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Name: |
COURAGE MILLER PARTNERS, LLC |
City: |
NORFOLK |
State: |
VA |
Zip: |
23510 |
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Holdings
Found :
30 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SCHF |
Schwab Strategic Trust |
2 |
- |
$39.15 |
$24,504,000 |
627,975 |
8.47% |
1,501,000 |
5,592 |
0.07 |
Closed - End Fund - Debt |
|
ISTB |
Ishares Core Short Term Us ... |
3 |
- |
$47.09 |
$22,885,000 |
482,389 |
7.91% |
146,000 |
4,284 |
0.053 |
N/A |
|
CSJ |
iShares Barclays 1-3 Year C... |
4 |
- |
$50.96 |
$17,906,000 |
349,187 |
6.19% |
346,000 |
6,723 |
0.042 |
Closed - End Fund - E... |
|
SCHO |
Schwab Short-Term U.S. Tre... |
5 |
- |
$47.92 |
$16,773,000 |
347,905 |
5.8% |
109,000 |
3,968 |
0.024 |
N/A |
|
BND |
Vanguard Total Bond Market ETF |
6 |
- |
$71.38 |
$15,444,000 |
212,638 |
5.34% |
328,000 |
7,115 |
0.024 |
Closed - End Fund - E... |
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SCHM |
Schwab U.S. Mid-Cap Etf |
8 |
- |
$79.78 |
$11,198,000 |
137,522 |
3.87% |
985,000 |
1,921 |
0.108 |
N/A |
|
SCHH |
Schwab Us Reit |
9 |
- |
$19.53 |
$9,200,000 |
453,183 |
3.18% |
82,000 |
12,923 |
0.038 |
N/A |
|
SCHA |
Schwab Strategic Trust |
10 |
- |
$48.03 |
$8,165,000 |
165,823 |
2.82% |
530,000 |
4,194 |
0.012 |
Closed - End Fund - Debt |
|
RSP |
Guggenheim ETF Trust - Gugg... |
11 |
- |
$166.11 |
$7,897,000 |
46,623 |
2.73% |
727,000 |
1,187 |
0.015 |
Closed - End Fund - E... |
|
VWO |
Vanguard Emerging Markets S... |
14 |
- |
$43.46 |
$6,489,000 |
155,353 |
2.24% |
239,000 |
3,295 |
0.001 |
Closed - End Fund - E... |
|
SCHC |
Schwab International Small-... |
15 |
- |
$36.02 |
$6,405,000 |
178,899 |
2.22% |
237,000 |
2,104 |
0.173 |
Closed - End Fund - E... |
|
SCHE |
Schwab Emerging Markets Equ... |
17 |
- |
$26.32 |
$5,582,000 |
221,089 |
1.93% |
177,000 |
3,065 |
0.082 |
N/A |
|
CWI |
streetTRACKS Spdr Ms |
18 |
- |
$28.75 |
$5,469,000 |
192,584 |
1.89% |
319,000 |
2,109 |
0.364 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
19 |
- |
$76.21 |
$4,056,000 |
52,905 |
1.4% |
67,000 |
1,112 |
0.01 |
Closed - End Fund - E... |
|
MDYG |
streetTRACKS Series Trust -... |
20 |
- |
$85.93 |
$2,599,000 |
29,774 |
0.9% |
348,000 |
22 |
0.102 |
Closed - End Fund - E... |
|
MDYV |
streetTRACKS Series Trust -... |
23 |
- |
$74.81 |
$2,210,000 |
29,073 |
0.76% |
103,000 |
365 |
0.014 |
Closed - End Fund - E... |
|
IGE |
iShares S&P GSSI Nat Rscs In |
29 |
- |
$0.00 |
$1,548,000 |
34,401 |
0.54% |
256,000 |
2,669 |
0.229 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
31 |
- |
$187.48 |
$1,430,000 |
7,925 |
0.49% |
230,000 |
30 |
0 |
Internet Software & S... |
|
SLYV |
streetTRACKS Dow Jones US S... |
34 |
- |
$81.23 |
$1,327,000 |
15,997 |
0.46% |
13,000 |
227 |
0.04 |
Closed - End Fund - E... |
|
SLYG |
SPDR Dow Jones Wilshire Sma... |
35 |
- |
$86.73 |
$1,305,000 |
14,957 |
0.45% |
66,000 |
137 |
0.059 |
Closed - End Fund - E... |
|
XOM |
Exxon Mobil Corp |
37 |
- |
$117.96 |
$1,231,000 |
10,589 |
0.43% |
175,000 |
29 |
0 |
Integrated Oil & Gas |
|
BRK.B |
Berkshire Hathaway B |
38 |
- |
$412.05 |
$1,211,000 |
2,880 |
0.42% |
186,000 |
7 |
0 |
Property & Casualty I... |
|
BIV |
Vanguard Intermediate-Term ... |
40 |
- |
$74.04 |
$1,018,000 |
13,500 |
0.35% |
6,000 |
244 |
0.008 |
Closed - End Fund - Debt |
|
IJH |
iShares S&P MidCap 400 Index |
45 |
- |
$59.81 |
$747,000 |
12,300 |
0.26% |
46,000 |
9,770 |
0.005 |
Closed - End Fund - E... |
|
COST |
Costco Wholesale Corp |
49 |
- |
$787.19 |
$667,000 |
910 |
0.23% |
68,000 |
3 |
0 |
Discount, Variety Stores |
|
MSFT |
Microsoft Corp |
51 |
- |
$414.74 |
$586,000 |
1,393 |
0.2% |
67,000 |
14 |
0 |
Application Software |
|
SHYG |
Ishares 0 5 Year High Yield... |
62 |
- |
$42.11 |
$483,000 |
11,340 |
0.17% |
27,000 |
542 |
0.001 |
N/A |
|
BNDX |
Vanguard Total Internationa... |
63 |
- |
$48.66 |
$411,000 |
8,356 |
0.14% |
9,000 |
206 |
0.001 |
N/A |
|
GOOG |
Alphabet Inc |
78 |
- |
$170.29 |
$272,000 |
1,789 |
0.09% |
24,000 |
29 |
0 |
Search Engines & Info... |
|
VB |
Vanguard Small Cap VIPERS |
79 |
- |
$222.54 |
$259,000 |
1,133 |
0.09% |
18,000 |
2 |
0.001 |
Closed - End Fund - E... |
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