Courage Miller Partners

Courage Miller Partners as of March 31, 2025

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 82 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 13.5 $40M 1.8M 22.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.9 $26M 1.3M 19.78
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.5 $25M 520k 48.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 7.1 $21M 400k 52.37
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.2 $18M 757k 24.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.8 $17M 234k 73.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $12M 429k 27.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.8 $11M 433k 26.20
Schwab Strategic Tr Us Reit Etf (SCHH) 3.3 $9.8M 456k 21.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.3 $9.8M 56k 173.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $8.1M 347k 23.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $7.3M 160k 45.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $7.3M 290k 25.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $7.1M 268k 26.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.2 $6.6M 185k 35.88
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $6.1M 222k 27.57
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.0 $5.8M 197k 29.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $4.2M 54k 78.28
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.5M 4.5k 561.96
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.4M 46k 52.52
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $2.4M 30k 79.46
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $2.3M 30k 77.05
Apple (AAPL) 0.7 $2.0M 8.9k 222.13
Ishares Tr North Amern Nat (IGE) 0.7 $1.9M 42k 45.47
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $1.9M 26k 71.43
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.6M 21k 75.65
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.5M 21k 74.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.5M 2.9k 532.58
Amazon (AMZN) 0.5 $1.5M 7.9k 190.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.4M 5.2k 274.84
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.3M 17k 78.40
Exxon Mobil Corporation (XOM) 0.4 $1.3M 11k 118.93
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $1.2M 15k 83.00
Union Pacific Corporation (UNP) 0.4 $1.2M 5.2k 236.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.2M 2.1k 559.39
Ishares Tr Core Msci Total (IXUS) 0.4 $1.1M 16k 67.08
Ishares Tr Short Treas Bd (SHV) 0.3 $986k 8.9k 110.46
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $943k 12k 76.57
Alphabet Cap Stk Cl A (GOOGL) 0.3 $942k 6.1k 154.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $913k 7.1k 128.96
Costco Wholesale Corporation (COST) 0.3 $861k 910.00 945.98
Ishares Tr Tips Bd Etf (TIP) 0.3 $742k 6.7k 111.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $735k 13k 58.35
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $645k 8.4k 76.50
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $640k 14k 45.05
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $622k 6.5k 95.74
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $607k 10k 59.30
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $553k 4.8k 116.39
Ishares Tr Residential Mult (REZ) 0.2 $552k 6.4k 86.42
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $545k 10k 54.02
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $540k 13k 42.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $522k 5.6k 92.84
Ishares Core Msci Emkt (IEMG) 0.2 $517k 9.6k 53.97
Spdr Gold Tr Gold Shs (GLD) 0.2 $511k 1.8k 288.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $496k 8.2k 60.66
Microsoft Corporation (MSFT) 0.2 $494k 1.3k 375.51
Ishares Tr Morningstar Grwt (ILCG) 0.2 $478k 5.9k 80.99
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $469k 4.5k 104.56
Ishares Tr Ultra Short-term (ICSH) 0.1 $438k 8.6k 50.70
Visa Com Cl A (V) 0.1 $421k 1.2k 350.46
Vanguard Index Fds Large Cap Etf (VV) 0.1 $410k 1.6k 257.03
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $410k 6.5k 63.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $398k 8.2k 48.82
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $381k 17k 23.16
Ishares Tr Morningstar Valu (ILCV) 0.1 $379k 4.7k 81.45
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $361k 8.3k 43.70
S&p Global (SPGI) 0.1 $302k 595.00 508.10
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $296k 1.6k 190.58
Ishares Tr Select Divid Etf (DVY) 0.1 $292k 2.2k 134.30
Alphabet Cap Stk Cl C (GOOG) 0.1 $280k 1.8k 156.23
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $278k 2.8k 98.92
McDonald's Corporation (MCD) 0.1 $276k 883.00 312.37
Ishares Tr Cohen Steer Reit (ICF) 0.1 $273k 4.4k 61.53
Eli Lilly & Co. (LLY) 0.1 $268k 325.00 825.91
Vanguard Index Fds Small Cp Etf (VB) 0.1 $249k 1.1k 221.75
Philip Morris International (PM) 0.1 $238k 1.5k 158.73
Tidal Etf Tr SP FDS S&P 500 (SPUS) 0.1 $231k 5.9k 38.94
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $229k 2.5k 91.20
Intuitive Surgical Com New (ISRG) 0.1 $217k 438.00 495.27
Listed Fd Tr Wahed Dow Jones (UMMA) 0.1 $211k 8.8k 23.82
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $208k 2.0k 104.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $200k 2.4k 85.07