Courage Miller Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Courage Miller Partners, LLC reported 78 stock positions worth $278.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 14.6% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 8.7%) and iShares Core 1-5 Year Usd Bo (ISTB, 8.2%). Compared with Q1 2024, it sold out of 7, added to 14 and reduced 37. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +3%) and the biggest sale an exit from Abrdn Precious Metals Basket (GLTR).

Most Recent 13F
Q2 2026
Location
NORFOLK, VA
CIK
0001482106
Portfolio Value
$278.0M (Q2 2024)
SEC Filing
0001085146-24-003240 ↗ filed Jul 25, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $289.2M Q1 2024 Q2 2024: $278.0M $278.0M Q2 2024 Q3 2024: $297.5M Q3 2024 Q4 2024: $292.1M Q4 2024 Q1 2025: $295.2M Q1 2025 Q2 2025: $315.4M Q2 2025 Q3 2025: $333.5M Q3 2025 Q4 2025: $332.1M Q4 2025 Q1 2026: $354.2M Q1 2026 Q2 2026: $379.0M Q2 2026

Holdings 78 stocks · $278.0M
SCHX Schwab US Large-Cap ETF 14.57% 630,496 $40.5M Reduce -1.1%
SCHF Schwab Intl Equity ETF 8.65% 626,129 $24.1M Reduce -0.3%
ISTB iShares Core 1-5 Year Usd Bo 8.21% 481,810 $22.8M Reduce -0.1%
IGSB iShares 1-5Y Inv Grade Corp. 6.61% 358,578 $18.4M Add +2.7%
SCHO Schwab Short-Term US Treas 5.99% 346,143 $16.7M Reduce -0.5%
BND Vanguard Total Bond Market 5.56% 214,563 $15.5M Add +0.9%
SCHD Schwab US DVD Equity ETF 3.92% 140,087 $10.9M Reduce -0.3%
SCHM Schwab US Mid Cap ETF 3.84% 137,254 $10.7M Reduce -0.2%
SCHH Schwab US REIT ETF 3.25% 452,701 $9.0M Reduce -0.1%
SCHA Schwab US Small-Cap ETF 2.82% 165,425 $7.8M Reduce -0.2%
RSP Invesco S&P 500 Equal Weight 2.77% 46,896 $7.7M Add +0.6%
SCHG Schwab US Large-Cap Growth 2.77% 76,269 $7.7M Reduce -0.9%
VWO Vanguard Ftse Emerging Marke 2.45% 155,395 $6.8M Add +0.0%
SCHV Schwab US Large-Cap Value 2.37% 88,977 $6.6M No change
SCHC Schwab Intl Small-Cap Equity 2.28% 178,426 $6.3M Reduce -0.3%
SCHE Schwab Emrg Mrkts Eqty ETF 2.11% 221,281 $5.9M Add +0.1%
CWI State Street SPDR MSCI Acwi 1.97% 193,405 $5.5M Add +0.4%
BSV Vanguard Short-Term Bond ETF 1.41% 51,171 $3.9M Reduce -3.3%
IVV iShares Core S&P 500 ETF 0.93% 4,726 $2.6M Reduce -0.1%
MDYG SS SPDR S&P 400 MC GR ETF 0.90% 29,691 $2.5M Reduce -0.3%
IGIB iShares 5-10Y Inv Grade Corp. 0.84% 45,706 $2.3M Reduce -0.1%
AAPL Apple Inc. 0.77% 9,123 $2.1M Reduce -3.6%
MDYV SS SPDR S&P 400 MC Val ETF 0.76% 29,059 $2.1M Reduce -0.1%
IMCG iShares Morningstar Mid-Cap 0.68% 27,792 $1.9M Reduce -0.4%
TIP iShares Tips Bond ETF 0.65% 16,888 $1.8M No change
AMZN Amazon.com Inc. 0.55% 7,925 $1.5M No change
IGE iShares North American Natur 0.55% 34,749 $1.5M Add +1.0%
IMCV iShares Morningstar Mid-Cap 0.53% 21,028 $1.5M No change
VTI VG Morningstar TS MKT ETF-US 0.50% 5,187 $1.4M Reduce -0.6%
IEFA iShares Core MSCI Eafe ETF 0.50% 19,005 $1.4M Add +0.1%
SLYG SS SPDR S&P 600 SC GR ETF 0.46% 14,972 $1.3M Add +0.1%
SLYV SS SPDR S&P 600 SC Val ETF 0.45% 16,028 $1.3M Add +0.2%
XOM Exxon Mobil Corp. 0.44% 10,589 $1.2M No change
UNP Union Pacific Corp. 0.42% 5,188 $1.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.42% 2,850 $1.2M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 2,083 $1.1M No change
