Courage Miller Partners, LLC

Name: Courage Miller Partners, LLC 13F holdings, Q1 2024
Creator: Courage Miller Partners, LLC
Published: 2024-04-16

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Courage Miller Partners, LLC reported 85 stock positions worth $289.2 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.7% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 8.5%) and iShares Core 1-5 Year Usd Bo (ISTB, 7.9%). Compared with Q4 2023, it opened 10 new positions, added to 31 and reduced 27. The biggest buy was a new position in Abrdn Precious Metals Basket (GLTR) and the biggest sale Apple (AAPL, shares −21%).

Most Recent 13F: Q2 2026
Location: NORFOLK, VA
CIK: 0001482106
Portfolio Value: $289.2M (Q1 2024)
SEC Filing: 0001085146-24-001844 ↗ filed Apr 16, 2024

Holdings Value

Holdings 85 stocks · $289.2M


SCHX Schwab US Large-Cap ETF	13.68%	637,475	$39.6M	Reduce -1.1%
SCHF Schwab Intl Equity ETF	8.47%	627,975	$24.5M	Add +0.9%
ISTB iShares Core 1-5 Year Usd Bo	7.91%	482,389	$22.9M	Add +0.9%
IGSB iShares 1-5Y Inv Grade Corp.	6.19%	349,187	$17.9M	Add +2.0%
SCHO Schwab Short-Term US Treas	5.80%	347,905	$16.8M	Add +1.1%
BND Vanguard Total Bond Market	5.34%	212,638	$15.4M	Add +3.5%
SCHD Schwab US DVD Equity ETF	3.92%	140,568	$11.3M	Reduce -0.1%
SCHM Schwab US Mid Cap ETF	3.87%	137,522	$11.2M	Add +1.4%
SCHH Schwab US REIT ETF	3.18%	453,183	$9.2M	Add +2.9%
SCHA Schwab US Small-Cap ETF	2.82%	165,823	$8.2M	Add +2.6%
RSP Invesco S&P 500 Equal Weight	2.73%	46,623	$7.9M	Add +2.6%
SCHG Schwab US Large-Cap Growth	2.47%	76,975	$7.1M	Reduce -0.6%
SCHV Schwab US Large-Cap Value	2.34%	88,977	$6.8M	Reduce -0.3%
VWO Vanguard Ftse Emerging Marke	2.24%	155,353	$6.5M	Add +2.2%
SCHC Schwab Intl Small-Cap Equity	2.21%	178,899	$6.4M	Add +1.2%
GLTR Abrdn Precious Metals Basket	2.16%	65,377	$6.2M	New
SCHE Schwab Emrg Mrkts Eqty ETF	1.93%	221,089	$5.6M	Add +1.4%
CWI State Street SPDR MSCI Acwi	1.89%	192,584	$5.5M	Add +1.1%
BSV Vanguard Short-Term Bond ETF	1.40%	52,905	$4.1M	Add +2.1%
MDYG SS SPDR S&P 400 MC GR ETF	0.90%	29,774	$2.6M	Add +0.1%
IVV iShares Core S&P 500 ETF	0.86%	4,731	$2.5M	Reduce -4.3%
IGIB iShares 5-10Y Inv Grade Corp.	0.82%	45,774	$2.4M	No change
MDYV SS SPDR S&P 400 MC Val ETF	0.76%	29,073	$2.2M	Add +1.3%
RSPG Invesco S&P 500 Equal Weight	0.73%	25,365	$2.1M	New
RSPM Invesco S&P 500 Equal Weight	0.73%	57,734	$2.1M	New
IMCG iShares Morningstar Mid-Cap	0.68%	27,916	$2.0M	Reduce -1.6%
TIP iShares Tips Bond ETF	0.63%	16,888	$1.8M	No change
AAPL Apple Inc.	0.55%	9,466	$1.6M	Reduce -20.8%
IGE iShares North American Natur	0.54%	34,401	$1.5M	Add +8.4%
IMCV iShares Morningstar Mid-Cap	0.53%	21,028	$1.5M	Reduce -0.3%
AMZN Amazon.com Inc.	0.49%	7,925	$1.4M	Add +0.4%
IEFA iShares Core MSCI Eafe ETF	0.49%	18,980	$1.4M	Reduce -6.1%
VTI VG Morningstar TS MKT ETF-US	0.47%	5,217	$1.4M	Add +0.0%
SLYV SS SPDR S&P 600 SC Val ETF	0.46%	15,997	$1.3M	Add +1.4%
SLYG SS SPDR S&P 600 SC GR ETF	0.45%	14,957	$1.3M	Add +0.9%
