Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 23, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 87
- −5 vs. Q1 2026
- Portfolio value
- $379.0M
- +$24.8M (+7.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,731,183 | $50.9M | 13.4% | −3,983−0.2% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,228,357 | $34.0M | 9.0% | −13,102−1.1% | Reduced | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 594,284 | $28.7M | 7.6% | +24,408+4.3% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 465,818 | $24.4M | 6.4% | +18,513+4.1% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 850,858 | $20.5M | 5.4% | +30,825+3.8% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 262,115 | $19.2M | 5.1% | +9,181+3.6% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 455,266 | $16.8M | 4.4% | −4,843−1.1% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 468,296 | $14.8M | 3.9% | −1,137−0.2% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 62,067 | $13.2M | 3.5% | +893+1.5% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 358,542 | $13.0M | 3.4% | −5,708−1.6% | Reduced | – |
| Schwab U.S. REIT ETF808524847 | ETF | 518,727 | $12.3M | 3.2% | −3,335−0.6% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 276,144 | $9.34M | 2.5% | +620+0.2% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 268,344 | $9.34M | 2.5% | −3,005−1.1% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 152,857 | $9.12M | 2.4% | −593−0.4% | Reduced | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 45,792 | $8.30M | 2.2% | +659+1.5% | Added | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 168,438 | $8.11M | 2.1% | −789−0.5% | Reduced | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 186,320 | $7.58M | 2.0% | −2,330−1.2% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 208,377 | $7.56M | 2.0% | −227−0.1% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 55,838 | $4.35M | 1.1% | +710+1.3% | Added | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 30,326 | $3.40M | 0.9% | −421−1.4% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,351 | $3.26M | 0.9% | −81−1.8% | Reduced | – |
| iShares Tr464287374 | NORTH AMERN NAT | 55,580 | $3.12M | 0.8% | +557+1.0% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,840 | $2.93M | 0.8% | −89−0.3% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 51,690 | $2.75M | 0.7% | +336+0.7% | Added | – |
| AAPLApple Inc. | Stock | 8,179 | $2.37M | 0.6% | +20.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 5,745 | $2.05M | 0.5% | 00.0% | Unchanged | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 20,481 | $2.01M | 0.5% | −1,626−7.4% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,776 | $2.01M | 0.5% | +109+0.5% | Added | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 20,472 | $2.01M | 0.5% | −581−2.8% | Reduced | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 50,140 | $1.94M | 0.5% | −1,206−2.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,156 | $1.91M | 0.5% | +10.0% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 17,360 | $1.89M | 0.5% | −281−1.6% | Reduced | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,701 | $1.87M | 0.5% | −249−1.6% | Reduced | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 17,464 | $1.60M | 0.4% | −1,051−5.7% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,099 | $1.57M | 0.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,251 | $1.49M | 0.4% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 10,485 | $1.43M | 0.4% | −37−0.4% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.41M | 0.4% | 00.0% | Unchanged | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,715 | $1.40M | 0.4% | +140+1.1% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,200 | $1.14M | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,767 | $1.06M | 0.3% | −50.0% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,286 | $942.3K | 0.2% | +67+0.5% | Added | – |
| COSTCostco Wholesale Corp | Stock | 910 | $851.5K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 8,785 | $838.4K | 0.2% | −8−0.1% | Reduced | – |
| GEGeneral Electric Co | Stock | 2,176 | $813.4K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,810 | $798.5K | 0.2% | +172+2.3% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $745.6K | 0.2% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,010 | $743.8K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 16,773 | $711.3K | 0.2% | +64+0.4% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,118 | $703.9K | 0.2% | −22−0.4% | Reduced | – |
| GEVGE Vernova Inc. | Stock | 544 | $639.1K | 0.2% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,309 | $639.0K | 0.2% | −22−0.5% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 6,371 | $621.8K | 0.2% | −1,176−15.6% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,180 | $606.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,289 | $595.5K | 0.2% | −19−0.3% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,061 | $584.9K | 0.2% | −34−0.5% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,155 | $578.0K | 0.2% | −1,585−57.8% | Reduced | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 8,757 | $573.9K | 0.2% | −955−9.8% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,607 | $543.6K | 0.1% | +23+0.3% | Added | – |
| iShares Tr464288703 | MRNING SM CP ETF | 6,897 | $540.2K | 0.1% | −877−11.3% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $537.9K | 0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,445 | $510.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,588 | $477.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Tips Bond ETF464287176 | ETF | 4,177 | $457.1K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 9,129 | $442.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 2,796 | $437.0K | 0.1% | −10.0% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,157 | $431.9K | 0.1% | −33−0.6% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,238 | $426.7K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,395 | $422.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,219 | $419.2K | 0.1% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 325 | $389.8K | 0.1% | 00.0% | Unchanged | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,460 | $380.7K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 552 | $379.1K | 0.1% | −87−13.6% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,348 | $371.7K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,541 | $349.9K | 0.1% | −6−0.4% | Reduced | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,214 | $325.4K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,992 | $321.6K | 0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| VVisa Inc. | Stock | 932 | $319.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,421 | $299.0K | 0.1% | −16−0.4% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $277.6K | 0.1% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 1,500 | $271.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $259.7K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $258.1K | 0.1% | 00.0% | Unchanged | – |
| TRVTravelers Companies, Inc. | Stock | 755 | $249.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $246.9K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 877 | $237.1K | 0.1% | −6−0.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 585 | $218.2K | 0.1% | +1+0.2% | Added | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 3,201 | $1.38M | 0.4% | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,450 | $959.0K | 0.3% | – |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 8,123 | $391.2K | 0.1% | – |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 9,687 | $296.9K | 0.1% | – |
| CVXChevron Corp | Stock | 1,110 | $229.7K | 0.1% | History |