Courage Miller Partners, LLC

CIK: 1482106SEC EDGAR →

Portfolio Value

$319.8B

Holdings

87

As of

Q2 2026

New Positions

0

Closed Positions

5

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SCHWAB STRATEGIC TR

1,731,183$50.9B
15.93%
2

SCHWAB STRATEGIC TR

1,228,357$34.0B
10.64%
3

ISHARES TR

594,284$28.7B
8.97%
4

ISHARES TR

465,818$24.4B
7.64%
5

SCHWAB STRATEGIC TR

850,858$20.5B
6.42%
6

VANGUARD BD INDEX FDS

262,115$19.2B
6.02%
7

SCHWAB STRATEGIC TR

455,266$16.8B
5.25%
8

SCHWAB STRATEGIC TR

468,296$14.8B
4.64%
9

SCHWAB STRATEGIC TR

358,542$13.0B
4.05%
10

SCHWAB STRATEGIC TR

518,727$12.3B
3.84%

Quarterly Changes

Top Buys

SCHG↑ Increased
$1.3B
ISTB↑ Increased
$1.1B
IGSB↑ Increased
$903.2M
IYR↑ Increased
$721.4M
SCHO↑ Increased
$637.5M

Top Sells

SCHX↓ Decreased
$6.5B
SCHF↓ Decreased
$3.3B
MDYG↓ Decreased
$2.9B
SCHM↓ Decreased
$2.5B
SCHA↓ Decreased
$2.4B

Closed Positions (5)

$959.0M · 10K shares
$391.2M · 8K shares
$296.9M · 10K shares
$1.4M · 3K shares
$230K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services69$317.7B99.4%
Unknown5$2.0B0.6%
Technology3$10.9M0.0%
Communication Services2$2.6M0.0%
Industrials2$2.2M0.0%
Consumer Cyclical2$1.7M0.0%
Energy1$1.4M0.0%
Consumer Defensive1$851K0.0%
Utilities1$639K0.0%
Healthcare1$390K0.0%