Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 26, 2021. Long positions only.
- Positions
- 84
- No 13F data for Q4 2020
- Portfolio value
- $230.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 381,830 | $36.7M | 15.9% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 534,969 | $20.1M | 8.7% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 328,922 | $16.9M | 7.3% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 262,970 | $13.5M | 5.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 137,848 | $10.1M | 4.4% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 184,035 | $7.56M | 3.3% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 100,164 | $7.46M | 3.2% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 65,159 | $6.49M | 2.8% | – | – | – |
| Claymore Guggenheim BulletShares 2022 Corp Bd ETF18383M258 | ETF | 293,075 | $6.34M | 2.8% | – | – | – |
| Powershares BulletShares 2021 Corporate Bond EFT73939W706 | ETF | 292,403 | $6.18M | 2.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 112,805 | $5.87M | 2.6% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 148,576 | $5.86M | 2.5% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 171,895 | $5.46M | 2.4% | – | – | – |
| ETFS Physical Precious Metals Basket26922W109 | CEF | 58,516 | $5.42M | 2.4% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 185,552 | $5.36M | 2.3% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 60,972 | $3.98M | 1.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 29,727 | $3.86M | 1.7% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 66,778 | $3.65M | 1.6% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 66,857 | $3.61M | 1.6% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 50,672 | $3.00M | 1.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,017 | $2.79M | 1.2% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 7,153 | $2.71M | 1.2% | – | – | – |
| Guggenheim S&P 500 Equal Weight Materials ETF78355W825 | ETF | 13,741 | $2.14M | 0.9% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 16,915 | $2.12M | 0.9% | – | – | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 11,488 | $2.12M | 0.9% | – | – | – |
| Guggenheim S&P 500 Equal Weight Energy ETF78355W866 | ETF | 49,750 | $2.00M | 0.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,050 | $1.71M | 0.7% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 22,158 | $1.66M | 0.7% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 22,679 | $1.48M | 0.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,565 | $1.34M | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 416 | $1.29M | 0.6% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,197 | $1.28M | 0.6% | – | – | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 16,333 | $1.21M | 0.5% | – | – | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 3,878 | $1.17M | 0.5% | – | – | – |
| iShares Tr464288703 | MRNING SM CP ETF | 6,420 | $1.08M | 0.5% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 12,313 | $1.06M | 0.5% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,577 | $1.03M | 0.4% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 11,421 | $936.0K | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 7,520 | $919.0K | 0.4% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 13,580 | $909.0K | 0.4% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,062 | $891.0K | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,185 | $861.0K | 0.4% | – | – | – |
| Townebank Portsmouth Va89214P109 | COM | 28,152 | $856.0K | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,134 | $846.0K | 0.4% | – | – | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,883 | $832.0K | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,987 | $777.0K | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,623 | $771.0K | 0.3% | – | – | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 13,545 | $743.0K | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,871 | $733.0K | 0.3% | – | – | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 12,425 | $718.0K | 0.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,237 | $710.0K | 0.3% | – | – | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,507 | $676.0K | 0.3% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,100 | $676.0K | 0.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,949 | $662.0K | 0.3% | – | – | – |
| iShares Tr464287374 | NORTH AMERN NAT | 23,754 | $655.0K | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,743 | $623.0K | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 6,925 | $617.0K | 0.3% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,314 | $580.0K | 0.3% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $567.0K | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,596 | $565.0K | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,370 | $545.0K | 0.2% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,552 | $539.0K | 0.2% | – | – | – |
| iShares Tr464288125 | 3YRTB ETF | 5,808 | $474.0K | 0.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 4,011 | $458.0K | 0.2% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,900 | $450.0K | 0.2% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 17,480 | $445.0K | 0.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,836 | $419.0K | 0.2% | – | – | – |
| iShares iBonds Dec 2021 Term Corporate ETF46343VBK5 | ETF | 16,459 | $409.0K | 0.2% | – | – | – |
| Powershares BulletShares 2023 Corporate Bond EFT73939W862 | ETF | 17,269 | $376.0K | 0.2% | – | – | – |
| Market Vectors Etf TRUST57060U100 | COM | 10,450 | $340.0K | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,197 | $334.0K | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,712 | $274.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 1,280 | $271.0K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,376 | $254.0K | 0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 3,174 | $235.0K | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,051 | $225.0K | 0.1% | – | – | – |
| Powershares QQQ Trust73935A104 | COM | 682 | $218.0K | 0.1% | – | – | – |
| SPGIS&P Global Inc. | Stock | 595 | $210.0K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,370 | $208.0K | 0.1% | – | – | – |
| BABoeing Co | Stock | 814 | $207.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 918 | $206.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 98 | $203.0K | 0.1% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,418 | $200.0K | 0.1% | – | – | – |
| VGZVista Gold Corp | COM NEW | 100,000 | $106.0K | <0.1% | – | – | History |