News + Filings Holdings
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Courage Miller Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
SCHWAB US LC ETF
| SCHX | Equities | 663,191 | -61,847 | 34,731,331,000 | 1,995,850,000 | 14.47 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ISTB | Common | 473,349 | 28,318 | 22,077,011,000 | 1,409,758,000 | 9.20 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 577,501 | -16,780 | 20,587,897,000 | 1,446,118,000 | 8.58 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHO | Common | 342,170 | 9,193 | 16,444,705,000 | 381,880,000 | 6.85 | |
Hist
| 06/30/2023 |
BlackRock Funds III
| CSJ | Common | 297,041 | 33,277 | 14,902,538,000 | 1,761,825,000 | 6.21 | |
Hist
| 06/30/2023 |
VANGUARD BOND INDEX FUNDS
| BND | Common | 148,893 | 40,389 | 10,823,032,000 | 3,028,105,000 | 4.51 | |
Hist
| 06/30/2023 |
Schwab US Dividend Equity ETF
| SCHD | common | 132,657 | -2,732 | 9,633,551,000 | -593,734,000 | 4.01 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHH | Common | 401,282 | 16,705 | 7,837,042,000 | 418,547,000 | 3.26 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHM | Common | 101,306 | -1,487 | 7,195,786,000 | 451,518,000 | 3.00 | |
Hist
| 06/30/2023 |
SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 149,046 | 4,413 | 6,528,194,000 | 669,130,000 | 2.72 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHG | Common | 78,469 | 1,259 | 5,881,226,000 | 1,591,457,000 | 2.45 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHV | Common | 82,305 | 7,655 | 5,521,817,000 | 593,449,000 | 2.30 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHC | Common | 162,410 | -1,008 | 5,484,571,000 | 341,821,000 | 2.28 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 133,287 | 2,980 | 5,422,122,000 | 342,749,000 | 2.26 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RSP | Common | 36,065 | 5,802 | 5,396,829,000 | 1,122,121,000 | 2.25 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHE | Common | 198,014 | 4,983 | 4,877,091,000 | 308,042,000 | 2.03 | |
Hist
| 06/30/2023 |
SPDR INDEX SHS FDS
| CWI | Common | 178,878 | -4,607 | 4,674,088,000 | 259,433,000 | 1.95 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHZ | Common | 73,461 | 5,581 | 3,390,975,000 | 292,238,000 | 1.41 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| CIU | Common | 46,452 | 0 | 2,349,078,000 | 49,239,000 | 0.98 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 5,207 | -394 | 2,321,015,000 | 168,880,000 | 0.97 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 11,872 | 2,149 | 2,302,862,000 | 1,039,544,000 | 0.96 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| MDYG | Common | 28,608 | 1,076 | 2,049,778,000 | 250,824,000 | 0.85 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| EWMC | Common | 21,480 | 2,880 | 1,954,783,000 | 397,729,000 | 0.81 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| JKH | Common | 31,786 | -1,712 | 1,937,039,000 | 132,167,000 | 0.81 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| MDYV | Common | 27,425 | 1,451 | 1,886,283,000 | 205,254,000 | 0.79 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| TIP | Common | 16,941 | 53 | 1,823,144,000 | 25,585,000 | 0.76 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IEFA | Common | 22,312 | 316 | 1,506,093,000 | 150,229,000 | 0.63 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| JKI | Common | 22,448 | -6,504 | 1,429,938,000 | -366,534,000 | 0.60 | |
Hist
| 06/30/2023 |
UNION PACIFIC CORP
| UNP | Common | 6,468 | 6,468 | 1,323,482,000 | 1,323,482,000 | 0.55 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHV | Common | 11,212 | -46 | 1,238,365,000 | 886,000 | 0.52 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IXUS | Common | 19,312 | -467 | 1,159,215,000 | 61,598,000 | 0.48 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VTI | Common | 5,236 | -93 | 1,153,488,000 | 134,616,000 | 0.48 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| DSV | Common | 14,760 | 815 | 1,139,296,000 | 104,325,000 | 0.47 | |
Hist
| 06/30/2023 |
EXXON MOBIL CORP
| XOM | Common | 10,560 | 10,560 | 1,132,568,000 | 1,132,568,000 | 0.47 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| SLYG | Common | 14,248 | 1,242 | 1,096,532,000 | 156,973,000 | 0.46 | |
Hist
| 06/30/2023 |
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