Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 17, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 80
- −1 vs. Q3 2024
- Portfolio value
- $292.1M
- −$5.40M (−1.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,810,509 | $42.0M | 14.4% | −16,056−0.9% | ReducedConverted for a 3-for-1 split | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 518,656 | $24.8M | 8.5% | +14,359+2.8% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 1,271,041 | $23.5M | 8.1% | +12,425+1.0% | AddedConverted for a 2-for-1 split | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 397,056 | $20.5M | 7.0% | +10,162+2.6% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 753,619 | $18.1M | 6.2% | +27,061+3.7% | AddedConverted for a 2-for-1 split | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 232,496 | $16.7M | 5.7% | +5,069+2.2% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 417,704 | $11.6M | 4.0% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 420,025 | $11.5M | 3.9% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| Schwab U.S. REIT ETF808524847 | ETF | 443,164 | $9.33M | 3.2% | +3,539+0.8% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 50,552 | $8.86M | 3.0% | +1,416+2.9% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 333,401 | $8.62M | 3.0% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 285,204 | $7.95M | 2.7% | −2,568−0.9% | ReducedConverted for a 4-for-1 split | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,184 | $6.92M | 2.4% | −411−0.3% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 261,064 | $6.81M | 2.3% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 179,851 | $6.17M | 2.1% | +1,299+0.7% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 218,733 | $5.82M | 2.0% | −1,045−0.5% | Reduced | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 193,055 | $5.39M | 1.8% | +283+0.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 53,925 | $4.17M | 1.4% | +141+0.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,530 | $2.67M | 0.9% | −22−0.5% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,806 | $2.50M | 0.9% | −72−0.2% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,704 | $2.35M | 0.8% | −20.0% | Reduced | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,851 | $2.31M | 0.8% | −179−0.6% | Reduced | – |
| AAPLApple Inc. | Stock | 9,129 | $2.22M | 0.8% | +20.0% | Added | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 26,675 | $2.01M | 0.7% | −409−1.5% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 16,888 | $1.80M | 0.6% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 7,895 | $1.73M | 0.6% | 00.0% | Unchanged | History |
| iShares Tr464287374 | NORTH AMERN NAT | 37,772 | $1.61M | 0.6% | +675+1.8% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 20,872 | $1.55M | 0.5% | −33−0.2% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,186 | $1.50M | 0.5% | −10.0% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,054 | $1.40M | 0.5% | −131−0.8% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,582 | $1.38M | 0.5% | +273+1.4% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 14,554 | $1.31M | 0.5% | −74−0.5% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $1.29M | 0.4% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,078 | $1.22M | 0.4% | −40−1.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.18M | 0.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,090 | $1.15M | 0.4% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $1.13M | 0.4% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,852 | $1.01M | 0.3% | −34−0.2% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,827 | $971.9K | 0.3% | +16+0.2% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,311 | $920.0K | 0.3% | −28−0.2% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,081 | $903.5K | 0.3% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 910 | $834.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,200 | $766.5K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,294 | $766.1K | 0.3% | +29+0.2% | Added | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 14,397 | $712.1K | 0.2% | −136−0.9% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,600 | $658.9K | 0.2% | −109−1.3% | Reduced | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,364 | $657.2K | 0.2% | −40−0.4% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,413 | $596.8K | 0.2% | +59+0.9% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,627 | $571.4K | 0.2% | −7−0.1% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $558.1K | 0.2% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 1,316 | $554.6K | 0.2% | −78−5.6% | Reduced | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,899 | $549.6K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,739 | $546.0K | 0.2% | −9−0.2% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,998 | $538.8K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,905 | $529.1K | 0.2% | −49−0.8% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $527.4K | 0.2% | −30.0% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,399 | $518.4K | 0.2% | −5−0.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,562 | $499.3K | 0.2% | −39−0.4% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,171 | $469.1K | 0.2% | −20.0% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $429.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,261 | $405.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,303 | $382.9K | 0.1% | +49+0.8% | Added | – |
| VVisa Inc. | Stock | 1,200 | $379.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288109 | MORNINGSTAR VALU | 4,662 | $377.5K | 0.1% | −20.0% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,466 | $373.8K | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,369 | $350.0K | 0.1% | −8−0.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $340.7K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,555 | $296.8K | 0.1% | 00.0% | Unchanged | – |
| SPGIS&P Global Inc. | Stock | 595 | $296.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 2,176 | $285.7K | 0.1% | −3−0.1% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $271.8K | 0.1% | −10.0% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,122 | $269.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,440 | $267.6K | 0.1% | −20.0% | Reduced | – |
| MCDMcDonalds Corp | Stock | 883 | $256.0K | 0.1% | −22−2.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 327 | $252.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $228.7K | 0.1% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 438 | $228.6K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $223.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $215.8K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $208.1K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Listed FDS Tr53656F268 | WAHED DOW JONES | 7,898 | $201.6K | 0.1% | – |