Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Courage Miller Partners, LLC

Q3 2025 · 13F-HR

Courage Miller Partners, LLCholdings as filed

Filed 2025-10-22 · accession 0001482106-25-000002

$333.5M
Reported value
85
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$47.5M14.2%1,805,197CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$30.0M8.98%1,287,809CommonNONE
46432F859ISTBISHARES TR$26.9M8.05%550,008CommonNONE
464288646IGSBISHARES TR$22.9M6.88%432,801CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$19.5M5.83%797,617CommonNONE
921937835BNDVANGUARD BD INDEX FDS$18.7M5.60%251,353CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$13.7M4.11%463,145CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$12.9M3.85%471,123CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.3M3.38%59,421CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$11.1M3.33%514,416CommonNONE
808524607SCHASCHWAB STRATEGIC TR$10.5M3.13%375,336CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$9.2M2.75%287,471CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.6M2.57%158,484CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$8.0M2.40%275,194CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$7.9M2.37%174,090CommonNONE
808524706SCHESCHWAB STRATEGIC TR$7.2M2.17%217,233CommonNONE
78463X848CWISPDR INDEX SHS FDS$6.8M2.04%195,074CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.3M1.28%54,282CommonNONE
464287200IVVISHARES TR$3.0M0.89%4,458CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.8M0.85%31,072CommonNONE
464288638IGIBISHARES TR$2.7M0.81%49,828CommonNONE
464287374IGEISHARES TR$2.7M0.80%54,194CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.6M0.78%31,159CommonNONE
037833100AAPLAPPLE INC$2.2M0.66%8,669CommonNONE
464288307IMCGISHARES TR$1.9M0.57%23,115CommonNONE
46432F842IEFAISHARES TR$1.8M0.54%20,520CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.52%7,870CommonNONE
922908769VTIVANGUARD INDEX FDS$1.7M0.51%5,160CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.6M0.49%18,335CommonNONE
464288406IMCVISHARES TR$1.6M0.48%19,753CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.5M0.46%16,377CommonNONE
02079K305GOOGLALPHABET INC$1.5M0.44%6,090CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.43%2,144CommonNONE
907818108UNPUNION PAC CORP$1.2M0.37%5,188CommonNONE
46432F834IXUSISHARES TR$1.2M0.36%15,063CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.36%10,513CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$992,0060.30%7,038CommonNONE
464288679SHVISHARES TR$990,5430.30%8,965CommonNONE
921937819BIVVANGUARD BD INDEX FDS$957,0710.29%12,256CommonNONE
464287507IJHISHARES TR$883,5170.26%13,538CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$839,5460.25%907CommonNONE
46434V407SHYGISHARES TR$696,0040.21%16,074CommonNONE
464287739IYRISHARES TR$695,9220.21%7,169CommonNONE
464289859AOAISHARES TR$675,2280.20%7,661CommonNONE
464288257ACWIISHARES TR$656,6400.20%4,750CommonNONE
464287309IVWISHARES TR$633,7090.19%5,249CommonNONE
464288604ISCGISHARES TR$599,7510.18%11,066CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$580,6650.17%1,155CommonNONE
464288703ISCVISHARES TR$577,8820.17%8,687CommonNONE
72201R205STPZPIMCO ETF TR$546,4950.16%10,087CommonNONE
464287119ILCGISHARES TR$542,6730.16%5,203CommonNONE
464288562REZISHARES TR$541,5990.16%6,374CommonNONE
46434G103IEMGISHARES INC$526,0420.16%7,980CommonNONE
464287804IJRISHARES TR$518,2820.16%4,362CommonNONE
464288273SCZISHARES TR$501,6940.15%6,539CommonNONE
464287176TIPISHARES TR$492,5930.15%4,429CommonNONE
02079K107GOOGALPHABET INC$435,7110.13%1,789CommonNONE
92826C839VVISA INC$409,6560.12%1,200CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$403,0990.12%8,150CommonNONE
464287168DVYISHARES TR$397,3710.12%2,796CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$387,6770.12%16,518CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$381,2600.11%5,344CommonNONE
886364801SPUSTIDAL TRUST I$380,7530.11%7,706CommonNONE
922908637VVVANGUARD INDEX FDS$375,2810.11%1,219CommonNONE
46434V878ICSHISHARES TR$372,9110.11%7,348CommonNONE
922908751VBVANGUARD INDEX FDS$354,7210.11%1,395CommonNONE
36828A101GEVGE VERNOVA INC$334,5060.10%544CommonNONE
464287234EEMISHARES TR$333,7780.10%6,251CommonNONE
464287408IVEISHARES TR$319,4710.10%1,547CommonNONE
594918104MSFTMICROSOFT CORP$301,7820.09%583CommonNONE
922908629VOVANGUARD INDEX FDS$293,1530.09%998CommonNONE
464288109ILCVISHARES TR$290,4050.09%3,226CommonNONE
78409V104SPGIS&P GLOBAL INC$289,5920.09%595CommonNONE
464287226AGGISHARES TR$281,3020.08%2,806CommonNONE
464287564ICFISHARES TR$273,5310.08%4,439CommonNONE
580135101MCDMCDONALDS CORP$268,3350.08%883CommonNONE
53656F268UMMALISTED FDS TR$260,9380.08%9,468CommonNONE
532457108LLYELI LILLY & CO$247,9750.07%325CommonNONE
718172109PMPHILIP MORRIS INTL INC$243,3000.07%1,500CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$239,1900.07%1,983CommonNONE
464287499IWRISHARES TR$227,2790.07%2,354CommonNONE
922908363VOOVANGUARD INDEX FDS$226,5810.07%370CommonNONE
464287325IXJISHARES TR$222,4360.07%2,510CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$210,8110.06%755CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$207,6050.06%8,075CommonNONE

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.