |
| IYR | Sell | iShares U.S. Real Estate ETFetf | $402,000 | -0.2% | 5,036 | -1.9% | 0.26% | -4.7% |
| AMZN | Buy | Amazon.com Incstock | $361,000 | +13.2% | 373 | +3.6% | 0.24% | +8.2% |
| IJR | Sell | iShares Core S&P Small-Cap ETFetf | $344,000 | 0.0% | 4,899 | -1.5% | 0.23% | -4.6% |
| EEM | Sell | iShares MSCI Emerging Markets ETFetf | $339,000 | +4.6% | 8,188 | -0.3% | 0.22% | -0.4% |
| SCZ | Sell | iShares MSCI EAFE Small-Capetf | $334,000 | +6.4% | 5,779 | -0.3% | 0.22% | +1.4% |
| DIA | New | Diamonds Trust Series Ietf | $330,000 | – | 1,546 | +100.0% | 0.22% | – |
| DVY | New | iShares Select Dividendetf | $272,000 | – | 2,953 | +100.0% | 0.18% | – |
| GDX | New | Market Vectors Gold Minersetf | $231,000 | – | 10,450 | +100.0% | 0.15% | – |
| VXUS | New | Vanguard Total International Stock ETFetf | $231,000 | – | 4,451 | +100.0% | 0.15% | – |
| GLD | New | SPDR Gold Trustetf | $203,000 | – | 1,716 | +100.0% | 0.13% | – |
| GOVT | New | iShares U.S. Treasury Bond ETFetf | $203,000 | – | 8,033 | +100.0% | 0.13% | – |
| IAU | New | iShares Gold Trustetf | $123,000 | – | 10,307 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 16.3% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 9.1% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 10.2% |
| ISHARES TR | 42 | Q3 2023 | 10.5% |
| Schwab US Dividend Equity ETF | 42 | Q3 2023 | 4.7% |
| Schwab US REIT ETF | 42 | Q3 2023 | 3.7% |
| ISHARES TR | 42 | Q3 2023 | 6.5% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.5% |
| Schwab US Aggregate Bond Etf | 42 | Q3 2023 | 5.0% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.6% |
View Courage Miller Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-19 |
View Courage Miller Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.