HolderBook

Courage Miller Partners, LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1482106
Reported value
$379.0M
Positions
87
Top 10 weight
62.2%
Filed
2026-07-23
Days after quarter end
23

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
SCHWAB STRATEGIC TRSCHX$50.9M1,731,18313.44%+0.88pp31qHELD
SCHWAB STRATEGIC TRSCHF$34.0M1,228,3578.98%+0.30pp31q-1.1%-$362.9K
ISHARES TRISTB$28.7M594,2847.57%-0.23pp29q+4.3%+$1.2M
ISHARES TRIGSB$24.4M465,8186.44%-0.20pp31q+4.1%+$970.3K
SCHWAB STRATEGIC TRSCHO$20.5M850,8585.42%-0.20pp31q+3.8%+$744.1K
VANGUARD BD INDEX FDSBND$19.2M262,1155.08%-0.18pp15q+3.6%+$674.0K
SCHWAB STRATEGIC TRSCHM$16.8M455,2664.43%+0.41pp31q-1.1%-$178.6K
SCHWAB STRATEGIC TRSCHD$14.8M468,2963.92%-0.15pp31qHELD
INVESCO EXCHANGE TRADED FD TRSP$13.2M62,0673.48%+0.17pp25q+1.5%+$190.0K
SCHWAB STRATEGIC TRSCHA$13.0M358,5423.42%+0.43pp31q-1.6%-$206.2K
SCHWAB STRATEGIC TRSCHH$12.3M518,7273.24%+0.07pp31q-0.6%-$79.0K
SCHWAB STRATEGIC TRSCHG$9.3M276,1442.47%+0.20pp31qHELD
SCHWAB STRATEGIC TRSCHV$9.3M268,3442.46%+0.13pp31q-1.1%-$104.6K
VANGUARD INTL EQUITY INDEX FVWO$9.1M152,8572.41%+0.07pp31qHELD
ABRDN PRECIOUS METALS BASKETGLTR$8.3M45,7922.19%-0.60pp2q+1.5%+$119.4K
SCHWAB STRATEGIC TRSCHC$8.1M168,4382.14%-0.09pp31qHELD
SPDR INDEX SHS FDSCWI$7.6M186,3202.00%+0.05pp31q-1.2%-$94.8K
SCHWAB STRATEGIC TRSCHE$7.6M208,3771.99%+0.05pp31qHELD
VANGUARD BD INDEX FDSBSV$4.4M55,8381.15%-0.07pp12q+1.3%+$55.3K
SPDR SERIES TRUSTMDYG$3.4M30,3260.90%+0.06pp31q-1.4%-$47.2K
ISHARES TRIVV$3.3M4,3510.86%+0.04pp31q-1.8%-$60.7K
ISHARES TRIGE$3.1M55,5800.82%-0.15pp31q+1.0%+$31.3K
SPDR SERIES TRUSTMDYV$2.9M30,8400.77%+0.03pp31qHELD
ISHARES TRIGIB$2.7M51,6900.73%-0.05pp31q+0.7%+$17.9K
APPLE INCAAPL$2.4M8,1790.62%+0.04pp31qHELD
ALPHABET INCGOOGL$2.1M5,7450.54%+0.08pp21qHELD
ISHARES TRIMCG$2.0M20,4810.53%+0.04pp31q-7.4%-$159.8K
ISHARES TRIEFA$2.0M20,7760.53%flat31q+0.5%+$10.5K
INVESCO EXCHANGE TRADED FD TRSPG$2.0M20,4720.53%-0.12pp2q-2.8%-$56.9K
INVESCO EXCHANGE TRADED FD TRSPM$1.9M50,1400.51%-0.05pp2q-2.3%-$46.6K
VANGUARD INDEX FDSVTI$1.9M5,1560.50%+0.04pp31qHELD
SPDR SERIES TRUSTSLYV$1.9M17,3600.50%+0.03pp31q-1.6%-$30.7K
SPDR SERIES TRUSTSLYG$1.9M15,7010.49%+0.06pp31q-1.6%-$29.7K
ISHARES TRIMCV$1.6M17,4640.42%-0.02pp31q-5.7%-$96.0K
STATE STR SPDR S&P 500 ETF TSPY$1.6M2,0990.41%+0.03pp31qHELD
AMAZON COM INCAMZN$1.5M6,2510.39%+0.03pp31qHELD
EXXON MOBIL CORPXOMXXXX$1.4M10,4850.38%-0.13pp14qHELD
UNION PAC CORPUNP$1.4M5,1880.37%+0.02pp14qHELD
ISHARES TRSHV$1.4M12,7150.37%-0.02pp29q+1.1%+$15.4K
VANGUARD WHITEHALL FDSVYM$1.1M7,2000.30%flat31qHELD
ISHARES TRIJH$1.1M13,7670.28%+0.02pp31qHELD
VANGUARD BD INDEX FDSBIV$942.3K12,2860.25%-0.02pp11q+0.5%+$5.1K
COSTCO WHOLESALE CORPORATIONCOST$851.5K9100.22%-0.03pp14qHELD
ISHARES TRIXUS$838.4K8,7850.22%+0.01pp25qHELD
GE AEROSPACEGE$813.4K2,1760.21%+0.04pp2qHELD
ISHARES TRIYR$798.5K7,8100.21%+0.01pp31q+2.3%+$17.6K
ISHARES TRACWI$745.6K4,7500.20%+0.01pp31qHELD
INVESCO QQQ TRQQQ$743.8K1,0100.20%+0.03pp2qHELD
ISHARES TRSHYG$711.3K16,7730.19%-0.01pp12qHELD
ISHARES TRIVW$703.9K5,1180.19%+0.02pp31qHELD
GE VERNOVA INCGEV$639.1K5440.17%+0.03pp5qHELD
ISHARES TRIJR$639.0K4,3090.17%+0.02pp31q-0.5%-$3.3K
ISHARES TRAOA$621.8K6,3710.16%-0.02pp31q-15.6%-$114.8K
ISHARES TRILCG$606.2K5,1800.16%+0.02pp31qHELD
ISHARES TRREZ$595.5K6,2890.16%+0.01pp31qHELD
ISHARES INCIEMG$584.9K7,0610.15%+0.01pp25qHELD
BERKSHIRE HATHAWAY INC DELBRKB$578.0K1,1550.15%-0.22pp25q-57.8%-$793.1K
ISHARES TRISCG$573.9K8,7570.15%flat31q-9.8%-$62.6K
ISHARES TRSCZ$543.6K6,6070.14%flat31qHELD
ISHARES TRISCV$540.2K6,8970.14%-0.01pp31q-11.3%-$68.7K
PIMCO ETF TRSTPZ$537.9K10,0840.14%-0.01pp31qHELD
ALPHABET INCGOOG$510.6K1,4450.13%+0.02pp13qHELD
VANGUARD STAR FDSVXUS$477.7K5,5880.13%flat2qHELD
ISHARES TRTIP$457.1K4,1770.12%-0.01pp31qHELD
VANGUARD CHARLOTTE FDSBNDX$442.1K9,1290.12%-0.01pp12qHELD
ISHARES TRDVY$437.0K2,7960.12%flat25qHELD
VANGUARD INTL EQUITY INDEX FVEU$431.9K5,1570.11%flat31q-0.6%-$2.8K
ISHARES TREEM$426.7K6,2380.11%+0.01pp31qHELD
VANGUARD INDEX FDSVB$422.9K1,3950.11%+0.01pp15qHELD
VANGUARD INDEX FDSVV$419.2K1,2190.11%+0.01pp31qHELD
ELI LILLY & COLLY$389.8K3250.10%+0.02pp10qHELD
SCHWAB STRATEGIC TRSCHZ$380.7K16,4600.10%-0.01pp31qHELD
VANGUARD INDEX FDSVOO$379.1K5520.10%-0.01pp5q-13.6%-$59.8K
ISHARES TRICSH$371.7K7,3480.10%-0.01pp23qHELD
ISHARES TRIVE$349.9K1,5410.09%flat22qHELD
ISHARES TRILCV$325.4K3,2140.09%flat31qHELD
VANGUARD INDEX FDSVO$321.6K3,9920.08%flat5q+300.0%+$241.2K
VISA INCV$319.8K9320.08%flat25qHELD
ISHARES TRICF$299.0K4,4210.08%flat31qHELD
ISHARES TRAGG$277.6K2,8050.07%-0.01pp31qHELD
PHILIP MORRIS INTL INCPM$271.4K1,5000.07%flat6qHELD
ISHARES TRIWR$259.7K2,3540.07%flat8qHELD
INVESCO EXCHANGE TRADED FD TGRPM$258.1K1,9830.07%flat10qHELD
TRAVELERS COMPANIES INCTRV$249.2K7550.07%flat5qHELD
ISHARES TRIXJ$246.9K2,5100.07%flat15qHELD
MCDONALDS CORPMCD$237.1K8770.06%-0.01pp22q-0.7%-$1.6K
MICROSOFT CORPMSFT$218.2K5850.06%flat11qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Capital Markets 2.2%Other sectors 3.9%Not classified 93.9%
 
