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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
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
AAPLApple Inc
Recent Activity
Increased 0.03%
0.76%
$2.216M
9,129 shares@ $242.7 avg price
IMCGIshares Tr
Recent Activity
Decreased -1.51%
0.69%
$2.015M
26,675 shares@ $75.54 avg price
TIPIshares Tr
Recent Activity
0.62%
$1.799M
16,888 shares@ $106.55 avg price
AMZNAmazon Com Inc
Recent Activity
0.6%
$1.732M
7,895 shares@ $219.39 avg price
IGEIshares Tr
Recent Activity
Increased 1.82%
0.56%
$1.614M
37,772 shares@ $42.74 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