UNP Union Pacific Corp.	0.44%	5,188	$1.3M	No change
XOM Exxon Mobil Corp.	0.43%	10,589	$1.2M	Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B	0.42%	2,880	$1.2M	Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US	0.38%	2,083	$1.1M	No change
BIV Vanguard Intermediate-Term B	0.35%	13,500	$1.0M	Add +1.8%
SHV iShares 0-1 Year Treasury Bo	0.32%	8,400	$929K	Reduce -4.2%
GOOGL Alphabet Inc. Class A	0.32%	6,090	$919K	No change
VYM Vanguard High DVD Yield ETF	0.30%	7,138	$864K	Reduce -0.4%
ICSH iShares Ultra Short Duration	0.27%	15,200	$769K	No change
IJH iShares Core S&P Midcap ETF	0.26%	12,300	$747K	Reduce -2.8%
ISCG iShares Morningstar Small-Ca	0.25%	15,398	$717K	Reduce -1.2%
IXUS iShares Core Intl Stock ETF	0.25%	10,548	$716K	Reduce -42.0%
AOA iShares Core 80/20 Aggressiv	0.24%	9,326	$685K	Reduce -0.3%
COST Costco Wholesale Corp.	0.23%	910	$667K	Add +0.3%
ISCV iShares Morningstar Small-Ca	0.22%	10,480	$641K	Reduce -0.5%
MSFT Microsoft Corp.	0.20%	1,393	$586K	Add +1.0%
IYR iShares US Real Estate ETF	0.20%	6,489	$583K	Reduce -2.1%
REZ Ishars Res and Multi Reales	0.19%	7,588	$547K	Reduce -0.1%
IVW iShares S&P 500 Growth ETF	0.18%	6,324	$534K	Reduce -5.4%
ILCG iShares Morningstar Growth E	0.18%	6,999	$528K	No change
IJR iShares Core S&P Small-Cap E	0.18%	4,756	$526K	Reduce -6.3%
STPZ PIMCO 1-5 Year US Tips Index	0.18%	10,168	$524K	No change
ACWI iShares MSCI Acwi ETF	0.18%	4,750	$523K	No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.18%	2,177	$522K	Reduce -0.1%
IEMG iShares Core MSCI Emerging	0.18%	9,848	$508K	Reduce -1.6%
VEU Vanguard Ftse All-World Ex-U	0.17%	8,622	$506K	Reduce -0.4%
SHYG iShares 0-5 YR HY Corp. Bond	0.17%	11,340	$483K	Add +5.0%
BNDX Vanguard Total Intl Bond ETF	0.14%	8,356	$411K	Add +2.5%
ILCV iShares Morningstar Value Et	0.14%	5,138	$395K	No change
SCHZ Schwab US Aggregate Bond ETF	0.13%	8,427	$388K	No change
SCZ iShares MSCI Eafe Small-Cap	0.13%	6,107	$387K	Reduce -4.1%
GE General Electric	0.13%	2,180	$383K	New
GLD SPDR Gold Shares	0.13%	1,775	$365K	No change
EEM iShares MSCI Emerging Market	0.13%	8,846	$363K	Reduce -6.5%
VXUS Vanguard Total Intl Stock	0.12%	5,588	$337K	New
V Visa Inc. Class A	0.12%	1,200	$335K	No change
GDX Vaneck Gold Miners ETF	0.11%	10,450	$330K	New
AGG iShares Core U.S. Aggregate	0.11%	3,271	$320K	No change
MCD McDonald's Corp.	0.10%	1,073	$303K	Add +0.1%
IVE iShares S&P 500 Value ETF	0.10%	1,568	$293K	Reduce -0.1%
ICF iShares Select U.S. REIT ETF	0.10%	4,976	$287K	No change
GOOG Alphabet Inc. Class C	0.09%	1,789	$272K	Add +1.6%
DVY iShares Select Dividend ETF	0.09%	2,208	$272K	Reduce -1.2%
VB Vanguard Most SM-Cap ETF-Usd	0.09%	1,133	$259K	Add +0.2%
QQQ Invesco QQQ Trust Series 1	0.09%	582	$258K	New
LLY Eli Lilly & Co.	0.09%	327	$254K	New
SPGI S&P Global Inc.	0.09%	595	$253K	No change
GRPM Invesco S&P Midcap 400 Garp	0.08%	1,983	$239K	New
IXJ iShares Global Healthcare Et	0.08%	2,510	$234K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.07%	866	$216K	New

