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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
SLYGSpdr Ser Tr
Recent Activity
Decreased -0.5%
0.46%
$1.315M
14,554 shares@ $90.36 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.88%
0.42%
$1.218M
2,078 shares@ $586.08 avg price
IXUSIshares Tr
Recent Activity
Decreased -0.21%
0.35%
$1.008M
15,852 shares@ $63.6 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -0.22%
0.32%
$920,001
12,311 shares@ $74.73 avg price
ISCGIshares Tr
Recent Activity
Decreased -0.93%
0.25%
$712,076
14,397 shares@ $49.47 avg price
AOAIshares Tr
Recent Activity
Decreased -1.25%
0.23%
$658,871
8,600 shares@ $76.62 avg price
ISCVIshares Tr
Recent Activity
Decreased -0.38%
0.23%
$657,181
10,364 shares@ $63.41 avg price
IVWIshares Tr
Recent Activity
Decreased -0.12%
0.2%
$571,351
5,627 shares@ $101.54 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.59%
0.19%
$554,552
1,316 shares@ $421.4 avg price
IJRIshares Tr
Recent Activity
Decreased -0.18%
0.19%
$545,998
4,739 shares@ $115.22 avg price