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Courage Miller Partners, LLC Buys Schwab Intermediate-Term U.S. ...

Courage Miller Partners, LLC

  • New Purchases: IVE ,
  • Added Positions: SCHF , SCHR , SCHH, CWI, SCHZ, SCHE, VWO, IEFA, AAPL, IYR,
  • Reduced Positions:JKL, BWZ, SCHA, IGE, JKK, SCHX, JKI, JKH, JKF, JKE,
  • Sold Out:GLD, KWHAF,

For the details of Courage Miller Partners, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Courage+Miller+Partners%2C+LLC

These are the top 5 holdings of Courage Miller Partners, LLC

  1. Schwab U.S. Large-Cap ( SCHX ) - 354,010 shares, 14.05% of the total portfolio. Shares reduced by 1.03%
  2. Schwab International Equity ( SCHF ) - 417,965 shares, 8.62% of the total portfolio. Shares added by 7.17%
  3. iShares 1-3 Year Credit Bond ( CSJ ) - 59,129 shares, 4.62% of the total portfolio. Shares reduced by 1.27%
  4. Schwab US Dividend Equity ( SCHD ) - 117,207 shares, 3.81% of the total portfolio. Shares reduced by 0.44%
  5. Schwab US Aggregate Bond ( SCHZ ) - 94,603 shares, 3.63% of the total portfolio. Shares added by 5.10%

New Purchase: iShares S&P 500 Value (IVE)

Courage Miller Partners, LLC initiated holdings in iShares S&P 500 Value. The purchase prices were between $92.1 and $103.3, with an estimated average price of $97.67. The stock is now traded at around $102.49. The impact to the portfolio due to this purchase was 0.15%. The holdings were 2,006 shares as of 2016-12-31.

Added: Schwab Intermediate-Term U.S. Treasury (SCHR)

Courage Miller Partners, LLC added to the holdings in Schwab Intermediate-Term U.S. Treasury by 36.25%. The purchase prices were between $52.91 and $55.4, with an estimated average price of $54.17. The stock is now traded at around $53.42. The impact to the portfolio due to this purchase was 0.31%. The holdings were 29,658 shares as of 2016-12-31.

Added: iShares Core MSCI EAFE (IEFA)

Courage Miller Partners, LLC added to the holdings in iShares Core MSCI EAFE by 25.08%. The purchase prices were between $52.32 and $55.24, with an estimated average price of $53.66. The stock is now traded at around $55.69. The impact to the portfolio due to this purchase was 0.13%. The holdings were 16,077 shares as of 2016-12-31.

Added: iShares U.S. Real Estate (IYR)

Courage Miller Partners, LLC added to the holdings in iShares U.S. Real Estate by 21.14%. The purchase prices were between $72.87 and $79.18, with an estimated average price of $75.96. The stock is now traded at around $76.97. The impact to the portfolio due to this purchase was 0.04%. The holdings were 4,240 shares as of 2016-12-31.

Sold Out: SPDR Gold Trust (GLD)

Courage Miller Partners, LLC sold out the holdings in SPDR Gold Trust. The sale prices were between $107.34 and $125.32, with an estimated average price of $115.9.

Sold Out: K Wah International Holdings Ltd (KWHAF)

Courage Miller Partners, LLC sold out the holdings in K Wah International Holdings Ltd. The sale prices were between $0.47 and $0.58, with an estimated average price of $0.52.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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