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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, ISTB, SCHF, IGSB, SCHO, and represent 44.14% of Courage Miller Partners's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$28M), SCHF (+$12M), SCHO (+$9.4M), SCHM (+$7.7M), SCHD (+$7.7M), SCHG (+$5.9M), SCHV, SCHA, ISTB, IGSB.
Reduced shares in these 10 stocks: UMMA, MSFT, IMCG, SCHE, SPY, VWO, MDYV, IVV, SLYV, AOA.
Sold out of its position in UMMA.
Courage Miller Partners was a net buyer of stock by $81M.
Courage Miller Partners has $292M in assets under management (AUM), dropping by -1.81%.
Central Index Key (CIK): 0001482106

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Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 80 positions in its portfolio as reported in the December 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)	14.4	$42M	+197%	1.8M	23.18	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	8.5	$25M	+2%	519k	47.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.1	$24M	+101%	1.3M	18.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	7.0	$21M	+2%	397k	51.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	6.2	$18M	+107%	754k	24.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.7	$17M	+2%	233k	71.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.0	$12M	+200%	418k	27.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$12M	+200%	420k	27.32	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.2	$9.3M		443k	21.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.0	$8.9M	+2%	51k	175.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.0	$8.6M	+100%	333k	25.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$7.9M	+296%	285k	27.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$6.9M		157k	44.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.3	$6.8M	+198%	261k	26.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.1	$6.2M		180k	34.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$5.8M		219k	26.63	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	1.8	$5.4M		193k	27.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$4.2M		54k	77.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.7M		4.5k	588.74	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.9	$2.5M		29k	86.89	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$2.4M		46k	51.51	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$2.3M		29k	80.20	View chart
Apple (AAPL)	0.8	$2.2M		9.1k	242.69	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.7	$2.0M		27k	75.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.8M		17k	106.55	View chart
Amazon (AMZN)	0.6	$1.7M		7.9k	219.39	View chart
Ishares Tr North Amern Nat (IGE)	0.6	$1.6M		38k	42.73	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.5	$1.5M		21k	74.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.5M		5.2k	289.83	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$1.4M		16k	87.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.4M		20k	70.28	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.5	$1.3M		15k	90.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.3M		2.9k	453.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.2M		2.1k	586.08	View chart
Union Pacific Corporation (UNP)	0.4	$1.2M		5.2k	228.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.2M		6.1k	189.31	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M		11k	107.56	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$1.0M		16k	63.60	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$972k		8.8k	110.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$920k		12k	74.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$904k		7.1k	127.59	View chart
Costco Wholesale Corporation (COST)	0.3	$834k		910.00	916.46	View chart
Ishares Tr Ultra Short-term (ICSH)	0.3	$767k		15k	50.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$766k		12k	62.31	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$712k		14k	49.46	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$659k		8.6k	76.61	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$657k		10k	63.41	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$597k		6.4k	93.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$571k		5.6k	101.54	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$558k		4.8k	117.50	View chart
Microsoft Corporation (MSFT)	0.2	$555k	-5%	1.3k	421.39	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$550k		13k	42.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$546k		4.7k	115.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$539k		2.0k	269.67	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$529k		5.9k	89.60	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$527k		10k	52.30	View chart
Ishares Tr Residential Mult (REZ)	0.2	$518k		6.4k	81.02	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$499k		9.6k	52.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$469k		8.2k	57.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$430k		1.8k	242.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$405k		8.3k	49.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$383k		6.3k	60.75	View chart
Visa Com Cl A (V)	0.1	$379k		1.2k	316.04	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$378k		4.7k	80.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$374k	+99%	17k	22.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$350k		8.4k	41.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$341k		1.8k	190.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$297k		1.6k	190.88	View chart
S&p Global (SPGI)	0.1	$296k		595.00	498.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$286k		2.2k	131.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$272k		2.8k	96.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$270k		1.1k	240.28	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$268k		4.4k	60.26	View chart
McDonald's Corporation (MCD)	0.1	$256k	-2%	883.00	289.89	View chart
Eli Lilly & Co. (LLY)	0.1	$252k		327.00	772.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$229k		866.00	264.09	View chart
Intuitive Surgical Com New (ISRG)	0.1	$229k		438.00	521.96	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$224k		2.0k	112.75	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$216k		2.5k	85.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$208k		2.4k	88.40	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 Q4 filed Jan. 17, 2025
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

View all past filings

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