Courage Miller Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The world of investment is constantly changing and evolving. As new opportunities arise and market conditions fluctuate, it is crucial for investors to stay informed about the holdings of various funds. In this article, we will examine the Q2 2023 vs. Q3 2023 13F holdings comparison for Courage Miller Partners, LLC. Let's dive in and explore the changes in their portfolio.

SCHWAB STRATEGIC TR - SCHX

One of the significant changes in Courage Miller Partners' holdings is the decrease in shares of SCHWAB STRATEGIC TR (SCHX). In Q2 2023, they held 663,191 shares, which decreased to 660,754 shares in Q3 2023. Despite this decrease, the value of their holdings saw a slight decline from $34,731,000 to $33,434,000, representing a change of -3.7%.

ISHARES TR - ISTB

On the other hand, Courage Miller Partners saw an increase in their holdings of ISHARES TR (ISTB). Their Q2 2023 holdings of 473,349 shares rose to 505,997 shares in Q3 2023. This increase in shares also led to a rise in the value of their holdings from $22,077,000 to $23,468,000, indicating a change of 6.3%.

SCHWAB STRATEGIC TR - SCHF

Another noteworthy change is the slight increase in holdings of SCHWAB STRATEGIC TR (SCHF). Courage Miller Partners held 577,501 shares of SCHF in Q2 2023, which increased to 606,673 shares in Q3 2023. Interestingly, despite the increase in shares, the value of their holdings remained relatively stable at $20,587,000 in Q2 2023 compared to $20,602,000 in Q3 2023, resulting in a marginal change of 0.1%.

SCHWAB STRATEGIC TR - SCHO

Courage Miller Partners also experienced an increase in their holdings of SCHWAB STRATEGIC TR (SCHO). They held 342,170 shares in Q2 2023, which expanded to 360,432 shares in Q3 2023. This increase in shares contributed to a rise in the value of their holdings from $16,444,000 to $17,261,000, indicating a change of 5%.

ISHARES TR - IGSB

Moving on, Courage Miller Partners witnessed substantial growth in their holdings of ISHARES TR (IGSB). Their Q2 2023 holdings of 297,041 shares increased significantly to 336,131 shares in Q3 2023. Along with the increase in shares, the value of their holdings also experienced a notable rise from $14,902,000 to $16,749,000, signifying a change of 12.4%.

VANGUARD BD INDEX FDS - BND

Courage Miller Partners made a significant adjustment to their holdings of VANGUARD BD INDEX FDS (BND). In Q2 2023, they held 148,893 shares, which underwent a substantial increase to 200,098 shares in Q3 2023. This increase in shares led to a significant rise in the value of their holdings from $10,823,000 to $13,962,000, signifying a change of 29%.

These are just a few of the many changes in Courage Miller Partners' holdings during the Q2 2023 vs. Q3 2023 period. Understanding these changes in holdings can provide valuable insights for investors and help them stay updated with the latest trends in the market.