0001085146-23-002796.txt : 20230720 0001085146-23-002796.hdr.sgml : 20230720 20230720103531 ACCESSION NUMBER: 0001085146-23-002796 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230720 DATE AS OF CHANGE: 20230720 EFFECTIVENESS DATE: 20230720 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: 231098452 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 06-30-2023 06-30-2023 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 07-20-2023 0 76 240047495 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 735317 6143 SH SOLE 0 0 6143 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 212907 1760 SH SOLE 0 0 1760 AMAZON COM INC COM 023135106 BBG001S5PQL7 1039621 7975 SH SOLE 0 0 7975 APPLE INC COM 037833100 BBG001S5N8V8 2302862 11872 SH SOLE 0 0 11872 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 976283 2863 SH SOLE 0 0 2863 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 204398 1299 SH SOLE 0 0 1299 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 488397 907 SH SOLE 0 0 907 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1132568 10560 SH SOLE 0 0 10560 INVESCO EXCHANGE TRADED FD T S&P MDCP400 EQ 46137V225 BBG00KJR2CS6 1954783 21480 SH SOLE 0 0 21480 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 5396829 36065 SH SOLE 0 0 36065 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 500096 10146 SH SOLE 0 0 10146 ISHARES TR 3YRTB ETF 464288125 BBG001T33X85 412245 5953 SH SOLE 0 0 5953 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 745298 11235 SH SOLE 0 0 11235 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 764560 15200 SH SOLE 0 0 15200 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 322473 5803 SH SOLE 0 0 5803 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 22077011 473349 SH SOLE 0 0 473349 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1506093 22312 SH SOLE 0 0 22312 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 1159215 19312 SH SOLE 0 0 19312 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 705181 2697 SH SOLE 0 0 2697 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 619289 6215 SH SOLE 0 0 6215 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2321015 5207 SH SOLE 0 0 5207 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 329602 3365 SH SOLE 0 0 3365 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 402496 6824 SH SOLE 0 0 6824 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 213325 2510 SH SOLE 0 0 2510 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 488030 6501 SH SOLE 0 0 6501 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 14902538 297041 SH SOLE 0 0 297041 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 2349078 46452 SH SOLE 0 0 46452 ISHARES TR MORNINGSTAR GRWT 464287119 BBG001SBRHJ5 459893 7377 SH SOLE 0 0 7377 ISHARES TR MORNINGSTAR VALU 464288109 BBG001SBRHX9 406703 6114 SH SOLE 0 0 6114 ISHARES TR MRGSTR MD CP GRW 464288307 BBG001SBRK44 1937039 31786 SH SOLE 0 0 31786 ISHARES TR MRGSTR MD CP VAL 464288406 BBG001SBRK53 1429938 22448 SH SOLE 0 0 22448 ISHARES TR MRGSTR SM CP GR 464288604 BBG001SBRKD4 766541 18511 SH SOLE 0 0 18511 ISHARES TR MRNING SM CP ETF 464288703 BBG001SBRKG1 635923 11772 SH SOLE 0 0 11772 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 455715 4750 SH SOLE 0 0 4750 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 471060 11907 SH SOLE 0 0 11907 ISHARES TR NORTH AMERN NAT 464287374 BBG001SJKDG7 924471 23814 SH SOLE 0 0 23814 ISHARES TR RESIDENTIAL MULT 464288562 BBG001ST7G73 677308 9244 SH SOLE 0 0 9244 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 545730 7743 SH SOLE 0 0 7743 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 315610 1958 SH SOLE 0 0 1958 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 301841 2664 SH SOLE 0 0 2664 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1238365 11212 SH SOLE 0 0 11212 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1823144 16941 SH SOLE 0 0 16941 ISHARES TR U.S. REAL ES ETF 464287739 BBG001SFGXJ3 628847 7267 SH SOLE 0 0 7267 MCDONALDS CORP COM 580135101 BBG001S5T110 379279 1271 SH SOLE 0 0 1271 PIMCO ETF TR 1-5 US TIP IDX 72201R205 BBG001T5DWK7 558883 11111 SH SOLE 0 0 11111 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 238530 595 SH SOLE 0 0 595 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4877091 198014 SH SOLE 0 0 198014 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 20587897 577501 SH SOLE 0 0 577501 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 5484571 162410 SH SOLE 0 0 162410 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 230429 4676 SH SOLE 0 0 4676 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 16444705 342170 SH SOLE 0 0 342170 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 3390975 73461 SH SOLE 0 0 73461 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 9633551 132657 SH SOLE 0 0 132657 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 5881226 78469 SH SOLE 0 0 78469 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 5521817 82305 SH SOLE 0 0 82305 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 34731331 663191 SH SOLE 0 0 663191 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 7195786 101306 SH SOLE 0 0 101306 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 7837042 401282 SH SOLE 0 0 401282 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 6528194 149046 SH SOLE 0 0 149046 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 316429 1775 SH SOLE 0 0 1775 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 BBG001SRXRN6 4674088 178878 SH SOLE 0 0 178878 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 923796 2084 SH SOLE 0 0 2084 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 2049778 28608 SH SOLE 0 0 28608 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 1886283 27425 SH SOLE 0 0 27425 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1096532 14248 SH SOLE 0 0 14248 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1139296 14760 SH SOLE 0 0 14760 UNION PAC CORP COM 907818108 BBG001S5X2M0 1323482 6468 SH SOLE 0 0 6468 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 10823032 148893 SH SOLE 0 0 148893 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 455055 2245 SH SOLE 0 0 2245 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 205430 933 SH SOLE 0 0 933 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 231309 1163 SH SOLE 0 0 1163 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1153488 5236 SH SOLE 0 0 5236 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 474945 8729 SH SOLE 0 0 8729 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5422122 133287 SH SOLE 0 0 133287 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 786509 7415 SH SOLE 0 0 7415 VISA INC COM CL A 92826C839 BBG001SRCFY3 284976 1200 SH SOLE 0 0 1200