Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
COURAGE MILLER PARTNERS LLC | 01-19-2024 | 12-31-2023 | 75 | 264,290,252 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $36,351,004 | 644,521 | 0.01 | 0.01 | -16,233 | -2.46 | 12-31-2023 |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $23,003,261 | 622,383 | 0.01 | 0.01 | 15,710 | 2.59 | 12-31-2023 |
ISHARES TR | CORE 1 5 YR USD | 3 | $22,738,688 | 478,105 | 0.01 | 0.01 | -27,892 | -5.51 | 12-31-2023 |
ISHARES TR | ISHS 1-5YR INVS | 4 | $17,559,832 | 342,464 | 0.01 | 0.01 | 6,333 | 1.88 | 12-31-2023 |