Courage Miller Partners

Courage Miller Partners as of Dec. 31, 2022

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 70 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 15.1 $33M 725k 45.15
Ishares Tr Core 1 5 Yr Usd (ISTB) 9.5 $21M 445k 46.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.8 $19M 594k 32.21
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.4 $16M 333k 48.24
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.1 $13M 264k 49.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.7 $10M 135k 75.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $7.8M 109k 71.84
Schwab Strategic Tr Us Reit Etf (SCHH) 3.4 $7.4M 385k 19.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.1 $6.7M 103k 65.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $5.9M 145k 40.51
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.4 $5.1M 163k 31.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $5.1M 130k 38.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.3 $4.9M 75k 66.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $4.6M 193k 23.67
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.0 $4.4M 184k 24.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $4.3M 77k 55.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.0 $4.3M 30k 141.25
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $3.1M 68k 45.65
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.1 $2.3M 47k 49.51
Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.2M 5.6k 384.24
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.8 $1.8M 34k 53.88
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $1.8M 28k 65.34
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.8M 17k 106.44
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.8 $1.8M 29k 62.05
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $1.7M 26k 64.72
Invesco Exchange Traded Fd T S&p Mdcp400 Eq (GRPM) 0.7 $1.6M 19k 83.71
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.4M 22k 61.64
Apple (AAPL) 0.6 $1.3M 9.7k 129.93
Ishares Tr Short Treas Bd (SHV) 0.6 $1.2M 11k 109.92
Ishares Tr Core Msci Total (IXUS) 0.5 $1.1M 20k 55.49
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.0M 14k 74.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.0M 5.3k 191.19
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $940k 13k 72.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $888k 2.9k 308.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $830k 2.2k 382.43
Ishares Tr North Amern Nat (IGE) 0.4 $817k 20k 40.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $802k 7.4k 108.21
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.4 $791k 15k 52.06
Ishares Tr Blackrock Ultra (ICSH) 0.4 $761k 15k 50.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $701k 2.9k 241.88
Ishares Tr Residential Mult (REZ) 0.3 $695k 10k 68.34
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $695k 19k 36.04
Amazon (AMZN) 0.3 $672k 8.0k 84.00
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $657k 11k 59.75
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $582k 6.9k 84.18
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.3 $579k 12k 49.87
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $579k 6.1k 94.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $549k 11k 50.14
Alphabet Cap Stk Cl A (GOOGL) 0.3 $544k 6.2k 88.23
Ishares Tr Morningstar Grwt (ILCG) 0.2 $505k 10k 48.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $500k 8.5k 58.50
Ishares Tr Morningstar Valu (ILCV) 0.2 $495k 7.8k 63.23
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $479k 6.5k 73.63
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $460k 12k 37.90
Ishares Core Msci Emkt (IEMG) 0.2 $445k 9.5k 46.70
Vanguard Index Fds Large Cap Etf (VV) 0.2 $440k 2.5k 174.20
Ishares Tr 3yrtb Etf (ISHG) 0.2 $414k 6.0k 69.59
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $403k 4.8k 84.88
Ishares Tr Select Divid Etf (DVY) 0.2 $379k 3.1k 120.60
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $362k 6.4k 56.48
Ishares Tr Cohen Steer Reit (ICF) 0.2 $333k 6.1k 54.84
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $320k 3.3k 96.99
Spdr Gold Tr Gold Shs (GLD) 0.1 $301k 1.8k 169.64
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $287k 2.0k 145.07
Visa Com Cl A (V) 0.1 $249k 1.2k 207.76
Chevron Corporation (CVX) 0.1 $233k 1.3k 179.49
McDonald's Corporation (MCD) 0.1 $233k 883.00 263.53
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $230k 4.7k 49.23
Vanguard Index Fds Small Cp Etf (VB) 0.1 $214k 1.2k 183.54
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $213k 2.5k 84.88