Courage Miller Partners, LLC

Name: Courage Miller Partners, LLC 13F holdings, Q4 2024
Creator: Courage Miller Partners, LLC
Published: 2025-01-17

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Courage Miller Partners, LLC reported 80 stock positions worth $292.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 14.4% of the portfolio, followed by iShares Core 1-5 Year Usd Bo (ISTB, 8.5%) and Schwab Intl Equity ETF (SCHF, 8.1%). Compared with Q3 2024, it sold out of 1, added to 20 and reduced 35. The biggest buy was iShares Core 1-5 Year Usd Bo (ISTB, shares +3%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −0%).

Most Recent 13F: Q2 2026
Location: NORFOLK, VA
CIK: 0001482106
Portfolio Value: $292.1M (Q4 2024)
SEC Filing: 0001085146-25-000299 ↗ filed Jan 17, 2025

Holdings Value

Holdings 80 stocks · $292.1M


SCHX Schwab US Large-Cap ETF	14.37%	1,810,509	$42.0M	Reduce -0.9%
ISTB iShares Core 1-5 Year Usd Bo	8.48%	518,656	$24.8M	Add +2.9%
SCHF Schwab Intl Equity ETF	8.05%	1,271,041	$23.5M	Add +1.0%
IGSB iShares 1-5Y Inv Grade Corp.	7.03%	397,056	$20.5M	Add +2.6%
SCHO Schwab Short-Term US Treas	6.21%	753,619	$18.1M	Add +3.7%
BND Vanguard Total Bond Market	5.72%	232,496	$16.7M	Add +2.2%
SCHM Schwab US Mid Cap ETF	3.96%	417,704	$11.6M	Add +0.1%
SCHD Schwab US DVD Equity ETF	3.93%	420,025	$11.5M	Add +0.1%
SCHH Schwab US REIT ETF	3.20%	443,164	$9.3M	Add +0.8%
RSP Invesco S&P 500 Equal Weight	3.03%	50,552	$8.9M	Add +2.9%
SCHA Schwab US Small-Cap ETF	2.95%	333,401	$8.6M	Add +0.3%
SCHG Schwab US Large-Cap Growth	2.72%	285,204	$7.9M	Reduce -0.9%
VWO Vanguard Ftse Emerging Marke	2.37%	157,184	$6.9M	Reduce -0.3%
SCHV Schwab US Large-Cap Value	2.33%	261,064	$6.8M	Reduce -0.4%
SCHC Schwab Intl Small-Cap Equity	2.11%	179,851	$6.2M	Add +0.7%
SCHE Schwab Emrg Mrkts Eqty ETF	1.99%	218,733	$5.8M	Reduce -0.5%
CWI State Street SPDR MSCI Acwi	1.85%	193,055	$5.4M	Add +0.1%
BSV Vanguard Short-Term Bond ETF	1.43%	53,925	$4.2M	Add +0.3%
IVV iShares Core S&P 500 ETF	0.91%	4,530	$2.7M	Reduce -0.5%
MDYG SS SPDR S&P 400 MC GR ETF	0.86%	28,806	$2.5M	Reduce -0.3%
IGIB iShares 5-10Y Inv Grade Corp.	0.81%	45,704	$2.4M	Reduce 0.0%
MDYV SS SPDR S&P 400 MC Val ETF	0.79%	28,851	$2.3M	Reduce -0.6%
AAPL Apple Inc.	0.76%	9,129	$2.2M	Add +0.0%
IMCG iShares Morningstar Mid-Cap	0.69%	26,675	$2.0M	Reduce -1.5%
TIP iShares Tips Bond ETF	0.62%	16,888	$1.8M	No change
AMZN Amazon.com Inc.	0.59%	7,895	$1.7M	No change
IGE iShares North American Natur	0.55%	37,772	$1.6M	Add +1.8%
IMCV iShares Morningstar Mid-Cap	0.53%	20,872	$1.5M	Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US	0.51%	5,186	$1.5M	Reduce -0.0%
SLYV SS SPDR S&P 600 SC Val ETF	0.48%	16,054	$1.4M	Reduce -0.8%
IEFA iShares Core MSCI Eafe ETF	0.47%	19,582	$1.4M	Add +1.4%
SLYG SS SPDR S&P 600 SC GR ETF	0.45%	14,554	$1.3M	Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B	0.44%	2,850	$1.3M	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.42%	2,078	$1.2M	Reduce -1.9%
