CM
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Courage Miller Partners, LLC13F | |
| Courage Miller Partners, LLC | |
| Last update 2025-04-29 | 82 Stocks (3 new) |
| Value $295.00 Mil | Turnover 2 % |
Courage Miller Partners, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,808,499 | 39,931.7 | -0.11% | 13.530 | -0.02% | 0.080 | +19.07% | +9.01% | 57,603.9 | ||
SCHF | Schwab International Equity ETF | 1,328,854 | 26,284.7 | +4.55% | 8.910 | +0.39% | 0.060 | +13.75% | +23.46% | 50,258.3 | ||
ISTB | iShares Core 1-5 Year USD Bond ETF | 520,195 | 25,151.4 | +0.30% | 8.520 | +0.03% | 0.560 | +1.67% | +3.63% | 4,423.2 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 400,101 | 20,953.3 | +0.77% | 7.100 | +0.05% | 0.100 | +2.21% | +4.02% | 21,629.9 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 757,138 | 18,428.8 | +0.47% | 6.240 | +0.03% | 0.170 | +0.86% | +3.13% | 10,961.7 | ||
BND | Vanguard Total Bond Market ETF | 234,431 | 17,219.0 | +0.83% | 5.830 | +0.05% | 0.010 | +1.67% | +3.53% | 127,758.4 | ||
SCHD | Schwab US Dividend Equity ETF | 428,548 | 11,982.2 | +2.03% | 4.060 | +0.08% | 0.020 | +8.77% | +2.12% | 71,498.8 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 432,841 | 11,340.4 | +3.62% | 3.840 | +0.13% | 0.100 | +17.37% | +5.77% | 12,009.1 | ||
SCHH | Schwab U.S. REIT ETF | 455,456 | 9,796.9 | +2.77% | 3.320 | +0.09% | 0.120 | +6.36% | +4.62% | 8,278.0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 56,392 | 9,768.7 | +11.55% | 3.310 | +0.34% | 0.010 | +14.13% | +7.91% | 75,230.7 |
Courage Miller Partners, LLC's Historical Top Holdings Breakdowns
Courage Miller Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +0.39% | 18.36 ($19.62) 20.51 | $22.69 | 15.65% | Add 4.55% | 1,328,854 | 57,813 | |
TIP | iShares TIPS Bond ETF | 2025-03-31 | Reduce Reduce | -0.37% | 106.22 ($108.63) 111.09 | $109.65 | 0.94% | Reduce -60.47% | 6,675 | -10,213 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.34% | 169.43 ($177.82) 182.84 | $187.43 | 5.40% | Add 11.55% | 56,392 | 5,840 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Add Add | +0.13% | 25.58 ($27.85) 29.24 | $29.12 | 4.56% | Add 3.62% | 432,841 | 15,137 | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 2025-03-31 | Reduce Reduce | -0.11% | 50.44 ($50.57) 50.7 | $50.65 | 0.16% | Reduce -43.13% | 8,645 | -6,555 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.11% | 23.16 ($25.49) 27.04 | $26.53 | 4.08% | Add 4.1% | 347,080 | 13,679 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Add Add | +0.09% | 20.2 ($21.37) 22.24 | $21.77 | 1.87% | Add 2.77% | 455,456 | 12,292 | |
PM | Philip Morris International Inc | 2025-03-31 | New Buy New Buy | +0.08% | 117.15 ($141.65) 158.79 | $164.67 | 16.25% | New holding | 1,500 | 1,500 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.08% | 27.01 ($27.88) 28.54 | $27.38 | -1.79% | Add 2.03% | 428,548 | 8,523 | |
SPUS |
SP Funds S&P 500 Sharia Industry Exclusions ETF
SP Funds S&P 500 Sharia Industry Exclusions ETF
| 2025-03-31 | New Buy New Buy | +0.08% | 38.78 ($42.18) 44.63 | $45.97 | 8.99% | New holding | 5,934 | 5,934 |
Courage Miller Partners, LLC Total Holding History ($B)
Courage Miller Partners, LLC's Asset Allocation
Courage Miller Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Courage Miller Partners, LLC's Hypothetical Growth since 2025-03-31
Courage Miller Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Courage Miller Partners, LLC's Holdings Heat Map
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Courage Miller Partners, LLC's Holdings Bubble Chart
Courage Miller Partners, LLC News
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