Courage Miller Partners

Courage Miller Partners as of June 30, 2024

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 78 positions in its portfolio as reported in the June 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) 14.6 $41M 631k 64.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.7 $24M 626k 38.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.2 $23M 482k 47.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.6 $18M 359k 51.24
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.0 $17M 346k 48.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.6 $16M 215k 72.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $11M 140k 77.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.8 $11M 137k 77.83
Schwab Strategic Tr Us Reit Etf (SCHH) 3.3 $9.0M 453k 19.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $7.8M 165k 47.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.8 $7.7M 47k 164.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $7.7M 76k 100.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $6.8M 155k 43.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $6.6M 89k 74.08
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $6.3M 178k 35.58
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $5.9M 221k 26.56
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.0 $5.5M 193k 28.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $3.9M 51k 76.70
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.6M 4.7k 547.28
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $2.5M 30k 84.06
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.3M 46k 51.26
Apple (AAPL) 0.8 $2.1M 9.1k 234.49
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $2.1M 29k 72.94
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $1.9M 28k 67.75
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.8M 17k 106.78
Amazon (AMZN) 0.6 $1.5M 7.9k 193.25
Ishares Tr North Amern Nat (IGE) 0.5 $1.5M 35k 44.00
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.5M 21k 70.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.4M 5.2k 267.49
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.4M 19k 72.64
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.3M 15k 85.86
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.3M 16k 78.31
Exxon Mobil Corporation (XOM) 0.4 $1.2M 11k 115.12
Union Pacific Corporation (UNP) 0.4 $1.2M 5.2k 226.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 2.9k 406.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.1M 2.1k 544.22
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 6.1k 182.15
Ishares Tr Core Msci Total (IXUS) 0.4 $1.0M 16k 65.03
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $924k 12k 74.89
Ishares Tr Short Treas Bd (SHV) 0.3 $911k 8.2k 110.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $847k 7.1k 118.60
Costco Wholesale Corporation (COST) 0.3 $774k 910.00 850.16
Ishares Tr Blackrock Ultra (ICSH) 0.3 $768k 15k 50.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $721k 12k 58.52
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $700k 15k 45.48
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $693k 9.3k 74.78
Microsoft Corporation (MSFT) 0.2 $623k 1.4k 447.07
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $607k 11k 57.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $585k 6.3k 92.55
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $570k 6.5k 87.73
Ishares Tr Morningstar Grwt (ILCG) 0.2 $570k 7.0k 81.41
Ishares Tr Residential Mult (REZ) 0.2 $549k 7.1k 76.99
Vanguard Index Fds Large Cap Etf (VV) 0.2 $541k 2.2k 249.59
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $534k 4.8k 112.40
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $521k 10k 51.64
Ishares Core Msci Emkt (IEMG) 0.2 $516k 9.6k 53.53
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $507k 4.8k 106.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $493k 8.4k 58.64
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $472k 11k 42.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $402k 8.3k 48.67
Ishares Tr Morningstar Valu (ILCV) 0.1 $387k 5.1k 76.32
Spdr Gold Tr Gold Shs (GLD) 0.1 $382k 1.8k 215.01
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $377k 6.1k 61.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $377k 8.3k 45.58
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $371k 8.7k 42.59
Alphabet Cap Stk Cl C (GOOG) 0.1 $328k 1.8k 183.42
Visa Com Cl A (V) 0.1 $315k 1.2k 262.47
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $313k 3.2k 97.07
Eli Lilly & Co. (LLY) 0.1 $296k 327.00 905.38
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $285k 1.6k 182.01
Ishares Tr Select Divid Etf (DVY) 0.1 $267k 2.2k 120.99
S&p Global (SPGI) 0.1 $265k 595.00 446.00
Ishares Tr Cohen Steer Reit (ICF) 0.1 $257k 4.5k 57.29
McDonald's Corporation (MCD) 0.1 $252k 990.00 254.89
Vanguard Index Fds Small Cp Etf (VB) 0.1 $247k 1.1k 218.04
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $233k 2.5k 92.84
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $227k 2.0k 114.41
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $210k 866.00 242.06