Courage Miller Partners

Courage Miller Partners as of June 30, 2025

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 86 positions in its portfolio as reported in the June 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) 14.4 $46M 1.9M 24.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.3 $29M 1.3M 22.10
Ishares Tr Core 1 5 Yr Usd (ISTB) 7.9 $25M 510k 48.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.6 $21M 392k 52.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.6 $18M 726k 24.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.3 $17M 228k 73.63
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.1 $13M 462k 28.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $12M 447k 26.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.4 $11M 58k 181.74
Schwab Strategic Tr Us Reit Etf (SCHH) 3.2 $10M 483k 21.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $9.6M 378k 25.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $8.9M 304k 29.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $8.0M 162k 49.46
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $7.9M 185k 42.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $7.6M 274k 27.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $6.9M 227k 30.14
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.1 $6.5M 200k 32.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $4.3M 54k 78.70
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.9M 4.7k 620.96
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.9 $2.8M 32k 86.87
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.8 $2.5M 31k 79.43
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.4M 46k 53.29
Ishares Tr North Amern Nat (IGE) 0.7 $2.3M 52k 44.25
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $2.0M 26k 80.23
Apple (AAPL) 0.6 $1.7M 8.5k 205.17
Amazon (AMZN) 0.5 $1.7M 7.9k 219.39
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.7M 21k 83.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.6M 5.2k 303.93
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.5M 20k 75.98
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.5 $1.5M 16k 88.75
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $1.5M 18k 79.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.4M 2.2k 617.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.4M 2.9k 485.77
Union Pacific Corporation (UNP) 0.4 $1.2M 5.2k 230.08
Ishares Tr Core Msci Total (IXUS) 0.4 $1.2M 16k 74.41
Exxon Mobil Corporation (XOM) 0.4 $1.1M 11k 107.80
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 6.1k 176.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $948k 7.1k 133.31
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $944k 12k 77.34
Ishares Tr Short Treas Bd (SHV) 0.3 $903k 8.2k 110.42
Costco Wholesale Corporation (COST) 0.3 $901k 910.00 990.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $850k 14k 62.02
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $692k 8.3k 83.40
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $684k 14k 49.76
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $651k 6.9k 94.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $619k 5.6k 110.11
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $611k 4.8k 128.60
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $608k 9.9k 61.39
Ishares Core Msci Emkt (IEMG) 0.2 $565k 9.4k 60.03
Ishares Tr Morningstar Grwt (ILCG) 0.2 $555k 5.7k 96.90
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $548k 13k 43.14
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $543k 10k 53.81
Spdr Gold Tr Gold Shs (GLD) 0.2 $531k 1.7k 304.83
Ishares Tr Residential Mult (REZ) 0.2 $526k 6.4k 82.34
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $491k 4.5k 109.28
Ishares Tr Tips Bd Etf (TIP) 0.2 $487k 4.4k 110.04
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $480k 6.6k 72.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $472k 7.0k 67.22
Visa Com Cl A (V) 0.1 $426k 1.2k 355.05
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $404k 8.2k 49.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $391k 8.1k 48.24
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $383k 17k 23.24
Ishares Tr Ultra Short Dur (ICSH) 0.1 $373k 7.3k 50.71
Ishares Tr Select Divid Etf (DVY) 0.1 $371k 2.8k 132.81
Vanguard Index Fds Large Cap Etf (VV) 0.1 $367k 1.3k 285.30
Vanguard Index Fds Small Cp Etf (VB) 0.1 $335k 1.4k 236.98
Alphabet Cap Stk Cl C (GOOG) 0.1 $317k 1.8k 177.39
Tidal Trust I SP FDS S&P 500 (SPUS) 0.1 $317k 7.2k 44.36
S&p Global (SPGI) 0.1 $314k 595.00 527.29
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $304k 1.6k 195.42
Ishares Tr Morningstar Valu (ILCV) 0.1 $301k 3.6k 83.39
Microsoft Corporation (MSFT) 0.1 $290k 582.00 497.46
Ge Vernova (GEV) 0.1 $288k 544.00 529.15
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $280k 1.0k 279.83
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $278k 2.8k 99.20
Philip Morris International (PM) 0.1 $273k 1.5k 182.13
Ishares Tr Select Us Reit (ICF) 0.1 $272k 4.4k 61.16
McDonald's Corporation (MCD) 0.1 $258k 883.00 292.17
Eli Lilly & Co. (LLY) 0.1 $253k 325.00 779.53
Listed Fds Tr Wahed Dow Jones (UMMA) 0.1 $247k 9.3k 26.64
Intuitive Surgical Com New (ISRG) 0.1 $238k 438.00 543.41
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $217k 2.0k 109.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $217k 2.4k 91.97
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $216k 2.5k 86.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $202k 356.00 568.03
Travelers Companies (TRV) 0.1 $202k 755.00 267.54