Courage Miller Partners

Courage Miller Partners as of March 31, 2021

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 84 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charles Schwab US Large Cap ETF Etf (SCHX) 15.9 $37M 382k 96.03
Schwab International Equity ETF Etf (SCHF) 8.7 $20M 535k 37.62
iShares Core 1-5 Year Bond ETF Etf (ISTB) 7.3 $17M 329k 51.29
Charles Schwab Short Term US Treasury ETF Etf (SCHO) 5.9 $14M 263k 51.31
Schwab US Dividend Equity ETF Etf (SCHD) 4.4 $10M 138k 72.92
Schwab US REIT ETF Etf (SCHH) 3.3 $7.6M 184k 41.09
Charles Schwab US Mid-Cap ETF Etf (SCHM) 3.2 $7.5M 100k 74.43
Charles Schwab US Small Cap ETF Etf (SCHA) 2.8 $6.5M 65k 99.66
Powershares BulletShares 2022 Corporate Bond EFT Etf 2.8 $6.3M 293k 21.64
Powershares BulletShares 2021 Corporate Bond EFT Etf 2.7 $6.2M 292k 21.13
Vanguard MSCI Emerging Markets ETF Etf (VWO) 2.5 $5.9M 113k 52.05
Charles Schwab International Small Cap Equity ETF Etf (SCHC) 2.5 $5.9M 149k 39.42
Schwab Emerging Markets Equity ETF Etf (SCHE) 2.4 $5.5M 172k 31.78
ETFS Physical Precious Metals Basket Etf 2.4 $5.4M 59k 92.68
SPDR MSCI ACWI es-US ETF Etf (CWI) 2.3 $5.4M 186k 28.91
Schwab U.S. Large-Cap Value ETF Etf (SCHV) 1.7 $4.0M 61k 65.28
Schwab U.S. Large-Cap Growth ETF Etf (SCHG) 1.7 $3.9M 30k 129.78
iShares Short-Term Corporate Bond ETF Etf (IGSB) 1.6 $3.7M 67k 54.67
Schwab US Aggregate Bond Etf Etf (SCHZ) 1.6 $3.6M 67k 53.95
iShares Intermediate-Term Corporate Bond ETF Etf (IGIB) 1.3 $3.0M 51k 59.22
iShares Core S&P 500 ETF Etf (IVV) 1.2 $2.8M 7.0k 397.89
iShares Morningstar Mid-Cap Growth ETF Etf (IMCG) 1.2 $2.7M 7.2k 378.16
Guggenheim S&P 500 Equal Weight Materials ETF Etf 0.9 $2.1M 14k 155.96
iShares Tr Lehman Tips Etf (TIP) 0.9 $2.1M 17k 125.51
iShares Morningstar Mid-Cap Value ETF Etf (IMCV) 0.9 $2.1M 12k 184.37
Guggenheim S&P 500 Equal Weight Energy ETF Etf 0.9 $2.0M 50k 40.26
Invesco S&P 500 Equal Weight ETF Etf (RSP) 0.7 $1.7M 12k 141.66
SPDR S&P 400 Mid Cap Growth ETF Etf (MDYG) 0.7 $1.7M 22k 75.10
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV) 0.6 $1.5M 23k 65.44
iShares Core MSCI EAFE ETF Etf (IEFA) 0.6 $1.3M 19k 72.07
Amazon.com Stock (AMZN) 0.6 $1.3M 416.00 3093.75
Vanguard Total Stock MKT Etf (VTI) 0.6 $1.3M 6.2k 206.71
iShares FTSE NAREIT Residential Plus Capped Index Fund Etf (REZ) 0.5 $1.2M 16k 74.02
iShares Morningstar Small-Cap Growth ETF Etf (ISCG) 0.5 $1.2M 3.9k 300.41
iShares Morningstar Small-Cap Value ETF Etf (ISCV) 0.5 $1.1M 6.4k 168.69
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) 0.5 $1.1M 12k 85.84
Vanguard Large Cap ETF Etf (VV) 0.4 $1.0M 5.6k 185.22
SPDR S&P 600 Small Cap Value ETF Etf (SLYV) 0.4 $936k 11k 81.95
Apple Stock (AAPL) 0.4 $919k 7.5k 122.21
