Courage Miller Partners, LLC SEC 13F Disclosure Analysis

CIK: 0001482106

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$354.2M

Reporting period: 2026-03-31 · Number of holdings: 92

Courage Miller Partners, LLC disclosed 92 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $354.2M and a quarterly turnover rate of 9.5%.

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Personality snowflake

Concentration: 20.23
Portfolio Stability: 9.45
Momentum/Contrarian: 100
Sector conviction: 43.03
Diversification: 100
Sizing Uniformity: 80.78

Recent moves

Trim SCHX
-0.6%　-$2.5M
Trim SCHG
+0.6%　-$910.5K
Trim SCHF
-0.7%　$673.8K
Trim ISTB
+3.2%　$703.8K
Trim IGSB
+2.6%　$461.4K
Trim BND
+1.4%　$154.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHX	Schwab US Large-cap ETF	ETF-Other	12.56%	-1.58%	-0.56%
2	SCHF	Schwab Intl Equity ETF	ETF-Other	8.67%	-0.38%	-0.69%
3	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	7.80%	-0.30%	+3.23%
4	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	6.64%	-0.30%	+2.62%
5	SCHO	Schwab Short-term US Treas	ETF-Other	5.62%	-0.21%	+3.21%
6	BND	Vanguard Total Bond Market	ETF-Other	5.26%	-0.30%	+1.43%
7	SCHD	Schwab US Dvd Equity ETF	ETF-Other	4.07%	+0.12%	-1.85%
8	SCHM	Schwab US Mid Cap ETF	ETF-Other	4.02%	-0.14%	+0.25%
9	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	3.31%	-0.13%	+2.69%
10	SCHH	Schwab US Reit ETF	ETF-Other	3.17%	-0.11%	+0.04%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	2.99%	-0.13%	+0.07%
12	GLTR	Abrdn Precious Metals Basket	ETF-Other	2.79%	+2.79%	NEW
13	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.34%	-0.14%	+0.25%
14	SCHV	Schwab US Large-cap Value	ETF-Other	2.34%	-0.09%	-0.24%
15	SCHG	Schwab US Large-cap Growth	ETF-Other	2.27%	-0.42%	+0.57%
16	SCHC	Schwab Intl Small-cap Equity	ETF-Other	2.23%	-0.09%	-0.03%
17	CWI	State Street Spdr Msci Acwi	ETF-Other	1.95%	-0.09%	-0.17%
18	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	1.94%	-0.12%	+0.08%
19	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.22%	—	+0.48%
20	IGE	Ishares North American Natur	ETF-Other	0.98%	+0.14%	-0.85%
21	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-Other	0.83%	-0.03%	-0.12%
22	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.82%	-0.09%	+0.02%
23	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.77%	—	+1.14%
24	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.74%	—	+0.16%
25	RSPG	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.65%	+0.65%	NEW
26	AAPL	Apple INC	Stock-Tech	0.59%	-0.06%	+3.22%
27	RSPM	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.56%	+0.56%	NEW
28	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.53%	—	+0.61%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.50%	+0.12%	—
30	IMCG	Ishares Morningstar Mid-cap	ETF-Other	0.49%	—	-0.62%
31	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.47%	-0.02%	-0.41%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.47%	-0.05%	-0.04%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.47%	-0.07%	—
34	IMCV	Ishares Morningstar Mid-cap	ETF-Other	0.44%	—	-1.31%
35	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	0.44%	—	-0.09%
36	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.39%	+0.09%	+36.94%
37	GLD	Spdr Gold Shares	ETF-Commodities	0.39%	+0.39%	NEW
38	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.39%	-0.04%	—
39	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.37%	+0.20%	+137.23%
40	AMZN	Amazon.com INC	Stock-Consumer Disc	0.37%	-0.06%	—
41	UNP	Union Pacific CORP	Stock-Industrials	0.36%	—	—
42	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.30%	—	—
43	GDX	Vaneck Gold Miners ETF	ETF-Commodities	0.27%	+0.27%	NEW
44	BIV	Vanguard Intermediate-term B	ETF-Other	0.27%	—	-0.13%
45	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.26%	—	+0.61%
46	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.26%	+0.02%	—
47	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.22%	-0.13%	-39.43%
48	IYR	Ishares US Real Estate ETF	ETF-Other	0.20%	—	+1.68%
49	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.20%	—	+1.92%
50	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.19%	—	-1.07%

1–50 of 92

Portfolio Performance

Performance for Q3 2026

+2.3%

Performance Last 4 Quarters

+16.9%

Based on 87% of reported portfolio value with available pricing

Stdev: +8.4%
Beta: +0.58
Alpha: +0.9%
Max Drawdown: -5.1%
Annualized Perf: +11.7%
Batting Avg vs S&P: +41.7%
Sortino: +2.65
Stutzer: +0.4
Treynor: +0.2
Sterling: +0.83
Calmar: +2.32
Information Ratio: -1.04
Tracking Error: +6.7%
Stdev Down: +4.3%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +22.1%
Worst 12 Months: +5.6%
Efficiency Ratio: +0.5
Sharpe: +1.37
Stdev Sectors: +4.8%
Skewness: -0.09
Kurtosis: -0.39
Upside Potential: +4.33

