Courage Miller Partners

Courage Miller Partners as of Sept. 30, 2023

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 74 positions in its portfolio as reported in the September 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) 13.7 $33M 661k 50.60
Ishares Tr Core 1 5 Yr Usd (ISTB) 9.6 $24M 506k 46.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.4 $21M 607k 33.96
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.1 $17M 360k 47.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.9 $17M 336k 49.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $14M 200k 69.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $9.9M 140k 70.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.6 $8.8M 130k 67.68
Schwab Strategic Tr Us Reit Etf (SCHH) 3.2 $7.8M 440k 17.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $6.5M 157k 41.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $6.1M 43k 141.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $5.9M 81k 72.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.3 $5.7M 88k 64.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $5.7M 144k 39.21
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $5.5M 170k 32.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $5.0M 209k 23.94
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.9 $4.7M 189k 24.89
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $2.2M 46k 48.65
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.2M 5.2k 429.47
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $2.1M 30k 69.14
Apple (AAPL) 0.8 $2.0M 12k 173.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.9M 25k 75.17
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $1.9M 29k 64.86
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $1.8M 31k 57.13
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.8M 17k 103.72
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.4M 23k 64.35
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.6 $1.3M 22k 60.59
Ishares Tr Short Treas Bd (SHV) 0.5 $1.2M 11k 110.47
Exxon Mobil Corporation (XOM) 0.5 $1.2M 11k 117.58
Ishares Tr North Amern Nat (IGE) 0.5 $1.2M 29k 41.59
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.2M 16k 72.37
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.1M 15k 73.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.1M 5.2k 212.42
Ishares Tr Core Msci Total (IXUS) 0.4 $1.1M 19k 57.40
Union Pacific Corporation (UNP) 0.4 $1.1M 5.2k 203.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 2.9k 350.30
Amazon (AMZN) 0.4 $1.0M 7.9k 127.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $891k 2.1k 427.48
Alphabet Cap Stk Cl A (GOOGL) 0.3 $797k 6.1k 130.86
Ishares Tr Blackrock Ultra (ICSH) 0.3 $766k 15k 50.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $741k 7.2k 103.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $733k 2.9k 249.34
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $702k 18k 38.76
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $696k 11k 63.49
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $609k 12k 51.78
Ishares Tr Residential Mult (REZ) 0.2 $597k 9.0k 65.95
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $589k 7.5k 78.14
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $556k 5.9k 94.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $517k 7.6k 68.42
Costco Wholesale Corporation (COST) 0.2 $513k 907.00 565.06
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $509k 10k 50.09
Ishares Core Msci Emkt (IEMG) 0.2 $498k 11k 47.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $449k 8.7k 51.87
Ishares Tr Morningstar Grwt (ILCG) 0.2 $439k 7.4k 59.65
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $439k 4.8k 92.37
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $434k 11k 41.03
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $432k 11k 37.95
Vanguard Index Fds Large Cap Etf (VV) 0.2 $430k 2.2k 195.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $399k 7.1k 56.47
Ishares Tr Morningstar Valu (ILCV) 0.2 $396k 6.1k 64.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $390k 8.2k 47.83
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $373k 8.4k 44.23
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $309k 3.3k 94.04
Spdr Gold Tr Gold Shs (GLD) 0.1 $304k 1.8k 171.45
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $296k 1.9k 153.84
Ishares Tr Cohen Steer Reit (ICF) 0.1 $291k 5.8k 50.16
McDonald's Corporation (MCD) 0.1 $282k 1.1k 263.44
Ishares Tr Select Divid Etf (DVY) 0.1 $281k 2.6k 107.64
Visa Com Cl A (V) 0.1 $276k 1.2k 230.01
Alphabet Cap Stk Cl C (GOOG) 0.1 $232k 1.8k 131.85
Chevron Corporation (CVX) 0.1 $219k 1.3k 168.62
S&p Global (SPGI) 0.1 $217k 595.00 365.41
Vanguard Index Fds Small Cp Etf (VB) 0.1 $216k 1.1k 189.07
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $207k 2.5k 82.42