Courage-Miller-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GOOGL",
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "UNP",
  "ISRG",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "ICF",
  null,
  "MSFT",
  null,
  "IJR",
  null,
  "EEM",
  null,
  "IEMG",
  null,
  "IVV",
  null,
  "IYR",
  "AAPL",
  "SPY",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "GLD",
  "BIV",
  "VV",
  "VWO",
  "VYM",
  "IWR",
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VEU",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "V",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  "IXUS",
  "BRK-B",
  "COST",
  "RSP",
  null,
  "GOOG",
  "XOM",
  "LLY",
  "PM",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 82
Total Value: 295154882
Accession Number: 0001085146-25-002407
Form Type: 13F-HR
CIK: courage-miller-partners
Manager Name: Courage-Miller-Partners

Data Enrichment

57% identified

47 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $295.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 5

Sort by:

78464A821

Shares:29.8K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.2M)

78464A839

Shares:29.7K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$295.2M)

Apple Inc.

AAPL|037833100

Shares:8.9K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$295.2M)

464287374

Shares:42.2K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$295.2M)

464288307

Shares:26.1K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$295.2M)

46432F842

IEFA|46432F842

Shares:20.8K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$295.2M)

464288406

Shares:20.6K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$295.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$295.2M)

AMAZON COM INC

AMZN|023135106

Shares:7.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$295.2M)

922908769

VTI|922908769

Shares:5.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$295.2M)

78464A300

Shares:16.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$295.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:10.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$295.2M)

78464A201

Shares:15.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$295.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:5.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$295.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$295.2M)

46432F834

IXUS|46432F834

Shares:15.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$295.2M)

464288679

Shares:8.9K

Value:$985.6K

% of Portfolio:0.3% ($985.6K/$295.2M)

921937819

BIV|921937819

Shares:12.3K

Value:$942.8K

% of Portfolio:0.3% ($942.8K/$295.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.1K

Value:$941.8K

% of Portfolio:0.3% ($941.8K/$295.2M)

921946406

VYM|921946406

Shares:7.1K

Value:$913.2K

% of Portfolio:0.3% ($913.2K/$295.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A821)✕	29.8K	QoQ +3.49% (-1.0K) YoY +0.13% (-39)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.2M)	QoQ -5.35% (-$134.0K) YoY -8.85% (-$230.0K)
(cusip78464A839)✕	29.7K	QoQ +2.96% (-855) YoY +2.17% (+633)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$295.2M)	QoQ -1.08% (-$25.0K) YoY +3.58% (+$79.3K)
Apple Inc.(AAPLcusip037833100)	8.9K	QoQ -2.17% (-199) YoY -5.66% (-536)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$295.2M)	QoQ -10.46% (-$231.9K) YoY +24.18% (-$386.3K)
(cusip464287374)✕	42.2K	QoQ +11.84% (+4.5K) YoY +22.80% (+7.8K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$295.2M)	QoQ +19.01% (+$307.0K) YoY +24.11% (+$373.3K)
(cusip464288307)✕	26.1K	QoQ -2.21% (-591) YoY -6.56% (-1.8K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$295.2M)	QoQ -7.52% (-$151.6K) YoY -5.57% (-$109.9K)
(IEFAcusip46432F842)	20.8K	QoQ +6.07% (+1.2K) YoY +9.44% (+1.8K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$295.2M)	QoQ +14.18% (+$195.2K) YoY +11.54% (+$162.7K)
(cusip464288406)✕	20.6K	QoQ -1.42% (-297) YoY -2.15% (-453)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$295.2M)	QoQ -1.51% (-$23.5K) YoY +0.05% (-$878)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.9K	QoQ 0.00% (+0) YoY -1.04% (-30)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$295.2M)	QoQ +17.49% (+$226.0K) YoY +25.32% (-$306.8K)
AMAZON COM INC(AMZNcusip023135106)	7.9K	QoQ +0.06% (-5) YoY -0.31% (-25)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$295.2M)	QoQ -13.22% (-$229.0K) YoY +5.14% (-$73.5K)
(VTIcusip922908769)	5.2K	QoQ +0.01% (-1) YoY -0.57% (-30)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$295.2M)	QoQ -5.15% (-$77.5K) YoY +5.14% (-$69.8K)
(cusip78464A300)✕	16.5K	QoQ +2.55% (-410) YoY +2.91% (-467)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$295.2M)	QoQ -7.84% (-$109.9K) YoY -2.74% (-$36.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	10.5K	QoQ 0.00% (+0) YoY -0.63% (-67)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$295.2M)	QoQ +10.56% (+$119.5K) YoY +1.66% (-$20.5K)
(cusip78464A201)✕	15.0K	QoQ +3.36% (-490) YoY +0.58% (-87)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$295.2M)	QoQ -5.04% (-$66.3K) YoY -4.29% (-$56.0K)
UNION PACIFIC CORP(UNPcusip907818108)	5.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$295.2M)	QoQ +3.59% (+$42.5K) YoY -3.94% (-$50.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.1K	QoQ 0.00% (-0) YoY -0.24% (-5)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$295.2M)	QoQ -4.55% (-$55.5K) YoY +6.68% (-$72.9K)
(IXUScusip46432F834)	15.8K	QoQ -0.42% (-68) YoY +49.63% (+5.2K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$295.2M)	QoQ +5.02% (-$50.6K) YoY +47.92% (+$343.0K)
(cusip464288679)✕	8.9K	QoQ +1.08% (+96) YoY +6.22% (+523)	All Managers (Combined)	$985.6K	0.3% ($985.6K/$295.2M)	QoQ +1.40% (+$13.7K) YoY +6.14% (+$57.1K)
(BIVcusip921937819)	12.3K	QoQ +0.01% (+2) YoY -8.79% (-1.2K)	All Managers (Combined)	$942.8K	0.3% ($942.8K/$295.2M)	QoQ +2.47% (+$22.8K) YoY -7.37% (-$75.1K)
Alphabet Inc.(GOOGLcusip02079K305)	6.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$941.8K	0.3% ($941.8K/$295.2M)	QoQ -18.30% (-$211.1K) YoY +2.46% (+$22.6K)
(VYMcusip921946406)	7.1K	QoQ 0.00% (+0) YoY -0.79% (-57)	All Managers (Combined)	$913.2K	0.3% ($913.2K/$295.2M)	QoQ +1.07% (+$9.7K) YoY +5.73% (-$49.5K)