$244 Million is the total value of Courage Miller Partners, LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $1,904,733 | – | 25,339 | +100.0% | 0.78% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $433,892 | – | 10,575 | +100.0% | 0.18% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $389,815 | – | 8,150 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.