13F-HR filed by Courage Miller Partners, LLC
Courage Miller Partners, LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-19, with 67 holding rows worth $198,357,000.
- Accession
- 0001085146-22-003499
- Filer
- CIK 1482106
- Filed
- 2022-10-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 67 entries on the cover page, a total value of $198,357,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,357,000 with VALUE read as thousands by filing date, 13F file number 028-14916. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 724,309 | $30,675,000 | thousands by filing date | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 456,246 | $21,033,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 420,349 | $20,286,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 573,521 | $16,133,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 264,916 | $13,055,000 | thousands by filing date | |
| SCHD | 808524797 | COM | 133,544 | $8,871,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 369,474 | $6,905,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 101,121 | $6,121,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 138,830 | $5,248,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 124,691 | $4,550,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 156,246 | $4,336,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 190,307 | $4,263,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 71,610 | $4,190,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 71,763 | $4,005,000 | thousands by filing date | |
| SPDR MSCI ACWI EX-US ETF | 78463X848 | COM | 187,818 | $3,984,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 25,862 | $3,292,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 64,247 | $2,911,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 46,554 | $2,248,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 5,838 | $2,094,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 16,888 | $1,772,000 | thousands by filing date | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 34,688 | $1,748,000 | thousands by filing date | |
| iShares Morningstar Mid-Cap Value ETF | 464288406 | SHS | 29,911 | $1,673,000 | thousands by filing date | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 26,983 | $1,628,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A839 | ST STR SP400VAL | 25,174 | $1,456,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 12,268 | $1,349,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 22,035 | $1,161,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 8,179 | $1,130,000 | thousands by filing date | |
| INVESCO S&P MIDCAP 400 GARP ETF | 46137V225 | ETF | 15,023 | $1,128,000 | thousands by filing date | |
| VTI | 922908769 | COM | 5,329 | $956,000 | thousands by filing date | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 13,439 | $902,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 7,830 | $885,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 12,575 | $857,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 16,127 | $782,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 2,170 | $775,000 | thousands by filing date | |
| ISHARES TR | 464288562 | RESIDENTIAL MULT | 10,682 | $767,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,853 | $762,000 | thousands by filing date | |
| ISHARES MORNINGSTAR ETF SMALL CAP VALUE | 464288703 | ETF | 15,844 | $753,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 7,425 | $704,000 | thousands by filing date | |
| iShares Morningstar Small-Cap Growth ETF | 464288604 | SHS | 19,894 | $690,000 | thousands by filing date | |
| IJH | 464287507 | COM | 2,953 | $647,000 | thousands by filing date | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 11,517 | $639,000 | thousands by filing date | |
| ISHARES TR | 464287374 | NORTH AMERN NAT | 18,077 | $628,000 | thousands by filing date | |
| ISHARES | 46434VBA7 | EXCHANGE TRADED | 25,085 | $628,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,090 | $583,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R205 | 1-5 US TIP IDX | 11,732 | $580,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 6,579 | $574,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 12,514 | $555,000 | thousands by filing date | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 7,100 | $553,000 | thousands by filing date | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 11,265 | $544,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 8,880 | $514,000 | thousands by filing date | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 8,372 | $473,000 | thousands by filing date | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 5,799 | $472,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 6,501 | $464,000 | thousands by filing date | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 8,900 | $445,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,688 | $440,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 12,134 | $423,000 | thousands by filing date | |
| ISHARES TR | 464288125 | 3YRTB ETF | 5,808 | $373,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 3,374 | $362,000 | thousands by filing date | |
| ISHARES TR | 464287564 | SELECT US REIT | 6,559 | $352,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 6,455 | $315,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 3,013 | $290,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,775 | $275,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 6,264 | $269,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 2,049 | $263,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 1,200 | $213,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 883 | $204,000 | thousands by filing date | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 4,093 | $201,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-22-003499 | this filing | 2022-10-19 | acceptance time not in the bulk data set |