GOOGL Alphabet Inc. Class A 0.40% 6,090 $1.1M No change
IXUS iShares Core Intl Stock ETF 0.37% 16,027 $1.0M Add +51.9%
BIV Vanguard Intermediate-Term B 0.33% 12,339 $924K Reduce -8.6%
SHV iShares 0-1 Year Treasury Bo 0.33% 8,246 $911K Reduce -1.8%
VYM Vanguard High DVD Yield ETF 0.30% 7,138 $847K No change
COST Costco Wholesale Corp. 0.28% 910 $774K No change
ICSH iShares Ultra Short Duration 0.28% 15,200 $768K No change
IJH iShares Core S&P Midcap ETF 0.26% 12,319 $721K Add +0.1%
ISCG iShares Morningstar Small-Ca 0.25% 15,388 $700K Reduce -0.1%
AOA iShares Core 80/20 Aggressiv 0.25% 9,265 $693K Reduce -0.7%
MSFT Microsoft Corp. 0.22% 1,393 $623K No change
ISCV iShares Morningstar Small-Ca 0.22% 10,480 $607K No change
IVW iShares S&P 500 Growth ETF 0.21% 6,320 $585K Reduce -0.1%
IYR iShares US Real Estate ETF 0.20% 6,497 $570K Add +0.1%
ILCG iShares Morningstar Growth E 0.20% 6,999 $570K No change
REZ Ishars Res and Multi Reales 0.20% 7,130 $549K Reduce -6.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.19% 2,168 $541K Reduce -0.4%
ACWI iShares MSCI Acwi ETF 0.19% 4,750 $534K No change
STPZ PIMCO 1-5 Year US Tips Index 0.19% 10,087 $521K Reduce -0.8%
IEMG iShares Core MSCI Emerging 0.19% 9,641 $516K Reduce -2.1%
IJR iShares Core S&P Small-Cap E 0.18% 4,756 $507K No change
VEU Vanguard Ftse All-World Ex-U 0.18% 8,408 $493K Reduce -2.5%
SHYG iShares 0-5 YR HY Corp. Bond 0.17% 11,192 $472K Reduce -1.3%
BNDX Vanguard Total Intl Bond ETF 0.14% 8,261 $402K Reduce -1.1%
ILCV iShares Morningstar Value Et 0.14% 5,068 $387K Reduce -1.4%
GLD SPDR Gold Shares 0.14% 1,775 $382K No change
SCZ iShares MSCI Eafe Small-Cap 0.14% 6,115 $377K Add +0.1%
SCHZ Schwab US Aggregate Bond ETF 0.14% 8,262 $377K Reduce -2.0%
EEM iShares MSCI Emerging Market 0.13% 8,707 $371K Reduce -1.6%
GOOG Alphabet Inc. Class C 0.12% 1,789 $328K No change
V Visa Inc. Class A 0.11% 1,200 $315K No change
AGG iShares Core U.S. Aggregate 0.11% 3,226 $313K Reduce -1.4%
LLY Eli Lilly & Co. 0.11% 327 $296K No change
IVE iShares S&P 500 Value ETF 0.10% 1,568 $285K No change
DVY iShares Select Dividend ETF 0.10% 2,208 $267K No change
SPGI S&P Global Inc. 0.10% 595 $265K No change
ICF iShares Select U.S. REIT ETF 0.09% 4,490 $257K Reduce -9.8%
MCD McDonald's Corp. 0.09% 990 $252K Reduce -7.7%
VB Vanguard Most SM-Cap ETF-Usd 0.09% 1,133 $247K No change
IXJ iShares Global Healthcare Et 0.08% 2,510 $233K No change
GRPM Invesco S&P Midcap 400 Garp 0.08% 1,983 $227K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 866 $210K No change

Portfolio Sells Q1 2024 → Q2 2024
GLTR Abrdn Precious Metals Basket Sold out 0.00% −2.16
RSPG Invesco S&P 500 Equal Weight Sold out 0.00% −0.73
RSPM Invesco S&P 500 Equal Weight Sold out 0.00% −0.73
GE General Electric Sold out 0.00% −0.13
VXUS Vanguard Total Intl Stock Sold out 0.00% −0.12
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.11
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.09
SCHM Schwab US Mid Cap ETF Reduce -0.2% 3.84% −0.03
BIV Vanguard Intermediate-Term B Reduce -8.6% 0.33% −0.02
MCD McDonald's Corp. Reduce -7.7% 0.09% −0.01
ICF iShares Select U.S. REIT ETF Reduce -9.8% 0.09% −0.01
