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  Name: COURAGE MILLER PARTNERS, LLC
  City: NORFOLK
  State: VA
  Zip: 23510
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $289,161,000
  Total Value Change : $24,874,000
  Securities Held Change : 10
   
All Securities Held : 85
  New Positions : 10
  Closed Positions : 0
  Increased Positions : 32
  Unchanged Positions : 17
  Decreased Positions : 26

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 22 - $50.73 $2,362,000 45,774 0.82% -18,000 0 0.007    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 27 - $106.05 $1,814,000 16,888 0.63% -1,000 0 0.001    Closed - End Fund - E...
   (UNP)1 Year Chart         UNP Union Pacific Corp 36 - $247.40 $1,276,000 5,188 0.44% 2,000 0 0.001    Railroads
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 39 - $520.84 $1,090,000 2,083 0.38% 100,000 0 0    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 42 - $168.65 $919,000 6,090 0.32% 68,000 0 0    Search Engines & Info...
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 44 - $0.00 $769,000 15,200 0.27% 4,000 0 0.002    N/A
   (JKE)1 Year Chart         JKE iShares Morningstar Large G... 55 - $75.44 $528,000 6,999 0.18% 53,000 0 0.011    Closed - End Fund - E...
   (STPZ)1 Year Chart         STPZ Pimco ETF Trust 57 - $51.39 $524,000 10,168 0.18% 4,000 0 0.008    Closed - End Fund - Debt
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 58 - $110.18 $523,000 4,750 0.18% 40,000 0 0.003    Closed - End Fund - E...
   (JKF)1 Year Chart         JKF iShares Morningstar Large V... 64 - $76.09 $395,000 5,138 0.14% 32,000 0 0.011    Closed - End Fund - E...
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 65 - $45.20 $388,000 8,427 0.13% -5,000 0 0.006    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 68 - $218.71 $365,000 1,775 0.13% 26,000 0 0    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 71 - $280.74 $335,000 1,200 0.12% 23,000 0 0    Business Services
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 73 - $96.24 $320,000 3,271 0.11% -5,000 0 0    Closed - End Fund - E...
   (ICF)1 Year Chart         ICF iShares Tr Cohen & Steers 76 - $0.00 $287,000 4,976 0.1% -5,000 0 0.003    Closed - End Fund - E...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 82 - $431.57 $253,000 595 0.09% -9,000 0 0    Publishing
   (IXJ)1 Year Chart         IXJ iShares Trust S&P Glbl Hltcr 84 - $91.63 $234,000 2,510 0.08% 16,000 0 0.001    Closed - End Fund - E...

      17 Records Found
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