Courage Miller Partners

Courage Miller Partners as of March 31, 2023

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 74 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.2 $34M 695k 48.37
Ishares Tr Core 1 5 Yr Usd (ISTB) 9.5 $22M 474k 47.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.7 $21M 589k 34.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.1 $17M 342k 48.79
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.3 $15M 294k 50.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.6 $11M 147k 73.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $9.5M 131k 73.16
Schwab Strategic Tr Us Reit Etf (SCHH) 3.3 $7.7M 395k 19.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $6.9M 102k 67.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.6 $6.2M 147k 41.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $5.7M 88k 65.17
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $5.5M 164k 33.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $5.4M 134k 40.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.3 $5.4M 82k 65.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.1 $5.1M 35k 144.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $4.9M 200k 24.52
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.0 $4.7M 183k 25.73
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.5 $3.4M 74k 46.91
Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.5M 6.1k 411.11
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.0 $2.4M 47k 51.28
Apple (AAPL) 0.9 $2.0M 12k 164.90
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $2.0M 29k 68.44
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.8 $1.9M 33k 57.56
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.9M 17k 110.25
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $1.8M 27k 66.08
Invesco Exchange Traded Fd T S&p Mdcp400 Eq (GRPM) 0.7 $1.7M 20k 86.99
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.5M 22k 66.85
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.6 $1.4M 23k 61.88
Exxon Mobil Corporation (XOM) 0.6 $1.4M 13k 109.66
Union Pacific Corporation (UNP) 0.6 $1.3M 6.5k 201.26
Ishares Tr Short Treas Bd (SHV) 0.5 $1.2M 11k 110.50
Ishares Tr Core Msci Total (IXUS) 0.5 $1.1M 19k 59.28
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.1M 14k 76.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.1M 5.2k 204.09
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $1.0M 14k 73.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $888k 2.2k 409.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $887k 2.9k 308.77
Amazon (AMZN) 0.3 $826k 8.0k 103.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $782k 7.4k 105.50
Ishares Tr Blackrock Ultra (ICSH) 0.3 $764k 15k 50.25
Ishares Tr North Amern Nat (IGE) 0.3 $751k 19k 39.17
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $730k 19k 38.98
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $727k 11k 63.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $676k 2.7k 250.15
Ishares Tr Residential Mult (REZ) 0.3 $653k 9.2k 70.62
Alphabet Cap Stk Cl A (GOOGL) 0.3 $640k 6.2k 103.73
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.3 $615k 12k 52.17
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $609k 7.2k 84.89
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.3 $592k 12k 51.04
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $573k 5.9k 96.69
Ishares Tr Morningstar Grwt (ILCG) 0.2 $547k 9.9k 55.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $544k 8.5k 63.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $506k 9.5k 53.47
Ishares Core Msci Emkt (IEMG) 0.2 $494k 10k 48.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $491k 6.5k 75.55
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $477k 12k 39.46
Costco Wholesale Corporation (COST) 0.2 $438k 882.00 496.96
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $433k 4.8k 91.16
Ishares Tr 3yrtb Etf (ISHG) 0.2 $418k 6.0k 70.22
Vanguard Index Fds Large Cap Etf (VV) 0.2 $414k 2.2k 186.81
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $406k 6.8k 59.51
Ishares Tr Morningstar Valu (ILCV) 0.2 $391k 6.1k 63.90
McDonald's Corporation (MCD) 0.2 $355k 1.3k 279.61
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $329k 3.3k 99.64
Spdr Gold Tr Gold Shs (GLD) 0.1 $325k 1.8k 183.22
Ishares Tr Cohen Steer Reit (ICF) 0.1 $322k 5.8k 55.54
Ishares Tr Select Divid Etf (DVY) 0.1 $313k 2.7k 117.18
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $297k 2.0k 151.76
Visa Com Cl A (V) 0.1 $271k 1.2k 225.46
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $236k 4.7k 50.43
Vanguard Index Fds Small Cp Etf (VB) 0.1 $221k 1.2k 189.56
Chevron Corporation (CVX) 0.1 $212k 1.3k 163.16
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $209k 2.5k 83.36
S&p Global (SPGI) 0.1 $205k 595.00 344.77