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 | MRGSTR MD CP GRW | 51 | $1,828,382 | 28,369 | 0.00 | 0.00 | -2,689 | -8.66 | 12-31-2023 |
ISHARES TR | TIPS BD ETF | 52 | $1,815,291 | 16,888 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | MRGSTR MD CP VAL | 53 | $1,427,876 | 21,085 | 0.00 | 0.00 | -1,139 | -5.13 | 12-31-2023 |
ISHARES TR | CORE MSCI EAFE | 54 | $1,421,808 | 20,210 | 0.00 | 0.00 | -2,310 | -10.26 | 12-31-2023 |