0001085146-23-001830.txt : 20230424 0001085146-23-001830.hdr.sgml : 20230424 20230421175527 ACCESSION NUMBER: 0001085146-23-001830 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Courage Miller Partners, LLC CENTRAL INDEX KEY: 0001482106 IRS NUMBER: 262737153 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14916 FILM NUMBER: 23837479 BUSINESS ADDRESS: STREET 1: 101 WEST MAIN ST STREET 2: SUITE 720 CITY: NORFOLK STATE: VA ZIP: 23510 BUSINESS PHONE: 757-390-3100 MAIL ADDRESS: STREET 1: 101 WEST MAIN ST STREET 2: SUITE 720 CITY: NORFOLK STATE: VA ZIP: 23510 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001482106 XXXXXXXX 03-31-2023 03-31-2023 false Courage Miller Partners, LLC

101 WEST MAIN ST SUITE 720 NORFOLK VA 23510

13F HOLDINGS REPORT 028-14916 000147360 801-69242 N Ralph Courage 757-390-3100 /s/Ralph Courage Norfolk VA 04-21-2023 0 74 236235820 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 640014 6170 SH SOLE 0 0 6170 AMAZON COM INC COM 023135106 BBG001S5PQL7 826320 8000 SH SOLE 0 0 8000 APPLE INC COM 037833100 BBG001S5N8V8 2049759 12430 SH SOLE 0 0 12430 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 886479 2871 SH SOLE 0 0 2871 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 211945 1299 SH SOLE 0 0 1299 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 438316 882 SH SOLE 0 0 882 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1401456 12780 SH SOLE 0 0 12780 INVESCO EXCHANGE TRADED FD T S&P MDCP400 EQ 46137V225 BBG00KJR2CS6 1739468 19996 SH SOLE 0 0 19996 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 5050191 34920 SH SOLE 0 0 34920 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 493804 10121 SH SOLE 0 0 10121 ISHARES TR 3YRTB ETF 464288125 BBG001T33X85 418020 5953 SH SOLE 0 0 5953 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 726951 11432 SH SOLE 0 0 11432 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 763800 15200 SH SOLE 0 0 15200 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 322299 5803 SH SOLE 0 0 5803 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 22356718 474111 SH SOLE 0 0 474111 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1493997 22348 SH SOLE 0 0 22348 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 1146230 19336 SH SOLE 0 0 19336 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 675653 2701 SH SOLE 0 0 2701 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 572709 5923 SH SOLE 0 0 5923 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2490099 6057 SH SOLE 0 0 6057 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 328712 3299 SH SOLE 0 0 3299 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 405518 6814 SH SOLE 0 0 6814 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 209234 2510 SH SOLE 0 0 2510 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 491151 6501 SH SOLE 0 0 6501 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 14849906 293825 SH SOLE 0 0 293825 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 2382059 46452 SH SOLE 0 0 46452 ISHARES TR MORNINGSTAR GRWT 464287119 BBG001SBRHJ5 546724 9876 SH SOLE 0 0 9876 ISHARES TR MORNINGSTAR VALU 464288109 BBG001SBRHX9 391068 6120 SH SOLE 0 0 6120 ISHARES TR MRGSTR MD CP GRW 464288307 BBG001SBRK44 1874096 32559 SH SOLE 0 0 32559 ISHARES TR MRGSTR MD CP VAL 464288406 BBG001SBRK53 1427819 23074 SH SOLE 0 0 23074 ISHARES TR MRGSTR SM CP GR 464288604 BBG001SBRKD4 730216 18732 SH SOLE 0 0 18732 ISHARES TR MRNING SM CP ETF 464288703 BBG001SBRKG1 614789 11785 SH SOLE 0 0 11785 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 433010 4750 SH SOLE 0 0 4750 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 476459 12074 SH SOLE 0 0 12074 ISHARES TR NORTH AMERN NAT 464287374 BBG001SJKDG7 751175 19177 SH SOLE 0 0 19177 ISHARES TR RESIDENTIAL MULT 464288562 BBG001ST7G73 652811 9244 SH SOLE 0 0 9244 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 544312 8520 SH SOLE 0 0 8520 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 297298 1959 SH SOLE 0 0 1959 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 313233 2673 SH SOLE 0 0 2673 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1242020 11240 SH SOLE 0 0 11240 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1861902 16888 SH SOLE 0 0 16888 ISHARES TR U.S. REAL ES ETF 464287739 BBG001SFGXJ3 608779 7171 SH SOLE 0 0 7171 MCDONALDS CORP COM 580135101 BBG001S5T110 355384 1271 SH SOLE 0 0 1271 PIMCO ETF TR 1-5 US TIP IDX 72201R205 BBG001T5DWK7 592370 11606 SH SOLE 0 0 11606 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 205138 595 SH SOLE 0 0 595 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4895130 199638 SH SOLE 0 0 199638 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 20507522 589297 SH SOLE 0 0 589297 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 5510795 163477 SH SOLE 0 0 163477 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 235806 4676 SH SOLE 0 0 4676 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 16669606 341660 SH SOLE 0 0 341660 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 3446024 73460 SH SOLE 0 0 73460 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 9548843 130520 SH SOLE 0 0 130520 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 5717146 87727 SH SOLE 0 0 87727 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 5392421 82227 SH SOLE 0 0 82227 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 33604058 694729 SH SOLE 0 0 694729 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 6947656 102397 SH SOLE 0 0 102397 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 7703597 395056 SH SOLE 0 0 395056 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 6179288 147372 SH SOLE 0 0 147372 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 325216 1775 SH SOLE 0 0 1775 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 BBG001SRXRN6 4695319 182484 SH SOLE 0 0 182484 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 888376 2170 SH SOLE 0 0 2170 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 1971565 28807 SH SOLE 0 0 28807 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 1788645 27068 SH SOLE 0 0 27068 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1033760 14017 SH SOLE 0 0 14017 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1095136 14376 SH SOLE 0 0 14376 UNION PAC CORP COM 907818108 BBG001S5X2M0 1301750 6468 SH SOLE 0 0 6468 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 10815061 146486 SH SOLE 0 0 146486 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 414158 2217 SH SOLE 0 0 2217 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 220458 1163 SH SOLE 0 0 1163 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1069848 5242 SH SOLE 0 0 5242 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 505773 9459 SH SOLE 0 0 9459 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5410617 133926 SH SOLE 0 0 133926 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 782283 7415 SH SOLE 0 0 7415 VISA INC COM CL A 92826C839 BBG001SRCFY3 270552 1200 SH SOLE 0 0 1200