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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
SCHASchwab Strategic Tr
Recent Activity
Increased 100.61%
2.96%
$8.622M
333,401 shares@ $25.86 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 296.44%
2.73%
$7.949M
285,204 shares@ $27.87 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.26%
2.38%
$6.922M
157,184 shares@ $44.05 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 198.8%
2.34%
$6.806M
261,064 shares@ $26.07 avg price
SCHCSchwab Strategic Tr
Recent Activity
Increased 0.73%
2.12%
$6.174M
179,851 shares@ $34.34 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.47%
2%
$5.825M
218,733 shares@ $26.64 avg price
CWISpdr Index Shs Fds
Recent Activity
Increased 0.15%
1.85%
$5.394M
193,055 shares@ $27.95 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 0.27%
1.43%
$4.167M
53,925 shares@ $77.28 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