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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | U.S. REAL ES ETF | 101 | $605,732 | 6,627 | 0.00 | 0.00 | -913 | -12.11 | 12-31-2023 |
COSTCO WHSL CORP NEW | COM | 102 | $598,806 | 907 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | RESIDENTIAL MULT | 103 | $558,311 | 7,594 | 0.00 | 0.00 | -1,450 | -16.03 | 12-31-2023 |
ISHARES TR | CORE S&P SCP ETF | 104 | $549,124 | 5,073 | 0.00 | 0.00 | -820 | -13.91 | 12-31-2023 |