Courage Miller Partners

Courage Miller Partners as of March 31, 2024

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