Courage Miller Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

The first quarter of 2023 has come to a close, and investors are eagerly awaiting the filing of the 13F reports. These reports provide a glimpse into the investment holdings of some of the biggest players in the market. In this article, we will be analyzing the changes in holdings of Courage Miller Partners, LLC from Q1 to Q2 2023.

One of the most notable changes in Courage Miller Partners' portfolio is the decrease in holdings of SCHWAB STRATEGIC TR (SCHX). The number of shares held went down from 694,729 in Q1 to 663,191 in Q2, representing a decrease of 3.4%. Similarly, the value of the holdings also decreased from $33,604,000 to $34,731,000.

Another interesting change is the slight decrease in holdings of ISHARES TR (ISTB). The number of shares went down from 474,111 to 473,349, representing a decrease of 1.3%. The value of the holdings also decreased from $22,356,000 to $22,077,000.

On the other hand, there were some notable increases in holdings as well. Despite the overall decrease in holdings of SCHWAB STRATEGIC TR (SCHF), there was a slight increase in the number of shares held from 589,297 to 577,501, representing a 0.4% increase. The value of the holdings remained relatively stable at $20,507,000 and $20,587,000 for Q1 and Q2 respectively.

The same can be seen for SCHWAB STRATEGIC TR (SCHO). While there was a slight decrease in the number of shares held, from 341,660 to 342,170, the value of the holdings remained stable at $16,669,000 and $16,444,000 for Q1 and Q2 respectively.

Overall, Courage Miller Partners, LLC made calculated changes to their portfolio in Q2 2023. While some holdings decreased, others increased, showing a strategic approach to their investment strategy.

It's worth noting that there were some significant changes in holdings of other companies as well. For example, the number of shares held in ISHARES TR (IGSB) increased from 293,825 to 297,041, representing a 0.4% increase. Similarly, the number of shares held in VANGUARD BD INDEX FDS (BND) increased from 146,486 to 148,893, representing a 0.1% increase.

Additionally, Courage Miller Partners, LLC increased their holdings in SCHWAB STRATEGIC TR (SCHD). The number of shares held increased from 130,520 to 132,657, representing a 0.9% increase. The value of the holdings also increased from $9,548,000 to $9,633,000.

These changes in holdings demonstrate the dynamic nature of the market and the constant adjustments made by investors to optimize their portfolios. It will be interesting to see how these changes play out in the coming quarters and what new opportunities emerge in the ever-evolving investment landscape.

Disclaimer: The information in this article is based on publicly available data and should not be used as financial advice. Investors are advised to conduct their own research and consult with a financial advisor before making any investment decisions.