Courage Miller Partners, LLC
CIK: 1482106SEC EDGAR →
Portfolio Value
$301.9B
Holdings
92
As of
Q1 2026
New Positions
92
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,735,166 | $44.5B | 14.74% |
| 2 | SCHWAB STRATEGIC TR | 1,241,459 | $30.7B | 10.18% |
| 3 | ISHARES TR | 569,876 | $27.6B | 9.15% |
| 4 | ISHARES TR | 447,305 | $23.5B | 7.79% |
| 5 | SCHWAB STRATEGIC TR | 820,033 | $19.9B | 6.59% |
| 6 | VANGUARD BD INDEX FDS | 252,934 | $18.6B | 6.17% |
| 7 | SCHWAB STRATEGIC TR | 469,433 | $14.4B | 4.77% |
| 8 | SCHWAB STRATEGIC TR | 460,109 | $14.2B | 4.72% |
| 9 | SCHWAB STRATEGIC TR | 522,062 | $11.2B | 3.72% |
| 10 | SCHWAB STRATEGIC TR | 364,250 | $10.6B | 3.51% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $300.0B | 99.4% |
| Unknown | 6 | $1.9B | 0.6% |
| Technology | 3 | $12.2M | 0.0% |
| Communication Services | 2 | $2.1M | 0.0% |
| Energy | 2 | $2.0M | 0.0% |
| Industrials | 2 | $1.9M | 0.0% |
| Consumer Cyclical | 2 | $1.6M | 0.0% |
| Consumer Defensive | 1 | $907K | 0.0% |
| Utilities | 1 | $475K | 0.0% |
| Healthcare | 1 | $299K | 0.0% |