Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 85
- −1 vs. Q2 2025
- Portfolio value
- $333.5M
- +$18.1M (+5.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,805,197 | $47.5M | 14.2% | −59,557−3.2% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,287,809 | $30.0M | 9.0% | −36,410−2.7% | Reduced | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 550,008 | $26.9M | 8.1% | +40,216+7.9% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 432,801 | $22.9M | 6.9% | +41,059+10.5% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 797,617 | $19.5M | 5.8% | +71,314+9.8% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 251,353 | $18.7M | 5.6% | +23,553+10.3% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 463,145 | $13.7M | 4.1% | +825+0.2% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 471,123 | $12.9M | 3.9% | +24,641+5.5% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,421 | $11.3M | 3.4% | +1,213+2.1% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 514,416 | $11.1M | 3.3% | +31,164+6.4% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 375,336 | $10.5M | 3.1% | −2,842−0.8% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 287,471 | $9.16M | 2.7% | −16,551−5.4% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 158,484 | $8.57M | 2.6% | −3,811−2.3% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 275,194 | $8.00M | 2.4% | +1,193+0.4% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 174,090 | $7.91M | 2.4% | −10,758−5.8% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 217,233 | $7.24M | 2.2% | −10,059−4.4% | Reduced | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 195,074 | $6.81M | 2.0% | −5,292−2.6% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,282 | $4.28M | 1.3% | +197+0.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,458 | $2.98M | 0.9% | −195−4.2% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 31,072 | $2.84M | 0.9% | −724−2.3% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 49,828 | $2.70M | 0.8% | +4,124+9.0% | Added | – |
| iShares Tr464287374 | NORTH AMERN NAT | 54,194 | $2.65M | 0.8% | +2,320+4.5% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 31,159 | $2.60M | 0.8% | +71+0.2% | Added | – |
| AAPLApple Inc. | Stock | 8,669 | $2.21M | 0.7% | +145+1.7% | Added | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 23,115 | $1.91M | 0.6% | −2,394−9.4% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,520 | $1.79M | 0.5% | −222−1.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 7,870 | $1.73M | 0.5% | −30−0.4% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,160 | $1.69M | 0.5% | −25−0.5% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 18,335 | $1.62M | 0.5% | +68+0.4% | Added | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 19,753 | $1.59M | 0.5% | −543−2.7% | Reduced | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 16,377 | $1.54M | 0.5% | −53−0.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 6,090 | $1.48M | 0.4% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,144 | $1.43M | 0.4% | −99−4.4% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.23M | 0.4% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,063 | $1.19M | 0.4% | −794−5.0% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 10,513 | $1.19M | 0.4% | −9−0.1% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,038 | $992.0K | 0.3% | −70−1.0% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,965 | $990.5K | 0.3% | +785+9.6% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,256 | $957.1K | 0.3% | +54+0.4% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,538 | $883.5K | 0.3% | −162−1.2% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 907 | $839.5K | 0.3% | −3−0.3% | Reduced | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 16,074 | $696.0K | 0.2% | +3,368+26.5% | Added | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,169 | $695.9K | 0.2% | +297+4.3% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,661 | $675.2K | 0.2% | −640−7.7% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $656.6K | 0.2% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,249 | $633.7K | 0.2% | −374−6.7% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 11,066 | $599.8K | 0.2% | −2,680−19.5% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,155 | $580.7K | 0.2% | −1,695−59.5% | Reduced | History |
| iShares Tr464288703 | MRNING SM CP ETF | 8,687 | $577.9K | 0.2% | −1,217−12.3% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,087 | $546.5K | 0.2% | +30.0% | Added | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,203 | $542.7K | 0.2% | −529−9.2% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,374 | $541.6K | 0.2% | −9−0.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,980 | $526.0K | 0.2% | −1,430−15.2% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,362 | $518.3K | 0.2% | −127−2.8% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,539 | $501.7K | 0.2% | −60−0.9% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 4,429 | $492.6K | 0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,789 | $435.7K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,200 | $409.7K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,150 | $403.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 2,796 | $397.4K | 0.1% | +10.0% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,518 | $387.7K | 0.1% | +52+0.3% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,344 | $381.3K | 0.1% | −1,680−23.9% | Reduced | – |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 7,706 | $380.8K | 0.1% | +554+7.7% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,219 | $375.3K | 0.1% | −68−5.3% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,348 | $372.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,395 | $354.7K | 0.1% | −17−1.2% | Reduced | – |
| GEVGE Vernova Inc. | Stock | 544 | $334.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,251 | $333.8K | 0.1% | −1,846−22.8% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,547 | $319.5K | 0.1% | −7−0.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 583 | $301.8K | 0.1% | +1+0.2% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 998 | $293.2K | 0.1% | −3−0.3% | Reduced | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,226 | $290.4K | 0.1% | −380−10.5% | Reduced | – |
| SPGIS&P Global Inc. | Stock | 595 | $289.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,806 | $281.3K | 0.1% | +10.0% | Added | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,439 | $273.5K | 0.1% | −10.0% | Reduced | – |
| MCDMcDonalds Corp | Stock | 883 | $268.3K | 0.1% | 00.0% | Unchanged | History |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 9,468 | $260.9K | 0.1% | +212+2.3% | Added | – |
| LLYEli Lilly & Co | Stock | 325 | $248.0K | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 1,500 | $243.3K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $239.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $227.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 370 | $226.6K | 0.1% | +14+3.9% | Added | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $222.4K | 0.1% | 00.0% | Unchanged | – |
| TRVTravelers Companies, Inc. | Stock | 755 | $210.8K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,075 | $207.6K | 0.1% | +8,075 | New | – |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.