Courage Miller Partners, LLC

Name: Courage Miller Partners, LLC 13F holdings, Q3 2024
Creator: Courage Miller Partners, LLC
Published: 2024-10-21

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

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Courage Miller Partners, LLC reported 81 stock positions worth $297.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.9% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 8.7%) and iShares Core 1-5 Year Usd Bo (ISTB, 8.3%). Compared with Q2 2024, it opened 3 new positions, added to 20 and reduced 37. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +8%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −3%).

Most Recent 13F: Q2 2026
Location: NORFOLK, VA
CIK: 0001482106
Portfolio Value: $297.5M (Q3 2024)
SEC Filing: 0001085146-24-005035 ↗ filed Oct 21, 2024

Holdings Value

Holdings 81 stocks · $297.5M


SCHX Schwab US Large-Cap ETF	13.89%	608,855	$41.3M	Reduce -3.4%
SCHF Schwab Intl Equity ETF	8.70%	629,308	$25.9M	Add +0.5%
ISTB iShares Core 1-5 Year Usd Bo	8.25%	504,297	$24.5M	Add +4.7%
IGSB iShares 1-5Y Inv Grade Corp.	6.85%	386,894	$20.4M	Add +7.9%
SCHO Schwab Short-Term US Treas	5.98%	363,279	$17.8M	Add +5.0%
BND Vanguard Total Bond Market	5.74%	227,427	$17.1M	Add +6.0%
SCHD Schwab US DVD Equity ETF	3.97%	139,843	$11.8M	Reduce -0.2%
SCHM Schwab US Mid Cap ETF	3.89%	139,088	$11.6M	Add +1.3%
SCHH Schwab US REIT ETF	3.42%	439,625	$10.2M	Reduce -2.9%
RSP Invesco S&P 500 Equal Weight	2.96%	49,136	$8.8M	Add +4.8%
SCHA Schwab US Small-Cap ETF	2.88%	166,200	$8.6M	Add +0.5%
VWO Vanguard Ftse Emerging Marke	2.54%	157,595	$7.5M	Add +1.4%
SCHG Schwab US Large-Cap Growth	2.52%	71,943	$7.5M	Reduce -5.7%
SCHV Schwab US Large-Cap Value	2.36%	87,372	$7.0M	Reduce -1.8%
SCHC Schwab Intl Small-Cap Equity	2.31%	178,552	$6.9M	Add +0.1%
SCHE Schwab Emrg Mrkts Eqty ETF	2.16%	219,778	$6.4M	Reduce -0.7%
CWI State Street SPDR MSCI Acwi	1.97%	192,772	$5.9M	Reduce -0.3%
BSV Vanguard Short-Term Bond ETF	1.42%	53,784	$4.2M	Add +5.1%
IVV iShares Core S&P 500 ETF	0.88%	4,552	$2.6M	Reduce -3.7%
MDYG SS SPDR S&P 400 MC GR ETF	0.85%	28,878	$2.5M	Reduce -2.7%
IGIB iShares 5-10Y Inv Grade Corp.	0.83%	45,706	$2.5M	No change
MDYV SS SPDR S&P 400 MC Val ETF	0.78%	29,030	$2.3M	Reduce -0.1%
AAPL Apple Inc.	0.71%	9,127	$2.1M	Add +0.0%
IMCG iShares Morningstar Mid-Cap	0.66%	27,084	$2.0M	Reduce -2.5%
TIP iShares Tips Bond ETF	0.63%	16,888	$1.9M	No change
IGE iShares North American Natur	0.55%	37,097	$1.6M	Add +6.8%
IMCV iShares Morningstar Mid-Cap	0.54%	20,905	$1.6M	Reduce -0.6%
IEFA iShares Core MSCI Eafe ETF	0.51%	19,309	$1.5M	Add +1.6%
AMZN Amazon.com Inc.	0.49%	7,895	$1.5M	Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US	0.49%	5,187	$1.5M	No change
SLYV SS SPDR S&P 600 SC Val ETF	0.47%	16,185	$1.4M	Add +1.0%
SLYG SS SPDR S&P 600 SC GR ETF	0.46%	14,628	$1.4M	Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B	0.44%	2,850	$1.3M	No change
