Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 19, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 75
- +1 vs. Q3 2023
- Portfolio value
- $264.3M
- +$20.5M (+8.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 644,521 | $36.4M | 13.8% | −16,233−2.5% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 622,383 | $23.0M | 8.7% | +15,710+2.6% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 478,105 | $22.7M | 8.6% | −27,892−5.5% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 342,464 | $17.6M | 6.6% | +6,333+1.9% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 343,937 | $16.7M | 6.3% | −16,495−4.6% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 205,523 | $15.1M | 5.7% | +5,425+2.7% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,762 | $10.7M | 4.1% | +1,143+0.8% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 135,601 | $10.2M | 3.9% | +5,709+4.4% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 440,260 | $9.12M | 3.4% | +304+0.1% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 161,629 | $7.64M | 2.9% | +4,355+2.8% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,436 | $7.17M | 2.7% | +2,519+5.9% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 77,474 | $6.43M | 2.4% | −3,210−4.0% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 89,214 | $6.25M | 2.4% | +1,094+1.2% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 152,058 | $6.25M | 2.4% | +7,642+5.3% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 176,795 | $6.17M | 2.3% | +6,401+3.8% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 218,024 | $5.40M | 2.0% | +9,308+4.5% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 190,475 | $5.15M | 1.9% | +1,883+1.0% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 51,793 | $3.99M | 1.5% | +26,454+104.4% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,774 | $2.38M | 0.9% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,945 | $2.36M | 0.9% | −206−4.0% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,752 | $2.25M | 0.9% | −110.0% | Reduced | – |
| AAPLApple Inc. | Stock | 11,956 | $2.20M | 0.8% | +369+3.2% | Added | History |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,708 | $2.11M | 0.8% | −241−0.8% | Reduced | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 28,369 | $1.83M | 0.7% | −2,689−8.7% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.82M | 0.7% | 00.0% | Unchanged | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 21,085 | $1.43M | 0.5% | −1,139−5.1% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,210 | $1.42M | 0.5% | −2,310−10.3% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,770 | $1.31M | 0.5% | −170−1.1% | Reduced | – |
| iShares Tr464287374 | NORTH AMERN NAT | 31,732 | $1.29M | 0.5% | +2,374+8.1% | Added | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.27M | 0.5% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,820 | $1.24M | 0.5% | −367−2.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,216 | $1.24M | 0.5% | −21−0.4% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 7,895 | $1.20M | 0.5% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18,169 | $1.13M | 0.4% | −935−4.9% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 10,560 | $1.06M | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,873 | $1.02M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 13,256 | $1.01M | 0.4% | +13,256 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,083 | $990.1K | 0.4% | −10.0% | Reduced | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,765 | $965.3K | 0.4% | −2,516−22.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $850.7K | 0.3% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,166 | $799.9K | 0.3% | −20.0% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $765.5K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,530 | $701.2K | 0.3% | −409−13.9% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 15,592 | $686.0K | 0.3% | −2,509−13.9% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 9,357 | $646.1K | 0.2% | −1,609−14.7% | Reduced | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,536 | $623.8K | 0.2% | −1,219−10.4% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,627 | $605.7K | 0.2% | −913−12.1% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 907 | $598.8K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288562 | RESIDENTIAL MULT | 7,594 | $558.3K | 0.2% | −1,450−16.0% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,073 | $549.1K | 0.2% | −820−13.9% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,168 | $520.1K | 0.2% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 1,379 | $518.6K | 0.2% | +1,379 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,004 | $506.0K | 0.2% | −460−4.4% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,687 | $502.2K | 0.2% | −868−11.5% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,655 | $485.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $483.4K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,179 | $475.3K | 0.2% | −16−0.7% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,999 | $474.7K | 0.2% | −366−5.0% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 10,798 | $455.9K | 0.2% | +223+2.1% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $402.3K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,369 | $394.3K | 0.1% | −702−9.9% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,427 | $392.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,456 | $380.2K | 0.1% | −1,914−16.8% | Reduced | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,138 | $362.8K | 0.1% | −976−16.0% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $339.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,271 | $324.6K | 0.1% | −13−0.4% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,072 | $317.9K | 0.1% | +1+0.1% | Added | History |
| VVisa Inc. | Stock | 1,200 | $312.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,976 | $292.2K | 0.1% | −827−14.3% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,569 | $272.8K | 0.1% | −355−18.5% | Reduced | – |
| SPGIS&P Global Inc. | Stock | 595 | $262.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 2,235 | $262.0K | 0.1% | −373−14.3% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,760 | $248.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,131 | $241.3K | 0.1% | −11−1.0% | Reduced | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $217.7K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.