$252 Million is the total value of Courage Miller Partners, LLC's 76 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGZ | Exit | Vista Goldstock | $0 | – | -25,000 | -100.0% | -0.01% | – |
| DIS | Exit | Walt Disney Co.stock | $0 | – | -1,376 | -100.0% | -0.08% | – |
| PFE | Exit | Pfizer Incstock | $0 | – | -3,671 | -100.0% | -0.08% | – |
| BSCN | Exit | Powershares BulletShares 2023 Corporate Bond EFTetf | $0 | – | -11,895 | -100.0% | -0.10% | – |
| QQQ | Exit | Powershares QQQ Trustetf | $0 | – | -636 | -100.0% | -0.10% | – |
| GDX | Exit | Market Vectors Gold Minersetf | $0 | – | -10,450 | -100.0% | -0.13% | – |
| RYE | Exit | Guggenheim S&P 500 Equal Weight Energy ETFetf | $0 | – | -47,455 | -100.0% | -0.86% | – |
| RTM | Exit | Guggenheim S&P 500 Equal Weight Materials ETFetf | $0 | – | -13,375 | -100.0% | -0.91% | – |
| GLTR | Exit | ETFS Physical Precious Metals Basketetf | $0 | – | -64,566 | -100.0% | -2.18% | – |
| BSCM | Exit | Powershares BulletShares 2022 Corporate Bond EFTetf | $0 | – | -368,708 | -100.0% | -2.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
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.