Q1 2025 · 13F-HR
Courage Miller Partners, LLCholdings as filed
Filed 2025-04-29 · accession 0001085146-25-002407
$295.2M
Reported value
82
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $39.9M | 13.5% | 1,808,499 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $26.3M | 8.91% | 1,328,854 | Common | NONE |
| 46432F859 | ISTB | ISHARES TR | $25.2M | 8.52% | 520,195 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $21.0M | 7.10% | 400,101 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $18.4M | 6.24% | 757,138 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $17.2M | 5.83% | 234,431 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $12.0M | 4.06% | 428,548 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $11.3M | 3.84% | 432,841 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $9.8M | 3.32% | 455,456 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $9.8M | 3.31% | 56,392 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $8.1M | 2.76% | 347,080 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $7.3M | 2.46% | 160,326 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $7.3M | 2.46% | 289,550 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $7.1M | 2.42% | 268,274 | Common | NONE |
| 808524888 | SCHC | SCHWAB STRATEGIC TR | $6.6M | 2.25% | 184,791 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $6.1M | 2.08% | 222,293 | Common | NONE |
| 78463X848 | CWI | SPDR INDEX SHS FDS | $5.8M | 1.98% | 197,188 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $4.2M | 1.43% | 54,088 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.5M | 0.86% | 4,515 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $2.4M | 0.81% | 45,704 | Common | NONE |
| 78464A821 | MDYG | SPDR SER TR | $2.4M | 0.80% | 29,813 | Common | NONE |
| 78464A839 | MDYV | SPDR SER TR | $2.3M | 0.78% | 29,706 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.0M | 0.67% | 8,930 | Common | NONE |
| 464287374 | IGE | ISHARES TR | $1.9M | 0.65% | 42,247 | Common | NONE |
| 464288307 | IMCG | ISHARES TR | $1.9M | 0.63% | 26,084 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $1.6M | 0.53% | 20,772 | Common | NONE |
| 464288406 | IMCV | ISHARES TR | $1.5M | 0.52% | 20,575 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.51% | 2,850 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.5M | 0.51% | 7,900 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.4M | 0.48% | 5,187 | Common | NONE |
| 78464A300 | SLYV | SPDR SER TR | $1.3M | 0.44% | 16,464 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.3M | 0.42% | 10,522 | Common | NONE |
| 78464A201 | SLYG | SPDR SER TR | $1.2M | 0.42% | 15,044 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $1.2M | 0.42% | 5,188 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.2M | 0.39% | 2,078 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $1.1M | 0.36% | 15,784 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $985,635 | 0.33% | 8,923 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $942,806 | 0.32% | 12,313 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $941,808 | 0.32% | 6,090 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $913,166 | 0.31% | 7,081 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $860,842 | 0.29% | 910 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $741,526 | 0.25% | 6,675 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $734,709 | 0.25% | 12,591 | Common | NONE |
| 464289859 | AOA | ISHARES TR | $644,691 | 0.22% | 8,427 | Common | NONE |
| 464288604 | ISCG | ISHARES TR | $640,386 | 0.22% | 14,215 | Common | NONE |
| 464287739 | IYR | ISHARES TR | $622,236 | 0.21% | 6,499 | Common | NONE |
| 464288703 | ISCV | ISHARES TR | $606,580 | 0.21% | 10,229 | Common | NONE |
| 464288257 | ACWI | ISHARES TR | $552,853 | 0.19% | 4,750 | Common | NONE |
| 464288562 | REZ | ISHARES TR | $551,619 | 0.19% | 6,383 | Common | NONE |
| 72201R205 | STPZ | PIMCO ETF TR | $544,738 | 0.18% | 10,084 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $540,259 | 0.18% | 12,706 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $522,021 | 0.18% | 5,623 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $516,979 | 0.18% | 9,579 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $511,449 | 0.17% | 1,775 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $495,653 | 0.17% | 8,171 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $494,176 | 0.17% | 1,316 | Common | NONE |
| 464287119 | ILCG | ISHARES TR | $478,246 | 0.16% | 5,905 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $469,366 | 0.16% | 4,489 | Common | NONE |
| 46434V878 | ICSH | ISHARES TR | $438,302 | 0.15% | 8,645 | Common | NONE |
| 92826C839 | V | VISA INC | $420,552 | 0.14% | 1,200 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $410,220 | 0.14% | 1,596 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $410,041 | 0.14% | 6,454 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $397,883 | 0.13% | 8,150 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $381,353 | 0.13% | 16,466 | Common | NONE |
| 464288109 | ILCV | ISHARES TR | $378,905 | 0.13% | 4,652 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $361,288 | 0.12% | 8,267 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $302,320 | 0.10% | 595 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $296,161 | 0.10% | 1,554 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $291,959 | 0.10% | 2,174 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $279,495 | 0.09% | 1,789 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $277,471 | 0.09% | 2,805 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $275,823 | 0.09% | 883 | Common | NONE |
| 464287564 | ICF | ISHARES TR | $273,193 | 0.09% | 4,440 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $268,421 | 0.09% | 325 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $248,804 | 0.08% | 1,122 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $238,095 | 0.08% | 1,500 | Common | NONE |
| 886364801 | SPUS | TIDAL ETF TR | $231,070 | 0.08% | 5,934 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $228,912 | 0.08% | 2,510 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $216,928 | 0.07% | 438 | Common | NONE |
| 53656F268 | UMMA | LISTED FD TR | $210,545 | 0.07% | 8,839 | Common | NONE |
| 46137V225 | GRPM | INVESCO EXCHANGE TRADED FD T | $207,621 | 0.07% | 1,983 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $200,255 | 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.