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	92	$354.2M	9	1SCHX 2SCHF 3ISTB Top holdings2026-03-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.RSP 10.SCHH
2025-12-31	84	$332.1M	2	1SCHX 2SCHF 3ISTB Top holdings2025-12-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.RSP 10.SCHH
2025-09-30	85	$333.5M	13	1SCHX 2SCHF 3ISTB Top holdings2025-09-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.RSP 10.SCHH
2025-06-30	86	$315.4M	0	1SCHX 2SCHF 3ISTB Top holdings2025-06-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.RSP 10.SCHH
2025-03-31	82	$295.2M	100	1SCHX 2SCHF 3ISTB Top holdings2025-03-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.RSP
2024-12-31	80	$292.1M	0	1SCHX 2ISTB 3SCHF Top holdings2024-12-31 1.SCHX 2.ISTB 3.SCHF 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.SCHH 10.RSP
2024-09-30	81	$297.5M	0	1SCHX 2SCHF 3ISTB Top holdings2024-09-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.RSP
2024-06-30	78	$278.0M	0	1SCHX 2SCHF 3ISTB Top holdings2024-06-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2024-03-31	85	$289.2M	0	1SCHX 2SCHF 3ISTB Top holdings2024-03-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2023-12-31	75	$264.3M	0	1SCHX 2SCHF 3ISTB Top holdings2023-12-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2023-09-30	74	$243.8M	0	1SCHX 2ISTB 3SCHF Top holdings2023-09-30 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2023-06-30	76	$240.0M	0	1SCHX 2ISTB 3SCHF Top holdings2023-06-30 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.BND 7.SCHD 8.SCHH 9.SCHM 10.SCHA
2023-03-31	74	$236.2M	0	1SCHX 2ISTB 3SCHF Top holdings2023-03-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.BND 7.SCHD 8.SCHH 9.SCHM 10.SCHA
2022-12-31	70	$217.1M	0	1SCHX 2ISTB 3SCHF Top holdings2022-12-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.SCHD 7.BND 8.SCHH 9.SCHM 10.SCHA
2022-09-30	67	$198.4M	0	1SCHX 2ISTB 3SCHO Top holdings2022-09-30 1.SCHX 2.ISTB 3.SCHO 4.SCHF 5.IGSB 6.SCHD 7.SCHH 8.SCHM 9.SCHA 10.VWO
2022-06-30	70	$210.6M	0	1SCHX 2ISTB 3SCHO Top holdings2022-06-30 1.SCHX 2.ISTB 3.SCHO 4.SCHF 5.IGSB 6.SCHD 7.SCHH 8.SCHM 9.SCHA 10.VWO
2022-03-31	76	$251.9M	0	1SCHX 2IGSB 3ISTB Top holdings2022-03-31 1.SCHX 2.IGSB 3.ISTB 4.SCHO 5.SCHF 6.SCHD 7.SCHH 8.SCHM 9.SCHA 10.SCHC
2021-12-31	86	$264.3M	0	1SCHX 2ISTB 3SCHF Top holdings2021-12-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.SCHD 7.SCHH 8.SCHM 9.18383M 10.SCHA
2021-09-30	85	$248.9M	0	1SCHX 2SCHF 3ISTB Top holdings2021-09-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.IGSB 7.SCHH 8.SCHM 9.18383M 10.SCHA
2021-06-30	85	$244.7M	97	1SCHX 2SCHF 3ISTB Top holdings2021-06-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.SCHA 9.18383M 10.SCHC
2021-03-31	85	$230.2M	7	1SCHX 2SCHF 3ISTB Top holdings2021-03-31 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.SCHA 9.18383M 10.73939W
2020-12-31	78	$217.5M	17	1SCHX 2SCHF 3ISTB Top holdings2020-12-31 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHM 7.SCHH 8.73939W 9.18383M 10.SCHA
2020-09-30	72	$186.0M	0	1SCHX 2SCHF 3ISTB Top holdings2020-09-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.18383M 7.73939W 8.SCHM 9.26922W 10.SCHH
2020-06-30	72	$186.0M	31	1SCHX 2SCHF 3ISTB Top holdings2020-06-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.18383M 7.73939W 8.SCHM 9.26922W 10.SCHH
2020-03-31	65	$162.6M	37	1SCHX 2ISTB 3SCHF Top holdings2020-03-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.BSCL 6.BSCMUSD 7.SCHD 8.26922W 9.SCHH 10.SCHM
2019-12-31	74	$194.6M	7	1SCHX 2SCHF 3ISTB Top holdings2019-12-31 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.18383M 9.73939W 10.26922W
2019-09-30	68	$181.4M	4	1SCHX 2SCHF 3ISTB Top holdings2019-09-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.18383M 8.73939W 9.SCHM 10.26922W
