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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
ILCGIshares Tr
Recent Activity
Decreased -0.82%
0.19%
$529,088
5,905 shares@ $89.6 avg price
STPZPimco Etf Tr
Recent Activity
Decreased -0.02%
0.19%
$527,385
10,084 shares@ $52.3 avg price
REZIshares Tr
Recent Activity
Decreased -0.07%
0.18%
$518,447
6,399 shares@ $81.03 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.4%
0.18%
$499,328
9,562 shares@ $52.23 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.02%
0.17%
$469,097
8,171 shares@ $57.41 avg price
ILCVIshares Tr
Recent Activity
Decreased -0.04%
0.13%
$377,529
4,662 shares@ $80.99 avg price
EEMIshares Tr
Recent Activity
Decreased -0.09%
0.12%
$350,011
8,369 shares@ $41.83 avg price
DVYIshares Tr
Recent Activity
Decreased -0.13%
0.1%
$285,699
2,176 shares@ $131.3 avg price
AGGIshares Tr
Recent Activity
Decreased -0.03%
0.1%
$271,805
2,805 shares@ $96.91 avg price
ICFIshares Tr
Recent Activity
Decreased -0.04%
0.1%
$267,554
4,440 shares@ $60.26 avg price