Courage Miller Partners, LLC
Holdings as of 2026-09-30, filed 2026-10-21
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 21 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
94
Value reported by manager
$378.9M
Sum of our stored positions
$378.9M
should match the line above
Disclosure lag
21 d
quarter end to filing
Top 5 concentration
41.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
94 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $51.2M | 1,705,341 | — | 808524201 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $33.7M | 1,225,615 | — | 808524805 |
| ISHARES TR | CORE 1 5 YR USD | $28.7M | 607,233 | — | 46432F859 |
| ISHARES TR | ISHS 1-5YR INVS | $24.5M | 477,755 | — | 464288646 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $20.7M | 867,904 | — | 808524862 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.9M | 268,895 | — | 921937835 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $15.5M | 457,044 | — | 808524508 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $15.2M | 466,882 | — | 808524797 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $13.3M | 63,950 | — | 46137V357 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $11.7M | 358,735 | — | 808524607 |
| SCHWAB STRATEGIC TR | US REIT ETF | $11.5M | 520,450 | — | 808524847 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $9.8M | 273,034 | — | 808524300 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.2M | 154,560 | — | 922042858 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $9M | 269,349 | — | 808524409 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | $8.6M | 46,080 | — | 003263100 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $8.4M | 169,076 | — | 808524888 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $7.6M | 209,232 | — | 808524706 |
| SPDR INDEX SHS FDS | ST STR ACWI ETF | $7.5M | 186,611 | — | 78463X848 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.3M | 56,461 | — | 921937827 |
| ISHARES TR | NORTH AMERN NAT | $3.5M | 56,471 | — | 464287374 |
| ISHARES TR | CORE S&P500 ETF | $3.3M | 4,348 | — | 464287200 |
| SPDR SERIES TRUST | ST STR SP400GRW | $3.2M | 30,303 | — | 78464A821 |
| SPDR SERIES TRUST | ST STR SP400VAL | $2.7M | 30,830 | — | 78464A839 |
| APPLE INC | COM | $2.7M | 8,180 | — | 037833100 |
| ISHARES TR | ISHS 5-10YR INVT | $2.6M | 51,690 | — | 464288638 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | $2.1M | 19,840 | — | 46137V365 |
| ISHARES TR | CORE MSCI EAFE | $2M | 21,048 | — | 46432F842 |
| ALPHABET INC | CAP STK CL A | $2M | 5,745 | — | 02079K305 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $1.9M | 5,156 | — | 922908769 |
| ISHARES TR | MRGSTR MD CP GRW | $1.9M | 20,004 | — | 464288307 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | $1.8M | 48,859 | — | 46137V316 |
| SPDR SERIES TRUST | ST STR SP600SM C | $1.8M | 17,297 | — | 78464A300 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $1.7M | 10,291 | — | 30233Q108 |
| SPDR SERIES TRUST | ST STR SP600GRWO | $1.7M | 15,643 | — | 78464A201 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.6M | 2,099 | — | 78462F103 |
| ISHARES TR | MRGSTR MD CP VAL | $1.6M | 17,103 | — | 464288406 |
| AMAZON COM INC | COM | $1.6M | 6,251 | — | 023135106 |
| ISHARES TR | TRUST ISHARE 0-1 | $1.4M | 12,857 | — | 464288679 |
| UNION PAC CORP | COM | $1.4M | 5,188 | — | 907818108 |
| SPDR GOLD TR | GOLD SHS | $1.2M | 3,201 | — | 78463V107 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 7,137 | — | 921946406 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1M | 2,040 | — | 084670702 |