2019-06-30	67	$182.0M	32	1SCHX 2SCHF 3ISTB Top holdings2019-06-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.18383M 9.73939W 10.26922W
2019-03-31	68	$177.0M	12	1SCHX 2SCHF 3SCHZ Top holdings2019-03-31 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.SCHM 8.IGIB 9.26922W 10.VWO
2018-12-31	71	$168.7M	14	1SCHX 2SCHF 3IGSB Top holdings2018-12-31 1.SCHX 2.SCHF 3.IGSB 4.SCHZ 5.SCHD 6.SCHH 7.26922W 8.IGIB 9.SCHM 10.SCHO
2018-09-30	66	$173.7M	4	1SCHX 2SCHF 3SCHZ Top holdings2018-09-30 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.SCHM 8.IGIB 9.SCHC 10.26922W
2018-06-30	66	$168.5M	4	1SCHX 2SCHF 3SCHZ Top holdings2018-06-30 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.SCHM 8.IGIB 9.SCHC 10.26922W
2018-03-31	66	$165.0M	10	1SCHX 2SCHF 3SCHZ Top holdings2018-03-31 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.IGIB 8.SCHM 9.SCHC 10.26922W
2017-12-31	67	$165.0M	7	1SCHX 2SCHF 3SCHZ Top holdings2017-12-31 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.IGIB 7.SCHC 8.SCHH 9.26922W 10.SCHM
2017-09-30	68	$159.9M	6	1SCHX 2SCHF 3SCHZ Top holdings2017-09-30 1.SCHX 2.SCHF 3.SCHZ 4.IGSB 5.SCHD 6.IGIB 7.SCHC 8.26922W 9.SCHH 10.SCHO
2017-06-30	66	$151.8M	5	1SCHX 2SCHF 3SCHZ Top holdings2017-06-30 1.SCHX 2.SCHF 3.SCHZ 4.IGSB 5.SCHD 6.IGIB 7.26922W 8.SCHC 9.SCHO 10.SCHH
2017-03-31	59	$144.8M	13	1SCHX 2SCHF 3SCHZ Top holdings2017-03-31 1.SCHX 2.SCHF 3.SCHZ 4.IGSB 5.SCHD 6.IGIB 7.26922W 8.SCHO 9.SCHC 10.SCHH
2016-12-31	67	$143.4M	7	1SCHX 2SCHF 3IGSB Top holdings2016-12-31 1.SCHX 2.SCHF 3.IGSB 4.SCHD 5.SCHZ 6.IGIB 7.SCHO 8.26922W 9.SCHH 10.SCHC
2016-09-30	68	$144.6M	6	1SCHX 2SCHF 3IGSB Top holdings2016-09-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHD 6.SCHZ 7.26922W 8.SCHO 9.SCHC 10.STPZ
2016-06-30	66	$139.9M	7	1SCHX 2SCHF 3IGSB Top holdings2016-06-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHD 6.SCHZ 7.26922W 8.SCHO 9.STPZ 10.SCHC
2016-03-31	67	$142.9M	6	1SCHX 2SCHF 3IGSB Top holdings2016-03-31 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHZ 6.SCHD 7.26922W 8.SCHO 9.STPZ 10.SCHC
2015-12-31	67	$144.7M	10	1SCHX 2SCHF 3IGSB Top holdings2015-12-31 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHD 6.SCHO 7.SCHZ 8.26922W 9.SCHC 10.STPZ
2015-09-30	62	$134.2M	12	1SCHX 2SCHF 3IGSB Top holdings2015-09-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHO 6.SCHD 7.26922W 8.SCHZ 9.SCHC 10.STPZ
2015-06-30	57	$134.4M	12	1SCHX 2SCHF 3IGSB Top holdings2015-06-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHO 6.26922W 7.SCHC 8.SCHZ 9.STPZ 10.SCHD
2015-03-31	56	$133.6M	24	1SCHX 2SCHF 3IGSB Top holdings2015-03-31 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHO 6.26922W 7.STPZ 8.SCHZ 9.AGG 10.SCHC
2014-12-31	55	$120.9M	32	1IGSB 2IGIB 3STPZ Top holdings2014-12-31 1.IGSB 2.IGIB 3.STPZ 4.SCHO 5.26922W 6.AGG 7.SCHZ 8.MDYG 9.CWI 10.SCHC
2014-09-30	54	$128.4M	18	126922W2IGSB 3IGIB Top holdings2014-09-30 1.26922W 2.IGSB 3.IGIB 4.SCHE 5.STPZ 6.IVE 7.IVW 8.SCHO 9.AGG 10.IJJ
2014-06-30	60	$136.5M	12	126922W2IGSB 3IGIB Top holdings2014-06-30 1.26922W 2.IGSB 3.IGIB 4.STPZ 5.IVE 6.IVW 7.AGG 8.SCHO 9.IJJ 10.SCHC
2014-03-31	55	$127.2M	11	126922W2IGSB 3IGIB Top holdings2014-03-31 1.26922W 2.IGSB 3.IGIB 4.STPZ 5.AGG 6.IVE 7.IVW 8.IJJ 9.SCHC 10.SCHO
2013-12-31	49	$118.1M	9	126922W2IGSB 3IGIB Top holdings2013-12-31 1.26922W 2.IGSB 3.IGIB 4.STPZ 5.AGG 6.VEU 7.SCHO 8.IVW 9.IVE 10.IJJ
2013-09-30	49	$121.8M	15	126922W2IGSB 3IGIB Top holdings2013-09-30 1.26922W 2.IGSB 3.IGIB 4.AGG 5.STPZ 6.VEU 7.SCHO 8.BWZ 9.SCHC 10.IVW
2013-06-30	47	$110.2M	0	1IGSB 2IGIB 3AGG Top holdings2013-06-30 1.IGSB 2.IGIB 3.AGG 4.26922W 5.STPZ 6.VEU 7.SCHO 8.BWZ 9.SCHC 10.IVE

