Courage-Miller-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "GOOGL", "SCHH", null, null, null, null, null, "MCD", "UNP", "ISRG", null, null, null, "IVW", "IJH", null, null, null, null, "ICF", null, "MSFT", null, "IJR", null, "EEM", null, "IEMG", null, "IVV", null, "IYR", "AAPL", "SPY", null, "IEFA", "SPGI", "SCHX", null, "GLD", "BIV", "VV", "VWO", "VYM", "IWR", null, null, "AMZN", null, "IVE", null, null, "VEU", "BNDX", "BND", "BSV", "VB", "V", null, "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", null, null, null, "IXUS", "BRK-B", "COST", "RSP", null, "GOOG", "XOM", "LLY", "PM", null, "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 82
- Total Value
- 295154882
- Accession Number
- 0001085146-25-002407
- Form Type
- 13F-HR
- Manager Name
- Courage-Miller-Partners
Data Enrichment
57% identified47 identified35 unidentified
Holdings
82 positions • $295.2M total value
Manager:
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Page 3 of 5
Shares:910
Value:$860.8K
% of Portfolio:0.3% ($860.8K/$295.2M)
464287176
Shares:6.7K
Value:$741.5K
% of Portfolio:0.3% ($741.5K/$295.2M)
464289859
Shares:8.4K
Value:$644.7K
% of Portfolio:0.2% ($644.7K/$295.2M)
464288604
Shares:14.2K
Value:$640.4K
% of Portfolio:0.2% ($640.4K/$295.2M)
464288703
Shares:10.2K
Value:$606.6K
% of Portfolio:0.2% ($606.6K/$295.2M)
464288257
Shares:4.8K
Value:$552.9K
% of Portfolio:0.2% ($552.9K/$295.2M)
464288562
Shares:6.4K
Value:$551.6K
% of Portfolio:0.2% ($551.6K/$295.2M)
72201R205
Shares:10.1K
Value:$544.7K
% of Portfolio:0.2% ($544.7K/$295.2M)
46434V407
Shares:12.7K
Value:$540.3K
% of Portfolio:0.2% ($540.3K/$295.2M)
464287119
Shares:5.9K
Value:$478.2K
% of Portfolio:0.2% ($478.2K/$295.2M)
46434V878
Shares:8.6K
Value:$438.3K
% of Portfolio:0.1% ($438.3K/$295.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 910 | All Managers (Combined) | $860.8K | 0.3% ($860.8K/$295.2M) | |||
(cusip464287176)✕ | 6.7K | All Managers (Combined) | $741.5K | 0.3% ($741.5K/$295.2M) | ||
| 12.6K | QoQ +2.41% (-297)YoY +2.36% (-291) | All Managers (Combined) | $734.7K | 0.2% ($734.7K/$295.2M) | ||
(cusip464289859)✕ | 8.4K | QoQ -2.01% (-173)YoY -9.63% (-899) | All Managers (Combined) | $644.7K | 0.2% ($644.7K/$295.2M) | |
(cusip464288604)✕ | 14.2K | All Managers (Combined) | $640.4K | 0.2% ($640.4K/$295.2M) | ||
| 6.5K | QoQ +1.34% (+86)YoY +0.15% (+10) | All Managers (Combined) | $622.2K | 0.2% ($622.2K/$295.2M) | ||
(cusip464288703)✕ | 10.2K | QoQ -1.30% (-135)YoY -2.39% (-251) | All Managers (Combined) | $606.6K | 0.2% ($606.6K/$295.2M) | |
(cusip464288257)✕ | 4.8K | All Managers (Combined) | $552.9K | 0.2% ($552.9K/$295.2M) | ||
(cusip464288562)✕ | 6.4K | All Managers (Combined) | $551.6K | 0.2% ($551.6K/$295.2M) | ||
(cusip72201R205)✕ | 10.1K | QoQ 0.00% (+0)YoY -0.82% (-84) | All Managers (Combined) | $544.7K | 0.2% ($544.7K/$295.2M) | |
(cusip46434V407)✕ | 12.7K | All Managers (Combined) | $540.3K | 0.2% ($540.3K/$295.2M) | ||
| 5.6K | QoQ -0.07% (-4) | All Managers (Combined) | $522.0K | 0.2% ($522.0K/$295.2M) | ||
| 9.6K | QoQ +0.17% (+17)YoY -2.73% (-269) | All Managers (Combined) | $517.0K | 0.2% ($517.0K/$295.2M) | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 1.8K | All Managers (Combined) | $511.4K | 0.2% ($511.4K/$295.2M) | ||
| 8.2K | QoQ 0.00% (+0)YoY -5.23% (-451) | All Managers (Combined) | $495.7K | 0.2% ($495.7K/$295.2M) | ||
MICROSOFT CORP(MSFTcusip594918104) | 1.3K | QoQ 0.00% (-0)YoY -5.52% (-77) | All Managers (Combined) | $494.2K | 0.2% ($494.2K/$295.2M) | |
(cusip464287119)✕ | 5.9K | QoQ 0.00% (-0) | All Managers (Combined) | $478.2K | 0.2% ($478.2K/$295.2M) | |
| 4.5K | QoQ -5.27% (-250)YoY -5.61% (-267) | All Managers (Combined) | $469.4K | 0.2% ($469.4K/$295.2M) | ||
(cusip46434V878)✕ | 8.6K | All Managers (Combined) | $438.3K | 0.1% ($438.3K/$295.2M) | ||
| 1.2K | All Managers (Combined) | $420.6K | 0.1% ($420.6K/$295.2M) |