Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 18, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 70
- −6 vs. Q1 2022
- Portfolio value
- $210.6M
- −$41.2M (−16.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 731,027 | $32.6M | 15.5% | +2,792+0.4% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 461,490 | $21.9M | 10.4% | −467−0.1% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 424,499 | $20.9M | 9.9% | −1,531−0.4% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 570,966 | $18.0M | 8.5% | +5,065+0.9% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 254,773 | $12.9M | 6.1% | −254,781−50.0% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 136,685 | $9.79M | 4.6% | −241−0.2% | Reduced | – |
| Schwab U.S. REIT ETF808524847 | ETF | 372,585 | $7.86M | 3.7% | +1,695+0.5% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 101,807 | $6.39M | 3.0% | +737+0.7% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 138,958 | $5.42M | 2.6% | +783+0.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 124,372 | $5.18M | 2.5% | +1,460+1.2% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 191,218 | $4.85M | 2.3% | +1,353+0.7% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 153,329 | $4.79M | 2.3% | +2,108+1.4% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 190,087 | $4.52M | 2.1% | −1,226−0.6% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 69,840 | $4.36M | 2.1% | +2,279+3.4% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 69,903 | $4.05M | 1.9% | +5,306+8.2% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 24,943 | $3.35M | 1.6% | +2,587+11.6% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 63,933 | $3.06M | 1.5% | +219+0.3% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,554 | $2.38M | 1.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,831 | $2.21M | 1.0% | −340−5.5% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.92M | 0.9% | 00.0% | Unchanged | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 35,448 | $1.84M | 0.9% | 00.0% | Unchanged | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 30,935 | $1.84M | 0.9% | −153−0.5% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 26,633 | $1.62M | 0.8% | +1,018+4.0% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 24,813 | $1.50M | 0.7% | +572+2.4% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,370 | $1.36M | 0.6% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,848 | $1.29M | 0.6% | +115+0.5% | Added | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 14,358 | $1.12M | 0.5% | +1,262+9.6% | Added | – |
| AAPLApple Inc. | Stock | 7,834 | $1.07M | 0.5% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,328 | $1.00M | 0.5% | −595−10.0% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 12,978 | $940.0K | 0.4% | +315+2.5% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 12,536 | $884.0K | 0.4% | −996−7.4% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 10,873 | $870.0K | 0.4% | −11−0.1% | Reduced | – |
| iShares Tr464288703 | MRNING SM CP ETF | 16,702 | $840.0K | 0.4% | −70.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 7,820 | $831.0K | 0.4% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,170 | $819.0K | 0.4% | +6+0.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,853 | $779.0K | 0.4% | −16−0.6% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,440 | $757.0K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 20,325 | $718.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,917 | $705.0K | 0.3% | +1,010+8.5% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 11,698 | $701.0K | 0.3% | −2,007−14.6% | Reduced | – |
| iShares Tr464287374 | NORTH AMERN NAT | 19,149 | $689.0K | 0.3% | −30−0.2% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,948 | $667.0K | 0.3% | +11+0.4% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,906 | $645.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 25,613 | $641.0K | 0.3% | −74−0.3% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,732 | $613.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,579 | $608.0K | 0.3% | +74+1.1% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,100 | $596.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 11,743 | $588.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,785 | $532.0K | 0.3% | +18+0.3% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,740 | $527.0K | 0.3% | +381+4.6% | Added | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 8,670 | $524.0K | 0.2% | −8−0.1% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,425 | $498.0K | 0.2% | −33−0.3% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $479.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,760 | $476.0K | 0.2% | −493−15.2% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,900 | $445.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288125 | 3YRTB ETF | 5,808 | $404.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,559 | $399.0K | 0.2% | −766−10.5% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 3,374 | $397.0K | 0.2% | −777−18.7% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,380 | $348.0K | 0.2% | +10.0% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,128 | $301.0K | 0.1% | +11+0.2% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,955 | $300.0K | 0.1% | −753−20.3% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $299.0K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 2,049 | $282.0K | 0.1% | +85+4.3% | Added | – |
| VVisa Inc. | Stock | 1,200 | $236.0K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 104 | $227.0K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 883 | $218.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,093 | $211.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,174 | $205.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $204.0K | 0.1% | 00.0% | Unchanged | – |
| SPGIS&P Global Inc. | Stock | 595 | $201.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (6)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,348 | $286.0K | 0.1% | – |
| GOOGAlphabet Inc. | Stock | 88 | $246.0K | 0.1% | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,370 | $234.0K | 0.1% | – |
| COSTCostco Wholesale Corp | Stock | 382 | $220.0K | 0.1% | History |
| CVXChevron Corp | Stock | 1,314 | $214.0K | 0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 726 | $202.0K | 0.1% | – |