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Courage Miller Partners, LLC Top Holdings and 13F Report (2025)

About Courage Miller Partners, LLC

Investment Activity

  • Courage Miller Partners, LLC has $295.15 million in total holdings as of March 31, 2025.
  • Courage Miller Partners, LLC owns shares of 82 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 2.01% of the portfolio was purchased this quarter.
  • About 0.69% of the portfolio was sold this quarter.
  • This quarter, Courage Miller Partners, LLC has purchased 80 new stocks and bought additional shares in 31 stocks.
  • Courage Miller Partners, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

718172109 - Philip Morris International
$238,095 Holding
53656F268 - Wahed Dow Jones Islamic World ETF
$210,545 Holding

Largest Purchases this Quarter

Schwab International Equity ETF
57,813 shares (about $1.14M)
Invesco S&P 500 Equal Weight ETF
5,840 shares (about $1.01M)
Schwab U.S. Mid-Cap ETF
15,137 shares (about $396.59K)
Schwab US Small-Cap ETF
13,679 shares (about $320.50K)
Schwab U.S. REIT ETF
12,292 shares (about $264.40K)

Largest Sales this Quarter

iShares TIPS Bond ETF
10,213 shares (about $1.13M)
iShares Ultra Short-Term Bond Active ETF
6,555 shares (about $332.34K)
Vanguard Large-Cap ETF
402 shares (about $103.33K)
Schwab US Large-Cap ETF
2,010 shares (about $44.38K)
Apple
199 shares (about $44.20K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCourage Miller Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$39,931,666$44,381 -0.1%1,808,49913.5%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$26,284,731$1,143,541 4.5%1,328,8548.9%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$25,151,416$74,411 0.3%520,1958.5%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$20,953,296$159,467 0.8%400,1017.1%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$18,428,746$85,652 0.5%757,1386.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$17,218,970$142,126 0.8%234,4315.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$11,982,207$238,303 2.0%428,5484.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$11,340,442$396,590 3.6%432,8413.8%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$9,796,864$264,401 2.8%455,4563.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$9,768,736$1,011,658 11.6%56,3923.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$8,132,073$320,499 4.1%347,0802.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,256,357$142,207 2.0%160,3262.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$7,250,323$108,824 1.5%289,5502.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$7,130,713$191,642 2.8%268,2742.4%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$6,630,316$177,248 2.7%184,7912.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$6,128,620$98,149 1.6%222,2932.1%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$5,832,831$122,254 2.1%197,1882.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$4,234,009$12,760 0.3%54,0881.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,537,234$8,429 -0.3%4,5150.9%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,400,3740.0%45,7040.8%Manufacturing
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$2,368,964$80,017 3.5%29,8130.8%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,288,854$65,878 3.0%29,7060.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,983,645$44,204 -2.2%8,9300.7%Computer and Technology
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$1,920,986$203,480 11.8%42,2470.7%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,863,180$42,215 -2.2%26,0840.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,571,439$90,026 6.1%20,7720.5%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$1,526,459$22,034 -1.4%20,5750.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,517,8530.0%2,8500.5%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,503,054$951 0.1%7,9000.5%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,425,582$275 0.0%5,1870.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,290,761$32,144 2.6%16,4640.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,251,3320.0%10,5220.4%Energy
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,248,665$40,670 3.4%15,0440.4%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$1,225,6130.0%5,1880.4%Transportation
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,162,4120.0%2,0780.4%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,058,798$4,561 -0.4%15,7840.4%Manufacturing
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$985,635$10,604 1.1%8,9230.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$942,806$153 0.0%12,3130.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$941,8080.0%6,0900.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$913,1660.0%7,0810.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$860,8420.0%9100.3%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$741,526$1,134,563 -60.5%6,6750.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$734,709$17,331 2.4%12,5910.2%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$644,691$13,235 -2.0%8,4270.2%ETF
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$640,386$8,199 -1.3%14,2150.2%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$622,236$8,234 1.3%6,4990.2%ETF
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$606,580$8,006 -1.3%10,2290.2%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$552,8530.0%4,7500.2%Manufacturing
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$551,619$1,383 -0.3%6,3830.2%ETF
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock logo
STPZ
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
$544,7380.0%10,0840.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$540,259$8,206 -1.5%12,7060.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$522,021$371 -0.1%5,6230.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$516,979$917 0.2%9,5790.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$511,4490.0%1,7750.2%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$495,6530.0%8,1710.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$494,1760.0%1,3160.2%Computer and Technology
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$478,2460.0%5,9050.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$469,366$26,140 -5.3%4,4890.2%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$438,302$332,339 -43.1%8,6450.1%ETF
Visa Inc. stock logo
V
Visa
$420,5520.0%1,2000.1%Business Services
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$410,220$103,326 -20.1%1,5960.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$410,041$9,593 2.4%6,4540.1%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$397,883$5,419 -1.3%8,1500.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$381,3530.0%16,4660.1%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$378,905$814 -0.2%4,6520.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$361,288$4,458 -1.2%8,2670.1%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$302,3200.0%5950.1%Business Services
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$296,161$191 -0.1%1,5540.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$291,959$269 -0.1%2,1740.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$279,4950.0%1,7890.1%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$277,4710.0%2,8050.1%Finance
McDonald's Co. stock logo
MCD
McDonald's
$275,8230.0%8830.1%Retail/Wholesale
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$273,1930.0%4,4400.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$268,421$1,652 -0.6%3250.1%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$248,8040.0%1,1220.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$238,095$238,095 New Holding1,5000.1%Consumer Staples
SP Funds S&P 500 Sharia Industry Exclusions ETF stock logo
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
$231,070$231,070 New Holding5,9340.1%Manufacturing
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$228,9120.0%2,5100.1%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$216,9280.0%4380.1%Medical
Wahed Dow Jones Islamic World ETF stock logo
UMMA
Wahed Dow Jones Islamic World ETF
$210,545$210,545 New Holding8,8390.1%ETF
GRPM
Invesco S&P MidCap 400 GARP ETF
$207,6210.0%1,9830.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$200,2550.0%2,3540.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$228,698 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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