Courage Miller Partners, LLC Top Holdings and 13F Report (2025) About Courage Miller Partners, LLCInvestment ActivityCourage Miller Partners, LLC has $292.07 million in total holdings as of December 31, 2024.Courage Miller Partners, LLC owns shares of 80 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 27.90% of the portfolio was purchased this quarter.About 0.15% of the portfolio was sold this quarter.This quarter, Courage Miller Partners, LLC has purchased 81 new stocks and bought additional shares in 24 stocks.Courage Miller Partners, LLC sold shares of 31 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $41,967,607iShares Core 1-5 Year USD Bond ETF $24,776,185Schwab International Equity ETF $23,514,258iShares 1-5 Year Investment Grade Corporate Bond ETF $20,527,802Schwab Short-Term U.S. Treasury ETF $18,132,080 Largest Purchases this Quarter Schwab US Large-Cap ETF 1,201,654 shares (about $27.85M)Schwab International Equity ETF 641,733 shares (about $11.87M)Schwab Short-Term U.S. Treasury ETF 390,340 shares (about $9.39M)Schwab U.S. Mid-Cap ETF 278,616 shares (about $7.72M)Schwab US Dividend Equity ETF 280,182 shares (about $7.65M) Largest Sales this Quarter Microsoft 78 shares (about $32.87K)iShares Morningstar Mid-Cap Growth ETF 409 shares (about $30.89K)Schwab Emerging Markets Equity ETF 1,045 shares (about $27.83K)SPDR S&P 500 ETF Trust 40 shares (about $23.44K)Vanguard FTSE Emerging Markets ETF 411 shares (about $18.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCourage Miller Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$41,967,607$27,854,345 ▲197.4%1,810,50914.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$24,776,185$685,929 ▲2.8%518,6568.5%ManufacturingSCHFSchwab International Equity ETF$23,514,258$11,872,060 ▲102.0%1,271,0418.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$20,527,802$525,376 ▲2.6%397,0567.0%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$18,132,080$9,391,584 ▲107.4%753,6196.2%ETFBNDVanguard Total Bond Market ETF$16,718,800$364,512 ▲2.2%232,4965.7%ETFSCHMSchwab U.S. Mid-Cap ETF$11,574,586$7,720,455 ▲200.3%417,7044.0%ETFSCHDSchwab US Dividend Equity ETF$11,475,088$7,654,576 ▲200.4%420,0253.9%ETFSCHHSchwab U.S. REIT ETF$9,333,039$74,531 ▲0.8%443,1643.2%ETFRSPInvesco S&P 500 Equal Weight ETF$8,858,177$248,124 ▲2.9%50,5523.0%ETFSCHASchwab US Small-Cap ETF$8,621,738$4,323,812 ▲100.6%333,4013.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,948,626$5,943,577 ▲296.4%285,2042.7%ETFVWOVanguard FTSE Emerging Markets ETF$6,922,385$18,100 ▼-0.3%157,1842.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$6,805,928$4,528,143 ▲198.8%261,0642.3%ETFSCHCSchwab International Small-Cap Equity ETF$6,174,299$44,595 ▲0.7%179,8512.1%ETFSCHESchwab Emerging Markets Equity ETF$5,824,862$27,828 ▼-0.5%218,7332.0%ETFCWISPDR MSCI ACWI ex-US ETF$5,393,967$7,907 ▲0.1%193,0551.8%ETFBSVVanguard Short-Term Bond ETF$4,166,785$10,895 ▲0.3%53,9251.4%ETFIVViShares Core S&P 500 ETF$2,666,988$12,952 ▼-0.5%4,5300.9%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$2,502,978$6,256 ▼-0.2%28,8060.9%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,354,213$103 ▼0.0%45,7040.8%ManufacturingMDYVSPDR S&P 400 Mid Cap Value ETF$2,313,858$14,356 ▼-0.6%28,8510.8%ETFAAPLApple$2,215,520$485 ▲0.0%9,1290.8%Computer and TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$2,014,763$30,892 ▼-1.5%26,6750.7%ETFTIPiShares TIPS Bond ETF$1,799,4160.0%16,8880.6%ETFAMZNAmazon.com$1,732,0840.0%7,8950.6%Retail/WholesaleIGEiShares North American Natural