Courage Miller Partners

Courage Miller Partners as of Dec. 31, 2024

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 80 positions in its portfolio as reported in the December 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) 14.4 $42M 1.8M 23.18
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.5 $25M 519k 47.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.1 $24M 1.3M 18.50
Ishares Tr Ishs 1-5yr Invs (IGSB) 7.0 $21M 397k 51.70
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.2 $18M 754k 24.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $17M 233k 71.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.0 $12M 418k 27.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $12M 420k 27.32
Schwab Strategic Tr Us Reit Etf (SCHH) 3.2 $9.3M 443k 21.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $8.9M 51k 175.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $8.6M 333k 25.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.7 $7.9M 285k 27.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $6.9M 157k 44.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.3 $6.8M 261k 26.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.1 $6.2M 180k 34.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $5.8M 219k 26.63
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.8 $5.4M 193k 27.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $4.2M 54k 77.27
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.7M 4.5k 588.74
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $2.5M 29k 86.89
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.4M 46k 51.51
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $2.3M 29k 80.20
Apple (AAPL) 0.8 $2.2M 9.1k 242.69
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $2.0M 27k 75.53
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.8M 17k 106.55
Amazon (AMZN) 0.6 $1.7M 7.9k 219.39
Ishares Tr North Amern Nat (IGE) 0.6 $1.6M 38k 42.73
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.5M 21k 74.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.5M 5.2k 289.83
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.4M 16k 87.25
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.4M 20k 70.28
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.3M 15k 90.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.9k 453.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.2M 2.1k 586.08
Union Pacific Corporation (UNP) 0.4 $1.2M 5.2k 228.04
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.2M 6.1k 189.31
Exxon Mobil Corporation (XOM) 0.4 $1.1M 11k 107.56
Ishares Tr Core Msci Total (IXUS) 0.3 $1.0M 16k 63.60
Ishares Tr Short Treas Bd (SHV) 0.3 $972k 8.8k 110.11
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $920k 12k 74.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $904k 7.1k 127.59
Costco Wholesale Corporation (COST) 0.3 $834k 910.00 916.46
Ishares Tr Ultra Short-term (ICSH) 0.3 $767k 15k 50.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $766k 12k 62.31
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $712k 14k 49.46
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $659k 8.6k 76.61
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $657k 10k 63.41
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $597k 6.4k 93.05
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $571k 5.6k 101.54
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $558k 4.8k 117.50
Microsoft Corporation (MSFT) 0.2 $555k 1.3k 421.39
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $550k 13k 42.61
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $546k 4.7k 115.21
Vanguard Index Fds Large Cap Etf (VV) 0.2 $539k 2.0k 269.67
Ishares Tr Morningstar Grwt (ILCG) 0.2 $529k 5.9k 89.60
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $527k 10k 52.30
Ishares Tr Residential Mult (REZ) 0.2 $518k 6.4k 81.02
Ishares Core Msci Emkt (IEMG) 0.2 $499k 9.6k 52.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $469k 8.2k 57.41
Spdr Gold Tr Gold Shs (GLD) 0.1 $430k 1.8k 242.13
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $405k 8.3k 49.05
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $383k 6.3k 60.75
Visa Com Cl A (V) 0.1 $379k 1.2k 316.04
Ishares Tr Morningstar Valu (ILCV) 0.1 $378k 4.7k 80.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $374k 17k 22.70
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $350k 8.4k 41.82
Alphabet Cap Stk Cl C (GOOG) 0.1 $341k 1.8k 190.44
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $297k 1.6k 190.88
S&p Global (SPGI) 0.1 $296k 595.00 498.03
Ishares Tr Select Divid Etf (DVY) 0.1 $286k 2.2k 131.30
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $272k 2.8k 96.90
Vanguard Index Fds Small Cp Etf (VB) 0.1 $270k 1.1k 240.28
Ishares Tr Cohen Steer Reit (ICF) 0.1 $268k 4.4k 60.26
McDonald's Corporation (MCD) 0.1 $256k 883.00 289.89
Eli Lilly & Co. (LLY) 0.1 $252k 327.00 772.00
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $229k 866.00 264.09
Intuitive Surgical Com New (ISRG) 0.1 $229k 438.00 521.96
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $224k 2.0k 112.75
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $216k 2.5k 85.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $208k 2.4k 88.40