Courage Miller Partners

Courage Miller Partners as of June 30, 2023

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 76 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.5 $35M 663k 52.37
Ishares Tr Core 1 5 Yr Usd (ISTB) 9.2 $22M 473k 46.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.6 $21M 578k 35.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.9 $16M 342k 48.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.2 $15M 297k 50.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.5 $11M 149k 72.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $9.6M 133k 72.62
Schwab Strategic Tr Us Reit Etf (SCHH) 3.3 $7.8M 401k 19.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.0 $7.2M 101k 71.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $6.5M 149k 43.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $5.9M 79k 74.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.3 $5.5M 82k 67.09
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $5.5M 162k 33.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $5.4M 133k 40.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $5.4M 36k 149.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $4.9M 198k 24.63
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.9 $4.7M 179k 26.13
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $3.4M 74k 46.16
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.0 $2.3M 47k 50.57
Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.3M 5.2k 445.75
Apple (AAPL) 1.0 $2.3M 12k 193.97
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $2.0M 29k 71.65
Invesco Exchange Traded Fd T S&p Mdcp400 Eq (GRPM) 0.8 $2.0M 22k 91.00
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.8 $1.9M 32k 60.94
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $1.9M 27k 68.78
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.8M 17k 107.62
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.5M 22k 67.50
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.6 $1.4M 22k 63.70
Union Pacific Corporation (UNP) 0.6 $1.3M 6.5k 204.62
Ishares Tr Short Treas Bd (SHV) 0.5 $1.2M 11k 110.45
Ishares Tr Core Msci Total (IXUS) 0.5 $1.2M 19k 60.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.2M 5.2k 220.30
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.1M 15k 77.19
Exxon Mobil Corporation (XOM) 0.5 $1.1M 11k 107.25
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.1M 14k 76.96
Amazon (AMZN) 0.4 $1.0M 8.0k 130.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $976k 2.9k 341.00
Ishares Tr North Amern Nat (IGE) 0.4 $925k 24k 38.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $924k 2.1k 443.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $787k 7.4k 106.07
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $767k 19k 41.41
Ishares Tr Blackrock Ultra (ICSH) 0.3 $765k 15k 50.30
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $745k 11k 66.34
Alphabet Cap Stk Cl A (GOOGL) 0.3 $735k 6.1k 119.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $705k 2.7k 261.47
Ishares Tr Residential Mult (REZ) 0.3 $677k 9.2k 73.27
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.3 $636k 12k 54.02
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $629k 7.3k 86.53
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $619k 6.2k 99.64
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $559k 11k 50.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $546k 7.7k 70.48
Ishares Core Msci Emkt (IEMG) 0.2 $500k 10k 49.29
Costco Wholesale Corporation (COST) 0.2 $488k 907.00 538.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $488k 6.5k 75.07
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $475k 8.7k 54.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $471k 12k 39.56
Ishares Tr Morningstar Grwt (ILCG) 0.2 $460k 7.4k 62.34
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $456k 4.8k 95.94
Vanguard Index Fds Large Cap Etf (VV) 0.2 $455k 2.2k 202.70
Ishares Tr 3yrtb Etf (ISHG) 0.2 $412k 6.0k 69.25
Ishares Tr Morningstar Valu (ILCV) 0.2 $407k 6.1k 66.52
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $403k 6.8k 58.98
McDonald's Corporation (MCD) 0.2 $379k 1.3k 298.41
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $330k 3.4k 97.95
Ishares Tr Cohen Steer Reit (ICF) 0.1 $323k 5.8k 55.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $316k 1.8k 178.27
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $316k 2.0k 161.19
Ishares Tr Select Divid Etf (DVY) 0.1 $302k 2.7k 113.30
Visa Com Cl A (V) 0.1 $285k 1.2k 237.48
S&p Global (SPGI) 0.1 $239k 595.00 400.89
Vanguard Index Fds Small Cp Etf (VB) 0.1 $231k 1.2k 198.89
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $230k 4.7k 49.28
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $213k 2.5k 84.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $213k 1.8k 120.97
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $205k 933.00 220.18
Chevron Corporation (CVX) 0.1 $204k 1.3k 157.35