Holding changes this quarter

Courage Miller Partners, LLC's most significant position changes for 2026-03-31: New buy: Abrdn Precious Metals Basket (GLTR); New buy: Invesco S&p 500 Equal Weight (RSPG); New buy: Invesco S&p 500 Equal Weight (RSPM); New buy: Spdr Gold Shares (GLD); New buy: Vaneck Gold Miners ETF (GDX).

Position changes disclosed by Courage Miller Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BRK-B	Berkshire Hathaway Inc-cl B	+0.2%	+137.23%	Add
2	IGE	Ishares North American Natur	+0.1%	-0.85%	Trim
3	SCHD	Schwab US Dvd Equity ETF	+0.1%	-1.85%	Trim
4	XOM	Exxon Mobil CORP	+0.1%	—	Unchanged
5	SHV	Ishares 0-1 Year Treasury Bo	+0.1%	+36.94%	Add
6	COST	Costco Wholesale CORP	0%	—	Unchanged
7	GEV	GE Vernova INC	0%	—	Unchanged
8	VOO	Vanguard S&p 500 ETF	0%	+21.48%	Add
9	UNP	Union Pacific CORP	—	—	Unchanged
10	MSFT	Microsoft CORP	0%	+0.17%	Add
11	SLYV	Ss Spdr S&p 600 Sc Val ETF	0%	-0.41%	Trim
12	V	Visa Inc-class A Shares	0%	—	Unchanged
13	ILCG	Ishares Morningstar Growth E	0%	—	Unchanged
14	GOOG	Alphabet Inc-cl C	0%	—	Unchanged
15	MDYG	Ss Spdr S&p 400 Mc Gr ETF	0%	-0.12%	Trim
16	IVW	Ishares S&p 500 Growth ETF	0%	-0.50%	Trim
17	LLY	Eli Lilly & Co	0%	—	Unchanged
18	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	—	Unchanged
19	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-0.04%	Trim
20	AMZN	Amazon.com INC	-0.1%	—	Unchanged
21	AAPL	Apple INC	-0.1%	+3.22%	Add
22	GOOGL	Alphabet Inc-cl A	-0.1%	—	Unchanged
23	SCHV	Schwab US Large-cap Value	-0.1%	-0.24%	Trim
24	SCHC	Schwab Intl Small-cap Equity	-0.1%	-0.03%	Trim
25	IVV	Ishares Core S&p 500 ETF	-0.1%	+0.02%	Add
26	CWI	State Street Spdr Msci Acwi	-0.1%	-0.17%	Trim
27	SCHH	Schwab US Reit ETF	-0.1%	+0.04%	Add
28	SCHE	Schwab Emrg Mrkts Eqty ETF	-0.1%	+0.08%	Add
29	IXUS	Ishares Core Intl Stock ETF	-0.1%	-39.43%	Trim
30	RSP	Invesco S&p 500 Equal Weight	-0.1%	+2.69%	Add
31	SCHA	Schwab US Small-cap ETF	-0.1%	+0.07%	Add
32	SCHM	Schwab US Mid Cap ETF	-0.1%	+0.25%	Add
33	VWO	Vanguard Ftse Emerging Marke	-0.1%	+0.25%	Add
34	SCHO	Schwab Short-term US Treas	-0.2%	+3.21%	Add
35	ISTB	Ishares Core 1-5 Year Usd Bo	-0.3%	+3.23%	Add
36	IGSB	Ishares 1-5y Inv Grade CORP	-0.3%	+2.62%	Add
37	BND	Vanguard Total Bond Market	-0.3%	+1.43%	Add
38	SCHF	Schwab Intl Equity ETF	-0.4%	-0.69%	Trim
39	SCHG	Schwab US Large-cap Growth	-0.4%	+0.57%	Add
40	SCHX	Schwab US Large-cap ETF	-1.6%	-0.56%	Trim
41	GLTR	Abrdn Precious Metals Basket	—	NEW	New buy
42	RSPG	Invesco S&p 500 Equal Weight	—	NEW	New buy
43	RSPM	Invesco S&p 500 Equal Weight	—	NEW	New buy
44	GLD	Spdr Gold Shares	—	NEW	New buy
45	GDX	Vaneck Gold Miners ETF	—	NEW	New buy
46	GE	General Electric	—	NEW	New buy
47	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy
48	VXUS	Vanguard Total Intl Stock	—	NEW	New buy
49	SPGI	S&p Global INC	—	EXIT	Sold out
50	CVX	Chevron CORP	—	NEW	New buy

FAQ

What is Courage Miller Partners, LLC and what type of investor is it?

Courage Miller Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $354.2M, spread across 92 disclosed positions.

What are Courage Miller Partners, LLC's largest equity positions?

Based on the latest 13F filing, Courage Miller Partners, LLC's top holdings by market value are: 1. Schwab US Large-cap ETF (SCHX) — $44.5M (12.6%) 2. Schwab Intl Equity ETF (SCHF) — $30.7M (8.7%) 3. Ishares Core 1-5 Year Usd Bo (ISTB) — $27.6M (7.8%) 4. Ishares 1-5y Inv Grade CORP (IGSB) — $23.5M (6.6%) 5. Schwab Short-term US Treas (SCHO) — $19.9M (5.6%)

What changes did Courage Miller Partners, LLC make in its most recent portfolio filing?

In the latest reported quarter, Courage Miller Partners, LLC made 39 notable position adjustments: 9 new positions were initiated, 17 existing holdings were added to, 12 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Abrdn Precious Metals Basket (GLTR); New buy: Invesco S&p 500 Equal Weight (RSPG); New buy: Invesco S&p 500 Equal Weight (RSPM); New buy: Spdr Gold Shares (GLD); New buy: Vaneck Gold Miners ETF (GDX)

What sectors does Courage Miller Partners, LLC focus on?

