Courage Miller Partners

Courage Miller Partners as of Sept. 30, 2024

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 81 positions in its portfolio as reported in the September 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) 13.9 $41M 609k 67.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.7 $26M 629k 41.12
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.3 $25M 504k 48.68
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.8 $20M 387k 52.66
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.0 $18M 363k 48.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $17M 227k 75.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $12M 140k 84.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.9 $12M 139k 83.09
Schwab Strategic Tr Us Reit Etf (SCHH) 3.4 $10M 440k 23.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $8.8M 49k 179.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $8.6M 166k 51.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $7.5M 158k 47.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $7.5M 72k 104.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $7.0M 87k 80.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $6.9M 179k 38.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $6.4M 220k 29.18
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.0 $5.9M 193k 30.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $4.2M 54k 78.69
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.6M 4.6k 576.88
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $2.5M 29k 87.74
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.5M 46k 53.72
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $2.3M 29k 79.46
Apple (AAPL) 0.7 $2.1M 9.1k 230.80
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $2.0M 27k 72.97
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.9M 17k 110.47
Ishares Tr North Amern Nat (IGE) 0.5 $1.6M 37k 44.07
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.6M 21k 76.64
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.5M 19k 78.05
Amazon (AMZN) 0.5 $1.5M 7.9k 186.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.5M 5.2k 283.17
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.4M 16k 86.82
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.4M 15k 93.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.9k 460.26
Union Pacific Corporation (UNP) 0.4 $1.3M 5.2k 246.48
Exxon Mobil Corporation (XOM) 0.4 $1.2M 11k 117.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.2M 2.1k 573.76
Ishares Tr Core Msci Total (IXUS) 0.4 $1.1M 16k 69.85
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 6.1k 165.85
Ishares Tr Short Treas Bd (SHV) 0.3 $975k 8.8k 110.63
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $967k 12k 78.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $908k 7.1k 128.20
Costco Wholesale Corporation (COST) 0.3 $807k 910.00 886.70
Ishares Tr Blackrock Ultra (ICSH) 0.3 $771k 15k 50.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $764k 12k 62.32
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $712k 15k 48.96
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $687k 8.7k 78.91
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $661k 10k 63.48
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $647k 6.4k 101.86
Microsoft Corporation (MSFT) 0.2 $600k 1.4k 430.30
Ishares Tr Residential Mult (REZ) 0.2 $569k 6.4k 88.82
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $568k 4.8k 119.55
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $560k 13k 43.42
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $555k 4.7k 116.95
Ishares Core Msci Emkt (IEMG) 0.2 $551k 9.6k 57.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $540k 5.6k 95.76
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $533k 10k 52.82
Vanguard Index Fds Large Cap Etf (VV) 0.2 $526k 2.0k 263.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $515k 8.2k 63.00
Ishares Tr Morningstar Grwt (ILCG) 0.2 $500k 6.0k 84.04
Spdr Gold Tr Gold Shs (GLD) 0.1 $431k 1.8k 243.06
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $423k 6.3k 67.70
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $415k 8.3k 50.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $393k 8.3k 47.52
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $384k 8.4k 45.86
Ishares Tr Morningstar Valu (ILCV) 0.1 $383k 4.7k 82.20
Visa Com Cl A (V) 0.1 $330k 1.2k 274.95
S&p Global (SPGI) 0.1 $307k 595.00 516.62
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $307k 1.6k 197.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $299k 1.8k 167.19
Ishares Tr Select Divid Etf (DVY) 0.1 $294k 2.2k 135.08
Ishares Tr Cohen Steer Reit (ICF) 0.1 $293k 4.4k 65.91
Eli Lilly & Co. (LLY) 0.1 $290k 327.00 885.94
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $284k 2.8k 101.27
McDonald's Corporation (MCD) 0.1 $276k 905.00 304.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $266k 1.1k 237.21
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $246k 2.5k 98.16
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $232k 2.0k 117.08
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $228k 866.00 263.79
Intuitive Surgical Com New (ISRG) 0.1 $215k 438.00 491.27
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $208k 2.4k 88.14
Listed Fd Tr Wahed Dow Jones (UMMA) 0.1 $202k 7.9k 25.53