Courage Miller Partners, LLC
CIK: 0001482106SEC EDGAR →
Portfolio Value
$332.1M
Holdings
84
As of
Q4 2025
New Positions
83
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,745,021 | $47.0M | 14.14% |
| 2 | SCHWAB STRATEGIC TR | 1,250,097 | $30.1M | 9.05% |
| 3 | ISHARES TR | 552,050 | $26.9M | 8.10% |
| 4 | ISHARES TR | 435,873 | $23.0M | 6.94% |
| 5 | SCHWAB STRATEGIC TR | 794,567 | $19.4M | 5.83% |
| 6 | VANGUARD BD INDEX FDS | 249,376 | $18.5M | 5.56% |
| 7 | SCHWAB STRATEGIC TR | 458,977 | $13.8M | 4.16% |
| 8 | SCHWAB STRATEGIC TR | 478,290 | $13.1M | 3.95% |
| 9 | INVESCO EXCHANGE TRADED FD T | 59,572 | $11.4M | 3.44% |
| 10 | SCHWAB STRATEGIC TR | 521,872 | $10.9M | 3.28% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (84)
$47.0M · 1.7M shares
$30.1M · 1.3M shares
$26.9M · 552K shares
$23.0M · 436K shares
$19.4M · 795K shares
$18.5M · 249K shares
$13.8M · 459K shares
$13.1M · 478K shares
$11.4M · 60K shares
$10.9M · 522K shares
$10.4M · 364K shares
$8.9M · 274K shares
$8.2M · 153K shares
$8.1M · 272K shares
$7.7M · 169K shares
$6.8M · 208K shares
$6.8M · 189K shares
$4.3M · 55K shares
$3.0M · 4K shares
$2.8M · 31K shares
$2.8M · 55K shares
$2.7M · 51K shares
$2.6M · 31K shares
$2.2M · 8K shares
$1.8M · 21K shares
$1.8M · 6K shares
$1.8M · 22K shares
$1.7M · 5K shares
$1.6M · 18K shares
$1.5M · 19K shares
$1.5M · 16K shares
$1.4M · 6K shares
$1.4M · 2K shares
$1.3M · 11K shares
$1.2M · 5K shares
$1.2M · 15K shares
$1.0M · 7K shares
$1.0M · 9K shares
$952K · 12K shares
$903K · 14K shares
$784K · 910 shares
$705K · 8K shares
$702K · 16K shares
$683K · 8K shares
$672K · 5K shares
$636K · 5K shares
$580K · 1K shares
$541K · 10K shares
$541K · 10K shares
$538K · 5K shares
$536K · 8K shares
$522K · 6K shares
$520K · 4K shares
$507K · 7K shares
$477K · 7K shares
$459K · 4K shares
$453K · 1K shares
$441K · 9K shares
$414K · 8K shares
$395K · 3K shares
$388K · 5K shares
$384K · 16K shares
$383K · 1K shares
$371K · 7K shares
$359K · 1K shares
$355K · 544 shares
$349K · 325 shares
$341K · 6K shares
$329K · 526 shares
$328K · 2K shares
$326K · 932 shares
$303K · 3K shares
$289K · 998 shares
$286K · 10K shares
$282K · 583 shares
$280K · 3K shares
$269K · 883 shares
$264K · 4K shares
$244K · 3K shares
$240K · 2K shares
$239K · 458 shares
$237K · 2K shares
$226K · 2K shares
$218K · 755 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $318.6M | 96.0% |
| Unknown | 4 | $3.1M | 0.9% |
| Technology | 2 | $2.4M | 0.7% |
| Communication Services | 2 | $2.3M | 0.7% |
| Consumer Cyclical | 2 | $1.7M | 0.5% |
| Energy | 1 | $1.3M | 0.4% |
| Industrials | 1 | $1.2M | 0.4% |
| Consumer Defensive | 1 | $784K | 0.2% |
| Utilities | 1 | $355K | 0.1% |
| Healthcare | 1 | $349K | 0.1% |