Courage Miller Partners

NORFOLK, VAfiles as Courage Miller Partners, LLC

$379m in 87 US stocks at the end of 30 June 2026. The top 10 are 62.2% of the money. It changed about 3.6% of the portfolio this quarter.

Value

$379m

Stocks

Top 10 share

62.2%

Turnover

3.6%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Ishares TRISTB
7.6% of the fund
+4%
Ishares TRIGSB
6.4% of the fund
+4%
Schwab Strategic TRSCHO
5.4% of the fund
+4%
Vanguard BD Index FDSBND
5.1% of the fund
+4%
Ishares TRIYR
0.2% of the fund
+2%

Cut

Sold some of their stake.

Ishares TRIMCG
0.5% of the fund
-7%
Invesco Exchange Traded FD TRSPG
0.5% of the fund
-3%
Invesco Exchange Traded FD TRSPM
0.5% of the fund
-2%
Ishares TRIMCV
0.4% of the fund
-6%
Ishares TRAOA
0.2% of the fund
-16%
Berkshire HathawayBRK-B
0.2% of the fund
-58%
Ishares TRISCG
0.2% of the fund
-10%
Ishares TRISCV
0.1% of the fund
-11%
Vanguard Index FDSVOO
0.1% of the fund
-14%

Sold out

Sold their entire stake.

Spdr Gold TRGLD
-100%
Vaneck ETF TrustGDX
-100%
Tidal Trust ISPUS
-100%
Listed FDS TRUMMA
-100%
ChevronCVX
-100%

