Courage Miller Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Courage Miller Partners, LLC 13F Holdings
CIK 0001482106 · NORFOLK, VA
As of Sep 30, 2025, Courage Miller Partners, LLC reported
85 positions worth $333.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,805,197 | $47.5M | 14.24% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 1,287,809 | $30.0M | 8.98% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 550,008 | $26.9M | 8.05% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 432,801 | $22.9M | 6.88% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 797,617 |
|
9.5M5.83% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 251,353 |
8.7M | 5.60% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 463,145 |
3.7M | 4.11% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 471,123 |
2.9M | 3.85% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 59,421 |
1.3M | 3.38% |
| SCHWAB US REIT ETF | SCHH | — | 514,416 |
1.1M | 3.33% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 375,336 |
0.5M | 3.13% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 287,471 | $9.2M | 2.75% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 158,484 | $8.6M | 2.57% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 275,194 | $8.0M | 2.40% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 174,090 | $7.9M | 2.37% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 217,233 | $7.2M | 2.17% |
| SPDR(R) MSCI ACWI EX-US ETF | CWI | — | 195,074 | $6.8M | 2.04% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 54,282 | $4.3M | 1.28% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,458 | $3.0M | 0.89% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 31,072 | $2.8M | 0.85% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 49,828 | $2.7M | 0.81% |
| ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | IGE | — | 54,194 | $2.7M | 0.80% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 31,159 | $2.6M | 0.78% |
| APPLE INC | AAPL | Technology | 8,669 | $2.2M | 0.66% |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | IMCG | — | 23,115 |
.9M | 0.57% |