- New Purchases: NLY, IXUS,
- Added Positions: CSJ, IGIB, SCHZ, SCHF, SCHE, SCHR, CWI, VWO, SCHC, IEFA,
- Reduced Positions: ICF, VV, JKH, JKF, JKE, JKI, REZ, STPZ, BWZ, IGE,
- Sold Out: GLD,
For the details of Courage Miller Partners, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Courage+Miller+Partners%2C+LLC
These are the top 5 holdings of Courage Miller Partners, LLC- Schwab U.S. Large-Cap (SCHX) - 401,508 shares, 17.78% of the total portfolio. Shares reduced by 0.89%
- Schwab International Equity (SCHF) - 461,527 shares, 9.85% of the total portfolio. Shares added by 1.36%
- Schwab US Aggregate Bond (SCHZ) - 158,783 shares, 5.08% of the total portfolio. Shares added by 8.71%
- Schwab US Dividend Equity (SCHD) - 130,216 shares, 4.39% of the total portfolio. Shares reduced by 0.55%
- iShares Trust (CSJ) - 115,060 shares, 3.8% of the total portfolio. Shares added by 93.43%
Courage Miller Partners, LLC initiated holding in Annaly Capital Management Inc. The purchase prices were between $10.13 and $10.72, with an estimated average price of $10.48. The stock is now traded at around $9.95. The impact to a portfolio due to this purchase was 0.21%. The holding were 32,324 shares as of 2018-09-30.
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)Courage Miller Partners, LLC initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $58.41 and $61.77, with an estimated average price of $60.21. The stock is now traded at around $56.61. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,802 shares as of 2018-09-30.
Added: iShares Trust (CSJ)Courage Miller Partners, LLC added to a holding in iShares Trust by 93.43%. The purchase prices were between $103.5 and $103.71, with an estimated average price of $103.63. The stock is now traded at around $103.71. The impact to a portfolio due to this purchase was 1.84%. The holding were 115,060 shares as of 2018-09-30.
Added: iShares Intermediate Credit Bond ETF (IGIB)Courage Miller Partners, LLC added to a holding in iShares Intermediate Credit Bond ETF by 92.97%. The purchase prices were between $52.89 and $106.69, with an estimated average price of $74.51. The stock is now traded at around $52.16. The impact to a portfolio due to this purchase was 1.43%. The holding were 87,519 shares as of 2018-09-30.
Sold Out: SPDR Gold Trust (GLD)Courage Miller Partners, LLC sold out a holding in SPDR Gold Trust. The sale prices were between $111.1 and $119.15, with an estimated average price of $114.76.
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