UNP Union Pacific Corp.	0.41%	5,188	$1.2M	No change
GOOGL Alphabet Inc. Class A	0.39%	6,090	$1.2M	No change
XOM Exxon Mobil Corp.	0.39%	10,522	$1.1M	No change
IXUS iShares Core Intl Stock ETF	0.35%	15,852	$1.0M	Reduce -0.2%
SHV iShares 0-1 Year Treasury Bo	0.33%	8,827	$972K	Add +0.2%
BIV Vanguard Intermediate-Term B	0.32%	12,311	$920K	Reduce -0.2%
VYM Vanguard High DVD Yield ETF	0.31%	7,081	$903K	No change
COST Costco Wholesale Corp.	0.29%	910	$834K	No change
ICSH iShares Ultra Short Duration	0.26%	15,200	$767K	No change
IJH iShares Core S&P Midcap ETF	0.26%	12,294	$766K	Add +0.2%
ISCG iShares Morningstar Small-Ca	0.24%	14,397	$712K	Reduce -0.9%
AOA iShares Core 80/20 Aggressiv	0.23%	8,600	$659K	Reduce -1.3%
ISCV iShares Morningstar Small-Ca	0.23%	10,364	$657K	Reduce -0.4%
IYR iShares US Real Estate ETF	0.20%	6,413	$597K	Add +0.9%
IVW iShares S&P 500 Growth ETF	0.20%	5,627	$571K	Reduce -0.1%
ACWI iShares MSCI Acwi ETF	0.19%	4,750	$558K	No change
MSFT Microsoft Corp.	0.19%	1,316	$555K	Reduce -5.6%
SHYG iShares 0-5 YR HY Corp. Bond	0.19%	12,899	$550K	No change
IJR iShares Core S&P Small-Cap E	0.19%	4,739	$546K	Reduce -0.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.18%	1,998	$539K	No change
ILCG iShares Morningstar Growth E	0.18%	5,905	$529K	Reduce -0.8%
STPZ PIMCO 1-5 Year US Tips Index	0.18%	10,084	$527K	Reduce -0.0%
REZ Ishars Res and Multi Reales	0.18%	6,399	$518K	Reduce -0.1%
IEMG iShares Core MSCI Emerging	0.17%	9,562	$499K	Reduce -0.4%
VEU Vanguard Ftse All-World Ex-U	0.16%	8,171	$469K	Reduce -0.0%
GLD SPDR Gold Shares	0.15%	1,775	$430K	No change
BNDX Vanguard Total Intl Bond ETF	0.14%	8,261	$405K	No change
SCZ iShares MSCI Eafe Small-Cap	0.13%	6,303	$383K	Add +0.8%
V Visa Inc. Class A	0.13%	1,200	$379K	No change
ILCV iShares Morningstar Value Et	0.13%	4,662	$378K	Reduce -0.0%
SCHZ Schwab US Aggregate Bond ETF	0.13%	16,466	$374K	Reduce -0.3%
EEM iShares MSCI Emerging Market	0.12%	8,369	$350K	Reduce -0.1%
GOOG Alphabet Inc. Class C	0.12%	1,789	$341K	No change
IVE iShares S&P 500 Value ETF	0.10%	1,555	$297K	No change
SPGI S&P Global Inc.	0.10%	595	$296K	No change
DVY iShares Select Dividend ETF	0.10%	2,176	$286K	Reduce -0.1%
AGG iShares Core U.S. Aggregate	0.09%	2,805	$272K	Reduce -0.0%
VB Vanguard Most SM-Cap ETF-Usd	0.09%	1,122	$270K	No change
ICF iShares Select U.S. REIT ETF	0.09%	4,440	$268K	Reduce -0.1%
MCD McDonald's Corp.	0.09%	883	$256K	Reduce -2.4%
LLY Eli Lilly & Co.	0.09%	327	$252K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.08%	866	$229K	No change
ISRG Intuitive Surgical Inc.	0.08%	438	$229K	No change
GRPM Invesco S&P Midcap 400 Garp	0.08%	1,983	$224K	No change
IXJ iShares Global Healthcare Et	0.07%	2,510	$216K	No change
IWR iShares Russell Mid-Cap ETF	0.07%	2,354	$208K	No change