Courage Miller Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 17.6% • Information Technology: 17.2% • Communication Services: 15.5% • Energy: 15.1% • Financials: 11.9% • Consumer Discretionary: 11.8%

Peer Institutions

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Portfolio Stability45.8

Sector conviction67.7

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Hansberger Global Investors Inc/fl

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Kernodle & Katon Asset Management Group, LLC

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Total reported value

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Concentration16.8

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3 of the top 5 holdings overlap, including Schwab Short-term US Treas

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Arnold Financial Planning LLC

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Investment Security Group INC /co/ /adv

CIK 0000892914

Total reported value

$251.9M

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Concentration100.0

Portfolio Stability0.0

Sector conviction100.0

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View detail

Courage Miller Partners, LLC SEC 13F Disclosure Analysis

CIK: 0001482106

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$354.2M

Reporting period: 2026-03-31 · Number of holdings: 92

Courage Miller Partners, LLC disclosed 92 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $354.2M and a quarterly turnover rate of 9.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "C"

Personality snowflake

Concentration: 20.23
Portfolio Stability: 9.45
Momentum/Contrarian: 100
Sector conviction: 43.03
Diversification: 100
Sizing Uniformity: 80.78

Recent moves

Trim SCHX
-0.6%　-$2.5M
Trim SCHG
+0.6%　-$910.5K
Trim SCHF
-0.7%　$673.8K
Trim ISTB
+3.2%　$703.8K
Trim IGSB
+2.6%　$461.4K
Trim BND
+1.4%　$154.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHX	Schwab US Large-cap ETF	ETF-Other	12.56%	-1.58%	-0.56%
2	SCHF	Schwab Intl Equity ETF	ETF-Other	8.67%	-0.38%	-0.69%
3	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	7.80%	-0.30%	+3.23%
4	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	6.64%	-0.30%	+2.62%
5	SCHO	Schwab Short-term US Treas	ETF-Other	5.62%	-0.21%	+3.21%
6	BND	Vanguard Total Bond Market	ETF-Other	5.26%	-0.30%	+1.43%
7	SCHD	Schwab US Dvd Equity ETF	ETF-Other	4.07%	+0.12%	-1.85%
8	SCHM	Schwab US Mid Cap ETF	ETF-Other	4.02%	-0.14%	+0.25%
9	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	3.31%	-0.13%	+2.69%
10	SCHH	Schwab US Reit ETF	ETF-Other	3.17%	-0.11%	+0.04%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	2.99%	-0.13%	+0.07%
12	GLTR	Abrdn Precious Metals Basket	ETF-Other	2.79%	+2.79%	NEW
13	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.34%	-0.14%	+0.25%
14	SCHV	Schwab US Large-cap Value	ETF-Other	2.34%	-0.09%	-0.24%
15	SCHG	Schwab US Large-cap Growth	ETF-Other	2.27%	-0.42%	+0.57%
16	SCHC	Schwab Intl Small-cap Equity	ETF-Other	2.23%	-0.09%	-0.03%
17	CWI	State Street Spdr Msci Acwi	ETF-Other	1.95%	-0.09%	-0.17%
18	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	1.94%	-0.12%	+0.08%
19	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.22%	—	+0.48%
20	IGE	Ishares North American Natur	ETF-Other	0.98%	+0.14%	-0.85%
21	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-Other	0.83%	-0.03%	-0.12%
22	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.82%	-0.09%	+0.02%
23	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.77%	—	+1.14%
24	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.74%	—	+0.16%
25	RSPG	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.65%	+0.65%	NEW
26	AAPL	Apple INC	Stock-Tech	0.59%	-0.06%	+3.22%
27	RSPM	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.56%	+0.56%	NEW
28	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.53%	—	+0.61%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.50%	+0.12%	—
30	IMCG	Ishares Morningstar Mid-cap	ETF-Other	0.49%	—	-0.62%
31	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.47%	-0.02%	-0.41%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.47%	-0.05%	-0.04%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.47%	-0.07%	—
34	IMCV	Ishares Morningstar Mid-cap	ETF-Other	0.44%	—	-1.31%
35	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	0.44%	—	-0.09%
36	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.39%	+0.09%	+36.94%
37	GLD	Spdr Gold Shares	ETF-Commodities	0.39%	+0.39%	NEW
38	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.39%	-0.04%	—
39	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.37%	+0.20%	+137.23%
40	AMZN	Amazon.com INC	Stock-Consumer Disc	0.37%	-0.06%	—
41	UNP	Union Pacific CORP	Stock-Industrials	0.36%	—	—
42	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.30%	—	—
43	GDX	Vaneck Gold Miners ETF	ETF-Commodities	0.27%	+0.27%	NEW
44	BIV	Vanguard Intermediate-term B	ETF-Other	0.27%	—	-0.13%
45	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.26%	—	+0.61%
46	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.26%	+0.02%	—
47	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.22%	-0.13%	-39.43%
48	IYR	Ishares US Real Estate ETF	ETF-Other	0.20%	—	+1.68%
49	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.20%	—	+1.92%
50	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.19%	—	-1.07%

