Q4 2024 · 13F-HR
Courage Miller Partners, LLCholdings as filed
Filed 2025-01-17 · accession 0001085146-25-000299
$292.1M
Reported value
80
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $42.0M | 14.4% | 1,810,509 | Common | NONE |
| 46432F859 | ISTB | ISHARES TR | $24.8M | 8.48% | 518,656 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $23.5M | 8.05% | 1,271,041 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $20.5M | 7.03% | 397,056 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $18.1M | 6.21% | 753,619 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $16.7M | 5.72% | 232,496 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $11.6M | 3.96% | 417,704 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $11.5M | 3.93% | 420,025 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $9.3M | 3.20% | 443,164 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $8.9M | 3.03% | 50,552 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $8.6M | 2.95% | 333,401 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $7.9M | 2.72% | 285,204 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $6.9M | 2.37% | 157,184 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $6.8M | 2.33% | 261,064 | Common | NONE |
| 808524888 | SCHC | SCHWAB STRATEGIC TR | $6.2M | 2.11% | 179,851 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $5.8M | 1.99% | 218,733 | Common | NONE |
| 78463X848 | CWI | SPDR INDEX SHS FDS | $5.4M | 1.85% | 193,055 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $4.2M | 1.43% | 53,925 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.7M | 0.91% | 4,530 | Common | NONE |
| 78464A821 | MDYG | SPDR SER TR | $2.5M | 0.86% | 28,806 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $2.4M | 0.81% | 45,704 | Common | NONE |
| 78464A839 | MDYV | SPDR SER TR | $2.3M | 0.79% | 28,851 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.2M | 0.76% | 9,129 | Common | NONE |
| 464288307 | IMCG | ISHARES TR | $2.0M | 0.69% | 26,675 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $1.8M | 0.62% | 16,888 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.7M | 0.59% | 7,895 | Common | NONE |
| 464287374 | IGE | ISHARES TR | $1.6M | 0.55% | 37,772 | Common | NONE |
| 464288406 | IMCV | ISHARES TR | $1.5M | 0.53% | 20,872 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.5M | 0.51% | 5,186 | Common | NONE |
| 78464A300 | SLYV | SPDR SER TR | $1.4M | 0.48% | 16,054 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $1.4M | 0.47% | 19,582 | Common | NONE |
| 78464A201 | SLYG | SPDR SER TR | $1.3M | 0.45% | 14,554 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.44% | 2,850 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.2M | 0.42% | 2,078 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $1.2M | 0.41% | 5,188 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.2M | 0.39% | 6,090 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.1M | 0.39% | 10,522 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $1.0M | 0.35% | 15,852 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $971,941 | 0.33% | 8,827 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $920,001 | 0.31% | 12,311 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $903,465 | 0.31% | 7,081 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $833,979 | 0.29% | 910 | Common | NONE |
| 46434V878 | ICSH | ISHARES TR | $766,536 | 0.26% | 15,200 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $766,065 | 0.26% | 12,294 | Common | NONE |
| 464288604 | ISCG | ISHARES TR | $712,076 | 0.24% | 14,397 | Common | NONE |
| 464289859 | AOA | ISHARES TR | $658,871 | 0.23% | 8,600 | Common | NONE |
| 464288703 | ISCV | ISHARES TR | $657,181 | 0.23% | 10,364 | Common | NONE |
| 464287739 | IYR | ISHARES TR | $596,751 | 0.20% | 6,413 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $571,351 | 0.20% | 5,627 | Common | NONE |
| 464288257 | ACWI | ISHARES TR | $558,125 | 0.19% | 4,750 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $554,552 | 0.19% | 1,316 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $549,626 | 0.19% | 12,899 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $545,998 | 0.19% | 4,739 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $538,792 | 0.18% | 1,998 | Common | NONE |
| 464287119 | ILCG | ISHARES TR | $529,088 | 0.18% | 5,905 | Common | NONE |
| 72201R205 | STPZ | PIMCO ETF TR | $527,385 | 0.18% | 10,084 | Common | NONE |
| 464288562 | REZ | ISHARES TR | $518,447 | 0.18% | 6,399 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $499,328 | 0.17% | 9,562 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $469,097 | 0.16% | 8,171 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $429,781 | 0.15% | 1,775 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $405,202 | 0.14% | 8,261 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $382,925 | 0.13% | 6,303 | Common | NONE |
| 92826C839 | V | VISA INC | $379,248 | 0.13% | 1,200 | Common | NONE |
| 464288109 | ILCV | ISHARES TR | $377,529 | 0.13% | 4,662 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $373,778 | 0.13% | 16,466 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $350,011 | 0.12% | 8,369 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $340,697 | 0.12% | 1,789 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $296,818 | 0.10% | 1,555 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $296,328 | 0.10% | 595 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $285,699 | 0.10% | 2,176 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $271,805 | 0.09% | 2,805 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $269,594 | 0.09% | 1,122 | Common | NONE |
| 464287564 | ICF | ISHARES TR | $267,554 | 0.09% | 4,440 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $255,973 | 0.09% | 883 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $252,444 | 0.09% | 327 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $228,698 | 0.08% | 866 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $228,618 | 0.08% | 438 | Common | NONE |
| 46137V225 | GRPM | INVESCO EXCHANGE TRADED FD T | $223,583 | 0.08% | 1,983 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $215,785 | 0.07% | 2,510 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $208,094 | 0.07% | 2,354 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.