test

Ralph Courage

@Courage Miller Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$292.069MTotal holdings80
Assets growth rate-1.81%Assets growth rate (2-Q avg)2.59%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Courage Miller Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Courage Miller Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 292.069M in assets, with a quarterly growth rate of -1.81% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by Ralph Courage, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.26%
2.38%
$6.922M
157,184 shares@ $44.05 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.47%
2%
$5.825M
218,733 shares@ $26.64 avg price
IVVIshares Tr
Recent Activity
Decreased -0.48%
0.92%
$2.667M
4,530 shares@ $588.74 avg price
MDYGSpdr Ser Tr
Recent Activity
Decreased -0.24%
0.86%
$2.503M
28,806 shares@ $86.9 avg price
IGIBIshares Tr
Recent Activity
Decreased 0%
0.81%
$2.354M
45,704 shares@ $51.51 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -0.61%
0.8%
$2.314M
28,851 shares@ $80.21 avg price
IMCGIshares Tr
Recent Activity
Decreased -1.51%
0.69%
$2.015M
26,675 shares@ $75.54 avg price
IMCVIshares Tr
Recent Activity
Decreased -0.15%
0.54%
$1.55M
20,872 shares@ $74.27 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.01%
0.52%
$1.503M
5,186 shares@ $289.83 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -0.8%
0.48%
$1.401M
16,054 shares@ $87.25 avg price