Holdings

Schwab Strategic TRSCHX
Share
13.4%
Value
$51m
Shares
1,731,183
Held
Schwab Strategic TRSCHF
Share
9.0%
Value
$34m
Shares
1,228,357
Held
Ishares TRISTB
Share
7.6%
Value
$29m
Shares
594,284
+4%
Ishares TRIGSB
Share
6.4%
Value
$24m
Shares
465,818
+4%
Schwab Strategic TRSCHO
Share
5.4%
Value
$21m
Shares
850,858
+4%
Vanguard BD Index FDSBND
Share
5.1%
Value
$19m
Shares
262,115
+4%
Schwab Strategic TRSCHM
Share
4.4%
Value
$17m
Shares
455,266
Held
Schwab Strategic TRSCHD
Share
3.9%
Value
$15m
Shares
468,296
Held
Invesco Exchange Traded FD TRSP
Share
3.5%
Value
$13m
Shares
62,067
Held
Schwab Strategic TRSCHA
Share
3.4%
Value
$13m
Shares
358,542
Held
Schwab Strategic TRSCHH
Share
3.2%
Value
$12m
Shares
518,727
Held
Schwab Strategic TRSCHG
Share
2.5%
Value
$9m
Shares
276,144
Held
Schwab Strategic TRSCHV
Share
2.5%
Value
$9m
Shares
268,344
Held
Vanguard Intl Equity Index FVWO
Share
2.4%
Value
$9m
Shares
152,857
Held
Abrdn Precious Metals BasketGLTR
Share
2.2%
Value
$8m
Shares
45,792
Held
Schwab Strategic TRSCHC
Share
2.1%
Value
$8m
Shares
168,438
Held
Spdr Index SHS FDSCWI
Share
2.0%
Value
$8m
Shares
186,320
Held
Schwab Strategic TRSCHE
Share
2.0%
Value
$8m
Shares
208,377
Held
Vanguard BD Index FDSBSV
Share
1.1%
Value
$4m
Shares
55,838
Held
Spdr Series TrustMDYG
Share
0.9%
Value
$3m
Shares
30,326
Held
Ishares TRIVV
Share
0.9%
Value
$3m
Shares
4,351
Held
Ishares TRIGE
Share
0.8%
Value
$3m
Shares
55,580
Held
Spdr Series TrustMDYV
Share
0.8%
Value
$3m
Shares
30,840
Held
Ishares TRIGIB
Share
0.7%
Value
$3m
Shares
51,690
Held
AppleAAPL
Share
0.6%
Value
$2m
Shares
8,179
Held
AlphabetGOOGL
Share
0.5%
Value
$2m
Shares
5,745
Held
Ishares TRIMCG
Share
0.5%
Value
$2m
Shares
20,481
-7%
Ishares TRIEFA
Share
0.5%
Value
$2m
Shares
20,776
Held
Invesco Exchange Traded FD TRSPG
Share
0.5%
Value
$2m
Shares
20,472
-3%
Invesco Exchange Traded FD TRSPM
Share
0.5%
Value
$2m
Shares
50,140
-2%
Vanguard Index FDSVTI
Share
0.5%
Value
$2m
Shares
5,156
Held
Spdr Series TrustSLYV
Share
0.5%
Value
$2m
Shares
17,360
Held
Spdr Series TrustSLYG
Share
0.5%
Value
$2m
Shares
15,701
Held
Ishares TRIMCV
Share
0.4%
Value
$2m
Shares
17,464
-6%
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$2m
Shares
2,099
Held
Amazon.comAMZN
Share
0.4%
Value
$1m
Shares
6,251
Held
ExxonMobil HoldingsXOM
Share
0.4%
Value
$1m
Shares
10,485
Held
Union PacificUNP
Share
0.4%
Value
$1m
Shares
5,188
Held
Ishares TRSHV
Share
0.4%
Value
$1m
Shares
12,715
Held
Vanguard Whitehall FDSVYM
Share
0.3%
Value
$1m
Shares
7,200
Held
Ishares TRIJH
Share
0.3%
Value
$1m
Shares
13,767
Held
Vanguard BD Index FDSBIV
Share
0.2%
Value
$942,336
Shares
12,286
Held
Costco WholesaleCOST
Share
0.2%
Value
$851,478
Shares
910
Held
