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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 43.67% of Courage Miller Partners's stock portfolio.
Added to shares of these 10 stocks: IGSB, ISTB, BND, SCHO, RSP, ISRG, IWR, BSV, UMMA, SCHM.
Started 3 new stock positions in ISRG, UMMA, IWR.
Reduced shares in these 10 stocks: SCHX, SCHG, SCHH, SCHV, IVV, ILCG, MDYG, IVW, REZ, IMCG.
Courage Miller Partners was a net buyer of stock by $3.1M.
Courage Miller Partners has $298M in assets under management (AUM), dropping by 6.99%.
Central Index Key (CIK): 0001482106

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Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 81 positions in its portfolio as reported in the September 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)	13.9	$41M	-3%	609k	67.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.7	$26M		629k	41.12	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	8.3	$25M	+4%	504k	48.68	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	6.8	$20M	+7%	387k	52.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	6.0	$18M	+4%	363k	48.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.7	$17M	+5%	227k	75.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.0	$12M		140k	84.53	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.9	$12M		139k	83.09	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.4	$10M	-2%	440k	23.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.0	$8.8M	+4%	49k	179.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.9	$8.6M		166k	51.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.5	$7.5M		158k	47.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.5	$7.5M	-5%	72k	104.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.4	$7.0M		87k	80.37	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.3	$6.9M		179k	38.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.2	$6.4M		220k	29.18	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.0	$5.9M		193k	30.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$4.2M	+5%	54k	78.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.6M	-3%	4.6k	576.88	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.9	$2.5M	-2%	29k	87.74	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$2.5M		46k	53.72	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$2.3M		29k	79.46	View chart
Apple (AAPL)	0.7	$2.1M		9.1k	230.80	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.7	$2.0M	-2%	27k	72.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.9M		17k	110.47	View chart
Ishares Tr North Amern Nat (IGE)	0.5	$1.6M	+6%	37k	44.07	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.5	$1.6M		21k	76.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.5M		19k	78.05	View chart
Amazon (AMZN)	0.5	$1.5M		7.9k	186.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.5M		5.2k	283.17	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$1.4M		16k	86.82	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.5	$1.4M	-2%	15k	93.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.3M		2.9k	460.26	View chart
Union Pacific Corporation (UNP)	0.4	$1.3M		5.2k	246.48	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.2M		11k	117.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.2M		2.1k	573.76	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.1M		16k	69.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M		6.1k	165.85	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$975k	+6%	8.8k	110.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$967k		12k	78.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$908k		7.1k	128.20	View chart
Costco Wholesale Corporation (COST)	0.3	$807k		910.00	886.70	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$771k		15k	50.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$764k		12k	62.32	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$712k	-5%	15k	48.96	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$687k	-6%	8.7k	78.91	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$661k		10k	63.48	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$647k	-2%	6.4k	101.86	View chart
Microsoft Corporation (MSFT)	0.2	$600k		1.4k	430.30	View chart
Ishares Tr Residential Mult (REZ)	0.2	$569k	-10%	6.4k	88.82	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$568k		4.8k	119.55	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$560k	+15%	13k	43.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$555k		4.7k	116.95	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$551k		9.6k	57.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$540k	-10%	5.6k	95.76	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$533k		10k	52.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$526k	-7%	2.0k	263.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$515k	-2%	8.2k	63.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$500k	-14%	6.0k	84.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$431k		1.8k	243.06	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$423k	+2%	6.3k	67.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$415k		8.3k	50.28	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$393k		8.3k	47.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$384k	-3%	8.4k	45.86	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$383k	-7%	4.7k	82.20	View chart
Visa Com Cl A (V)	0.1	$330k		1.2k	274.95	View chart
S&p Global (SPGI)	0.1	$307k		595.00	516.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$307k		1.6k	197.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$299k		1.8k	167.19	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$294k		2.2k	135.08	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$293k		4.4k	65.91	View chart
Eli Lilly & Co. (LLY)	0.1	$290k		327.00	885.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$284k	-13%	2.8k	101.27	View chart
McDonald's Corporation (MCD)	0.1	$276k	-8%	905.00	304.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$266k		1.1k	237.21	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$246k		2.5k	98.16	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$232k		2.0k	117.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$228k		866.00	263.79	View chart
Intuitive Surgical Com New (ISRG)	0.1	$215k	NEW	438.00	491.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$208k	NEW	2.4k	88.14	View chart
Listed Fd Tr Wahed Dow Jones (UMMA)	0.1	$202k	NEW	7.9k	25.53	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 Q3 filed Oct. 21, 2024
Courage Miller Partners 2024 Q2 filed July 25, 2024
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

View all past filings

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