Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 21, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 81
- +3 vs. Q2 2024
- Portfolio value
- $297.5M
- +$19.4M (+7.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 608,855 | $41.3M | 13.9% | −21,641−3.4% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 629,308 | $25.9M | 8.7% | +3,179+0.5% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 504,297 | $24.5M | 8.3% | +22,487+4.7% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 386,894 | $20.4M | 6.8% | +28,316+7.9% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 363,279 | $17.8M | 6.0% | +17,136+5.0% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 227,427 | $17.1M | 5.7% | +12,864+6.0% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 139,843 | $11.8M | 4.0% | −244−0.2% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 139,088 | $11.6M | 3.9% | +1,834+1.3% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 439,625 | $10.2M | 3.4% | −13,076−2.9% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 49,136 | $8.80M | 3.0% | +2,240+4.8% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 166,200 | $8.56M | 2.9% | +775+0.5% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,595 | $7.54M | 2.5% | +2,200+1.4% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 71,943 | $7.49M | 2.5% | −4,326−5.7% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 87,372 | $7.02M | 2.4% | −1,605−1.8% | Reduced | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 178,552 | $6.88M | 2.3% | +126+0.1% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 219,778 | $6.41M | 2.2% | −1,503−0.7% | Reduced | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 192,772 | $5.87M | 2.0% | −633−0.3% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 53,784 | $4.23M | 1.4% | +2,613+5.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,552 | $2.63M | 0.9% | −174−3.7% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,878 | $2.53M | 0.9% | −813−2.7% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,706 | $2.46M | 0.8% | 00.0% | Unchanged | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,030 | $2.31M | 0.8% | −29−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 9,127 | $2.11M | 0.7% | +40.0% | Added | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 27,084 | $1.98M | 0.7% | −708−2.5% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.87M | 0.6% | 00.0% | Unchanged | – |
| iShares Tr464287374 | NORTH AMERN NAT | 37,097 | $1.63M | 0.5% | +2,348+6.8% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 20,905 | $1.60M | 0.5% | −123−0.6% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,309 | $1.51M | 0.5% | +304+1.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 7,895 | $1.47M | 0.5% | −30−0.4% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,187 | $1.47M | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,185 | $1.41M | 0.5% | +157+1.0% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,628 | $1.36M | 0.5% | −344−2.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $1.31M | 0.4% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.28M | 0.4% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $1.23M | 0.4% | −67−0.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,118 | $1.22M | 0.4% | +35+1.7% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,886 | $1.11M | 0.4% | −141−0.9% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $1.01M | 0.3% | 00.0% | Unchanged | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,811 | $974.8K | 0.3% | +565+6.9% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,339 | $967.0K | 0.3% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,081 | $907.8K | 0.3% | −57−0.8% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 910 | $806.9K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $771.2K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,265 | $764.4K | 0.3% | −54−0.4% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 14,533 | $711.5K | 0.2% | −855−5.6% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,709 | $687.2K | 0.2% | −556−6.0% | Reduced | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,404 | $660.5K | 0.2% | −76−0.7% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,354 | $647.2K | 0.2% | −143−2.2% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 1,394 | $599.8K | 0.2% | +1+0.1% | Added | History |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,404 | $568.8K | 0.2% | −726−10.2% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $567.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,899 | $560.1K | 0.2% | +1,707+15.3% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,748 | $555.3K | 0.2% | −8−0.2% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,601 | $551.2K | 0.2% | −40−0.4% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,634 | $539.5K | 0.2% | −686−10.9% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,087 | $532.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,998 | $526.0K | 0.2% | −170−7.8% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,173 | $514.9K | 0.2% | −235−2.8% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,954 | $500.4K | 0.2% | −1,045−14.9% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $431.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288273 | EAFE SML CP ETF | 6,254 | $423.4K | 0.1% | +139+2.3% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,261 | $415.4K | 0.1% | 00.0% | Unchanged | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,262 | $392.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,377 | $384.2K | 0.1% | −330−3.8% | Reduced | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 4,664 | $383.4K | 0.1% | −404−8.0% | Reduced | – |
| VVisa Inc. | Stock | 1,200 | $329.9K | 0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 595 | $307.4K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,555 | $306.6K | 0.1% | −13−0.8% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $299.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 2,179 | $294.3K | 0.1% | −29−1.3% | Reduced | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,442 | $292.8K | 0.1% | −48−1.1% | Reduced | – |
| LLYEli Lilly & Co | Stock | 327 | $289.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,806 | $284.2K | 0.1% | −420−13.0% | Reduced | – |
| MCDMcDonalds Corp | Stock | 905 | $275.6K | 0.1% | −85−8.6% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,122 | $266.1K | 0.1% | −11−1.0% | Reduced | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $246.4K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $232.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $228.4K | 0.1% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 438 | $215.2K | 0.1% | +438 | New | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $207.5K | 0.1% | +2,354 | New | – |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 7,898 | $201.6K | 0.1% | +7,898 | New | – |