Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 29, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 82
- +2 vs. Q4 2024
- Portfolio value
- $295.2M
- +$3.09M (+1.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,808,499 | $39.9M | 13.5% | −2,010−0.1% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,328,854 | $26.3M | 8.9% | +57,813+4.5% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 520,195 | $25.2M | 8.5% | +1,539+0.3% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 400,101 | $21.0M | 7.1% | +3,045+0.8% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 757,138 | $18.4M | 6.2% | +3,519+0.5% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 234,431 | $17.2M | 5.8% | +1,935+0.8% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 428,548 | $12.0M | 4.1% | +8,523+2.0% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 432,841 | $11.3M | 3.8% | +15,137+3.6% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 455,456 | $9.80M | 3.3% | +12,292+2.8% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 56,392 | $9.77M | 3.3% | +5,840+11.6% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 347,080 | $8.13M | 2.8% | +13,679+4.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 160,326 | $7.26M | 2.5% | +3,142+2.0% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 289,550 | $7.25M | 2.5% | +4,346+1.5% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 268,274 | $7.13M | 2.4% | +7,210+2.8% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 184,791 | $6.63M | 2.2% | +4,940+2.7% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 222,293 | $6.13M | 2.1% | +3,560+1.6% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 197,188 | $5.83M | 2.0% | +4,133+2.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,088 | $4.23M | 1.4% | +163+0.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,515 | $2.54M | 0.9% | −15−0.3% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 45,704 | $2.40M | 0.8% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 29,813 | $2.37M | 0.8% | +1,007+3.5% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,706 | $2.29M | 0.8% | +855+3.0% | Added | – |
| AAPLApple Inc. | Stock | 8,930 | $1.98M | 0.7% | −199−2.2% | Reduced | History |
| iShares Tr464287374 | NORTH AMERN NAT | 42,247 | $1.92M | 0.7% | +4,475+11.8% | Added | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 26,084 | $1.86M | 0.6% | −591−2.2% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,772 | $1.57M | 0.5% | +1,190+6.1% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 20,575 | $1.53M | 0.5% | −297−1.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $1.52M | 0.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 7,900 | $1.50M | 0.5% | +5+0.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,187 | $1.43M | 0.5% | +10.0% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,464 | $1.29M | 0.4% | +410+2.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $1.25M | 0.4% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,044 | $1.25M | 0.4% | +490+3.4% | Added | – |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.23M | 0.4% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,078 | $1.16M | 0.4% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,784 | $1.06M | 0.4% | −68−0.4% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,923 | $985.6K | 0.3% | +96+1.1% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,313 | $942.8K | 0.3% | +20.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $941.8K | 0.3% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,081 | $913.2K | 0.3% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 910 | $860.8K | 0.3% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 6,675 | $741.5K | 0.3% | −10,213−60.5% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,591 | $734.7K | 0.2% | +297+2.4% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 8,427 | $644.7K | 0.2% | −173−2.0% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 14,215 | $640.4K | 0.2% | −182−1.3% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,499 | $622.2K | 0.2% | +86+1.3% | Added | – |
| iShares Tr464288703 | MRNING SM CP ETF | 10,229 | $606.6K | 0.2% | −135−1.3% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $552.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,383 | $551.6K | 0.2% | −16−0.3% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $544.7K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,706 | $540.3K | 0.2% | −193−1.5% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,623 | $522.0K | 0.2% | −4−0.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,579 | $517.0K | 0.2% | +17+0.2% | Added | – |
| GLDSPDR Gold Trust | ETF | 1,775 | $511.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,171 | $495.7K | 0.2% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 1,316 | $494.2K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,905 | $478.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,489 | $469.4K | 0.2% | −250−5.3% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,645 | $438.3K | 0.1% | −6,555−43.1% | Reduced | – |
| VVisa Inc. | Stock | 1,200 | $420.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,596 | $410.2K | 0.1% | −402−20.1% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,454 | $410.0K | 0.1% | +151+2.4% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $397.9K | 0.1% | −111−1.3% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,466 | $381.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 4,652 | $378.9K | 0.1% | −10−0.2% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,267 | $361.3K | 0.1% | −102−1.2% | Reduced | – |
| SPGIS&P Global Inc. | Stock | 595 | $302.3K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,554 | $296.2K | 0.1% | −1−0.1% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 2,174 | $292.0K | 0.1% | −2−0.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $279.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $277.5K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 883 | $275.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,440 | $273.2K | 0.1% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 325 | $268.4K | 0.1% | −2−0.6% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,122 | $248.8K | 0.1% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 1,500 | $238.1K | 0.1% | +1,500 | New | History |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 5,934 | $231.1K | 0.1% | +5,934 | New | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $228.9K | 0.1% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 438 | $216.9K | 0.1% | 00.0% | Unchanged | History |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 8,839 | $210.5K | 0.1% | +8,839 | New | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $207.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $200.3K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $228.7K | 0.1% | – |