Courage Miller Partners, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
101 WEST MAIN ST NORFOLK, VA 23510
As of the latest 13F report, the guru’s equity portfolio contained 70 stocks valued at a total of $217.00Mil. The top holdings were
According to GuruFocus data, these were Courage Miller Partners, LLC’s top five trades of the quarter.
iShares 1-3 Year Credit Bond ETF
During the quarter, Courage Miller Partners, LLC bought 10,143 shares of NAS:IGSB for a total holding of 264,916. The trade had a 0.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $50.28.
On 01/30/2023, iShares 1-3 Year Credit Bond ETF traded for a price of $50.5 per share and a market cap of $24.01Bil. The stock has returned -3.38% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Alphabet Inc
During the quarter, Courage Miller Partners, LLC bought 4,010 shares of NAS:GOOGL for a total holding of 6,090. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $110.89.
On 01/30/2023, Alphabet Inc traded for a price of $97.5847 per share and a market cap of $1,271.05Bil. The stock has returned -26.49% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 19.38, a price-book ratio of 4.99, a price-earnings-to-growth (PEG) ratio of 0.73, a EV-to-Ebitda ratio of 12.80 and a price-sales ratio of 4.59.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.
Schwab U.S. Large-Cap ETF
Courage Miller Partners, LLC reduced their investment in ARCA:SCHX by 6,718 shares. The trade had a 0.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $46.9.
On 01/30/2023, Schwab U.S. Large-Cap ETF traded for a price of $47.76 per share and a market cap of $31.01Bil. The stock has returned -7.77% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab U.S. Large-Cap ETF has a price-earnings ratio of 19.68 and a price-book ratio of 3.74.
iShares Core 1-5 Year USD Bond ETF
Courage Miller Partners, LLC reduced their investment in NAS:ISTB by 5,244 shares. The trade had a 0.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.02.
On 01/30/2023, iShares Core 1-5 Year USD Bond ETF traded for a price of $47.0348 per share and a market cap of $5.10Bil. The stock has returned -3.80% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core 1-5 Year USD Bond ETF has a price-book ratio of 2.38.
Schwab US Dividend Equity ETF
Courage Miller Partners, LLC reduced their investment in ARCA:SCHD by 3,141 shares. The trade had a 0.11% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.31.
On 01/30/2023, Schwab US Dividend Equity ETF traded for a price of $76.54000000000001 per share and a market cap of $46.53Bil. The stock has returned 1.51% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab US Dividend Equity ETF has a price-earnings ratio of 15.55 and a price-book ratio of 3.82.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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