Courage Miller Partners

Courage Miller Partners as of March 31, 2026

Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.6 $45M 1.7M 25.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.7 $31M 1.2M 24.75
Ishares Tr Core 1 5 Yr Usd (ISTB) 7.8 $28M 570k 48.46
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.6 $24M 447k 52.56
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.6 $20M 820k 24.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.3 $19M 253k 73.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $14M 469k 30.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.0 $14M 460k 30.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.3 $12M 61k 191.92
Schwab Strategic Tr Us Reit Etf (SCHH) 3.2 $11M 522k 21.49
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $11M 364k 29.08
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 2.8 $9.9M 45k 218.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $8.3M 154k 54.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.3 $8.3M 271k 30.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $8.0M 276k 29.13
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.2 $7.9M 169k 46.74
Spdr Index Shs Fds State Street Spd (CWI) 1.9 $6.9M 189k 36.59
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.9 $6.9M 209k 32.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $4.3M 55k 78.41
Ishares Tr North Amern Nat (IGE) 1.0 $3.5M 55k 62.94
Spdr Series Trust State Street Spd (MDYG) 0.8 $3.0M 31k 95.96
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.9M 4.4k 653.28
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $2.7M 51k 53.22
Spdr Series Trust State Street Spd (MDYV) 0.7 $2.6M 31k 85.15
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.7 $2.3M 21k 109.47
Apple (AAPL) 0.6 $2.1M 8.2k 253.80
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.6 $2.0M 51k 38.66
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.9M 21k 90.53
Exxon Mobil Corporation (XOM) 0.5 $1.8M 11k 169.66
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.5 $1.7M 22k 78.77
Spdr Series Trust State Street Spd (SLYV) 0.5 $1.7M 18k 94.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 5.2k 320.83
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.7M 5.7k 287.54
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.4 $1.6M 19k 84.79
Spdr Series Trust State Street Spd (SLYG) 0.4 $1.5M 16k 96.62
Ishares Tr Trust Ishare 0-1 (SHV) 0.4 $1.4M 13k 110.39
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.4M 3.2k 430.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.4M 2.1k 650.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.7k 479.20
Amazon (AMZN) 0.4 $1.3M 6.3k 208.27
Union Pacific Corporation (UNP) 0.4 $1.3M 5.2k 242.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.1M 7.2k 148.10
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $959k 11k 91.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $943k 12k 77.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $930k 14k 67.53
Costco Wholesale Corporation (COST) 0.3 $907k 910.00 996.66
Ishares Tr Core Msci Total (IXUS) 0.2 $762k 8.8k 86.64
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $722k 7.6k 94.55
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $707k 17k 42.31
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $668k 7.5k 88.49
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $657k 4.8k 138.37
Ge Aerospace Com New (GE) 0.2 $618k 2.2k 283.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $583k 1.0k 577.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $581k 5.1k 113.12
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $546k 10k 54.11
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $540k 7.8k 69.51
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $538k 4.3k 124.30
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $532k 9.7k 54.80
Ishares Tr Residential Mult (REZ) 0.1 $525k 6.3k 83.21
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $516k 6.6k 78.41
Ishares Core Msci Emkt (IEMG) 0.1 $495k 7.1k 69.75
Ishares Tr Morningstar Grwt (ILCG) 0.1 $495k 5.2k 95.48
Ge Vernova (GEV) 0.1 $475k 544.00 872.90
Ishares Tr Tips Bd Etf (TIP) 0.1 $461k 4.2k 110.36
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $439k 9.1k 48.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $431k 5.6k 77.11
Ishares Tr Select Divid Etf (DVY) 0.1 $424k 2.8k 151.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $415k 1.4k 286.86
Tidal Trust I SP FDS S&P 500 (SPUS) 0.1 $391k 8.1k 48.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $390k 5.2k 75.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $382k 17k 23.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $382k 639.00 597.55
Ishares Tr Ultra Short Dur (ICSH) 0.1 $372k 7.3k 50.62
Vanguard Index Fds Small Cp Etf (VB) 0.1 $365k 1.4k 261.92
Vanguard Index Fds Large Cap Etf (VV) 0.1 $364k 1.2k 298.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $354k 6.2k 56.79
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $327k 1.5k 211.15
Ishares Tr Morningstar Valu (ILCV) 0.1 $299k 3.2k 93.14
Eli Lilly & Co. (LLY) 0.1 $299k 325.00 919.77
Listed Fds Tr Wahed Dow Jones (UMMA) 0.1 $297k 9.7k 30.65
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $287k 998.00 287.18
Visa Com Cl A (V) 0.1 $282k 932.00 302.24
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $279k 2.8k 99.27
Ishares Tr Select Us Reit (ICF) 0.1 $275k 4.4k 61.89
McDonald's Corporation (MCD) 0.1 $274k 883.00 310.79
Philip Morris International (PM) 0.1 $248k 1.5k 165.34
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $235k 2.5k 93.54
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.1 $235k 2.0k 118.23
Chevron Corporation (CVX) 0.1 $230k 1.1k 206.90
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $229k 2.4k 97.23
Travelers Companies (TRV) 0.1 $220k 755.00 291.68
Microsoft Corporation (MSFT) 0.1 $216k 584.00 370.25