UNP Union Pacific Corp.	0.43%	5,188	$1.3M	No change
XOM Exxon Mobil Corp.	0.41%	10,522	$1.2M	Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US	0.41%	2,118	$1.2M	Add +1.7%
IXUS iShares Core Intl Stock ETF	0.37%	15,886	$1.1M	Reduce -0.9%
GOOGL Alphabet Inc. Class A	0.34%	6,090	$1.0M	No change
SHV iShares 0-1 Year Treasury Bo	0.33%	8,811	$975K	Add +6.8%
BIV Vanguard Intermediate-Term B	0.33%	12,339	$967K	No change
VYM Vanguard High DVD Yield ETF	0.31%	7,081	$908K	Reduce -0.8%
COST Costco Wholesale Corp.	0.27%	910	$807K	No change
ICSH iShares Ultra Short Duration	0.26%	15,200	$771K	No change
IJH iShares Core S&P Midcap ETF	0.26%	12,265	$764K	Reduce -0.4%
ISCG iShares Morningstar Small-Ca	0.24%	14,533	$712K	Reduce -5.6%
AOA iShares Core 80/20 Aggressiv	0.23%	8,709	$687K	Reduce -6.0%
ISCV iShares Morningstar Small-Ca	0.22%	10,404	$660K	Reduce -0.7%
IYR iShares US Real Estate ETF	0.22%	6,354	$647K	Reduce -2.2%
MSFT Microsoft Corp.	0.20%	1,394	$600K	Add +0.1%
REZ Ishars Res and Multi Reales	0.19%	6,404	$569K	Reduce -10.2%
ACWI iShares MSCI Acwi ETF	0.19%	4,750	$568K	No change
SHYG iShares 0-5 YR HY Corp. Bond	0.19%	12,899	$560K	Add +15.3%
IJR iShares Core S&P Small-Cap E	0.19%	4,748	$555K	Reduce -0.2%
IEMG iShares Core MSCI Emerging	0.19%	9,601	$551K	Reduce -0.4%
IVW iShares S&P 500 Growth ETF	0.18%	5,634	$539K	Reduce -10.8%
STPZ PIMCO 1-5 Year US Tips Index	0.18%	10,087	$533K	No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.18%	1,998	$526K	Reduce -7.8%
VEU Vanguard Ftse All-World Ex-U	0.17%	8,173	$515K	Reduce -2.8%
ILCG iShares Morningstar Growth E	0.17%	5,954	$500K	Reduce -14.9%
GLD SPDR Gold Shares	0.14%	1,775	$431K	No change
SCZ iShares MSCI Eafe Small-Cap	0.14%	6,254	$423K	Add +2.3%
BNDX Vanguard Total Intl Bond ETF	0.14%	8,261	$415K	No change
SCHZ Schwab US Aggregate Bond ETF	0.13%	8,262	$393K	No change
EEM iShares MSCI Emerging Market	0.13%	8,377	$384K	Reduce -3.8%
ILCV iShares Morningstar Value Et	0.13%	4,664	$383K	Reduce -8.0%
V Visa Inc. Class A	0.11%	1,200	$330K	No change
SPGI S&P Global Inc.	0.10%	595	$307K	No change
IVE iShares S&P 500 Value ETF	0.10%	1,555	$307K	Reduce -0.8%
GOOG Alphabet Inc. Class C	0.10%	1,789	$299K	No change
DVY iShares Select Dividend ETF	0.10%	2,179	$294K	Reduce -1.3%
ICF iShares Select U.S. REIT ETF	0.10%	4,442	$293K	Reduce -1.1%
LLY Eli Lilly & Co.	0.10%	327	$290K	No change
AGG iShares Core U.S. Aggregate	0.10%	2,806	$284K	Reduce -13.0%
MCD McDonald's Corp.	0.09%	905	$276K	Reduce -8.6%
VB Vanguard Most SM-Cap ETF-Usd	0.09%	1,122	$266K	Reduce -1.0%
IXJ iShares Global Healthcare Et	0.08%	2,510	$246K	No change
GRPM Invesco S&P Midcap 400 Garp	0.08%	1,983	$232K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.08%	866	$228K	No change
ISRG Intuitive Surgical Inc.	0.07%	438	$215K	New
IWR iShares Russell Mid-Cap ETF	0.07%	2,354	$207K	New
UMMA Wahed Dow Jones Islamic WRLD	0.07%	7,898	$202K	New

