COURAGE MILLER PARTNERS, LLC Information

101 WEST MAIN ST, NORFOLK, Virginia, 23510, (757) 390-3100

Report Date: 03/31/2015

Position Statistics

Total Positions 59
New Positions 4
Increased Positions 20
Decreased Positions 38
Positions with Activity 58
Sold Out Positions 3
Total Mkt Value (in $ millions) 130

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 95.99%
Healthcare
Services
Technology 0.43%
Transportation
Utilities

59 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US LRG CAP ETF 10,099 8,263 449.97 204,354
SCHWAB STRATEGIC TR INTL EQTY ETF 7,798 3,937 101.98 258,988
ISHARES 1-3 YR CR BD ETF 7,126 -970 (11.98) 67,792
ISHARES INTERM CR BD ETF 5,506 -693 (11.18) 50,662
SCHWAB STRATEGIC TR SHT TM US TRES 4,606 -205 (4.26) 90,803
PIMCO ETF TR 1-5 US TIP IDX 4,379 -466 (9.61) 84,171
SCHWAB STRATEGIC TR US AGGREGATE B 4,055 -104 (2.51) 78,078
ISHARES TR CORE US AGGBD ET 4,031 -505 (11.14) 36,894
SCHWAB STRATEGIC TR INTL SCEQT ETF 4,027 -165 (3.93) 132,635
ETFS PRECIOUS METALS BASKET TR PHYS PM BSKT 3,941 -194 (4.7) 71,824
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3,565 1,102 44.77 158,153
SPDR INDEX SHS FDS MSCI ACWI EXUS 3,560 -569 (13.78) 106,112
SCHWAB STRATEGIC TR US DIVIDEND EQ 3,544 642 22.14 93,505
SPDR SERIES TRUST SHRT INTL ETF 3,178 -124 (3.76) 105,128
SCHWAB STRATEGIC TR US REIT ETF 3,169 -74 (2.27) 83,197
SPDR SERIES TRUST S&P 400 MDCP GRW 3,032 -1,355 (30.89) 24,380
SCHWAB STRATEGIC TR US SML CAP ETF 2,668 -9 (0.34) 47,809
ISHARES MRGSTR MD CP GRW 2,657 -192 (6.73) 16,307
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 2,559 2,559 New 68,191
ISHARES TR S&P 500 GRWT ETF 2,530 -100 (3.79) 21,827


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