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CIK: 0001482106
Total reported value
$379.0M
$379.0M
86 檔
36.4%
During the Q2 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 86 reported positions.
In Q2 2025, Courage Miller Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 25 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 | 14.45% | +0.88% | +3.11% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.28% | +0.31% | -0.35% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.86% | -0.23% | -2.00% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.55% | -0.20% | -2.09% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.61% | -0.20% | -4.07% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.32% | -0.18% | -2.83% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.11% | +0.41% | +6.81% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.75% | -0.15% | +4.18% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.35% | +0.17% | +3.22% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-Other | 3.24% | +0.07% | +6.10% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.03% | +0.43% | +8.96% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.82% | +0.20% | +5.00% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.54% | +0.07% | +1.23% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.50% | -0.09% | +0.03% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.40% | +0.12% | +2.13% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.17% | +0.05% | +2.25% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-Other | 2.07% | +0.05% | +1.61% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.35% | -0.07% | -0.01% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.04% | +3.06% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.88% | +0.07% | +6.65% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.78% | +0.03% | +4.65% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.77% | -0.04% | — | |
| 23 | IGE | Ishares North American Natur | ETF-Other | 0.73% | -0.16% | +22.79% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.65% | +0.04% | -2.20% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.03% | -4.55% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.02% | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | — | -0.14% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.03% | -0.04% | |
| 29 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.49% | -0.02% | -1.36% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.46% | +0.05% | +9.21% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.46% | +0.03% | +10.95% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.02% | +7.94% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.22% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | +0.01% | — | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.37% | — | +0.46% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.12% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.07% | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | — | +0.38% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.30% | -0.02% | -0.90% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.29% | -0.02% | -8.33% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.04% | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | +0.02% | +8.81% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.22% | -0.03% | -1.50% | |
| 44 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.22% | — | -3.30% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.21% | +0.01% | +5.74% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | +0.03% | — | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.19% | +0.01% | — | |
| 48 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.19% | -0.01% | -3.18% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.18% | +0.01% | -1.76% | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.18% | +0.02% | -2.93% |
According to official SEC Form 13F filings, Courage Miller Partners, LLC reported a total U.S. public equity portfolio value of $379.0M across 86 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHF, ISTB) accounted for 36.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
GEV
市值: $287.9K
Top Position Liquidated / Trimmed
SCHF
前期市值: $26.3M
During Q2 2025, Courage Miller Partners, LLC's top holdings by market value included SCHX (14.4%)、SCHF (9.3%)、ISTB (7.9%). The largest single position, SCHX, represented 14.4% of total portfolio value.
In Q2 2025, Courage Miller Partners, LLC made 44 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 15 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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