Courage Miller Partners' Q3 vs. Q4 2022 13F Holdings Comparison Reveals Notable Changes in Holdings

Courage Miller Partners, LLC has recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison, and it showed some notable changes in holdings.

The top five holdings of the Courage Miller Partners, LLC fund include the SCHWAB STRATEGIC TR, ISHARES TR, VANGUARD BD INDEX FDS, SPDR INDEX SHS FDS, and VANGUARD INTL EQUITY INDEX F. The fund has a total value of $117,637,000 for Q3 2022 and $117,033,000 for Q4 2022.

One of the most significant changes was seen in the SCHWAB STRATEGIC TR holdings. This included SCHX, SCHF, SCHO, SCHD, SCHH, SCHM, SCHA, SCHC, SCHV, and SCHE funds. The Q3 2022 and Q4 2022 comparison showed an increase in the number of shares for most of these funds, except for SCHO, which had a decrease of over 20 percent in the number of shares held.

The ISHARES TR holdings also showed a minor fluctuation in the number of shares held for the IGSB fund with an increase of only 1 percent change. However, the ISTB fund had a decrease of 1.7 percent in the number of shares held.

The VANGUARD BD INDEX FDS fund, BND, showed no holdings for Q3 2022, but surprisingly, it had over 108,000 shares held for Q4 2022. This indicates that the Courage Miller Partners, LLC fund saw potential in investing in the VANGUARD BD INDEX FDS fund during the latter part of the year.

The SPDR INDEX SHS FDS fund, CWI, had a 10.8 percent increase in the number of shares held for Q4 2022. The same stands for the ISHARES TR holdings of JKJ and EVT with a 7.4 percent change in the number of shares held.

The VANGUARD INTL EQUITY INDEX F, VWO, also saw an increase in the number of shares held for Q4 2022 with an 11.6 percent change. The same trend was seen for ISHARES TR's IXUS and VEA funds with a 16.8 percent and 6 percent change, respectively.

Moreover, the Courage Miller Partners, LLC fund had holdings for some notable companies such as APPLE INC, AMAZON COM INC, and ALPHABET INC. While the APPLE INC, AAPL, holdings had an increase of 11.8 percent, the AMAZON COM INC, AMZN, holdings had a decrease of 24.1 percent in the number of shares held. The ALPHABET INC, GOOGL, also had a minor decrease of 6.6 percent.

However, it's still essential to note that the Courage Miller Partners, LLC fund had no holdings for some funds, including the ISHARES TR's HEZU, DVYE, and CMF funds. Similarly, the VANGUARD INDEX FDS had no holdings for VB and VWO funds for Q3 2022.

To conclude, the Courage Miller Partners, LLC fund saw minor changes in the number of shares held for most funds. While some funds showed an increase in holdings, others showed a decrease. However, it's positive to see that the fund saw potential in investing in some new funds, like the VANGUARD BD INDEX FDS fund. It would be interesting to see how these changes would impact the fund's value in the coming years.