Courage Miller Partners, LLC

Est. AUM

$354.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$44.5M	1735166	12.56%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$30.7M	1241459	8.67%	SOLE
3	ISHARES TR	CORE 1 5 YR USD	$27.6M	569876	7.80%	SOLE
4	ISHARES TR	ISHS 1-5YR INVS	$23.5M	447305	6.64%	SOLE
5	SCHWAB STRATEGIC TR	SHT TM US TRES	$19.9M	820033	5.62%	SOLE
6	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.6M	252934	5.26%	SOLE
7	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.4M	469433	4.07%	SOLE
8	SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.2M	460109	4.02%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$11.7M	61174	3.31%	SOLE
10	SCHWAB STRATEGIC TR	US REIT ETF	$11.2M	522062	3.17%	SOLE
11	SCHWAB STRATEGIC TR	US SML CAP ETF	$10.6M	364250	2.99%	SOLE
12	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$9.9M	45133	2.79%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.3M	153450	2.34%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.3M	271349	2.34%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.0M	275524	2.27%	SOLE
16	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.9M	169227	2.23%	SOLE
17	SPDR INDEX SHS FDS	STATE STREET SPD	$6.9M	188650	1.95%	SOLE
18	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.9M	208604	1.94%	SOLE
19	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.3M	55128	1.22%	SOLE
20	ISHARES TR	NORTH AMERN NAT	$3.5M	55023	0.98%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	30747	0.83%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$2.9M	4432	0.82%	SOLE
23	ISHARES TR	ISHS 5-10YR INVT	$2.7M	51354	0.77%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	30929	0.74%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$2.3M	21053	0.65%	SOLE
26	APPLE INC	COM	$2.1M	8177	0.59%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$2.0M	51346	0.56%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$1.9M	20667	0.53%	SOLE
29	EXXON MOBIL CORP	COM	$1.8M	10522	0.50%	SOLE
30	ISHARES TR	MRGSTR MD CP GRW	$1.7M	22107	0.49%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	17641	0.47%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	5155	0.47%	SOLE
33	ALPHABET INC	CAP STK CL A	$1.7M	5745	0.47%	SOLE
34	ISHARES TR	MRGSTR MD CP VAL	$1.6M	18515	0.44%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	15950	0.44%	SOLE
36	ISHARES TR	TRUST ISHARE 0-1	$1.4M	12575	0.39%	SOLE
37	SPDR GOLD TR	GOLD SHS	$1.4M	3201	0.39%	SOLE
38	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2099	0.39%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2740	0.37%	SOLE
40	AMAZON COM INC	COM	$1.3M	6251	0.37%	SOLE
41	UNION PAC CORP	COM	$1.3M	5188	0.36%	SOLE
42	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	7200	0.30%	SOLE
43	VANECK ETF TRUST	GOLD MINERS ETF	$959K	10450	0.27%	SOLE
44	VANGUARD BD INDEX FDS	INTERMED TERM	$943K	12219	0.27%	SOLE
45	ISHARES TR	CORE S&P MCP ETF	$930K	13772	0.26%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$907K	910	0.26%	SOLE
47	ISHARES TR	CORE MSCI TOTAL	$762K	8793	0.22%	SOLE
48	ISHARES TR	U.S. REAL ES ETF	$722K	7638	0.20%	SOLE
49	ISHARES TR	0-5YR HI YL CP	$707K	16709	0.20%	SOLE
50	ISHARES TR	CORE 80/20 AGGRE	$668K	7547	0.19%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.