$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| TIP | iShares Tr Lehman Tipsetf | $2,160,000 | -0.2% | 16,915 | 0.0% | 0.87% | -1.9% | |
| VYM | Vanguard High Dividend Yield ETFetf | $783,000 | -1.3% | 7,573 | 0.0% | 0.32% | -2.8% | |
| BRKB | Berkshire Hathaway Class Bstock | $784,000 | -1.8% | 2,871 | 0.0% | 0.32% | -3.4% | |
| ACWI | iShares MSCI ACWI ETFetf | $709,000 | -1.3% | 7,100 | 0.0% | 0.28% | -2.7% | |
| HYG | iShares iBoxx High Yield Corporate Bond ETFetf | $569,000 | -0.5% | 6,501 | 0.0% | 0.23% | -2.1% | |
| ISHG | iShares 1-3 Year International Treasury Bond ETFetf | $467,000 | -2.1% | 5,808 | 0.0% | 0.19% | -3.6% | |
| ICSH | BlackRock Ultra Short-Term Bond ETFetf | $449,000 | -0.2% | 8,900 | 0.0% | 0.18% | -2.2% | |
| GDX | Market Vectors Gold Minersetf | $308,000 | -13.2% | 10,450 | 0.0% | 0.12% | -14.5% | |
| GLD | SPDR Gold Trustetf | $281,000 | -1.1% | 1,712 | 0.0% | 0.11% | -2.6% | |
| BSCN | Powershares BulletShares 2023 Corporate Bond EFTetf | $267,000 | 0.0% | 12,302 | 0.0% | 0.11% | -1.8% | |
| SPGI | S&P Globasl Incstock | $253,000 | +3.7% | 595 | 0.0% | 0.10% | +2.0% | |
| GOOGL | Alphabet Incstock | $251,000 | +9.1% | 94 | 0.0% | 0.10% | +7.4% | |
| IWR | iShares Russell Mid-Cap ETFetf | $248,000 | -1.6% | 3,174 | 0.0% | 0.10% | -2.9% | |
| DIS | Walt Disney Co.stock | $233,000 | -3.7% | 1,376 | 0.0% | 0.09% | -5.1% | |
| PRF | Invesco FTSE RAFI US 1000etf | $217,000 | -1.4% | 1,370 | 0.0% | 0.09% | -3.3% | |
| IXJ | iShares Global Healthcare ETFetf | $210,000 | +0.5% | 2,510 | 0.0% | 0.08% | -1.2% |
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.