Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 24, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 74
- +4 vs. Q4 2022
- Portfolio value
- $236.2M
- +$19.2M (+8.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 694,729 | $33.6M | 14.2% | −30,309−4.2% | Reduced | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 474,111 | $22.4M | 9.5% | +29,080+6.5% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 589,297 | $20.5M | 8.7% | −4,984−0.8% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 341,660 | $16.7M | 7.1% | +8,683+2.6% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 293,825 | $14.8M | 6.3% | +30,061+11.4% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 146,486 | $10.8M | 4.6% | +37,982+35.0% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 130,520 | $9.55M | 4.0% | −4,869−3.6% | Reduced | – |
| Schwab U.S. REIT ETF808524847 | ETF | 395,056 | $7.70M | 3.3% | +10,479+2.7% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 102,397 | $6.95M | 2.9% | −396−0.4% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 147,372 | $6.18M | 2.6% | +2,739+1.9% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 87,727 | $5.72M | 2.4% | +10,517+13.6% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 163,477 | $5.51M | 2.3% | +590.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 133,926 | $5.41M | 2.3% | +3,619+2.8% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 82,227 | $5.39M | 2.3% | +7,577+10.2% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 34,920 | $5.05M | 2.1% | +4,657+15.4% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 199,638 | $4.90M | 2.1% | +6,607+3.4% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 182,484 | $4.70M | 2.0% | −1,001−0.5% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 73,460 | $3.45M | 1.5% | +5,580+8.2% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,057 | $2.49M | 1.1% | +456+8.1% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,452 | $2.38M | 1.0% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 12,430 | $2.05M | 0.9% | +2,707+27.8% | Added | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,807 | $1.97M | 0.8% | +1,275+4.6% | Added | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 32,559 | $1.87M | 0.8% | −939−2.8% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.86M | 0.8% | 00.0% | Unchanged | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 27,068 | $1.79M | 0.8% | +1,094+4.2% | Added | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 19,996 | $1.74M | 0.7% | +1,396+7.5% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,348 | $1.49M | 0.6% | +352+1.6% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 23,074 | $1.43M | 0.6% | −5,878−20.3% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 12,780 | $1.40M | 0.6% | +12,780 | New | History |
| UNPUnion Pacific Corp | Stock | 6,468 | $1.30M | 0.6% | +6,468 | New | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,240 | $1.24M | 0.5% | −18−0.2% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19,336 | $1.15M | 0.5% | −443−2.2% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 14,376 | $1.10M | 0.5% | +431+3.1% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,242 | $1.07M | 0.5% | −87−1.6% | Reduced | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,017 | $1.03M | 0.4% | +1,011+7.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,170 | $888.4K | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,871 | $886.5K | 0.4% | −2−0.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 8,000 | $826.3K | 0.3% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,415 | $782.3K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $763.8K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287374 | NORTH AMERN NAT | 19,177 | $751.2K | 0.3% | −906−4.5% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 18,732 | $730.2K | 0.3% | −562−2.9% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 11,432 | $727.0K | 0.3% | +433+3.9% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,701 | $675.7K | 0.3% | −197−6.8% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 9,244 | $652.8K | 0.3% | −931−9.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 6,170 | $640.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288703 | MRNING SM CP ETF | 11,785 | $614.8K | 0.3% | −3,409−22.4% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,171 | $608.8K | 0.3% | +258+3.7% | Added | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,606 | $592.4K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,923 | $572.7K | 0.2% | −193−3.2% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 9,876 | $546.7K | 0.2% | −490−4.7% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,520 | $544.3K | 0.2% | −21−0.2% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,459 | $505.8K | 0.2% | −1,497−13.7% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,121 | $493.8K | 0.2% | +598+6.3% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $491.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,074 | $476.5K | 0.2% | −51−0.4% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 882 | $438.3K | 0.2% | +882 | New | History |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $433.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288125 | 3YRTB ETF | 5,953 | $418.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,217 | $414.2K | 0.2% | −307−12.2% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,814 | $405.5K | 0.2% | +412+6.4% | Added | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 6,120 | $391.1K | 0.2% | −1,714−21.9% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,271 | $355.4K | 0.2% | +388+43.9% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,299 | $328.7K | 0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $325.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,803 | $322.3K | 0.1% | −270−4.4% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 2,673 | $313.2K | 0.1% | −469−14.9% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,959 | $297.3K | 0.1% | −16−0.8% | Reduced | – |
| VVisa Inc. | Stock | 1,200 | $270.6K | 0.1% | 00.0% | Unchanged | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,676 | $235.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,163 | $220.5K | 0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 1,299 | $211.9K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $209.2K | 0.1% | 00.0% | Unchanged | – |
| SPGIS&P Global Inc. | Stock | 595 | $205.1K | 0.1% | +595 | New | History |