IMCG iShares Morningstar Mid-Cap Reduce -0.4% 0.68% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.0% 0.42% −0.00
MDYV SS SPDR S&P 400 MC Val ETF Reduce -0.1% 0.76% −0.00
SCHD Schwab US DVD Equity ETF Reduce -0.3% 3.92% −0.00
MDYG SS SPDR S&P 400 MC GR ETF Reduce -0.3% 0.90% −0.00
SCHA Schwab US Small-Cap ETF Reduce -0.2% 2.82% −0.00
SCHZ Schwab US Aggregate Bond ETF Reduce -2.0% 0.14% +0.00
AGG iShares Core U.S. Aggregate Reduce -1.4% 0.11% +0.00
BNDX Vanguard Total Intl Bond ETF Reduce -1.1% 0.14% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -2.5% 0.18% +0.00
ILCV iShares Morningstar Value Et Reduce -1.4% 0.14% +0.00
SHYG iShares 0-5 YR HY Corp. Bond Reduce -1.3% 0.17% +0.00
ISCG iShares Morningstar Small-Ca Reduce -0.1% 0.25% +0.00
STPZ PIMCO 1-5 Year US Tips Index Reduce -0.8% 0.19% +0.01
SHV iShares 0-1 Year Treasury Bo Reduce -1.8% 0.33% +0.01
EEM iShares MSCI Emerging Market Reduce -1.6% 0.13% +0.01
REZ Ishars Res and Multi Reales Reduce -6.0% 0.20% +0.01
BSV Vanguard Short-Term Bond ETF Reduce -3.3% 1.41% +0.01
IEMG iShares Core MSCI Emerging Reduce -2.1% 0.19% +0.01
AOA iShares Core 80/20 Aggressiv Reduce -0.7% 0.25% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.4% 0.19% +0.01
IVW iShares S&P 500 Growth ETF Reduce -0.1% 0.21% +0.03
IGIB iShares 5-10Y Inv Grade Corp. Reduce -0.1% 0.84% +0.03
VTI VG Morningstar TS MKT ETF-US Reduce -0.6% 0.50% +0.03
SCHC Schwab Intl Small-Cap Equity Reduce -0.3% 2.28% +0.07
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.93% +0.07
SCHH Schwab US REIT ETF Reduce -0.1% 3.25% +0.07
SCHF Schwab Intl Equity ETF Reduce -0.3% 8.65% +0.18
SCHO Schwab Short-Term US Treas Reduce -0.5% 5.99% +0.19
AAPL Apple Inc. Reduce -3.6% 0.77% +0.22
ISTB iShares Core 1-5 Year Usd Bo Reduce -0.1% 8.21% +0.29
SCHG Schwab US Large-Cap Growth Reduce -0.9% 2.77% +0.30
SCHX Schwab US Large-Cap ETF Reduce -1.1% 14.57% +0.89

Portfolio Buys Q1 2024 → Q2 2024
IGSB iShares 1-5Y Inv Grade Corp. Add +2.7% 6.61% +0.42
BND Vanguard Total Bond Market Add +0.9% 5.56% +0.22
VWO Vanguard Ftse Emerging Marke Add +0.0% 2.45% +0.20
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.1% 2.11% +0.18
IXUS iShares Core Intl Stock ETF Add +51.9% 0.37% +0.13
CWI State Street SPDR MSCI Acwi Add +0.4% 1.97% +0.08
RSP Invesco S&P 500 Equal Weight Add +0.6% 2.77% +0.04
IGE iShares North American Natur Add +1.0% 0.55% +0.01
SLYG SS SPDR S&P 600 SC GR ETF Add +0.1% 0.46% +0.01
IEFA iShares Core MSCI Eafe ETF Add +0.1% 0.50% +0.01
IYR iShares US Real Estate ETF Add +0.1% 0.20% +0.00
SCZ iShares MSCI Eafe Small-Cap Add +0.1% 0.14% +0.00
IJH iShares Core S&P Midcap ETF Add +0.1% 0.26% +0.00
SLYV SS SPDR S&P 600 SC Val ETF Add +0.2% 0.45% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 87$379.0MSCHX, SCHF, ISTB, IGSB, SCHO
Q1 2026 92$354.2MSCHX, SCHF, ISTB, IGSB, SCHO
Q4 2025 84$332.1MSCHX, SCHF, ISTB, IGSB, SCHO
Q3 2025 85$333.5MSCHX, SCHF, ISTB, IGSB, SCHO
Q2 2025 86$315.4MSCHX, SCHF, ISTB, IGSB, SCHO
Q1 2025 82$295.2MSCHX, SCHF, ISTB, IGSB, SCHO
Q4 2024 80$292.1MSCHX, ISTB, SCHF, IGSB, SCHO
Q3 2024 81$297.5MSCHX, SCHF, ISTB, IGSB, SCHO
Q2 2024 78$278.0MSCHX, SCHF, ISTB, IGSB, SCHO
Q1 2024 85$289.2MSCHX, SCHF, ISTB, IGSB, SCHO