Portfolio Sells Q4 2023 → Q1 2024


AAPL Apple Inc.	Reduce -20.8%	0.55%	−0.28
IXUS iShares Core Intl Stock ETF	Reduce -42.0%	0.25%	−0.18
SCHD Schwab US DVD Equity ETF	Reduce -0.1%	3.92%	−0.14
SCHX Schwab US Large-Cap ETF	Reduce -1.1%	13.68%	−0.07
IEFA iShares Core MSCI Eafe ETF	Reduce -6.1%	0.49%	−0.05
SHV iShares 0-1 Year Treasury Bo	Reduce -4.2%	0.32%	−0.04
IVV iShares Core S&P 500 ETF	Reduce -4.3%	0.86%	−0.03
SCHV Schwab US Large-Cap Value	Reduce -0.3%	2.34%	−0.03
IYR iShares US Real Estate ETF	Reduce -2.1%	0.20%	−0.03
IJR iShares Core S&P Small-Cap E	Reduce -6.3%	0.18%	−0.03
REZ Ishars Res and Multi Reales	Reduce -0.1%	0.19%	−0.02
EEM iShares MSCI Emerging Market	Reduce -6.5%	0.13%	−0.02
IEMG iShares Core MSCI Emerging	Reduce -1.6%	0.18%	−0.02
SCZ iShares MSCI Eafe Small-Cap	Reduce -4.1%	0.13%	−0.02
ISCV iShares Morningstar Small-Ca	Reduce -0.5%	0.22%	−0.01
IMCV iShares Morningstar Mid-Cap	Reduce -0.3%	0.53%	−0.01
ISCG iShares Morningstar Small-Ca	Reduce -1.2%	0.25%	−0.01
IMCG iShares Morningstar Mid-Cap	Reduce -1.6%	0.68%	−0.01
VEU Vanguard Ftse All-World Ex-U	Reduce -0.4%	0.17%	−0.01
AOA iShares Core 80/20 Aggressiv	Reduce -0.3%	0.24%	−0.01
IJH iShares Core S&P Midcap ETF	Reduce -2.8%	0.26%	−0.01
IVW iShares S&P 500 Growth ETF	Reduce -5.4%	0.18%	−0.01
DVY iShares Select Dividend ETF	Reduce -1.2%	0.09%	−0.01
VYM Vanguard High DVD Yield ETF	Reduce -0.4%	0.30%	−0.00
IVE iShares S&P 500 Value ETF	Reduce -0.1%	0.10%	−0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -0.1%	0.18%	+0.00
SCHG Schwab US Large-Cap Growth	Reduce -0.6%	2.47%	+0.04

