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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

InvestmentPortfolio %Reported Value
SCHX
Schwab Strategic Tr
Recent Activity
Increased 197.37%
14.37%
$41.968M
1.811M shares@ $23.19 avg price
ISTB
Ishares Tr
Recent Activity
Increased 2.85%
8.49%
$24.776M
518,656 shares@ $47.77 avg price
SCHF
Schwab Strategic Tr
Recent Activity
Increased 101.98%
8.06%
$23.514M
1.271M shares@ $18.5 avg price
IGSB
Ishares Tr
Recent Activity
Increased 2.63%
7.03%
$20.528M
397,056 shares@ $51.71 avg price
SCHO
Schwab Strategic Tr
Recent Activity
Increased 107.45%
6.21%
$18.132M
753,619 shares@ $24.07 avg price
BND
Vanguard Bd Index Fds
Recent Activity
Increased 2.23%
5.73%
$16.719M
232,496 shares@ $71.92 avg price
SCHM
Schwab Strategic Tr
Recent Activity
Increased 200.32%
3.97%
$11.575M
417,704 shares@ $27.72 avg price
SCHD
Schwab Strategic Tr
Recent Activity
Increased 200.36%
3.93%
$11.475M
420,025 shares@ $27.33 avg price
SCHH
Schwab Strategic Tr
Recent Activity
Increased 0.81%
3.2%
$9.333M
443,164 shares@ $21.07 avg price
RSP
Invesco Exchange Traded Fd T
Recent Activity
Increased 2.89%
3.04%
$8.858M
50,552 shares@ $175.23 avg price

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