1–50 of 92

Portfolio Performance

Performance for Q3 2026

+2.3%

Performance Last 4 Quarters

+16.9%

Based on 87% of reported portfolio value with available pricing

Stdev: +8.4%
Beta: +0.58
Alpha: +0.9%
Max Drawdown: -5.1%
Annualized Perf: +11.7%
Batting Avg vs S&P: +41.7%
Sortino: +2.65
Stutzer: +0.4
Treynor: +0.2
Sterling: +0.83
Calmar: +2.32
Information Ratio: -1.04
Tracking Error: +6.7%
Stdev Down: +4.3%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +22.1%
Worst 12 Months: +5.6%
Efficiency Ratio: +0.5
Sharpe: +1.37
Stdev Sectors: +4.8%
Skewness: -0.09
Kurtosis: -0.39
Upside Potential: +4.33

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	92	$354.2M	9	1SCHX 2SCHF 3ISTB Top holdings2026-03-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.RSP 10.SCHH
2025-12-31	84	$332.1M	2	1SCHX 2SCHF 3ISTB Top holdings2025-12-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.RSP 10.SCHH
2025-09-30	85	$333.5M	13	1SCHX 2SCHF 3ISTB Top holdings2025-09-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.RSP 10.SCHH
2025-06-30	86	$315.4M	0	1SCHX 2SCHF 3ISTB Top holdings2025-06-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.RSP 10.SCHH
2025-03-31	82	$295.2M	100	1SCHX 2SCHF 3ISTB Top holdings2025-03-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.RSP
2024-12-31	80	$292.1M	0	1SCHX 2ISTB 3SCHF Top holdings2024-12-31 1.SCHX 2.ISTB 3.SCHF 4.IGSB 5.SCHO 6.BND 7.SCHM 8.SCHD 9.SCHH 10.RSP
2024-09-30	81	$297.5M	0	1SCHX 2SCHF 3ISTB Top holdings2024-09-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.RSP
2024-06-30	78	$278.0M	0	1SCHX 2SCHF 3ISTB Top holdings2024-06-30 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2024-03-31	85	$289.2M	0	1SCHX 2SCHF 3ISTB Top holdings2024-03-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2023-12-31	75	$264.3M	0	1SCHX 2SCHF 3ISTB Top holdings2023-12-31 1.SCHX 2.SCHF 3.ISTB 4.IGSB 5.SCHO 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2023-09-30	74	$243.8M	0	1SCHX 2ISTB 3SCHF Top holdings2023-09-30 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.BND 7.SCHD 8.SCHM 9.SCHH 10.SCHA
2023-06-30	76	$240.0M	0	1SCHX 2ISTB 3SCHF Top holdings2023-06-30 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.BND 7.SCHD 8.SCHH 9.SCHM 10.SCHA
2023-03-31	74	$236.2M	0	1SCHX 2ISTB 3SCHF Top holdings2023-03-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.BND 7.SCHD 8.SCHH 9.SCHM 10.SCHA
2022-12-31	70	$217.1M	0	1SCHX 2ISTB 3SCHF Top holdings2022-12-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.SCHD 7.BND 8.SCHH 9.SCHM 10.SCHA
2022-09-30	67	$198.4M	0	1SCHX 2ISTB 3SCHO Top holdings2022-09-30 1.SCHX 2.ISTB 3.SCHO 4.SCHF 5.IGSB 6.SCHD 7.SCHH 8.SCHM 9.SCHA 10.VWO
2022-06-30	70	$210.6M	0	1SCHX 2ISTB 3SCHO Top holdings2022-06-30 1.SCHX 2.ISTB 3.SCHO 4.SCHF 5.IGSB 6.SCHD 7.SCHH 8.SCHM 9.SCHA 10.VWO
2022-03-31	76	$251.9M	0	1SCHX 2IGSB 3ISTB Top holdings2022-03-31 1.SCHX 2.IGSB 3.ISTB 4.SCHO 5.SCHF 6.SCHD 7.SCHH 8.SCHM 9.SCHA 10.SCHC
2021-12-31	86	$264.3M	0	1SCHX 2ISTB 3SCHF Top holdings2021-12-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.IGSB 6.SCHD 7.SCHH 8.SCHM 9.18383M 10.SCHA
2021-09-30	85	$248.9M	0	1SCHX 2SCHF 3ISTB Top holdings2021-09-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.IGSB 7.SCHH 8.SCHM 9.18383M 10.SCHA
2021-06-30	85	$244.7M	97	1SCHX 2SCHF 3ISTB Top holdings2021-06-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.SCHA 9.18383M 10.SCHC
2021-03-31	85	$230.2M	7	1SCHX 2SCHF 3ISTB Top holdings2021-03-31 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.SCHA 9.18383M 10.73939W
2020-12-31	78	$217.5M	17	1SCHX 2SCHF 3ISTB Top holdings2020-12-31 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHM 7.SCHH 8.73939W 9.18383M 10.SCHA
2020-09-30	72	$186.0M	0	1SCHX 2SCHF 3ISTB Top holdings2020-09-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.18383M 7.73939W 8.SCHM 9.26922W 10.SCHH
2020-06-30	72	$186.0M	31	1SCHX 2SCHF 3ISTB Top holdings2020-06-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.18383M 7.73939W 8.SCHM 9.26922W 10.SCHH