SectorValueShare
Capital Markets$8.3M2.2%
Other sectors$14.7M3.9%
Not classified$356.0M93.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$379.0M8701422562.2%23
Q1 2026$354.2M9291611161.1%27
Q4 2025$332.1M8401534164.5%26
Q3 2025$333.5M8511631264.3%22
Q2 2025$315.4M8642522063.5%25
Q1 2025$295.2M8232414164.7%29
Q4 2024$292.1M8001910164.0%17
Q3 2024$297.5M8131630063.7%21
Q2 2024$278.0M780522763.4%25
Q1 2024$289.2M85102417061.2%16
Q4 2023$264.3M7521631164.0%19
Q3 2023$243.8M7432725565.0%16
Q2 2023$240.0M7621621062.8%20
Q1 2023$236.2M7442521063.1%24
Q4 2022$217.1M7042924164.4%30
Q3 2022$198.4M6701721367.0%19
Q2 2022$210.6M7001911666.9%18
Q1 2022$251.9M7613591067.4%36
Q4 2021$264.3M8533124261.2%19
Q3 2021$248.9M8402442058.7%36
Q2 2021$244.7M8423914257.2%28
Q1 2021$230.2M8481833157.0%26
Q4 2020$217.5M7772133157.3%28
Q3 2020$186.0M71000058.2%27
Q2 2020$186.0M71141723858.2%23
Q1 2020$162.6M65826231660.5%14
Q4 2019$194.6M7353313057.0%15
Q3 2019$181.4M6821441157.7%21
Q2 2019$182.0M6723124356.3%30
Q1 2019$177.0M6801620150.3%31
Q4 2018$168.7M69000052.0%25

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.