Portfolio Sells Q2 2024 → Q3 2024


SCHX Schwab US Large-Cap ETF	Reduce -3.4%	13.89%	−0.68
SCHG Schwab US Large-Cap Growth	Reduce -5.7%	2.52%	−0.25
AMZN Amazon.com Inc.	Reduce -0.4%	0.49%	−0.06
IVV iShares Core S&P 500 ETF	Reduce -3.7%	0.88%	−0.05
MDYG SS SPDR S&P 400 MC GR ETF	Reduce -2.7%	0.85%	−0.05
ILCG iShares Morningstar Growth E	Reduce -14.9%	0.17%	−0.04
IVW iShares S&P 500 Growth ETF	Reduce -10.8%	0.18%	−0.03
XOM Exxon Mobil Corp.	Reduce -0.6%	0.41%	−0.02
AOA iShares Core 80/20 Aggressiv	Reduce -6.0%	0.23%	−0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -7.8%	0.18%	−0.02
AGG iShares Core U.S. Aggregate	Reduce -13.0%	0.10%	−0.02
IMCG iShares Morningstar Mid-Cap	Reduce -2.5%	0.66%	−0.01
ISCG iShares Morningstar Small-Ca	Reduce -5.6%	0.24%	−0.01
ILCV iShares Morningstar Value Et	Reduce -8.0%	0.13%	−0.01
SCHV Schwab US Large-Cap Value	Reduce -1.8%	2.36%	−0.01
REZ Ishars Res and Multi Reales	Reduce -10.2%	0.19%	−0.01
SLYG SS SPDR S&P 600 SC GR ETF	Reduce -2.3%	0.46%	−0.00
EEM iShares MSCI Emerging Market	Reduce -3.8%	0.13%	−0.00
VEU Vanguard Ftse All-World Ex-U	Reduce -2.8%	0.17%	−0.00
IJH iShares Core S&P Midcap ETF	Reduce -0.4%	0.26%	−0.00
IXUS iShares Core Intl Stock ETF	Reduce -0.9%	0.37%	−0.00
IEMG iShares Core MSCI Emerging	Reduce -0.4%	0.19%	−0.00
IVE iShares S&P 500 Value ETF	Reduce -0.8%	0.10%	+0.00
VB Vanguard Most SM-Cap ETF-Usd	Reduce -1.0%	0.09%	+0.00
VYM Vanguard High DVD Yield ETF	Reduce -0.8%	0.31%	+0.00
MCD McDonald's Corp.	Reduce -8.6%	0.09%	+0.00
DVY iShares Select Dividend ETF	Reduce -1.3%	0.10%	+0.00
CWI State Street SPDR MSCI Acwi	Reduce -0.3%	1.97%	+0.00
ISCV iShares Morningstar Small-Ca	Reduce -0.7%	0.22%	+0.00
IJR iShares Core S&P Small-Cap E	Reduce -0.2%	0.19%	+0.00
ICF iShares Select U.S. REIT ETF	Reduce -1.1%	0.10%	+0.01
IMCV iShares Morningstar Mid-Cap	Reduce -0.6%	0.54%	+0.01
IYR iShares US Real Estate ETF	Reduce -2.2%	0.22%	+0.01
MDYV SS SPDR S&P 400 MC Val ETF	Reduce -0.1%	0.78%	+0.01
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -0.7%	2.16%	+0.04
SCHD Schwab US DVD Equity ETF	Reduce -0.2%	3.97%	+0.06
SCHH Schwab US REIT ETF	Reduce -2.9%	3.42%	+0.17

Portfolio Buys Q2 2024 → Q3 2024


IGSB iShares 1-5Y Inv Grade Corp.	Add +7.9%	6.85%	+0.24
RSP Invesco S&P 500 Equal Weight	Add +4.8%	2.96%	+0.19
BND Vanguard Total Bond Market	Add +6.0%	5.74%	+0.18
VWO Vanguard Ftse Emerging Marke	Add +1.4%	2.54%	+0.09
ISRG Intuitive Surgical Inc.	New	0.07%	+0.07
IWR iShares Russell Mid-Cap ETF	New	0.07%	+0.07
UMMA Wahed Dow Jones Islamic WRLD	New	0.07%	+0.07
SCHA Schwab US Small-Cap ETF	Add +0.5%	2.88%	+0.05
SCHF Schwab Intl Equity ETF	Add +0.5%	8.70%	+0.05
ISTB iShares Core 1-5 Year Usd Bo	Add +4.7%	8.25%	+0.04
SCHM Schwab US Mid Cap ETF	Add +1.3%	3.89%	+0.04
SCHC Schwab Intl Small-Cap Equity	Add +0.1%	2.31%	+0.03
SLYV SS SPDR S&P 600 SC Val ETF	Add +1.0%	0.47%	+0.02
SHYG iShares 0-5 YR HY Corp. Bond	Add +15.3%	0.19%	+0.02
BSV Vanguard Short-Term Bond ETF	Add +5.1%	1.42%	+0.01
IEFA iShares Core MSCI Eafe ETF	Add +1.6%	0.51%	+0.01
SCZ iShares MSCI Eafe Small-Cap	Add +2.3%	0.14%	+0.01
SPY SS SPDR S&P 500 ETF Trust-US	Add +1.7%	0.41%	+0.00
SHV iShares 0-1 Year Treasury Bo	Add +6.8%	0.33%	0.00
IGE iShares North American Natur	Add +6.8%	0.55%	−0.00
SCHO Schwab Short-Term US Treas	Add +5.0%	5.98%	−0.01
MSFT Microsoft Corp.	Add +0.1%	0.20%	−0.02
AAPL Apple Inc.	Add +0.0%	0.71%	−0.06

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