Portfolio Buys Q4 2023 → Q1 2024


GLTR Abrdn Precious Metals Basket	New	2.16%	+2.16
RSPG Invesco S&P 500 Equal Weight	New	0.73%	+0.73
RSPM Invesco S&P 500 Equal Weight	New	0.73%	+0.73
GE General Electric	New	0.13%	+0.13
VXUS Vanguard Total Intl Stock	New	0.12%	+0.12
GDX Vaneck Gold Miners ETF	New	0.11%	+0.11
QQQ Invesco QQQ Trust Series 1	New	0.09%	+0.09
LLY Eli Lilly & Co.	New	0.09%	+0.09
GRPM Invesco S&P Midcap 400 Garp	New	0.08%	+0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd	New	0.07%	+0.07
MDYG SS SPDR S&P 400 MC GR ETF	Add +0.1%	0.90%	+0.05
IGE iShares North American Natur	Add +8.4%	0.54%	+0.05
AMZN Amazon.com Inc.	Add +0.4%	0.49%	+0.04
BRK.B Berkshire Hathaway Inc. Class B	Add +0.2%	0.42%	+0.03
XOM Exxon Mobil Corp.	Add +0.3%	0.43%	+0.03
RSP Invesco S&P 500 Equal Weight	Add +2.6%	2.73%	+0.02
SCHM Schwab US Mid Cap ETF	Add +1.4%	3.87%	+0.01
MSFT Microsoft Corp.	Add +1.0%	0.20%	+0.01
COST Costco Wholesale Corp.	Add +0.3%	0.23%	+0.00
VTI VG Morningstar TS MKT ETF-US	Add +0.0%	0.47%	+0.00
GOOG Alphabet Inc. Class C	Add +1.6%	0.09%	+0.00
VB Vanguard Most SM-Cap ETF-Usd	Add +0.2%	0.09%	−0.00
SHYG iShares 0-5 YR HY Corp. Bond	Add +5.0%	0.17%	−0.01
BNDX Vanguard Total Intl Bond ETF	Add +2.5%	0.14%	−0.01
MCD McDonald's Corp.	Add +0.1%	0.10%	−0.02
SLYG SS SPDR S&P 600 SC GR ETF	Add +0.9%	0.45%	−0.02
BIV Vanguard Intermediate-Term B	Add +1.8%	0.35%	−0.03
MDYV SS SPDR S&P 400 MC Val ETF	Add +1.3%	0.76%	−0.03
SLYV SS SPDR S&P 600 SC Val ETF	Add +1.4%	0.46%	−0.04
CWI State Street SPDR MSCI Acwi	Add +1.1%	1.89%	−0.06
SCHA Schwab US Small-Cap ETF	Add +2.6%	2.82%	−0.07
BSV Vanguard Short-Term Bond ETF	Add +2.1%	1.40%	−0.11
SCHE Schwab Emrg Mrkts Eqty ETF	Add +1.4%	1.93%	−0.11
SCHC Schwab Intl Small-Cap Equity	Add +1.2%	2.21%	−0.12
VWO Vanguard Ftse Emerging Marke	Add +2.2%	2.24%	−0.12
SCHF Schwab Intl Equity ETF	Add +0.9%	8.47%	−0.23
SCHH Schwab US REIT ETF	Add +2.9%	3.18%	−0.27
BND Vanguard Total Bond Market	Add +3.5%	5.34%	−0.38
IGSB iShares 1-5Y Inv Grade Corp.	Add +2.0%	6.19%	−0.45
SCHO Schwab Short-Term US Treas	Add +1.1%	5.80%	−0.50
ISTB iShares Core 1-5 Year Usd Bo	Add +0.9%	7.91%	−0.69

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	87	$379.0M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2026	92	$354.2M	SCHX, SCHF, ISTB, IGSB, SCHO
Q4 2025	84	$332.1M	SCHX, SCHF, ISTB, IGSB, SCHO
Q3 2025	85	$333.5M	SCHX, SCHF, ISTB, IGSB, SCHO
Q2 2025	86	$315.4M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2025	82	$295.2M	SCHX, SCHF, ISTB, IGSB, SCHO
Q4 2024	80	$292.1M	SCHX, ISTB, SCHF, IGSB, SCHO
Q3 2024	81	$297.5M	SCHX, SCHF, ISTB, IGSB, SCHO
Q2 2024	78	$278.0M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2024	85	$289.2M	SCHX, SCHF, ISTB, IGSB, SCHO