Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 16, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 85
- +10 vs. Q4 2023
- Portfolio value
- $289.2M
- +$24.9M (+9.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 637,475 | $39.6M | 13.7% | −7,046−1.1% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 627,975 | $24.5M | 8.5% | +5,592+0.9% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 482,389 | $22.9M | 7.9% | +4,284+0.9% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 349,187 | $17.9M | 6.2% | +6,723+2.0% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 347,905 | $16.8M | 5.8% | +3,968+1.2% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 212,638 | $15.4M | 5.3% | +7,115+3.5% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,568 | $11.3M | 3.9% | −194−0.1% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 137,522 | $11.2M | 3.9% | +1,921+1.4% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 453,183 | $9.20M | 3.2% | +12,923+2.9% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 165,823 | $8.17M | 2.8% | +4,194+2.6% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 46,623 | $7.90M | 2.7% | +1,187+2.6% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 76,975 | $7.14M | 2.5% | −499−0.6% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 88,977 | $6.76M | 2.3% | −237−0.3% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 155,353 | $6.49M | 2.2% | +3,295+2.2% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 178,899 | $6.40M | 2.2% | +2,104+1.2% | Added | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 65,377 | $6.24M | 2.2% | +65,377 | New | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221,089 | $5.58M | 1.9% | +3,065+1.4% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 192,584 | $5.47M | 1.9% | +2,109+1.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 52,905 | $4.06M | 1.4% | +1,112+2.1% | Added | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,774 | $2.60M | 0.9% | +22+0.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,731 | $2.49M | 0.9% | −214−4.3% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,774 | $2.36M | 0.8% | 00.0% | Unchanged | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,073 | $2.21M | 0.8% | +365+1.3% | Added | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 25,365 | $2.11M | 0.7% | +25,365 | New | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 57,734 | $2.10M | 0.7% | +57,734 | New | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 27,916 | $1.97M | 0.7% | −453−1.6% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.81M | 0.6% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 9,466 | $1.60M | 0.6% | −2,490−20.8% | Reduced | History |
| iShares Tr464287374 | NORTH AMERN NAT | 34,401 | $1.55M | 0.5% | +2,669+8.4% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 21,028 | $1.53M | 0.5% | −57−0.3% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 7,925 | $1.43M | 0.5% | +30+0.4% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,980 | $1.41M | 0.5% | −1,230−6.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,217 | $1.36M | 0.5% | +10.0% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,997 | $1.33M | 0.5% | +227+1.4% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,957 | $1.30M | 0.5% | +137+0.9% | Added | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.28M | 0.4% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 10,589 | $1.23M | 0.4% | +29+0.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,880 | $1.21M | 0.4% | +7+0.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,083 | $1.09M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 13,500 | $1.02M | 0.4% | +244+1.8% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,400 | $928.5K | 0.3% | −365−4.2% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $919.2K | 0.3% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,138 | $863.6K | 0.3% | −28−0.4% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $768.5K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,300 | $747.1K | 0.3% | −350−2.8% | ReducedConverted for a 5-for-1 split | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 15,398 | $717.1K | 0.2% | −194−1.2% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,548 | $715.8K | 0.2% | −7,621−41.9% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 9,326 | $685.1K | 0.2% | −31−0.3% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 910 | $666.8K | 0.2% | +3+0.3% | Added | History |
| iShares Tr464288703 | MRNING SM CP ETF | 10,480 | $641.4K | 0.2% | −56−0.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 1,393 | $586.0K | 0.2% | +14+1.0% | Added | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,489 | $583.3K | 0.2% | −138−2.1% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 7,588 | $546.9K | 0.2% | −6−0.1% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,324 | $534.0K | 0.2% | −363−5.4% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,999 | $528.3K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,756 | $525.6K | 0.2% | −317−6.2% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,168 | $523.7K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $523.1K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,177 | $521.9K | 0.2% | −2−0.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,848 | $508.2K | 0.2% | −156−1.6% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,622 | $505.7K | 0.2% | −33−0.4% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 11,340 | $482.5K | 0.2% | +542+5.0% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,356 | $411.0K | 0.1% | +206+2.5% | Added | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,138 | $394.9K | 0.1% | 00.0% | Unchanged | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,427 | $387.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,107 | $386.8K | 0.1% | −262−4.1% | Reduced | – |
| GEGeneral Electric Co | Stock | 2,180 | $382.7K | 0.1% | +2,180 | New | History |
| GLDSPDR Gold Trust | ETF | 1,775 | $365.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,846 | $363.4K | 0.1% | −610−6.5% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,588 | $337.0K | 0.1% | +5,588 | New | – |
| VVisa Inc. | Stock | 1,200 | $334.9K | 0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,450 | $330.4K | 0.1% | +10,450 | New | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,271 | $320.4K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,073 | $302.6K | 0.1% | +1+0.1% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,568 | $292.9K | 0.1% | −1−0.1% | Reduced | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,976 | $287.1K | 0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $272.4K | 0.1% | +29+1.6% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 2,208 | $272.0K | 0.1% | −27−1.2% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,133 | $259.0K | 0.1% | +2+0.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 582 | $258.4K | 0.1% | +582 | New | – |
| LLYEli Lilly & Co | Stock | 327 | $254.4K | 0.1% | +327 | New | History |
| SPGIS&P Global Inc. | Stock | 595 | $253.1K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $238.5K | 0.1% | +1,983 | New | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $233.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $216.3K | 0.1% | +866 | New | – |