Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 16, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 74
- −2 vs. Q2 2023
- Portfolio value
- $243.8M
- +$3.78M (+1.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 660,754 | $33.4M | 13.7% | −2,437−0.4% | Reduced | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 505,997 | $23.5M | 9.6% | +32,648+6.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 606,673 | $20.6M | 8.4% | +29,172+5.1% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 360,432 | $17.3M | 7.1% | +18,262+5.3% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 336,131 | $16.7M | 6.9% | +39,090+13.2% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 200,098 | $14.0M | 5.7% | +51,205+34.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 139,619 | $9.88M | 4.1% | +6,962+5.2% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 129,892 | $8.79M | 3.6% | +28,586+28.2% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 439,956 | $7.81M | 3.2% | +38,674+9.6% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 157,274 | $6.51M | 2.7% | +8,228+5.5% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 42,917 | $6.08M | 2.5% | +6,852+19.0% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 80,684 | $5.87M | 2.4% | +2,215+2.8% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 88,120 | $5.68M | 2.3% | +5,815+7.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 144,416 | $5.66M | 2.3% | +11,129+8.3% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 170,394 | $5.50M | 2.3% | +7,984+4.9% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 208,716 | $5.00M | 2.0% | +10,702+5.4% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 188,592 | $4.69M | 1.9% | +9,714+5.4% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,774 | $2.23M | 0.9% | −678−1.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,151 | $2.21M | 0.9% | −56−1.1% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,763 | $2.06M | 0.8% | +1,155+4.0% | Added | – |
| AAPLApple Inc. | Stock | 11,587 | $2.01M | 0.8% | −285−2.4% | Reduced | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 25,339 | $1.90M | 0.8% | +25,339 | New | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,949 | $1.88M | 0.8% | +1,524+5.6% | Added | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 31,058 | $1.77M | 0.7% | −728−2.3% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.75M | 0.7% | −53−0.3% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,520 | $1.45M | 0.6% | +208+0.9% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 22,224 | $1.35M | 0.6% | −224−1.0% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,281 | $1.25M | 0.5% | +69+0.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 10,560 | $1.24M | 0.5% | 00.0% | Unchanged | History |
| iShares Tr464287374 | NORTH AMERN NAT | 29,358 | $1.22M | 0.5% | +5,544+23.3% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,940 | $1.15M | 0.5% | +1,180+8.0% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,187 | $1.11M | 0.5% | +939+6.6% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,237 | $1.11M | 0.5% | +10.0% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19,104 | $1.10M | 0.4% | −208−1.1% | Reduced | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.06M | 0.4% | −1,280−19.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,873 | $1.01M | 0.4% | +10+0.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 7,895 | $1.00M | 0.4% | −80−1.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,084 | $890.9K | 0.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,090 | $796.9K | 0.3% | −53−0.9% | Reduced | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $765.8K | 0.3% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,168 | $740.6K | 0.3% | −247−3.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,939 | $732.8K | 0.3% | +242+9.0% | Added | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 18,101 | $701.6K | 0.3% | −410−2.2% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 10,966 | $696.2K | 0.3% | −269−2.4% | Reduced | – |
| iShares Tr464288703 | MRNING SM CP ETF | 11,755 | $608.7K | 0.2% | −17−0.1% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 9,044 | $596.5K | 0.2% | −200−2.2% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,540 | $589.1K | 0.2% | +273+3.8% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,893 | $555.9K | 0.2% | −322−5.2% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,555 | $516.9K | 0.2% | −188−2.4% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 907 | $512.5K | 0.2% | 00.0% | Unchanged | History |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,168 | $509.3K | 0.2% | −943−8.5% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,464 | $498.0K | 0.2% | +318+3.1% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,655 | $448.9K | 0.2% | −74−0.8% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 7,365 | $439.3K | 0.2% | −12−0.2% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $438.8K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 10,575 | $433.9K | 0.2% | +10,575 | New | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,370 | $431.5K | 0.2% | −537−4.5% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,195 | $429.5K | 0.2% | −50−2.2% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,071 | $399.3K | 0.2% | +247+3.6% | Added | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 6,114 | $396.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $389.8K | 0.2% | +8,150 | New | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,427 | $372.7K | 0.2% | −65,034−88.5% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,284 | $308.8K | 0.1% | −81−2.4% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $304.3K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,924 | $296.0K | 0.1% | −34−1.7% | Reduced | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,803 | $291.1K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,071 | $282.1K | 0.1% | −200−15.7% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 2,608 | $280.7K | 0.1% | −56−2.1% | Reduced | – |
| VVisa Inc. | Stock | 1,200 | $276.0K | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,760 | $232.1K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,299 | $219.0K | 0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 595 | $217.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,142 | $215.9K | 0.1% | −21−1.8% | Reduced | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $206.9K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2023 (5)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 21,480 | $1.95M | 0.8% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,501 | $488.0K | 0.2% | – |
| iShares Tr464288125 | 3YRTB ETF | 5,953 | $412.2K | 0.2% | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,676 | $230.4K | 0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 933 | $205.4K | 0.1% | – |