2020-03-31	65	$162.6M	37	1SCHX 2ISTB 3SCHF Top holdings2020-03-31 1.SCHX 2.ISTB 3.SCHF 4.SCHO 5.BSCL 6.BSCMUSD 7.SCHD 8.26922W 9.SCHH 10.SCHM
2019-12-31	74	$194.6M	7	1SCHX 2SCHF 3ISTB Top holdings2019-12-31 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.18383M 9.73939W 10.26922W
2019-09-30	68	$181.4M	4	1SCHX 2SCHF 3ISTB Top holdings2019-09-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.18383M 8.73939W 9.SCHM 10.26922W
2019-06-30	67	$182.0M	32	1SCHX 2SCHF 3ISTB Top holdings2019-06-30 1.SCHX 2.SCHF 3.ISTB 4.SCHO 5.SCHD 6.SCHH 7.SCHM 8.18383M 9.73939W 10.26922W
2019-03-31	68	$177.0M	12	1SCHX 2SCHF 3SCHZ Top holdings2019-03-31 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.SCHM 8.IGIB 9.26922W 10.VWO
2018-12-31	71	$168.7M	14	1SCHX 2SCHF 3IGSB Top holdings2018-12-31 1.SCHX 2.SCHF 3.IGSB 4.SCHZ 5.SCHD 6.SCHH 7.26922W 8.IGIB 9.SCHM 10.SCHO
2018-09-30	66	$173.7M	4	1SCHX 2SCHF 3SCHZ Top holdings2018-09-30 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.SCHM 8.IGIB 9.SCHC 10.26922W
2018-06-30	66	$168.5M	4	1SCHX 2SCHF 3SCHZ Top holdings2018-06-30 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.SCHM 8.IGIB 9.SCHC 10.26922W
2018-03-31	66	$165.0M	10	1SCHX 2SCHF 3SCHZ Top holdings2018-03-31 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.SCHH 7.IGIB 8.SCHM 9.SCHC 10.26922W
2017-12-31	67	$165.0M	7	1SCHX 2SCHF 3SCHZ Top holdings2017-12-31 1.SCHX 2.SCHF 3.SCHZ 4.SCHD 5.IGSB 6.IGIB 7.SCHC 8.SCHH 9.26922W 10.SCHM
2017-09-30	68	$159.9M	6	1SCHX 2SCHF 3SCHZ Top holdings2017-09-30 1.SCHX 2.SCHF 3.SCHZ 4.IGSB 5.SCHD 6.IGIB 7.SCHC 8.26922W 9.SCHH 10.SCHO
2017-06-30	66	$151.8M	5	1SCHX 2SCHF 3SCHZ Top holdings2017-06-30 1.SCHX 2.SCHF 3.SCHZ 4.IGSB 5.SCHD 6.IGIB 7.26922W 8.SCHC 9.SCHO 10.SCHH
2017-03-31	59	$144.8M	13	1SCHX 2SCHF 3SCHZ Top holdings2017-03-31 1.SCHX 2.SCHF 3.SCHZ 4.IGSB 5.SCHD 6.IGIB 7.26922W 8.SCHO 9.SCHC 10.SCHH
2016-12-31	67	$143.4M	7	1SCHX 2SCHF 3IGSB Top holdings2016-12-31 1.SCHX 2.SCHF 3.IGSB 4.SCHD 5.SCHZ 6.IGIB 7.SCHO 8.26922W 9.SCHH 10.SCHC
2016-09-30	68	$144.6M	6	1SCHX 2SCHF 3IGSB Top holdings2016-09-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHD 6.SCHZ 7.26922W 8.SCHO 9.SCHC 10.STPZ
2016-06-30	66	$139.9M	7	1SCHX 2SCHF 3IGSB Top holdings2016-06-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHD 6.SCHZ 7.26922W 8.SCHO 9.STPZ 10.SCHC
2016-03-31	67	$142.9M	6	1SCHX 2SCHF 3IGSB Top holdings2016-03-31 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHZ 6.SCHD 7.26922W 8.SCHO 9.STPZ 10.SCHC
2015-12-31	67	$144.7M	10	1SCHX 2SCHF 3IGSB Top holdings2015-12-31 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHD 6.SCHO 7.SCHZ 8.26922W 9.SCHC 10.STPZ
2015-09-30	62	$134.2M	12	1SCHX 2SCHF 3IGSB Top holdings2015-09-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHO 6.SCHD 7.26922W 8.SCHZ 9.SCHC 10.STPZ
2015-06-30	57	$134.4M	12	1SCHX 2SCHF 3IGSB Top holdings2015-06-30 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHO 6.26922W 7.SCHC 8.SCHZ 9.STPZ 10.SCHD
2015-03-31	56	$133.6M	24	1SCHX 2SCHF 3IGSB Top holdings2015-03-31 1.SCHX 2.SCHF 3.IGSB 4.IGIB 5.SCHO 6.26922W 7.STPZ 8.SCHZ 9.AGG 10.SCHC
2014-12-31	55	$120.9M	32	1IGSB 2IGIB 3STPZ Top holdings2014-12-31 1.IGSB 2.IGIB 3.STPZ 4.SCHO 5.26922W 6.AGG 7.SCHZ 8.MDYG 9.CWI 10.SCHC
2014-09-30	54	$128.4M	18	126922W2IGSB 3IGIB Top holdings2014-09-30 1.26922W 2.IGSB 3.IGIB 4.SCHE 5.STPZ 6.IVE 7.IVW 8.SCHO 9.AGG 10.IJJ
2014-06-30	60	$136.5M	12	126922W2IGSB 3IGIB Top holdings2014-06-30 1.26922W 2.IGSB 3.IGIB 4.STPZ 5.IVE 6.IVW 7.AGG 8.SCHO 9.IJJ 10.SCHC
2014-03-31	55	$127.2M	11	126922W2IGSB 3IGIB Top holdings2014-03-31 1.26922W 2.IGSB 3.IGIB 4.STPZ 5.AGG 6.IVE 7.IVW 8.IJJ 9.SCHC 10.SCHO
2013-12-31	49	$118.1M	9	126922W2IGSB 3IGIB Top holdings2013-12-31 1.26922W 2.IGSB 3.IGIB 4.STPZ 5.AGG 6.VEU 7.SCHO 8.IVW 9.IVE 10.IJJ
2013-09-30	49	$121.8M	15	126922W2IGSB 3IGIB Top holdings2013-09-30 1.26922W 2.IGSB 3.IGIB 4.AGG 5.STPZ 6.VEU 7.SCHO 8.BWZ 9.SCHC 10.IVW
2013-06-30	47	$110.2M	0	1IGSB 2IGIB 3AGG Top holdings2013-06-30 1.IGSB 2.IGIB 3.AGG 4.26922W 5.STPZ 6.VEU 7.SCHO 8.BWZ 9.SCHC 10.IVE

