Institutional Manager · CIK 0001482106
Courage Miller Partners, LLC
NORFOLK, VA · File #028-14916
Latest AUM
$332.1M
Positions
84
Top-10 Concentration
66.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202584 pos · $332.1M
- 13F HOLDINGS REPORTQ/E Sep 202585 pos · $333.5M
- 13F HOLDINGS REPORTQ/E Jun 202586 pos · $315.4M
- 13F HOLDINGS REPORTQ/E Mar 202582 pos · $295.2M
- 13F HOLDINGS REPORTQ/E Dec 202480 pos · $292.1M
- 13F HOLDINGS REPORTQ/E Sep 202481 pos · $297.5M
- 13F HOLDINGS REPORTQ/E Jun 202478 pos · $278.0M
- 13F HOLDINGS REPORTQ/E Mar 202485 pos · $289.2M
- 13F HOLDINGS REPORTQ/E Dec 202374 pos · $243.8M
- 13F HOLDINGS REPORTQ/E Sep 202376 pos · $240.0M
- 13F HOLDINGS REPORTQ/E Jun 202374 pos · $236.2M
- 13F HOLDINGS REPORTQ/E Mar 202370 pos · $217.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 1,745,021 | $47.0M | 14.67% |
| 2 | SCHWAB STRATEGIC TR | 808524805 | 1,250,097 | $30.1M | 9.39% |
| 3 | ISHARES TR | 46432F859 | 552,050 | $26.9M | 8.41% |
| 4 | ISHARES TR | 464288646 | 435,873 | $23.0M | 7.20% |
| 5 | SCHWAB STRATEGIC TR | 808524862 | 794,567 | $19.4M | 6.05% |
| 6 | VANGUARD BD INDEX FDS | 921937835 | 249,376 | $18.5M | 5.77% |
| 7 | SCHWAB STRATEGIC TR | 808524508 | 458,977 | $13.8M | 4.31% |
| 8 | SCHWAB STRATEGIC TR | 808524797 | 478,290 | $13.1M | 4.10% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 59,572 | $11.4M | 3.57% |
| 10 | SCHWAB STRATEGIC TR | 808524847 | 521,872 | $10.9M | 3.41% |
| 11 | SCHWAB STRATEGIC TR | 808524607 | 363,985 | $10.4M | 3.24% |
| 12 | SCHWAB STRATEGIC TR | 808524300 | 273,958 | $8.9M | 2.79% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042858 | 153,066 | $8.2M | 2.57% |
| 14 | SCHWAB STRATEGIC TR | 808524409 | 271,995 | $8.1M | 2.52% |
| 15 | SCHWAB STRATEGIC TR | 808524888 | 169,285 | $7.7M | 2.41% |
| 16 | SCHWAB STRATEGIC TR | 808524706 | 208,440 | $6.8M | 2.13% |
| 17 | SPDR INDEX SHS FDS | 78463X848 | 188,971 | $6.8M | 2.12% |
| 18 | VANGUARD BD INDEX FDS | 921937827 | 54,865 | $4.3M | 1.35% |
| 19 | ISHARES TR | 464287200 | 4,431 | $3.0M | 0.95% |
| 20 | SPDR SERIES TRUST | 78464A821 | 30,785 | $2.8M | 0.89% |