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Courage Miller Partners

Latest statistics and disclosures from Courage Miller Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHF, ISTB, IGSB, SCHO, and represent 43.99% of Courage Miller Partners's stock portfolio.
Added to shares of these 10 stocks: IGSB, ISTB, BND, SCHO, SCHD, SCHH, RSP, IGIB, SCHB, SHYG.
Started 1 new stock position in SCHB.
Reduced shares in these 10 stocks: SCHX, BRK.B, SCHF, , SCHG, SCHC, SCHE, , VWO, IMCG.
Sold out of its positions in ISRG, GLD.
Courage Miller Partners was a net buyer of stock by $2.9M.
Courage Miller Partners has $334M in assets under management (AUM), dropping by 5.75%.
Central Index Key (CIK): 0001482106

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Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 85 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.2	$48M	-3%	1.8M	26.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.0	$30M	-2%	1.3M	23.26	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	8.1	$27M	+7%	550k	48.84	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	6.9	$23M	+10%	433k	53.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.8	$20M	+9%	798k	24.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.6	$19M	+10%	251k	74.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.1	$14M		463k	29.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$13M	+5%	471k	27.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.4	$11M	+2%	59k	189.60	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.3	$11M	+6%	514k	21.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.1	$11M		375k	27.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$9.2M	-5%	288k	31.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.6	$8.6M	-2%	159k	54.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.4	$8.0M		275k	29.09	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.4	$7.9M	-5%	174k	45.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.2	$7.2M	-4%	217k	33.31	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.0	$6.8M	-2%	195k	34.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$4.3M		54k	78.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$3.0M	-4%	4.5k	669.37	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.9	$2.8M	-2%	31k	91.48	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$2.7M	+9%	50k	54.09	View chart
Ishares Tr North Amern Nat (IGE)	0.8	$2.7M	+4%	54k	48.98	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.8	$2.6M		31k	83.33	View chart
Apple (AAPL)	0.7	$2.2M		8.7k	254.64	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$1.9M	-9%	23k	82.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.8M		21k	87.31	View chart
Amazon (AMZN)	0.5	$1.7M		7.9k	219.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.7M		5.2k	328.19	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.5	$1.6M		18k	88.47	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.5	$1.6M	-2%	20k	80.25	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.5	$1.5M		16k	94.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.5M		6.1k	243.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.4M	-4%	2.1k	666.18	View chart
Union Pacific Corporation (UNP)	0.4	$1.2M		5.2k	236.37	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.2M	-5%	15k	79.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.2M		11k	112.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$992k		7.0k	140.95	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$991k	+9%	9.0k	110.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$957k		12k	78.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$884k		14k	65.26	View chart
Costco Wholesale Corporation (COST)	0.3	$840k		907.00	925.63	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$696k	+26%	16k	43.30	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$696k	+4%	7.2k	97.07	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$675k	-7%	7.7k	88.14	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$657k		4.8k	138.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$634k	-6%	5.2k	120.73	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$600k	-19%	11k	54.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$581k	-59%	1.2k	502.74	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$578k	-12%	8.7k	66.52	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$547k		10k	54.18	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$543k	-9%	5.2k	104.30	View chart
Ishares Tr Residential Mult (REZ)	0.2	$542k		6.4k	84.97	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$526k	-15%	8.0k	65.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$518k	-2%	4.4k	118.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$502k		6.5k	76.72	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$493k		4.4k	111.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$436k		1.8k	243.55	View chart
Visa Com Cl A (V)	0.1	$410k		1.2k	341.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$403k		8.2k	49.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$397k		2.8k	142.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$388k		17k	23.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$381k	-23%	5.3k	71.34	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.1	$381k	+7%	7.7k	49.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$375k	-5%	1.2k	307.86	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$373k		7.3k	50.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$355k		1.4k	254.28	View chart
Ge Vernova (GEV)	0.1	$335k		544.00	614.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$334k	-22%	6.3k	53.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$320k		1.5k	206.51	View chart
Microsoft Corporation (MSFT)	0.1	$302k		583.00	517.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$293k		998.00	293.74	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$290k	-10%	3.2k	90.02	View chart
S&p Global (SPGI)	0.1	$290k		595.00	486.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$281k		2.8k	100.25	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$274k		4.4k	61.62	View chart
McDonald's Corporation (MCD)	0.1	$268k		883.00	303.89	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.1	$261k	+2%	9.5k	27.56	View chart
Eli Lilly & Co. (LLY)	0.1	$248k		325.00	763.00	View chart
Philip Morris International (PM)	0.1	$243k		1.5k	162.20	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$239k		2.0k	120.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$227k		2.4k	96.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$227k	+3%	370.00	612.38	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$222k		2.5k	88.62	View chart
Travelers Companies (TRV)	0.1	$211k		755.00	279.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$208k	NEW	8.1k	25.71	View chart

Past Filings by Courage Miller Partners

SEC 13F filings are viewable for Courage Miller Partners going back to 2011

Courage Miller Partners 2025 Q3 filed Oct. 22, 2025
Courage Miller Partners 2025 Q2 filed July 25, 2025
Courage Miller Partners 2025 Q1 filed April 29, 2025
Courage Miller Partners 2024 Q4 filed Jan. 17, 2025
Courage Miller Partners 2024 Q3 filed Oct. 21, 2024
Courage Miller Partners 2024 Q2 filed July 25, 2024
Courage Miller Partners 2024 Q1 filed April 16, 2024
Courage Miller Partners 2023 Q4 filed Jan. 19, 2024
Courage Miller Partners 2023 Q3 filed Oct. 16, 2023
Courage Miller Partners 2023 Q2 filed July 20, 2023
Courage Miller Partners 2023 Q1 filed April 24, 2023
Courage Miller Partners 2022 Q4 filed Jan. 30, 2023
Courage Miller Partners 2022 Q3 filed Oct. 19, 2022
Courage Miller Partners 2022 Q2 filed July 18, 2022
Courage Miller Partners 2022 Q1 filed May 6, 2022
Courage Miller Partners 2021 Q4 filed Jan. 19, 2022

View all past filings

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