iShares S&P Aggressive Etf (AOA) 0.4 $909k 14k 66.94
iShares Short Treasury Bond ETF Etf (SHV) 0.4 $891k 8.1k 110.52
Vanguard FTSE All World EX US Index Fund Etf (VEU) 0.4 $861k 14k 60.70
TowneBank Stock (TOWN) 0.4 $856k 28k 30.41
Spdr S&p 500 Etf Etf (SPY) 0.4 $846k 2.1k 396.44
iShares Morningstar Growth ETF Etf (ILCG) 0.4 $832k 2.9k 288.59
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.3 $777k 3.0k 260.13
Vanguard High Dividend Yield ETF Etf (VYM) 0.3 $771k 7.6k 101.14
PIMCO 1-5 Year US TIPS Index Fund Etf (STPZ) 0.3 $743k 14k 54.85
Berkshire Hathaway Class B Stock (BRK.B) 0.3 $733k 2.9k 255.31
iShares Cohen and Steers Realty Majors Index Fund Etf (ICF) 0.3 $718k 12k 57.79
iShares Barclays Aggregate Bond Fund Etf (AGG) 0.3 $710k 6.2k 113.84
iShares Core MSCI Total International Etf (IXUS) 0.3 $700k 9.9k 70.32
iShares MSCI ACWI ETF Etf (ACWI) 0.3 $676k 7.1k 95.21
iShares Morningstar Value ETF Etf (ILCV) 0.3 $676k 5.5k 122.75
iShares S&P North American Natural Resources Sector Index Fund Etf (IGE) 0.3 $655k 24k 27.57
iShares Core S&P Small-Cap ETF Etf (IJR) 0.3 $623k 5.7k 108.48
Invesco S&P MidCap 400 Equal Weight ETF Etf (GRPM) 0.3 $617k 6.9k 89.10
iShares U.S. Real Estate ETF Etf (IYR) 0.3 $580k 6.3k 91.86
iShares iBoxx High Yield Corporate Bond ETF Etf (HYG) 0.2 $567k 6.5k 87.22
iShares MSCI Emerging Markets ETF Etf (EEM) 0.2 $565k 11k 53.32
iShares S&P 500 Growth Index Etf (IVW) 0.2 $545k 8.4k 65.11
Schwab Intermediate-Term U.S. Treasury ETF Etf (SCHR) 0.2 $539k 9.6k 56.43
iShares 1-3 Year International Treasury Bond ETF Etf (ISHG) 0.2 $474k 5.8k 81.61
iShares Select Dividend Etf (DVY) 0.2 $458k 4.0k 114.19
BlackRock Ultra Short-Term Bond ETF Etf (ICSH) 0.2 $450k 8.9k 50.56
iShares iBonds Dec 2022 Term Corporate ETF Etf 0.2 $445k 18k 25.46
iShares MSCI EAFE Small-Cap Etf (SCZ) 0.2 $419k 5.8k 71.80
iShares iBonds Dec 2021 Term Corporate ETF Etf 0.2 $409k 17k 24.85
Powershares BulletShares 2023 Corporate Bond EFT Etf 0.2 $376k 17k 21.77
Market Vectors Gold Miners Etf 0.1 $340k 11k 32.54
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 0.1 $334k 5.2k 64.27
SPDR Gold Trust Etf (GLD) 0.1 $274k 1.7k 160.05
Visa Stock (V) 0.1 $271k 1.3k 211.72
Walt Disney Stock (DIS) 0.1 $254k 1.4k 184.59
iShares Russell Mid-Cap ETF Etf (IWR) 0.1 $235k 3.2k 74.04
Vanguard Small-Cap ETF Etf (VB) 0.1 $225k 1.1k 214.08
Powershares QQQ Trust Etf 0.1 $218k 682.00 319.65
S&P Globasl Stock (SPGI) 0.1 $210k 595.00 352.94
Invesco FTSE RAFI US 1000 Etf (PRF) 0.1 $208k 1.4k 151.82
Boeing Stock (BA) 0.1 $207k 814.00 254.30
McDonald's Corp Stock (MCD) 0.1 $206k 918.00 224.40
Alphabet Inc Class C Stock (GOOG) 0.1 $203k 98.00 2071.43
iShares S&P 500 Value Index Etf (IVE) 0.1 $200k 1.4k 141.04
Vista Gold Stock (VGZ) 0.0 $106k 100k 1.06