Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 30, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 70
- +3 vs. Q3 2022
- Portfolio value
- $217.1M
- +$18.7M (+9.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 725,038 | $32.7M | 15.1% | +729+0.1% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 445,031 | $20.7M | 9.5% | −11,215−2.5% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 594,281 | $19.1M | 8.8% | +20,760+3.6% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 332,977 | $16.1M | 7.4% | −87,372−20.8% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 263,764 | $13.1M | 6.1% | −1,152−0.4% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 135,389 | $10.2M | 4.7% | +1,845+1.4% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 108,504 | $7.79M | 3.6% | +108,504 | New | – |
| Schwab U.S. REIT ETF808524847 | ETF | 384,577 | $7.42M | 3.4% | +15,103+4.1% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 102,793 | $6.74M | 3.1% | +1,672+1.7% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 144,633 | $5.86M | 2.7% | +5,803+4.2% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 163,418 | $5.14M | 2.4% | +7,172+4.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 130,307 | $5.08M | 2.3% | +5,616+4.5% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 74,650 | $4.93M | 2.3% | +3,040+4.2% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 193,031 | $4.57M | 2.1% | +2,724+1.4% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 183,485 | $4.41M | 2.0% | −4,333−2.3% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 77,210 | $4.29M | 2.0% | +5,447+7.6% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,263 | $4.27M | 2.0% | +4,401+17.0% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 67,880 | $3.10M | 1.4% | +3,633+5.7% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,452 | $2.30M | 1.1% | −102−0.2% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,601 | $2.15M | 1.0% | −237−4.1% | Reduced | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 33,498 | $1.80M | 0.8% | −1,190−3.4% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 27,532 | $1.80M | 0.8% | +549+2.0% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.80M | 0.8% | 00.0% | Unchanged | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 28,952 | $1.80M | 0.8% | −959−3.2% | Reduced | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 25,974 | $1.68M | 0.8% | +800+3.2% | Added | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 18,600 | $1.56M | 0.7% | +3,577+23.8% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,996 | $1.36M | 0.6% | −39−0.2% | Reduced | – |
| AAPLApple Inc. | Stock | 9,723 | $1.26M | 0.6% | +1,544+18.9% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,258 | $1.24M | 0.6% | −1,010−8.2% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19,779 | $1.10M | 0.5% | +3,652+22.6% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 13,945 | $1.03M | 0.5% | +506+3.8% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,329 | $1.02M | 0.5% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 13,006 | $939.6K | 0.4% | +431+3.4% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,873 | $887.5K | 0.4% | +20+0.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,170 | $829.9K | 0.4% | 00.0% | Unchanged | History |
| iShares Tr464287374 | NORTH AMERN NAT | 20,083 | $816.6K | 0.4% | +2,006+11.1% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,415 | $802.4K | 0.4% | −10−0.1% | Reduced | – |
| iShares Tr464288703 | MRNING SM CP ETF | 15,194 | $791.0K | 0.4% | −650−4.1% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $760.6K | 0.4% | +6,300+70.8% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,898 | $701.0K | 0.3% | −55−1.9% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 10,175 | $695.4K | 0.3% | −507−4.7% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 19,294 | $695.4K | 0.3% | −600−3.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 8,000 | $672.0K | 0.3% | +170+2.2% | Added | History |
| iShares Tr464289859 | CORE 80 20 ETF | 10,999 | $657.2K | 0.3% | −518−4.5% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,913 | $582.0K | 0.3% | +1,114+19.2% | Added | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,606 | $578.8K | 0.3% | −126−1.1% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,116 | $578.8K | 0.3% | −463−7.0% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,956 | $549.3K | 0.3% | −1,558−12.5% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 6,170 | $544.4K | 0.3% | +80+1.3% | Added | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 10,366 | $504.6K | 0.2% | −899−8.0% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,541 | $499.6K | 0.2% | −339−3.8% | Reduced | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 7,834 | $495.3K | 0.2% | −538−6.4% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $478.7K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,125 | $459.6K | 0.2% | −9−0.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,523 | $444.7K | 0.2% | +3,259+52.0% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,524 | $439.7K | 0.2% | −164−6.1% | Reduced | – |
| iShares Tr464288125 | 3YRTB ETF | 5,953 | $414.3K | 0.2% | +145+2.5% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $403.2K | 0.2% | −2,350−33.1% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 3,142 | $378.9K | 0.2% | −232−6.9% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,402 | $361.6K | 0.2% | −53−0.8% | Reduced | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,073 | $333.0K | 0.2% | −486−7.4% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,299 | $320.0K | 0.1% | +286+9.5% | Added | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $301.1K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,975 | $286.5K | 0.1% | −74−3.6% | Reduced | – |
| VVisa Inc. | Stock | 1,200 | $249.3K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,299 | $233.2K | 0.1% | +1,299 | New | History |
| MCDMcDonalds Corp | Stock | 883 | $232.7K | 0.1% | 00.0% | Unchanged | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,676 | $230.2K | 0.1% | +583+14.2% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,163 | $213.5K | 0.1% | +1,163 | New | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $213.0K | 0.1% | +2,510 | New | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 25,085 | $628.0K | 0.3% | – |