S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
MarketBeat Week in Review – 2/19 - 2/23
A collection of the insights Warren Buffett offered in his annual letter Saturday
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
MarketBeat Week in Review – 2/19 - 2/23
A collection of the insights Warren Buffett offered in his annual letter Saturday
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
MarketBeat Week in Review – 2/19 - 2/23
A collection of the insights Warren Buffett offered in his annual letter Saturday
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
MarketBeat Week in Review – 2/19 - 2/23
A collection of the insights Warren Buffett offered in his annual letter Saturday
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover

Courage Miller Partners, LLC Top Holdings and 13F Report (2024)

About Courage Miller Partners, LLC

Investment Activity

  • Courage Miller Partners, LLC has $264.29 million in total holdings as of December 31, 2023.
  • Courage Miller Partners, LLC owns shares of 75 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 2.67% of the portfolio was purchased this quarter.
  • About 2.12% of the portfolio was sold this quarter.
  • This quarter, Courage Miller Partners, LLC has purchased 74 new stocks and bought additional shares in 18 stocks.
  • Courage Miller Partners, LLC sold shares of 36 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

Microsoft
$518,619 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond Index Fund
26,454 shares (about $2.04M)
Vanguard Intermediate-Term Bond ETF
13,256 shares (about $1.01M)
Schwab International Equity ETF
15,710 shares (about $580.64K)
Microsoft
1,379 shares (about $518.62K)
Schwab U.S. Mid-Cap ETF
5,709 shares (about $430.00K)

Largest Sales this Quarter

iShares Core 1-5 Year USD Bond ETF
27,892 shares (about $1.33M)
Schwab US Large-Cap ETF
16,233 shares (about $915.54K)
Schwab Short-Term U.S. Treasury ETF
16,495 shares (about $799.18K)
iShares Short Treasury Bond ETF
2,516 shares (about $277.09K)
Schwab U.S. Large-Cap Growth ETF
3,210 shares (about $266.30K)

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
$36,351,004$915,542 -2.5%644,52113.8%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$23,003,261$580,641 2.6%622,3838.7%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$22,738,688$1,326,544 -5.5%478,1058.6%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$17,559,832$324,724 1.9%342,4646.6%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$16,663,762$799,183 -4.6%343,9376.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$15,116,217$399,009 2.7%205,5235.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$10,716,211$87,017 0.8%140,7624.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$10,213,489$430,003 4.4%135,6013.9%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$9,117,790$6,296 0.1%440,2603.4%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$7,635,332$205,730 2.8%161,6292.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,169,867$397,502 5.9%45,4362.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$6,427,215$266,300 -4.0%77,4742.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$6,253,874$76,689 1.2%89,2142.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,249,599$314,087 5.3%152,0582.4%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$6,168,362$223,330 3.8%176,7952.3%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,404,810$230,745 4.5%218,0242.0%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$5,150,450$50,916 1.0%190,4751.9%ETF
Vanguard Short-Term Bond Index Fund stock logo
BSV
Vanguard Short-Term Bond Index Fund
$3,989,097$2,037,487 104.4%51,7931.5%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,380,2480.0%45,7740.9%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,362,098$98,401 -4.0%4,9450.9%ETF
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$2,251,349$832 0.0%29,7520.9%ETF
Apple Inc. stock logo
AAPL
Apple
$2,203,994$68,022 3.2%11,9560.8%Computer and Technology
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,106,584$17,685 -0.8%28,7080.8%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,828,382$173,306 -8.7%28,3690.7%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$1,815,2910.0%16,8880.7%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$1,427,876$77,133 -5.1%21,0850.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,421,808$162,512 -10.3%20,2100.5%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$1,313,768$14,162 -1.1%15,7700.5%ETF
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$1,292,140$96,670 8.1%31,7320.5%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$1,274,2770.0%5,1880.5%Industrials
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,239,403$30,692 -2.4%14,8200.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,237,314$4,982 -0.4%5,2160.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,199,5660.0%7,8950.5%Retail/Wholesale
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,128,630$58,081 -4.9%18,1690.4%Manufacturing
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,055,8110.0%10,5600.4%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,024,6840.0%2,8730.4%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,012,493$1,012,493 New Holding13,2560.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$990,071$475 0.0%2,0830.4%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$965,289$277,087 -22.3%8,7650.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$850,7120.0%6,0900.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$799,941$223 0.0%7,1660.3%ETF
BlackRock Ultra Short-Term Bond ETF stock logo
ICSH
BlackRock Ultra Short-Term Bond ETF
$765,4720.0%15,2000.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$701,157$113,349 -13.9%2,5300.3%ETF
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$686,048$110,396 -13.9%15,5920.3%ETF
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$646,101$111,101 -14.7%9,3570.2%ETF
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$623,837$72,177 -10.4%10,5360.2%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$605,732$83,452 -12.1%6,6270.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$598,8060.0%9070.2%Retail/Wholesale
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$558,311$106,604 -16.0%7,5940.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$549,124$88,760 -13.9%5,0730.2%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
$520,0930.0%10,1680.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$518,619$518,619 New Holding1,3790.2%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$506,002$23,267 -4.4%10,0040.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$502,225$65,191 -11.5%6,6870.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$485,8920.0%8,6550.2%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$483,4080.0%4,7500.2%Manufacturing
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$475,294$3,490 -0.7%2,1790.2%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$474,672$24,822 -5.0%6,9990.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$455,892$9,415 2.1%10,7980.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$402,3250.0%8,1500.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$394,259$43,456 -9.9%6,3690.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$392,8670.0%8,4270.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$380,245$76,966 -16.8%9,4560.1%Finance
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$362,846$68,925 -16.0%5,1380.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$339,3270.0%1,7750.1%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$324,647$1,290 -0.4%3,2710.1%Finance
McDonald's Co. stock logo
MCD
McDonald's
$317,883$297 0.1%1,0720.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$312,4200.0%1,2000.1%Business Services
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$292,240$48,570 -14.3%4,9760.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$272,833$61,731 -18.5%1,5690.1%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$262,1090.0%5950.1%Business Services
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$261,997$43,725 -14.3%2,2350.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$248,0370.0%1,7600.1%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$241,276$2,347 -1.0%1,1310.1%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$217,6670.0%2,5100.1%ETF
Chevron Co. stock logo
CVX
Chevron
$0$219,037 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.