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CIK: 0001482106
Total reported value
$379.0M
$379.0M
82 檔
34.5%
During the Q1 2025 filing period, Courage Miller Partners, LLC (CIK: 0001482106) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $379.0M across 82 reported positions.
In Q1 2025, Courage Miller Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.53% | +0.88% | -0.11% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.91% | +0.31% | +4.55% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 8.52% | -0.23% | +0.30% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 7.10% | -0.20% | +0.77% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 6.24% | -0.20% | +0.47% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.83% | -0.18% | +0.83% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.06% | -0.15% | +2.03% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.84% | +0.41% | +3.62% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-Other | 3.32% | +0.07% | +2.77% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.31% | +0.17% | +11.55% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.76% | +0.43% | +4.10% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.46% | +0.07% | +2.00% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.46% | +0.20% | +1.52% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.42% | +0.12% | +2.76% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.25% | -0.09% | +2.75% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.08% | +0.05% | +1.63% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.98% | +0.05% | +2.14% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.43% | -0.07% | +0.30% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.04% | -0.33% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.81% | -0.04% | — | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.80% | +0.07% | +3.50% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.78% | +0.03% | +2.96% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.03% | -2.18% | |
| 24 | IGE | Ishares North American Natur | ETF-Other | 0.65% | -0.16% | +11.85% | |
| 25 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.63% | +0.04% | -2.22% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | — | +6.08% | |
| 27 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.52% | -0.02% | -1.42% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.22% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.02% | +0.06% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.03% | +0.02% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | +0.03% | +2.55% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.12% | — | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.42% | +0.05% | +3.37% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | +0.01% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.02% | — | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.36% | — | -0.43% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | -0.02% | +1.09% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.32% | -0.02% | +0.02% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.07% | — | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | — | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.04% | — | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.25% | -0.01% | -60.47% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | +0.02% | +2.42% | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.22% | -0.03% | -2.01% | |
| 45 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.22% | — | -1.26% | |
| 46 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.21% | +0.01% | +1.34% | |
| 47 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.21% | -0.01% | -1.30% | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.19% | +0.01% | — | |
| 49 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.19% | +0.01% | -0.25% | |
| 50 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.18% | -0.01% | — |
According to official SEC Form 13F filings, Courage Miller Partners, LLC reported a total U.S. public equity portfolio value of $379.0M across 82 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHF, ISTB) accounted for 34.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $39.9M
During Q1 2025, Courage Miller Partners, LLC's top holdings by market value included SCHX (13.5%)、SCHF (8.9%)、ISTB (8.5%). The largest single position, SCHX, represented 13.5% of total portfolio value.
In Q1 2025, Courage Miller Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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