Courage Miller Partners

Courage Miller Partners as of Dec. 31, 2025

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 84 positions in its portfolio as reported in the December 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) 14.1 $47M 1.7M 26.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.0 $30M 1.3M 24.04
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.1 $27M 552k 48.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.9 $23M 436k 52.88
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.8 $19M 795k 24.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.6 $19M 249k 74.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.2 $14M 459k 30.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $13M 478k 27.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.4 $11M 60k 191.56
Schwab Strategic Tr Us Reit Etf (SCHH) 3.3 $11M 522k 20.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $10M 364k 28.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.7 $8.9M 274k 32.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $8.2M 153k 53.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $8.1M 272k 29.61
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $7.7M 169k 45.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $6.8M 208k 32.75
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.0 $6.8M 189k 35.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $4.3M 55k 78.81
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.0M 4.4k 685.01
Spdr Series Trust State Street Spd (MDYG) 0.9 $2.8M 31k 92.43
Ishares Tr North Amern Nat (IGE) 0.8 $2.8M 56k 50.20
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.7M 51k 53.88
Spdr Series Trust State Street Spd (MDYV) 0.8 $2.6M 31k 84.65
Apple (AAPL) 0.6 $2.2M 7.9k 271.87
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.8M 21k 89.46
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.8M 5.7k 312.97
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.5 $1.8M 22k 79.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 5.2k 335.27
Spdr Series Trust State Street Spd (SLYV) 0.5 $1.6M 18k 90.97
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.5 $1.5M 19k 82.34
Spdr Series Trust State Street Spd (SLYG) 0.5 $1.5M 16k 94.19
Amazon (AMZN) 0.4 $1.4M 6.3k 230.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.4M 2.1k 681.92
Exxon Mobil Corporation (XOM) 0.4 $1.3M 11k 120.34
Union Pacific Corporation (UNP) 0.4 $1.2M 5.2k 231.32
Ishares Tr Core Msci Total (IXUS) 0.4 $1.2M 15k 81.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.0M 7.2k 143.52
Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $1.0M 9.2k 110.15
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $953k 12k 77.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $903k 14k 66.00
Costco Wholesale Corporation (COST) 0.2 $785k 910.00 862.54
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $705k 7.5k 93.88
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $703k 16k 42.87
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $683k 7.6k 89.56
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $672k 4.8k 141.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $637k 5.2k 123.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $581k 1.2k 502.65
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $541k 9.8k 55.46
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $541k 10k 53.66
Ishares Tr Morningstar Grwt (ILCG) 0.2 $539k 5.2k 104.04
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $536k 7.8k 68.50
Ishares Tr Residential Mult (REZ) 0.2 $523k 6.3k 82.64
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $521k 4.3k 120.17
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $507k 6.5k 77.53
Ishares Core Msci Emkt (IEMG) 0.1 $478k 7.1k 67.22
Ishares Tr Tips Bd Etf (TIP) 0.1 $459k 4.2k 109.91
Alphabet Cap Stk Cl C (GOOG) 0.1 $453k 1.4k 313.80
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $441k 9.1k 48.32
Tidal Trust I SP FDS S&P 500 (SPUS) 0.1 $415k 8.1k 51.07
Ishares Tr Select Divid Etf (DVY) 0.1 $395k 2.8k 141.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $388k 5.3k 73.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $385k 17k 23.37
Vanguard Index Fds Large Cap Etf (VV) 0.1 $384k 1.2k 314.80
Ishares Tr Ultra Short Dur (ICSH) 0.1 $372k 7.3k 50.58
Vanguard Index Fds Small Cp Etf (VB) 0.1 $360k 1.4k 257.95
Ge Vernova (GEV) 0.1 $356k 544.00 653.57
Eli Lilly & Co. (LLY) 0.1 $349k 325.00 1074.68
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $341k 6.2k 54.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $330k 526.00 627.13
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $328k 1.5k 212.07
Visa Com Cl A (V) 0.1 $327k 932.00 350.71
Ishares Tr Morningstar Valu (ILCV) 0.1 $303k 3.2k 94.36
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $290k 998.00 290.22
Listed Fds Tr Wahed Dow Jones (UMMA) 0.1 $287k 9.7k 29.61
Microsoft Corporation (MSFT) 0.1 $282k 583.00 483.89
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $280k 2.8k 99.88
McDonald's Corporation (MCD) 0.1 $270k 883.00 305.63
Ishares Tr Select Us Reit (ICF) 0.1 $265k 4.4k 59.67
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $245k 2.5k 97.40
Philip Morris International (PM) 0.1 $241k 1.5k 160.40
S&p Global (SPGI) 0.1 $239k 458.00 522.59
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $238k 2.0k 120.01
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $227k 2.4k 96.27
Travelers Companies (TRV) 0.1 $219k 755.00 290.06