Managing Member and Chief Compliance Officer

0001085146-24-001844.txt : 20240416 0001085146-24-001844.hdr.sgml : 20240416 20240415212233 ACCESSION NUMBER: 0001085146-24-001844 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Courage Miller Partners, LLC CENTRAL INDEX KEY: 0001482106 ORGANIZATION NAME: 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: 24845984 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 03-31-2024 03-31-2024 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 Managing Member and Chief Compliance Officer 757-390-3100 /s/Ralph Courage Norfolk VA 04-15-2024 0 85 289157973 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 BBG001T79CF8 6243504 65377 SH SOLE 0 0 65377 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 919164 6090 SH SOLE 0 0 6090 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 272393 1789 SH SOLE 0 0 1789 AMAZON COM INC COM 023135106 BBG001S5PQL7 1429512 7925 SH SOLE 0 0 7925 APPLE INC COM 037833100 BBG001S5N8V8 1597382 9466 SH SOLE 0 0 9466 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1211098 2880 SH SOLE 0 0 2880 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 666822 910 SH SOLE 0 0 910 ELI LILLY & CO COM 532457108 BBG001S5STL8 254393 327 SH SOLE 0 0 327 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1230851 10589 SH SOLE 0 0 10589 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 382680 2180 SH SOLE 0 0 2180 INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 46137V225 BBG00KJR2CS6 238515 1983 SH SOLE 0 0 1983 INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 BBG00KJR2MS4 2107324 25365 SH SOLE 0 0 25365 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 BBG00KJR2SC8 2097476 57734 SH SOLE 0 0 57734 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 7896608 46623 SH SOLE 0 0 46623 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 258414 582 SH SOLE 0 0 582 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 508157 9848 SH SOLE 0 0 9848 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 482517 11340 SH SOLE 0 0 11340 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 685122 9326 SH SOLE 0 0 9326 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 768512 15200 SH SOLE 0 0 15200 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 287115 4976 SH SOLE 0 0 4976 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 22884548 482389 SH SOLE 0 0 482389 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1408732 18980 SH SOLE 0 0 18980 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 715787 10548 SH SOLE 0 0 10548 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 747128 12300 SH SOLE 0 0 12300 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 525604 4756 SH SOLE 0 0 4756 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2487468 4731 SH SOLE 0 0 4731 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 320362 3271 SH SOLE 0 0 3271 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 386774 6107 SH SOLE 0 0 6107 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 233807 2510 SH SOLE 0 0 2510 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 17906300 349187 SH SOLE 0 0 349187 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 2361938 45774 SH SOLE 0 0 45774 ISHARES TR MORNINGSTAR GRWT 464287119 BBG001SBRHJ5 528285 6999 SH SOLE 0 0 6999 ISHARES TR MORNINGSTAR VALU 464288109 BBG001SBRHX9 394907 5138 SH SOLE 0 0 5138 ISHARES TR MRGSTR MD CP GRW 464288307 BBG001SBRK44 1973103 27916 SH SOLE 0 0 27916 ISHARES TR MRGSTR MD CP VAL 464288406 BBG001SBRK53 1525581 21028 SH SOLE 0 0 21028 ISHARES TR MRGSTR SM CP GR 464288604 BBG001SBRKD4 717085 15398 SH SOLE 0 0 15398 ISHARES TR MRNING SM CP ETF 464288703 BBG001SBRKG1 641376 10480 SH SOLE 0 0 10480 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 523118 4750 SH SOLE 0 0 4750 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 363413 8846 SH SOLE 0 0 8846 ISHARES TR NORTH AMERN NAT 464287374 BBG001SJKDG7 1547715 34401 SH SOLE 0 0 34401 ISHARES TR RESIDENTIAL MULT 464288562 BBG001ST7G73 546867 7588 SH SOLE 0 0 7588 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 534033 6324 SH SOLE 0 0 6324 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 292918 1568 SH SOLE 0 0 1568 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 271993 2208 SH SOLE 0 0 2208 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 928536 8400 SH SOLE 0 0 8400 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1813940 16888 SH SOLE 0 0 16888 ISHARES TR U.S. REAL ES ETF 464287739 BBG001SFGXJ3 583320 6489 SH SOLE 0 0 6489 MCDONALDS CORP COM 580135101 BBG001S5T110 302593 1073 SH SOLE 0 0 1073 MICROSOFT CORP COM 594918104 BBG001S5TD05 585971 1393 SH SOLE 0 0 1393 PIMCO ETF TR 1-5 US TIP IDX 72201R205 BBG001T5DWK7 523652 10168 SH SOLE 0 0 10168 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 253143 595 SH SOLE 0 0 595 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 5582492 221089 SH SOLE 0 0 221089 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 24503569 627975 SH SOLE 0 0 627975 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 6404568 178899 SH SOLE 0 0 178899 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 16772515 347905 SH SOLE 0 0 347905 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 387642 8427 SH SOLE 0 0 8427 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 11333998 140568 SH SOLE 0 0 140568 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 7137090 76975 SH SOLE 0 0 76975 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 6760443 88977 SH SOLE 0 0 88977 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 39561720 637475 SH SOLE 0 0 637475 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 11198440 137522 SH SOLE 0 0 137522 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 9199620 453183 SH SOLE 0 0 453183 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 8165101 165823 SH SOLE 0 0 165823 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 365153 1775 SH SOLE 0 0 1775 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 BBG001SRXRN6 5469392 192584 SH SOLE 0 0 192584 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1089555 2083 SH SOLE 0 0 2083 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 2598990 29774 SH SOLE 0 0 29774 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 2209538 29073 SH SOLE 0 0 29073 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1304706 14957 SH SOLE 0 0 14957 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1327241 15997 SH SOLE 0 0 15997 UNION PAC CORP COM 907818108 BBG001S5X2M0 1275885 5188 SH SOLE 0 0 5188 VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 330429 10450 SH SOLE 0 0 10450 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 1017900 13500 SH SOLE 0 0 13500 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 4056226 52905 SH SOLE 0 0 52905 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 15443898 212638 SH SOLE 0 0 212638 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 411032 8356 SH SOLE 0 0 8356 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 521897 2177 SH SOLE 0 0 2177 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 216342 866 SH SOLE 0 0 866 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 258992 1133 SH SOLE 0 0 1133 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1355774 5217 SH SOLE 0 0 5217 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 505680 8622 SH SOLE 0 0 8622 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 6489110 155353 SH SOLE 0 0 155353 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 336956 5588 SH SOLE 0 0 5588 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 863627 7138 SH SOLE 0 0 7138 VISA INC COM CL A 92826C839 BBG001SRCFY3 334896 1200 SH SOLE 0 0 1200