Portfolio Sells Q3 2024 → Q4 2024


VWO Vanguard Ftse Emerging Marke	Reduce -0.3%	2.37%	−0.16
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -0.5%	1.99%	−0.16
UMMA Wahed Dow Jones Islamic WRLD	Sold out	0.00%	−0.07
SCHV Schwab US Large-Cap Value	Reduce -0.4%	2.33%	−0.03
IXUS iShares Core Intl Stock ETF	Reduce -0.2%	0.35%	−0.03
IGIB iShares 5-10Y Inv Grade Corp.	Reduce 0.0%	0.81%	−0.02
IEMG iShares Core MSCI Emerging	Reduce -0.4%	0.17%	−0.01
REZ Ishars Res and Multi Reales	Reduce -0.1%	0.18%	−0.01
VEU Vanguard Ftse All-World Ex-U	Reduce -0.0%	0.16%	−0.01
MSFT Microsoft Corp.	Reduce -5.6%	0.19%	−0.01
BIV Vanguard Intermediate-Term B	Reduce -0.2%	0.32%	−0.01
EEM iShares MSCI Emerging Market	Reduce -0.1%	0.12%	−0.01
IMCV iShares Morningstar Mid-Cap	Reduce -0.2%	0.53%	−0.01
SLYG SS SPDR S&P 600 SC GR ETF	Reduce -0.5%	0.45%	−0.01
ICF iShares Select U.S. REIT ETF	Reduce -0.1%	0.09%	−0.01
AOA iShares Core 80/20 Aggressiv	Reduce -1.3%	0.23%	−0.01
MCD McDonald's Corp.	Reduce -2.4%	0.09%	−0.01
SCHZ Schwab US Aggregate Bond ETF	Reduce -0.3%	0.13%	−0.00
AGG iShares Core U.S. Aggregate	Reduce -0.0%	0.09%	−0.00
DVY iShares Select Dividend ETF	Reduce -0.1%	0.10%	−0.00
IJR iShares Core S&P Small-Cap E	Reduce -0.2%	0.19%	+0.00
ILCV iShares Morningstar Value Et	Reduce -0.0%	0.13%	+0.00
STPZ PIMCO 1-5 Year US Tips Index	Reduce -0.0%	0.18%	+0.00
ISCV iShares Morningstar Small-Ca	Reduce -0.4%	0.23%	+0.00
ISCG iShares Morningstar Small-Ca	Reduce -0.9%	0.24%	+0.00
MDYG SS SPDR S&P 400 MC GR ETF	Reduce -0.3%	0.86%	+0.01
SLYV SS SPDR S&P 600 SC Val ETF	Reduce -0.8%	0.48%	+0.01
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.9%	0.42%	+0.01
ILCG iShares Morningstar Growth E	Reduce -0.8%	0.18%	+0.01
IVW iShares S&P 500 Growth ETF	Reduce -0.1%	0.20%	+0.01
MDYV SS SPDR S&P 400 MC Val ETF	Reduce -0.6%	0.79%	+0.02
VTI VG Morningstar TS MKT ETF-US	Reduce -0.0%	0.51%	+0.02
IMCG iShares Morningstar Mid-Cap	Reduce -1.5%	0.69%	+0.03
IVV iShares Core S&P 500 ETF	Reduce -0.5%	0.91%	+0.03
SCHG Schwab US Large-Cap Growth	Reduce -0.9%	2.72%	+0.20
SCHX Schwab US Large-Cap ETF	Reduce -0.9%	14.37%	+0.48

Portfolio Buys Q3 2024 → Q4 2024


ISTB iShares Core 1-5 Year Usd Bo	Add +2.9%	8.48%	+0.23
SCHO Schwab Short-Term US Treas	Add +3.7%	6.21%	+0.23
IGSB iShares 1-5Y Inv Grade Corp.	Add +2.6%	7.03%	+0.18
SCHM Schwab US Mid Cap ETF	Add +0.1%	3.96%	+0.08
SCHA Schwab US Small-Cap ETF	Add +0.3%	2.95%	+0.07
RSP Invesco S&P 500 Equal Weight	Add +2.9%	3.03%	+0.07
AAPL Apple Inc.	Add +0.0%	0.76%	+0.05
IJH iShares Core S&P Midcap ETF	Add +0.2%	0.26%	+0.01
SHV iShares 0-1 Year Treasury Bo	Add +0.2%	0.33%	+0.01
BSV Vanguard Short-Term Bond ETF	Add +0.3%	1.43%	+0.00
IGE iShares North American Natur	Add +1.8%	0.55%	+0.00
SCZ iShares MSCI Eafe Small-Cap	Add +0.8%	0.13%	−0.01
IYR iShares US Real Estate ETF	Add +0.9%	0.20%	−0.01
BND Vanguard Total Bond Market	Add +2.2%	5.72%	−0.02
IEFA iShares Core MSCI Eafe ETF	Add +1.4%	0.47%	−0.04
SCHD Schwab US DVD Equity ETF	Add +0.1%	3.93%	−0.04
CWI State Street SPDR MSCI Acwi	Add +0.1%	1.85%	−0.13
SCHC Schwab Intl Small-Cap Equity	Add +0.7%	2.11%	−0.20
SCHH Schwab US REIT ETF	Add +0.8%	3.20%	−0.23
SCHF Schwab Intl Equity ETF	Add +1.0%	8.05%	−0.65

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