| ISHARES TR | CORE S&P MCP ETF | $1M | 13,969 | — | 464287507 |
| VANECK ETF TRUST | GOLD MINERS ETF | $917.5K | 10,450 | — | 92189F106 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $888.5K | 12,195 | — | 921937819 |
| ISHARES TR | CORE MSCI TOTAL | $833.4K | 8,774 | — | 46432F834 |
| COSTCO WHOLESALE CORPORATION | COM | $828.6K | 910 | — | 22160K105 |
| ISHARES TR | MSCI ACWI ETF | $754.1K | 4,750 | — | 464288257 |
| ISHARES TR | U.S. REAL ES ETF | $749.3K | 7,885 | — | 464287739 |
| ISHARES TR | S&P 500 GRWT ETF | $727.7K | 5,115 | — | 464287309 |
| ISHARES TR | 0-5YR HI YL CP | $691.9K | 16,774 | — | 46434V407 |
| GE AEROSPACE | COM NEW | $679.7K | 2,176 | — | 369604301 |
| ISHARES TR | MORNINGSTAR GRWT | $592.5K | 5,065 | — | 464287119 |
| ISHARES TR | CORE S&P SCP ETF | $584K | 4,293 | — | 464287804 |
| ISHARES INC | CORE MSCI EMKT | $573.2K | 7,062 | — | 46434G103 |
| ISHARES TR | EAFE SML CP ETF | $568.9K | 6,739 | — | 464288273 |
| ISHARES TR | RESIDENTIAL MULT | $556.5K | 6,300 | — | 464288562 |
| INVESCO QQQ TR | UNIT SER 1 | $525.2K | 710 | — | 46090E103 |
| PIMCO ETF TR | 1-5 US TIP IDX | $523.1K | 10,084 | — | 72201R205 |
| GE VERNOVA INC | COM | $517.1K | 544 | — | 36828A101 |
| ISHARES TR | MRGSTR SM CP GR | $516.8K | 8,447 | — | 464288604 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $505.9K | 722 | — | 922908363 |
| ISHARES TR | MRNING SM CP ETF | $503.2K | 6,727 | — | 464288703 |
| ALPHABET INC | CAP STK CL C | $492.4K | 1,445 | — | 02079K107 |
| ISHARES TR | TIPS BD ETF | $434.6K | 4,177 | — | 464287176 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $427.9K | 9,129 | — | 92203J407 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $426.7K | 5,143 | — | 922042775 |
| ISHARES TR | SELECT DIVID ETF | $424.4K | 2,791 | — | 464287168 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | $417.6K | 1,187 | — | 922908637 |
| VANGUARD STAR FDS | VG TL INTL STK F | $399.5K | 4,702 | — | 921909768 |
| ISHARES TR | CORE 80 20 ETF | $389.8K | 4,007 | — | 464289859 |
| ELI LILLY & CO | COM | $376.1K | 325 | — | 532457108 |
| ISHARES TR | ULTRA SHORT DUR | $370.3K | 7,348 | — | 46434V878 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $363.8K | 16,460 | — | 808524839 |
| ISHARES TR | S&P 500 VAL ETF | $351.8K | 1,541 | — | 464287408 |
| ISHARES TR | MSCI EMG MKT ETF | $344.4K | 5,157 | — | 464287234 |
| VISA INC | COM CL A | $334.9K | 932 | — | 92826C839 |
| ISHARES TR | MORNINGSTAR VALU | $321.1K | 3,048 | — | 464288109 |
| MICROSOFT CORP | COM | $300.4K | 586 | — | 594918104 |
| PHILIP MORRIS INTL INC | COM | $286.2K | 1,500 | — | 718172109 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $278.5K | 979 | — | 922908751 |
| ISHARES TR | SELECT US REIT | $278.1K | 4,421 | — | 464287564 |
| TRAVELERS COMPANIES INC | COM | $269.2K | 755 | — | 89417E109 |
| INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | $268.6K | 1,983 | — | 46137V225 |
| ISHARES TR | CORE US AGGBD ET | $265.2K | 2,805 | — | 464287226 |
| ISHARES TR | GLOB HLTHCRE ETF | $256.3K | 2,510 | — | 464287325 |
| ISHARES TR | RUS MID CAP ETF | $251.2K | 2,354 | — | 464287499 |
| NVIDIA CORPORATION | COM | $227.3K | 995 | — | 67066G104 |
| CHEVRON CORPORATION | COM | $226.7K | 1,110 | — | 166764100 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $210.3K | 2,979 | — | 921943858 |
| ABBVIE INC | COM | $206.7K | 790 | — | 00287Y109 |
| ISHARES TR | EAFE VALUE ETF | $205.8K | 2,600 | — | 464288877 |
| MCDONALDS CORP | COM | $202.5K | 877 | — | 580135101 |
| VANGUARD WORLD FD | INF TECH ETF | $201.1K | 1,600 | — | 92204A702 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-21