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Courage Miller Partners

Latest statistics and disclosures from Courage Miller Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHF, ISTB, IGSB, SCHO, and represent 42.06% of Courage Miller Partners's stock portfolio.
Added to shares of these 10 stocks: GLTR (+$6.2M), RSPG, RSPM, IJH, BND, GE, IGSB, VXUS, GDX, SCHH.
Started 10 new stock positions in VO, GLTR, QQQ, GRPM, RSPG, LLY, RSPM, GE, VXUS, GDX.
Reduced shares in these 10 stocks: IXUS, SCHX, AAPL, IVV, IEFA, SCHG, SHV, IJR, IMCG, IVW.
Courage Miller Partners was a net buyer of stock by $14M.
Courage Miller Partners has $289M in assets under management (AUM), dropping by 9.41%.
Central Index Key (CIK): 0001482106

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Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 85 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.7	$40M		638k	62.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.5	$25M		628k	39.02	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	7.9	$23M		482k	47.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	6.2	$18M		349k	51.28	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.8	$17M		348k	48.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.3	$15M	+3%	213k	72.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$11M		141k	80.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.9	$11M		138k	81.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.2	$9.2M	+2%	453k	20.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.8	$8.2M	+2%	166k	49.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.7	$7.9M	+2%	47k	169.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.5	$7.1M		77k	92.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.3	$6.8M		89k	75.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$6.5M	+2%	155k	41.77	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.2	$6.4M		179k	35.80	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.2	$6.2M	NEW	65k	95.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.9	$5.6M		221k	25.25	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	1.9	$5.5M		193k	28.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$4.1M	+2%	53k	76.67	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.9	$2.6M		30k	87.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.5M	-4%	4.7k	525.78	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$2.4M		46k	51.60	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$2.2M		29k	76.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.7	$2.1M	NEW	25k	83.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.7	$2.1M	NEW	58k	36.33	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.7	$2.0M		28k	70.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.8M		17k	107.41	View chart
Apple (AAPL)	0.6	$1.6M	-20%	9.5k	168.75	View chart
Ishares Tr North Amern Nat (IGE)	0.5	$1.5M	+8%	34k	44.99	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.5	$1.5M		21k	72.55	View chart
Amazon (AMZN)	0.5	$1.4M		7.9k	180.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.4M	-6%	19k	74.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.4M		5.2k	259.88	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$1.3M		16k	82.97	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.5	$1.3M		15k	87.23	View chart
Union Pacific Corporation (UNP)	0.4	$1.3M		5.2k	245.93	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.2M		11k	116.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M		2.9k	420.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.1M		2.1k	523.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$1.0M		14k	75.40	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$929k	-4%	8.4k	110.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$919k		6.1k	150.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$864k		7.1k	120.99	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$769k		15k	50.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$747k	+386%	12k	60.74	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$717k		15k	46.57	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$716k	-41%	11k	67.86	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$685k		9.3k	73.46	View chart
Costco Wholesale Corporation (COST)	0.2	$667k		910.00	732.77	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$641k		11k	61.20	View chart
Microsoft Corporation (MSFT)	0.2	$586k		1.4k	420.65	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$583k	-2%	6.5k	89.89	View chart
Ishares Tr Residential Mult (REZ)	0.2	$547k		7.6k	72.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$534k	-5%	6.3k	84.45	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$528k		7.0k	75.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$526k	-6%	4.8k	110.51	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$524k		10k	51.50	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$523k		4.8k	110.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$522k		2.2k	239.73	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$508k		9.8k	51.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$506k		8.6k	58.65	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$483k	+5%	11k	42.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$411k	+2%	8.4k	49.19	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$395k		5.1k	76.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$388k		8.4k	46.00	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$387k	-4%	6.1k	63.33	View chart
General Electric Com New (GE)	0.1	$383k	NEW	2.2k	175.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$365k		1.8k	205.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$363k	-6%	8.8k	41.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$337k	NEW	5.6k	60.30	View chart
Visa Com Cl A (V)	0.1	$335k		1.2k	279.08	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$330k	NEW	11k	31.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$320k		3.3k	97.94	View chart
McDonald's Corporation (MCD)	0.1	$303k		1.1k	282.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$293k		1.6k	186.81	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$287k		5.0k	57.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$272k		1.8k	152.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$272k		2.2k	123.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$259k		1.1k	228.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$258k	NEW	582.00	444.01	View chart
Eli Lilly & Co. (LLY)	0.1	$254k	NEW	327.00	777.96	View chart
S&p Global (SPGI)	0.1	$253k		595.00	425.45	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$239k	NEW	2.0k	120.28	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$234k		2.5k	93.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$216k	NEW	866.00	249.82	View chart

Past Filings by Courage Miller Partners

SEC 13F filings are viewable for Courage Miller Partners going back to 2011

Courage Miller Partners 2024 Q1 filed April 16, 2024
Courage Miller Partners 2023 Q4 filed Jan. 19, 2024
Courage Miller Partners 2023 Q3 filed Oct. 16, 2023
Courage Miller Partners 2023 Q2 filed July 20, 2023
Courage Miller Partners 2023 Q1 filed April 24, 2023
Courage Miller Partners 2022 Q4 filed Jan. 30, 2023
Courage Miller Partners 2022 Q3 filed Oct. 19, 2022
Courage Miller Partners 2022 Q2 filed July 18, 2022
Courage Miller Partners 2022 Q1 filed May 6, 2022
Courage Miller Partners 2021 Q4 filed Jan. 19, 2022
Courage Miller Partners 2021 Q3 filed Nov. 5, 2021
Courage Miller Partners 2021 Q2 filed July 28, 2021
Courage Miller Partners 2021 Q1 filed April 26, 2021
Courage Miller Partners 2020 Q4 filed Jan. 28, 2021
Courage Miller Partners 2020 Q3 filed Oct. 27, 2020
Courage Miller Partners 2020 Q2 filed July 23, 2020

View all past filings

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