Resources ETF$1,614,011$28,843 ▲1.8%37,7720.6%ETFIMCViShares Morningstar Mid-Cap Value ETF$1,549,955$2,451 ▼-0.2%20,8720.5%ETFVTIVanguard Total Stock Market ETF$1,503,041$290 ▼0.0%5,1860.5%ETFSLYVSPDR S&P 600 Small CapValue ETF$1,400,693$11,430 ▼-0.8%16,0540.5%ETFIEFAiShares Core MSCI EAFE ETF$1,376,257$19,187 ▲1.4%19,5820.5%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,314,968$6,686 ▼-0.5%14,5540.5%ETFBRK.BBerkshire Hathaway$1,291,8480.0%2,8500.4%FinanceSPYSPDR S&P 500 ETF Trust$1,217,874$23,443 ▼-1.9%2,0780.4%FinanceUNPUnion Pacific$1,183,0720.0%5,1880.4%TransportationGOOGLAlphabet$1,152,8830.0%6,0900.4%Computer and TechnologyXOMExxon Mobil$1,131,7980.0%10,5220.4%Oils/EnergyIXUSiShares Core MSCI Total International Stock ETF$1,008,162$2,162 ▼-0.2%15,8520.3%ManufacturingSHViShares Short Treasury Bond ETF$971,941$1,762 ▲0.2%8,8270.3%ETFBIVVanguard Intermediate-Term Bond ETF$920,001$2,092 ▼-0.2%12,3110.3%ETFVYMVanguard High Dividend Yield ETF$903,4650.0%7,0810.3%ETFCOSTCostco Wholesale$833,9790.0%9100.3%Retail/WholesaleICSHiShares Ultra Short-Term Bond Active ETF$766,5360.0%15,2000.3%ETFIJHiShares Core S&P Mid-Cap ETF$766,065$1,807 ▲0.2%12,2940.3%ETFISCGiShares Morningstar Small-Cap Growth ETF$712,076$6,727 ▼-0.9%14,3970.2%ETFAOAiShares Core Aggressive Allocation ETF$658,871$8,351 ▼-1.3%8,6000.2%ETFISCViShares Morningstar Small-Cap Value ETF$657,181$2,536 ▼-0.4%10,3640.2%ETFIYRiShares U.S. Real Estate ETF$596,751$5,490 ▲0.9%6,4130.2%ETFIVWiShares S&P 500 Growth ETF$571,351$711 ▼-0.1%5,6270.2%ETFACWIiShares MSCI ACWI ETF$558,1250.0%4,7500.2%ManufacturingMSFTMicrosoft$554,552$32,869 ▼-5.6%1,3160.2%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$549,6260.0%12,8990.2%ETFIJRiShares Core S&P Small-Cap ETF$545,998$1,037 ▼-0.2%4,7390.2%ETFVVVanguard Large-Cap ETF$538,7920.0%1,9980.2%ETFILCGiShares Morningstar Growth ETF$529,088$4,390 ▼-0.8%5,9050.2%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$527,385$157 ▼0.0%10,0840.2%ETFREZiShares Residential and Multisector Real Estate ETF$518,447$405 ▼-0.1%6,3990.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$499,328$2,037 ▼-0.4%9,5620.2%ETFVEUVanguard FTSE All-World ex-US ETF$469,097$115 ▼0.0%8,1710.2%ETFGLDSPDR Gold Shares$429,7810.0%1,7750.1%FinanceBNDXVanguard Total International Bond ETF$405,2020.0%8,2610.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$382,925$2,977 ▲0.8%6,3030.1%ETFVVisa$379,2480.0%1,2000.1%Business ServicesILCViShares Morningstar Value ETF$377,529$162 ▼0.0%4,6620.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$373,778$186,231 ▲99.3%16,4660.1%ETFEEMiShares MSCI Emerging Markets ETF$350,011$335 ▼-0.1%8,3690.1%FinanceGOOGAlphabet$340,6970.0%1,7890.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$296,8180.0%1,5550.1%ETFSPGIS&P Global$296,3280.0%5950.1%Business ServicesDVYiShares Select Dividend ETF$285,699$394 ▼-0.1%2,1760.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$271,805$97 ▼0.0%2,8050.1%FinanceVBVanguard Small-Cap ETF$269,5940.0%1,1220.1%ETFICFiShares Cohen & Steers REIT ETF$267,554$121 ▼0.0%4,4400.1%ETFMCDMcDonald's$255,973$6,378 ▼-2.4%8830.1%Retail/WholesaleLLYEli Lilly and Company$252,4440.0%3270.1%MedicalVOVanguard Mid-Cap ETF$228,6980.0%8660.1%ETFISRGIntuitive Surgical$228,6180.0%4380.1%MedicalGRPMInvesco S&P MidCap 400 GARP ETF$223,5830.0%1,9830.1%ETFIXJiShares Global Healthcare ETF$215,7850.0%2,5100.1%ETFIWRiShares Russell Mid-Cap ETF$208,0940.0%2,3540.1%ETFUMMAWahed Dow Jones Islamic World ETF$0$201,636 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
