$249 Million is the total value of Courage Miller Partners, LLC's 85 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Buy | Schwab International Equity ETFetf | $21,198,000 | -0.4% | 547,755 | +1.6% | 8.52% | -2.0% |
| ISTB | Buy | iShares Core 1-5 Year Bond ETFetf | $20,972,000 | +14.5% | 410,648 | +14.9% | 8.43% | +12.5% |
| SCHO | Buy | Charles Schwab Short Term US Treasury ETFetf | $17,445,000 | +22.8% | 340,793 | +22.9% | 7.01% | +20.8% |
| IGSB | Buy | iShares Short-Term Corporate Bond ETFetf | $8,412,000 | +90.4% | 153,948 | +91.0% | 3.38% | +87.2% |
| BSCM | Buy | Powershares BulletShares 2022 Corporate Bond EFTetf | $7,283,000 | +8.9% | 338,271 | +9.2% | 2.93% | +7.1% |
| SCHA | Buy | Charles Schwab US Small Cap ETFetf | $6,651,000 | -2.9% | 66,445 | +1.0% | 2.67% | -4.5% |
| VWO | Buy | Vanguard MSCI Emerging Markets ETFetf | $5,929,000 | -4.6% | 118,559 | +3.6% | 2.38% | -6.3% |
| SCHE | Buy | Schwab Emerging Markets Equity ETFetf | $5,676,000 | -0.5% | 186,224 | +7.4% | 2.28% | -2.1% |
| GLTR | Buy | ETFS Physical Precious Metals Basketetf | $5,588,000 | -1.6% | 64,636 | +9.8% | 2.24% | -3.3% |
| CWI | Buy | SPDR MSCI ACWI es-US ETFetf | $5,518,000 | -1.9% | 190,459 | +2.2% | 2.22% | -3.6% |
| SCHV | Buy | Schwab U.S. Large-Cap Value ETFetf | $4,188,000 | -0.3% | 62,064 | +1.0% | 1.68% | -2.0% |
| SCHZ | Buy | Schwab US Aggregate Bond Etfetf | $3,657,000 | +8.8% | 67,400 | +9.5% | 1.47% | +7.0% |
| RSP | Buy | Invesco S&P 500 Equal Weight ETFetf | $2,669,000 | +19.7% | 17,815 | +20.5% | 1.07% | +17.7% |
| MDYG | Buy | SPDR S&P 400 Mid Cap Growth ETFetf | $1,696,000 | -1.7% | 22,416 | +0.7% | 0.68% | -3.3% |
| IEFA | Buy | iShares Core MSCI EAFE ETFetf | $1,529,000 | +2.0% | 20,590 | +2.8% | 0.61% | +0.2% |
| SHV | Buy | iShares Short Treasury Bond ETFetf | $1,216,000 | +16.7% | 11,011 | +16.7% | 0.49% | +14.8% |
| AOA | Buy | iShares S&P Aggressiveetf | $950,000 | -1.0% | 13,608 | +0.1% | 0.38% | -2.6% |
| SPY | Buy | SPDR S&P 500 ETFetf | $927,000 | +1.5% | 2,159 | +1.2% | 0.37% | -0.3% |
| EWMC | Buy | Invesco S&P MidCap 400 Equal Weight ETFetf | $915,000 | +20.9% | 10,179 | +23.5% | 0.37% | +19.1% |
| IXUS | Buy | iShares Core MSCI Total International Stock ETFetf | $730,000 | +0.7% | 10,905 | +4.6% | 0.29% | -1.0% |
| IJR | Buy | iShares Core S&P Small-Cap ETFetf | $656,000 | -3.0% | 6,004 | +0.3% | 0.26% | -4.3% |
| IBDN | Buy | iShares iBonds Dec 2022 Term Corporate ETFetf | $620,000 | +28.4% | 24,499 | +28.9% | 0.25% | +26.4% |
| EEM | Buy | iShares MSCI Emerging Markets ETFetf | $601,000 | -1.6% | 11,935 | +7.7% | 0.24% | -3.2% |
| IEMG | Buy | iShares Core MSCI Emerging Markets ETFetf | $361,000 | -2.4% | 5,849 | +5.8% | 0.14% | -4.0% |
| VB | Buy | Vanguard Small-Cap ETFetf | $244,000 | 0.0% | 1,118 | +3.0% | 0.10% | -2.0% |
| IVE | Buy | iShares S&P 500 Value Indexetf | $238,000 | +3.0% | 1,636 | +4.4% | 0.10% | +2.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-05
Signatures
The EDGAR filing(s) were signed by:
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.