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Courage Miller Partners, LLC

Q2 2025 · 13F-HR

Courage Miller Partners, LLCholdings as filed

Filed 2025-07-25 · accession 0001085146-25-004178

$315.4M
Reported value
86
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$45.6M14.4%1,864,754CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$29.3M9.28%1,324,219CommonNONE
46432F859ISTBISHARES TR$24.8M7.86%509,792CommonNONE
464288646IGSBISHARES TR$20.7M6.55%391,742CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$17.7M5.61%726,303CommonNONE
921937835BNDVANGUARD BD INDEX FDS$16.8M5.32%227,800CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$13.0M4.11%462,320CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$11.8M3.75%446,482CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10.6M3.35%58,208CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$10.2M3.24%483,252CommonNONE
808524607SCHASCHWAB STRATEGIC TR$9.6M3.03%378,178CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$8.9M2.82%304,022CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.0M2.54%162,295CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$7.9M2.50%184,848CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$7.6M2.40%274,001CommonNONE
808524706SCHESCHWAB STRATEGIC TR$6.9M2.17%227,292CommonNONE
78463X848CWISPDR INDEX SHS FDS$6.5M2.07%200,366CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.3M1.35%54,085CommonNONE
464287200IVVISHARES TR$2.9M0.92%4,653CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.8M0.88%31,796CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.5M0.78%31,088CommonNONE
464288638IGIBISHARES TR$2.4M0.77%45,704CommonNONE
464287374IGEISHARES TR$2.3M0.73%51,874CommonNONE
464288307IMCGISHARES TR$2.0M0.65%25,509CommonNONE
037833100AAPLAPPLE INC$1.7M0.55%8,524CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.55%7,900CommonNONE
46432F842IEFAISHARES TR$1.7M0.55%20,742CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.50%5,185CommonNONE
464288406IMCVISHARES TR$1.5M0.49%20,296CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.5M0.46%16,430CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.5M0.46%18,267CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.44%2,243CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.44%2,850CommonNONE
907818108UNPUNION PAC CORP$1.2M0.38%5,188CommonNONE
46432F834IXUSISHARES TR$1.2M0.37%15,857CommonNONE
30231G102XOMEXXON MOBIL CORP$1.1M0.36%10,522CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.34%6,090CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$947,5670.30%7,108CommonNONE
921937819BIVVANGUARD BD INDEX FDS$943,7030.30%12,202CommonNONE
464288679SHVISHARES TR$903,2360.29%8,180CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$901,0400.29%910CommonNONE
464287507IJHISHARES TR$849,7000.27%13,700CommonNONE
464289859AOAISHARES TR$692,2630.22%8,301CommonNONE
464288604ISCGISHARES TR$684,0010.22%13,746CommonNONE
464287739IYRISHARES TR$651,2160.21%6,872CommonNONE
464287309IVWISHARES TR$619,1380.20%5,623CommonNONE
464288257ACWIISHARES TR$610,8500.19%4,750CommonNONE
464288703ISCVISHARES TR$608,0070.19%9,904CommonNONE
46434G103IEMGISHARES INC$564,8820.18%9,410CommonNONE
464287119ILCGISHARES TR$555,4310.18%5,732CommonNONE
46434V407SHYGISHARES TR$548,1370.17%12,706CommonNONE
72201R205STPZPIMCO ETF TR$542,6200.17%10,084CommonNONE
78463V107GLDSPDR GOLD TR$531,0140.17%1,742CommonNONE
464288562REZISHARES TR$525,5760.17%6,383CommonNONE
464287804IJRISHARES TR$490,5520.16%4,489CommonNONE
464287176TIPISHARES TR$487,3670.15%4,429CommonNONE
464288273SCZISHARES TR$479,6360.15%6,599CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$472,1530.15%7,024CommonNONE
92826C839VVISA INC$426,0600.14%1,200CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$403,5070.13%8,150CommonNONE
464287234EEMISHARES TR$390,6220.12%8,097CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$382,6700.12%16,466CommonNONE
46434V878ICSHISHARES TR$372,6170.12%7,348CommonNONE
464287168DVYISHARES TR$371,1910.12%2,795CommonNONE
922908637VVVANGUARD INDEX FDS$367,1810.12%1,287CommonNONE
922908751VBVANGUARD INDEX FDS$334,6160.11%1,412CommonNONE
02079K107GOOGALPHABET INC$317,3510.10%1,789CommonNONE
886364801SPUSTIDAL TRUST I$317,2630.10%7,152CommonNONE
78409V104SPGIS&P GLOBAL INC$313,7380.10%595CommonNONE
464287408IVEISHARES TR$303,6830.10%1,554CommonNONE
464288109ILCVISHARES TR$300,7040.10%3,606CommonNONE
594918104MSFTMICROSOFT CORP$289,5200.09%582CommonNONE
36828A101GEVGE VERNOVA INC$287,8580.09%544CommonNONE
922908629VOVANGUARD INDEX FDS$280,1100.09%1,001CommonNONE
464287226AGGISHARES TR$278,2560.09%2,805CommonNONE
718172109PMPHILIP MORRIS INTL INC$273,1950.09%1,500CommonNONE
464287564ICFISHARES TR$271,5500.09%4,440CommonNONE
580135101MCDMCDONALDS CORP$257,9860.08%883CommonNONE
532457108LLYELI LILLY & CO$253,3470.08%325CommonNONE
53656F268UMMALISTED FDS TR$246,5800.08%9,256CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$238,0140.08%438CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$216,7220.07%1,983CommonNONE
464287499IWRISHARES TR$216,4970.07%2,354CommonNONE
464287325IXJISHARES TR$216,0860.07%2,510CommonNONE
922908363VOOVANGUARD INDEX FDS$202,2190.06%356CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$201,9930.06%755CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.