Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 28, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 84
- 0 vs. Q1 2021
- Portfolio value
- $244.7M
- +$14.4M (+6.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 380,396 | $39.5M | 16.2% | −1,434−0.4% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 539,307 | $21.3M | 8.7% | +4,338+0.8% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 357,262 | $18.3M | 7.5% | +28,340+8.6% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 277,262 | $14.2M | 5.8% | +14,292+5.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 138,262 | $10.5M | 4.3% | +414+0.3% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 185,762 | $8.51M | 3.5% | +1,727+0.9% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 100,215 | $7.84M | 3.2% | +51+0.1% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 65,766 | $6.85M | 2.8% | +607+0.9% | Added | – |
| Claymore Guggenheim BulletShares 2022 Corp Bd ETF18383M258 | ETF | 309,710 | $6.69M | 2.7% | +16,635+5.7% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 149,492 | $6.22M | 2.5% | +916+0.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,461 | $6.22M | 2.5% | +1,656+1.5% | Added | – |
| Powershares BulletShares 2021 Corporate Bond EFT73939W706 | ETF | 285,636 | $6.03M | 2.5% | −6,767−2.3% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 173,464 | $5.70M | 2.3% | +1,569+0.9% | Added | – |
| ETFS Physical Precious Metals Basket26922W109 | CEF | 58,878 | $5.68M | 2.3% | +362+0.6% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 186,308 | $5.63M | 2.3% | +756+0.4% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 80,614 | $4.42M | 1.8% | +13,836+20.7% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 29,937 | $4.37M | 1.8% | +210+0.7% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 61,430 | $4.20M | 1.7% | +458+0.8% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 61,540 | $3.36M | 1.4% | −5,317−8.0% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,147 | $3.07M | 1.3% | +130+1.9% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 49,881 | $3.02M | 1.2% | −791−1.6% | Reduced | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 42,443 | $2.92M | 1.2% | −475−1.1% | ReducedConverted for a 6-for-1 split | – |
| Guggenheim S&P 500 Equal Weight Energy ETF78355W866 | ETF | 49,806 | $2.26M | 0.9% | +56+0.1% | Added | – |
| Guggenheim S&P 500 Equal Weight Materials ETF78355W825 | ETF | 13,672 | $2.25M | 0.9% | −69−0.5% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 14,785 | $2.23M | 0.9% | +2,735+22.7% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 33,950 | $2.18M | 0.9% | −514−1.5% | ReducedConverted for a 3-for-1 split | – |
| iShares Tips Bond ETF464287176 | ETF | 16,915 | $2.17M | 0.9% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 22,255 | $1.73M | 0.7% | +97+0.4% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 22,802 | $1.54M | 0.6% | +123+0.5% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,022 | $1.50M | 0.6% | +1,457+7.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 416 | $1.43M | 0.6% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,197 | $1.38M | 0.6% | 00.0% | Unchanged | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 15,828 | $1.32M | 0.5% | −505−3.1% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 22,907 | $1.19M | 0.5% | −361−1.6% | ReducedConverted for a 6-for-1 split | – |
| iShares Tr464288703 | MRNING SM CP ETF | 18,863 | $1.11M | 0.5% | −397−2.1% | ReducedConverted for a 3-for-1 split | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,506 | $1.10M | 0.5% | −71−1.3% | Reduced | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 12,350 | $1.10M | 0.4% | +37+0.3% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,433 | $1.04M | 0.4% | +1,371+17.0% | Added | – |
| AAPLApple Inc. | Stock | 7,520 | $1.03M | 0.4% | 00.0% | Unchanged | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 11,499 | $986.0K | 0.4% | +78+0.7% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,591 | $960.0K | 0.4% | +11+0.1% | Added | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 14,245 | $923.0K | 0.4% | −170−1.2% | ReducedConverted for a 5-for-1 split | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,134 | $913.0K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,698 | $868.0K | 0.4% | −487−3.4% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,113 | $837.0K | 0.3% | +126+4.2% | Added | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 12,315 | $805.0K | 0.3% | −110−0.9% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,871 | $798.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,573 | $793.0K | 0.3% | −50−0.7% | Reduced | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 8,243 | $757.0K | 0.3% | +1,318+19.0% | Added | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 13,535 | $745.0K | 0.3% | −10−0.1% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,428 | $725.0K | 0.3% | +479+4.8% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,100 | $718.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287374 | NORTH AMERN NAT | 23,507 | $715.0K | 0.3% | −247−1.0% | Reduced | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 10,842 | $700.0K | 0.3% | −172−1.6% | ReducedConverted for a 2-for-1 split | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,725 | $686.0K | 0.3% | +411+6.5% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,985 | $676.0K | 0.3% | +242+4.2% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,754 | $664.0K | 0.3% | −483−7.7% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,610 | $626.0K | 0.3% | +240+2.9% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,077 | $611.0K | 0.2% | +481+4.5% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $572.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 4,284 | $500.0K | 0.2% | +273+6.8% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 8,491 | $483.0K | 0.2% | −1,061−11.1% | Reduced | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 19,011 | $483.0K | 0.2% | +1,531+8.8% | Added | – |
| iShares Tr464288125 | 3YRTB ETF | 5,808 | $477.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,164 | $457.0K | 0.2% | +328+5.6% | Added | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,900 | $450.0K | 0.2% | 00.0% | Unchanged | – |
| iShares iBonds Dec 2021 Term Corporate ETF46343VBK5 | ETF | 16,848 | $417.0K | 0.2% | +389+2.4% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,526 | $370.0K | 0.2% | +329+6.3% | Added | – |
| Market Vectors Etf TRUST57060U100 | COM | 10,450 | $355.0K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 1,280 | $299.0K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,712 | $284.0K | 0.1% | 00.0% | Unchanged | History |
| Powershares BulletShares 2023 Corporate Bond EFT73939W862 | ETF | 12,302 | $267.0K | 0.1% | −4,967−28.8% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,174 | $252.0K | 0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 98 | $246.0K | 0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 595 | $244.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,085 | $244.0K | 0.1% | +34+3.2% | Added | – |
| DISWalt Disney Co | Stock | 1,376 | $242.0K | 0.1% | 00.0% | Unchanged | History |
| Powershares QQQ Trust73935A104 | COM | 682 | $242.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,567 | $231.0K | 0.1% | +149+10.5% | Added | – |
| GOOGLAlphabet Inc. | Stock | 94 | $230.0K | 0.1% | +94 | New | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,370 | $220.0K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 918 | $212.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $209.0K | 0.1% | +2,510 | New | – |
| VGZVista Gold Corp | COM NEW | 85,000 | $105.0K | <0.1% | −15,000−15.0% | Reduced | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.