Ishares TRIXUS
Share
0.2%
Value
$838,440
Shares
8,785
Held
General ElectricGE
Share
0.2%
Value
$813,371
Shares
2,176
Held
Ishares TRIYR
Share
0.2%
Value
$798,526
Shares
7,810
+2%
Ishares TRACWI
Share
0.2%
Value
$745,608
Shares
4,750
Held
Invesco QQQ TRQQQ
Share
0.2%
Value
$743,764
Shares
1,010
Held
Ishares TRSHYG
Share
0.2%
Value
$711,343
Shares
16,773
Held
Ishares TRIVW
Share
0.2%
Value
$703,935
Shares
5,118
Held
GE VernovaGEV
Share
0.2%
Value
$639,124
Shares
544
Held
Ishares TRIJR
Share
0.2%
Value
$638,999
Shares
4,309
Held
Ishares TRAOA
Share
0.2%
Value
$621,817
Shares
6,371
-16%
Ishares TRILCG
Share
0.2%
Value
$606,164
Shares
5,180
Held
Ishares TRREZ
Share
0.2%
Value
$595,497
Shares
6,289
Held
IsharesIEMG
Share
0.2%
Value
$584,933
Shares
7,061
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$577,950
Shares
1,155
-58%
Ishares TRISCG
Share
0.2%
Value
$573,934
Shares
8,757
-10%
Ishares TRSCZ
Share
0.1%
Value
$543,581
Shares
6,607
Held
Ishares TRISCV
Share
0.1%
Value
$540,163
Shares
6,897
-11%
Pimco ETF TRSTPZ
Share
0.1%
Value
$537,880
Shares
10,084
Held
AlphabetGOOG
Share
0.1%
Value
$510,562
Shares
1,445
Held
Vanguard Star FDSVXUS
Share
0.1%
Value
$477,718
Shares
5,588
Held
Ishares TRTIP
Share
0.1%
Value
$457,089
Shares
4,177
Held
Vanguard Charlotte FDSBNDX
Share
0.1%
Value
$442,117
Shares
9,129
Held
Ishares TRDVY
Share
0.1%
Value
$436,957
Shares
2,796
Held
Vanguard Intl Equity Index FVEU
Share
0.1%
Value
$431,899
Shares
5,157
Held
Ishares TREEM
Share
0.1%
Value
$426,742
Shares
6,238
Held
Vanguard Index FDSVB
Share
0.1%
Value
$422,852
Shares
1,395
Held
Vanguard Index FDSVV
Share
0.1%
Value
$419,226
Shares
1,219
Held
Eli LillyLLY
Share
0.1%
Value
$389,815
Shares
325
Held
Schwab Strategic TRSCHZ
Share
0.1%
Value
$380,720
Shares
16,460
Held
Vanguard Index FDSVOO
Share
0.1%
Value
$379,119
Shares
552
-14%
Ishares TRICSH
Share
<0.1%
Value
$371,662
Shares
7,348
Held
Ishares TRIVE
Share
<0.1%
Value
$349,899
Shares
1,541
Held
Ishares TRILCV
Share
<0.1%
Value
$325,385
Shares
3,214
Held
Vanguard Index FDSVO
Share
<0.1%
Value
$321,635
Shares
3,992
Held
VisaV
Share
<0.1%
Value
$319,760
Shares
932
Held
Ishares TRICF
Share
<0.1%
Value
$298,992
Shares
4,421
Held
Ishares TRAGG
Share
<0.1%
Value
$277,639
Shares
2,805
Held
Philip Morris InternationalPM
Share
<0.1%
Value
$271,365
Shares
1,500
Held
Ishares TRIWR
Share
<0.1%
Value
$259,693
Shares
2,354
Held
Invesco Exchange Traded FD TGRPM
Share
<0.1%
Value
$258,121
Shares
1,983
Held
Travelers CompaniesTRV
Share
<0.1%
Value
$249,241
Shares
755
Held
Ishares TRIXJ
Share
<0.1%
Value
$246,934
Shares
2,510
Held
McDonald'sMCD
Share
<0.1%
Value
$237,062
Shares
877
Held
MicrosoftMSFT
Share
<0.1%
Value
$218,203
Shares
585
Held