Holding changes this quarter

Position changes disclosed by Courage Miller Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BRK-B	Berkshire Hathaway Inc-cl B	+0.2%	+137.23%	Add
2	IGE	Ishares North American Natur	+0.1%	-0.85%	Trim
3	SCHD	Schwab US Dvd Equity ETF	+0.1%	-1.85%	Trim
4	XOM	Exxon Mobil CORP	+0.1%	—	Unchanged
5	SHV	Ishares 0-1 Year Treasury Bo	+0.1%	+36.94%	Add
6	COST	Costco Wholesale CORP	0%	—	Unchanged
7	GEV	GE Vernova INC	0%	—	Unchanged
8	VOO	Vanguard S&p 500 ETF	0%	+21.48%	Add
9	UNP	Union Pacific CORP	—	—	Unchanged
10	MSFT	Microsoft CORP	0%	+0.17%	Add
11	SLYV	Ss Spdr S&p 600 Sc Val ETF	0%	-0.41%	Trim
12	V	Visa Inc-class A Shares	0%	—	Unchanged
13	ILCG	Ishares Morningstar Growth E	0%	—	Unchanged
14	GOOG	Alphabet Inc-cl C	0%	—	Unchanged
15	MDYG	Ss Spdr S&p 400 Mc Gr ETF	0%	-0.12%	Trim
16	IVW	Ishares S&p 500 Growth ETF	0%	-0.50%	Trim
17	LLY	Eli Lilly & Co	0%	—	Unchanged
18	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	—	Unchanged
19	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-0.04%	Trim
20	AMZN	Amazon.com INC	-0.1%	—	Unchanged
21	AAPL	Apple INC	-0.1%	+3.22%	Add
22	GOOGL	Alphabet Inc-cl A	-0.1%	—	Unchanged
23	SCHV	Schwab US Large-cap Value	-0.1%	-0.24%	Trim
24	SCHC	Schwab Intl Small-cap Equity	-0.1%	-0.03%	Trim
25	IVV	Ishares Core S&p 500 ETF	-0.1%	+0.02%	Add
26	CWI	State Street Spdr Msci Acwi	-0.1%	-0.17%	Trim
27	SCHH	Schwab US Reit ETF	-0.1%	+0.04%	Add
28	SCHE	Schwab Emrg Mrkts Eqty ETF	-0.1%	+0.08%	Add
29	IXUS	Ishares Core Intl Stock ETF	-0.1%	-39.43%	Trim
30	RSP	Invesco S&p 500 Equal Weight	-0.1%	+2.69%	Add
31	SCHA	Schwab US Small-cap ETF	-0.1%	+0.07%	Add
32	SCHM	Schwab US Mid Cap ETF	-0.1%	+0.25%	Add
33	VWO	Vanguard Ftse Emerging Marke	-0.1%	+0.25%	Add
34	SCHO	Schwab Short-term US Treas	-0.2%	+3.21%	Add
35	ISTB	Ishares Core 1-5 Year Usd Bo	-0.3%	+3.23%	Add
36	IGSB	Ishares 1-5y Inv Grade CORP	-0.3%	+2.62%	Add
37	BND	Vanguard Total Bond Market	-0.3%	+1.43%	Add
38	SCHF	Schwab Intl Equity ETF	-0.4%	-0.69%	Trim
39	SCHG	Schwab US Large-cap Growth	-0.4%	+0.57%	Add
40	SCHX	Schwab US Large-cap ETF	-1.6%	-0.56%	Trim
41	GLTR	Abrdn Precious Metals Basket	—	NEW	New buy
42	RSPG	Invesco S&p 500 Equal Weight	—	NEW	New buy
43	RSPM	Invesco S&p 500 Equal Weight	—	NEW	New buy
44	GLD	Spdr Gold Shares	—	NEW	New buy
45	GDX	Vaneck Gold Miners ETF	—	NEW	New buy
46	GE	General Electric	—	NEW	New buy
47	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy
48	VXUS	Vanguard Total Intl Stock	—	NEW	New buy
49	SPGI	S&p Global INC	—	EXIT	Sold out
50	CVX	Chevron CORP	—	NEW	New buy