Courage Miller Partners

Courage Miller Partners as of Sept. 30, 2025

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 85 positions in its portfolio as reported in the September 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) 14.2 $48M 1.8M 26.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.0 $30M 1.3M 23.26
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.1 $27M 550k 48.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.9 $23M 433k 53.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.8 $20M 798k 24.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.6 $19M 251k 74.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.1 $14M 463k 29.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $13M 471k 27.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.4 $11M 59k 189.60
Schwab Strategic Tr Us Reit Etf (SCHH) 3.3 $11M 514k 21.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $11M 375k 27.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.7 $9.2M 288k 31.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $8.6M 159k 54.10
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $8.0M 275k 29.09
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.4 $7.9M 174k 45.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $7.2M 217k 33.31
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.0 $6.8M 195k 34.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $4.3M 54k 78.91
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.0M 4.5k 669.37
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.9 $2.8M 31k 91.48
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.7M 50k 54.09
Ishares Tr North Amern Nat (IGE) 0.8 $2.7M 54k 48.98
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.8 $2.6M 31k 83.33
Apple (AAPL) 0.7 $2.2M 8.7k 254.64
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $1.9M 23k 82.69
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.8M 21k 87.31
Amazon (AMZN) 0.5 $1.7M 7.9k 219.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 5.2k 328.19
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $1.6M 18k 88.47
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.6M 20k 80.25
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.5 $1.5M 16k 94.20
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.5M 6.1k 243.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.4M 2.1k 666.18
Union Pacific Corporation (UNP) 0.4 $1.2M 5.2k 236.37
Ishares Tr Core Msci Total (IXUS) 0.4 $1.2M 15k 79.20
Exxon Mobil Corporation (XOM) 0.4 $1.2M 11k 112.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $992k 7.0k 140.95
Ishares Tr Short Treas Bd (SHV) 0.3 $991k 9.0k 110.49
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $957k 12k 78.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $884k 14k 65.26
Costco Wholesale Corporation (COST) 0.3 $840k 907.00 925.63
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $696k 16k 43.30
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $696k 7.2k 97.07
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $675k 7.7k 88.14
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $657k 4.8k 138.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $634k 5.2k 120.73
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $600k 11k 54.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $581k 1.2k 502.74
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $578k 8.7k 66.52
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $547k 10k 54.18
Ishares Tr Morningstar Grwt (ILCG) 0.2 $543k 5.2k 104.30
Ishares Tr Residential Mult (REZ) 0.2 $542k 6.4k 84.97
Ishares Core Msci Emkt (IEMG) 0.2 $526k 8.0k 65.92
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $518k 4.4k 118.82
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $502k 6.5k 76.72
Ishares Tr Tips Bd Etf (TIP) 0.1 $493k 4.4k 111.22
Alphabet Cap Stk Cl C (GOOG) 0.1 $436k 1.8k 243.55
Visa Com Cl A (V) 0.1 $410k 1.2k 341.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $403k 8.2k 49.46
Ishares Tr Select Divid Etf (DVY) 0.1 $397k 2.8k 142.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $388k 17k 23.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $381k 5.3k 71.34
Tidal Trust I SP FDS S&P 500 (SPUS) 0.1 $381k 7.7k 49.41
Vanguard Index Fds Large Cap Etf (VV) 0.1 $375k 1.2k 307.86
Ishares Tr Ultra Short Dur (ICSH) 0.1 $373k 7.3k 50.75
Vanguard Index Fds Small Cp Etf (VB) 0.1 $355k 1.4k 254.28
Ge Vernova (GEV) 0.1 $335k 544.00 614.90
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $334k 6.3k 53.40
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $320k 1.5k 206.51
Microsoft Corporation (MSFT) 0.1 $302k 583.00 517.64
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $293k 998.00 293.74
Ishares Tr Morningstar Valu (ILCV) 0.1 $290k 3.2k 90.02
S&p Global (SPGI) 0.1 $290k 595.00 486.71
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $281k 2.8k 100.25
Ishares Tr Select Us Reit (ICF) 0.1 $274k 4.4k 61.62
McDonald's Corporation (MCD) 0.1 $268k 883.00 303.89
Listed Fds Tr Wahed Dow Jones (UMMA) 0.1 $261k 9.5k 27.56
Eli Lilly & Co. (LLY) 0.1 $248k 325.00 763.00
Philip Morris International (PM) 0.1 $243k 1.5k 162.20
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $239k 2.0k 120.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $227k 2.4k 96.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $227k 370.00 612.38
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $222k 2.5k 88.62
Travelers Companies (TRV) 0.1 $211k 755.00 279.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $208k 8.1k 25.71