Courage Miller Partners

Courage Miller Partners as of Dec. 31, 2023

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 75 positions in its portfolio as reported in the December 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) 13.8 $36M 645k 56.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.7 $23M 622k 36.96
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.6 $23M 478k 47.56
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.6 $18M 343k 51.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.3 $17M 344k 48.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $15M 206k 73.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $11M 141k 76.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.9 $10M 136k 75.32
Schwab Strategic Tr Us Reit Etf (SCHH) 3.4 $9.1M 440k 20.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $7.6M 162k 47.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.7 $7.2M 45k 157.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $6.4M 78k 82.96
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $6.3M 89k 70.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $6.2M 152k 41.10
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $6.2M 177k 34.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $5.4M 218k 24.79
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.9 $5.2M 191k 27.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $4.0M 52k 77.02
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $2.4M 46k 52.00
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.4M 4.9k 477.67
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $2.3M 30k 75.67
Apple (AAPL) 0.8 $2.2M 12k 184.34
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $2.1M 29k 73.38
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $1.8M 28k 64.45
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.8M 17k 107.49
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.4M 21k 67.72
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.4M 20k 70.35
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.3M 16k 83.31
Ishares Tr North Amern Nat (IGE) 0.5 $1.3M 32k 40.72
Union Pacific Corporation (UNP) 0.5 $1.3M 5.2k 245.62
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.2M 15k 83.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.2M 5.2k 237.22
Amazon (AMZN) 0.5 $1.2M 7.9k 151.94
Ishares Tr Core Msci Total (IXUS) 0.4 $1.1M 18k 62.12
Exxon Mobil Corporation (XOM) 0.4 $1.1M 11k 99.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 2.9k 356.66
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $1.0M 13k 76.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $990k 2.1k 475.31
Ishares Tr Short Treas Bd (SHV) 0.4 $965k 8.8k 110.13
Alphabet Cap Stk Cl A (GOOGL) 0.3 $851k 6.1k 139.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $800k 7.2k 111.63
Ishares Tr Blackrock Ultra (ICSH) 0.3 $766k 15k 50.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $701k 2.5k 277.14
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $686k 16k 44.00
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $646k 9.4k 69.05
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $624k 11k 59.21
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $606k 6.6k 91.40
Costco Wholesale Corporation (COST) 0.2 $599k 907.00 660.21
Ishares Tr Residential Mult (REZ) 0.2 $558k 7.6k 73.52
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $549k 5.1k 108.24
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $520k 10k 51.15
Microsoft Corporation (MSFT) 0.2 $519k 1.4k 376.08
Ishares Core Msci Emkt (IEMG) 0.2 $506k 10k 50.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $502k 6.7k 75.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $486k 8.7k 56.14
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $483k 4.8k 101.77
Vanguard Index Fds Large Cap Etf (VV) 0.2 $475k 2.2k 218.12
Ishares Tr Morningstar Grwt (ILCG) 0.2 $475k 7.0k 67.82
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $456k 11k 42.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $402k 8.2k 49.37
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $394k 6.4k 61.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $393k 8.4k 46.62
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $380k 9.5k 40.21
Ishares Tr Morningstar Valu (ILCV) 0.1 $363k 5.1k 70.62
Spdr Gold Tr Gold Shs (GLD) 0.1 $339k 1.8k 191.17
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $325k 3.3k 99.25
McDonald's Corporation (MCD) 0.1 $318k 1.1k 296.53
Visa Com Cl A (V) 0.1 $312k 1.2k 260.35
Ishares Tr Cohen Steer Reit (ICF) 0.1 $292k 5.0k 58.73
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $273k 1.6k 173.89
S&p Global (SPGI) 0.1 $262k 595.00 440.52
Ishares Tr Select Divid Etf (DVY) 0.1 $262k 2.2k 117.22
Alphabet Cap Stk Cl C (GOOG) 0.1 $248k 1.8k 140.93
Vanguard Index Fds Small Cp Etf (VB) 0.1 $241k 1.1k 213.33
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $218k 2.5k 86.72