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHX	13.4%	$51m	1,731,183	Held
Schwab Strategic TRSCHF	9.0%	$34m	1,228,357	Held
Ishares TRISTB	7.6%	$29m	594,284	+4%
Ishares TRIGSB	6.4%	$24m	465,818	+4%
Schwab Strategic TRSCHO	5.4%	$21m	850,858	+4%
Vanguard BD Index FDSBND	5.1%	$19m	262,115	+4%
Schwab Strategic TRSCHM	4.4%	$17m	455,266	Held
Schwab Strategic TRSCHD	3.9%	$15m	468,296	Held
Invesco Exchange Traded FD TRSP	3.5%	$13m	62,067	Held
Schwab Strategic TRSCHA	3.4%	$13m	358,542	Held
Schwab Strategic TRSCHH	3.2%	$12m	518,727	Held
Schwab Strategic TRSCHG	2.5%	$9m	276,144	Held
Schwab Strategic TRSCHV	2.5%	$9m	268,344	Held
Vanguard Intl Equity Index FVWO	2.4%	$9m	152,857	Held
Abrdn Precious Metals BasketGLTR	2.2%	$8m	45,792	Held
Schwab Strategic TRSCHC	2.1%	$8m	168,438	Held
Spdr Index SHS FDSCWI	2.0%	$8m	186,320	Held
Schwab Strategic TRSCHE	2.0%	$8m	208,377	Held
Vanguard BD Index FDSBSV	1.1%	$4m	55,838	Held
Spdr Series TrustMDYG	0.9%	$3m	30,326	Held
Ishares TRIVV	0.9%	$3m	4,351	Held
Ishares TRIGE	0.8%	$3m	55,580	Held
Spdr Series TrustMDYV	0.8%	$3m	30,840	Held
Ishares TRIGIB	0.7%	$3m	51,690	Held
AppleAAPL	0.6%	$2m	8,179	Held
AlphabetGOOGL	0.5%	$2m	5,745	Held
Ishares TRIMCG	0.5%	$2m	20,481	-7%
Ishares TRIEFA	0.5%	$2m	20,776	Held
Invesco Exchange Traded FD TRSPG	0.5%	$2m	20,472	-3%
Invesco Exchange Traded FD TRSPM	0.5%	$2m	50,140	-2%
Vanguard Index FDSVTI	0.5%	$2m	5,156	Held
Spdr Series TrustSLYV	0.5%	$2m	17,360	Held
Spdr Series TrustSLYG	0.5%	$2m	15,701	Held
Ishares TRIMCV	0.4%	$2m	17,464	-6%
State STR Spdr S&P 500 ETF TSPY	0.4%	$2m	2,099	Held
Amazon.comAMZN	0.4%	$1m	6,251	Held
ExxonMobil HoldingsXOM	0.4%	$1m	10,485	Held
Union PacificUNP	0.4%	$1m	5,188	Held
Ishares TRSHV	0.4%	$1m	12,715	Held
Vanguard Whitehall FDSVYM	0.3%	$1m	7,200	Held
Ishares TRIJH	0.3%	$1m	13,767	Held
Vanguard BD Index FDSBIV	0.2%	$942,336	12,286	Held
Costco WholesaleCOST	0.2%	$851,478	910	Held
Ishares TRIXUS	0.2%	$838,440	8,785	Held
General ElectricGE	0.2%	$813,371	2,176	Held
Ishares TRIYR	0.2%	$798,526	7,810	+2%
Ishares TRACWI	0.2%	$745,608	4,750	Held
Invesco QQQ TRQQQ	0.2%	$743,764	1,010	Held
Ishares TRSHYG	0.2%	$711,343	16,773	Held
Ishares TRIVW	0.2%	$703,935	5,118	Held
GE VernovaGEV	0.2%	$639,124	544	Held
Ishares TRIJR	0.2%	$638,999	4,309	Held
Ishares TRAOA	0.2%	$621,817	6,371	-16%
Ishares TRILCG	0.2%	$606,164	5,180	Held
Ishares TRREZ	0.2%	$595,497	6,289	Held
IsharesIEMG	0.2%	$584,933	7,061	Held
Berkshire HathawayBRK-B	0.2%	$577,950	1,155	-58%
Ishares TRISCG	0.2%	$573,934	8,757	-10%
Ishares TRSCZ	0.1%	$543,581	6,607	Held
Ishares TRISCV	0.1%	$540,163	6,897	-11%
Pimco ETF TRSTPZ	0.1%	$537,880	10,084	Held
AlphabetGOOG	0.1%	$510,562	1,445	Held
Vanguard Star FDSVXUS	0.1%	$477,718	5,588	Held
Ishares TRTIP	0.1%	$457,089	4,177	Held
Vanguard Charlotte FDSBNDX	0.1%	$442,117	9,129	Held
Ishares TRDVY	0.1%	$436,957	2,796	Held
Vanguard Intl Equity Index FVEU	0.1%	$431,899	5,157	Held
Ishares TREEM	0.1%	$426,742	6,238	Held
Vanguard Index FDSVB	0.1%	$422,852	1,395	Held
Vanguard Index FDSVV	0.1%	$419,226	1,219	Held
Eli LillyLLY	0.1%	$389,815	325	Held
Schwab Strategic TRSCHZ	0.1%	$380,720	16,460	Held
Vanguard Index FDSVOO	0.1%	$379,119	552	-14%
Ishares TRICSH	<0.1%	$371,662	7,348	Held
Ishares TRIVE	<0.1%	$349,899	1,541	Held
Ishares TRILCV	<0.1%	$325,385	3,214	Held
Vanguard Index FDSVO	<0.1%	$321,635	3,992	Held
VisaV	<0.1%	$319,760	932	Held
Ishares TRICF	<0.1%	$298,992	4,421	Held
Ishares TRAGG	<0.1%	$277,639	2,805	Held
Philip Morris InternationalPM	<0.1%	$271,365	1,500	Held
Ishares TRIWR	<0.1%	$259,693	2,354	Held
Invesco Exchange Traded FD TGRPM	<0.1%	$258,121	1,983	Held
Travelers CompaniesTRV	<0.1%	$249,241	755	Held
Ishares TRIXJ	<0.1%	$246,934	2,510	Held
McDonald'sMCD	<0.1%	$237,062	877	Held
MicrosoftMSFT	<0.1%	$218,203	585	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.2% since 30 June 2025.

Where the money is

Industrials0.8%

Technology0.7%

Media & telecom0.7%

Retail & consumer0.5%

Energy0.4%

Financial services0.3%

Everyday goods0.3%

Health care0.1%

Other96.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.