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| Name: |
COURAGE MILLER PARTNERS, LLC |
| City: |
NORFOLK |
| State: |
VA |
| Zip: |
23510 |
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data |
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| Holdings
Found :
26 |
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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 |
|
SCHX |
Schwab Strategic Trust |
1 |
- |
$61.75 |
$39,562,000 |
637,475 |
13.68% |
3,211,000 |
-7,046 |
0.023 |
Closed - End Fund - Debt |
|
|
SCHD |
Schwab US Dividend Equity ETF |
7 |
- |
$79.30 |
$11,334,000 |
140,568 |
3.92% |
618,000 |
-194 |
0.047 |
N/A |
|
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SCHG |
Schwab Strategic Trust |
12 |
- |
$92.91 |
$7,137,000 |
76,975 |
2.47% |
710,000 |
-499 |
0.007 |
Closed - End Fund - Debt |
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SCHV |
Schwab Strategic Trust |
13 |
- |
$74.81 |
$6,760,000 |
88,977 |
2.34% |
506,000 |
-237 |
0.069 |
Closed - End Fund - Debt |
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IVV |
iShares Core S&P 500 Etf |
21 |
- |
$523.39 |
$2,487,000 |
4,731 |
0.86% |
125,000 |
-214 |
0 |
Closed - End Fund - E... |
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JKH |
iShares Trust - Mid Growth ... |
26 |
- |
$68.58 |
$1,973,000 |
27,916 |
0.68% |
145,000 |
-453 |
0.073 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
28 |
- |
$183.05 |
$1,597,000 |
9,466 |
0.55% |
-607,000 |
-2,490 |
0 |
Personal Computers |
|
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JKI |
iShares Morningstar Mid Val... |
30 |
- |
$71.78 |
$1,526,000 |
21,028 |
0.53% |
98,000 |
-57 |
0.086 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
32 |
- |
$0.00 |
$1,409,000 |
18,980 |
0.49% |
-13,000 |
-1,230 |
0 |
N/A |
|
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SHV |
iShares Barclays Short Trea... |
41 |
- |
$110.21 |
$929,000 |
8,400 |
0.32% |
-36,000 |
-365 |
0.005 |
Closed - End Fund - E... |
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VYM |
Vanguard High Dividend Yiel... |
43 |
- |
$119.87 |
$864,000 |
7,138 |
0.3% |
64,000 |
-28 |
0.002 |
Closed - End Fund - Debt |
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JKK |
iShares Trust Small Growth ... |
46 |
- |
$45.55 |
$717,000 |
15,398 |
0.25% |
31,000 |
-194 |
0.083 |
Closed - End Fund - E... |
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IXUS |
Ishares Core Msci Total Int... |
47 |
- |
$68.68 |
$716,000 |
10,548 |
0.25% |
-413,000 |
-7,621 |
0 |
N/A |
|
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AOA |
iShares Trust |
48 |
- |
$73.21 |
$685,000 |
9,326 |
0.24% |
39,000 |
-31 |
0.052 |
Closed - End Fund - Debt |
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JKL |
IShares Trust Small Value I... |
50 |
- |
$59.81 |
$641,000 |
10,480 |
0.22% |
17,000 |
-56 |
0.045 |
Closed - End Fund - E... |
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IYR |
iShares Dow Jones US Real E... |
52 |
- |
$86.24 |
$583,000 |
6,489 |
0.2% |
-23,000 |
-138 |
0.001 |
Closed - End Fund - E... |
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REZ |
iShares FTSE NAREIT Resid P... |
53 |
- |
$73.72 |
$547,000 |
7,588 |
0.19% |
-11,000 |
-6 |
0.06 |
Closed - End Fund - Debt |
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IVW |
ishares tr S&P 500 BARRA GR |
54 |
- |
$84.71 |
$534,000 |
6,324 |
0.18% |
32,000 |
-363 |
0.001 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
56 |
- |
$108.98 |
$526,000 |
4,756 |
0.18% |
-23,000 |
-317 |
0.001 |
Closed - End Fund - E... |
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VV |
Vanguard Large Cap VIPERS |
59 |
- |
$239.01 |
$522,000 |
2,177 |
0.18% |
47,000 |
-2 |
0.002 |
Closed - End Fund - E... |
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IEMG |
Ishares Core Msci Emerging ... |
60 |
- |
$53.31 |
$508,000 |
9,848 |
0.18% |
2,000 |
-156 |
0 |
N/A |
|
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VEU |
Vanguard FTSE All-World ETF |
61 |
- |
$57.31 |
$506,000 |
8,622 |
0.17% |
20,000 |
-33 |
0.002 |
Closed - End Fund - F... |
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SCZ |
ISHARES MSCI EAFE SM |
66 |
- |
$63.64 |
$387,000 |
6,107 |
0.13% |
-7,000 |
-262 |
0.004 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
69 |
- |
$42.50 |
$363,000 |
8,846 |
0.13% |
-17,000 |
-610 |
0 |
Closed - End Fund - E... |
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IVE |
iShares S&P 500/BARRA Value |
75 |
- |
$184.22 |
$293,000 |
1,568 |
0.1% |
20,000 |
-1 |
0.001 |
Closed - End Fund - E... |
|
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DVY |
iShares Dow Select Div |
77 |
- |
$124.24 |
$272,000 |
2,208 |
0.09% |
10,000 |
-27 |
0.002 |
Closed - End Fund - E... |
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