Courage Miller Partners, LLC

Name: Courage Miller Partners, LLC 13F holdings, Q1 2025
Creator: Courage Miller Partners, LLC
Published: 2025-04-29

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Courage Miller Partners, LLC reported 82 stock positions worth $295.2 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.5% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 8.9%) and iShares Core 1-5 Year Usd Bo (ISTB, 8.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 31 and reduced 22. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +5%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −0%).

Most Recent 13F: Q2 2026
Location: NORFOLK, VA
CIK: 0001482106
Portfolio Value: $295.2M (Q1 2025)
SEC Filing: 0001085146-25-002407 ↗ filed Apr 29, 2025

Holdings Value

Holdings 82 stocks · $295.2M


SCHX Schwab US Large-Cap ETF	13.53%	1,808,499	$39.9M	Reduce -0.1%
SCHF Schwab Intl Equity ETF	8.91%	1,328,854	$26.3M	Add +4.5%
ISTB iShares Core 1-5 Year Usd Bo	8.52%	520,195	$25.2M	Add +0.3%
IGSB iShares 1-5Y Inv Grade Corp.	7.10%	400,101	$21.0M	Add +0.8%
SCHO Schwab Short-Term US Treas	6.24%	757,138	$18.4M	Add +0.5%
BND Vanguard Total Bond Market	5.83%	234,431	$17.2M	Add +0.8%
SCHD Schwab US DVD Equity ETF	4.06%	428,548	$12.0M	Add +2.0%
SCHM Schwab US Mid Cap ETF	3.84%	432,841	$11.3M	Add +3.6%
SCHH Schwab US REIT ETF	3.32%	455,456	$9.8M	Add +2.8%
RSP Invesco S&P 500 Equal Weight	3.31%	56,392	$9.8M	Add +11.6%
SCHA Schwab US Small-Cap ETF	2.76%	347,080	$8.1M	Add +4.1%
VWO Vanguard Ftse Emerging Marke	2.46%	160,326	$7.3M	Add +2.0%
SCHG Schwab US Large-Cap Growth	2.46%	289,550	$7.3M	Add +1.5%
SCHV Schwab US Large-Cap Value	2.42%	268,274	$7.1M	Add +2.8%
SCHC Schwab Intl Small-Cap Equity	2.25%	184,791	$6.6M	Add +2.8%
SCHE Schwab Emrg Mrkts Eqty ETF	2.08%	222,293	$6.1M	Add +1.6%
CWI State Street SPDR MSCI Acwi	1.98%	197,188	$5.8M	Add +2.1%
BSV Vanguard Short-Term Bond ETF	1.43%	54,088	$4.2M	Add +0.3%
IVV iShares Core S&P 500 ETF	0.86%	4,515	$2.5M	Reduce -0.3%
IGIB iShares 5-10Y Inv Grade Corp.	0.81%	45,704	$2.4M	No change
MDYG SS SPDR S&P 400 MC GR ETF	0.80%	29,813	$2.4M	Add +3.5%
MDYV SS SPDR S&P 400 MC Val ETF	0.78%	29,706	$2.3M	Add +3.0%
AAPL Apple Inc.	0.67%	8,930	$2.0M	Reduce -2.2%
IGE iShares North American Natur	0.65%	42,247	$1.9M	Add +11.8%
IMCG iShares Morningstar Mid-Cap	0.63%	26,084	$1.9M	Reduce -2.2%
IEFA iShares Core MSCI Eafe ETF	0.53%	20,772	$1.6M	Add +6.1%
IMCV iShares Morningstar Mid-Cap	0.52%	20,575	$1.5M	Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B	0.51%	2,850	$1.5M	No change
AMZN Amazon.com Inc.	0.51%	7,900	$1.5M	Add +0.1%
VTI VG Morningstar TS MKT ETF-US	0.48%	5,187	$1.4M	Add +0.0%
SLYV SS SPDR S&P 600 SC Val ETF	0.44%	16,464	$1.3M	Add +2.5%
XOM Exxon Mobil Corp.	0.42%	10,522	$1.3M	No change
SLYG SS SPDR S&P 600 SC GR ETF	0.42%	15,044	$1.2M	Add +3.4%
UNP Union Pacific Corp.	0.42%	5,188	$1.2M	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.39%	2,078	$1.2M	No change
IXUS iShares Core Intl Stock ETF	0.36%	15,784	$1.1M	Reduce -0.4%
SHV iShares 0-1 Year Treasury Bo	0.33%	8,923	$986K	Add +1.1%
BIV Vanguard Intermediate-Term B	0.32%	12,313	$943K	Add +0.0%
GOOGL Alphabet Inc. Class A	0.32%	6,090	$942K	No change
VYM Vanguard High DVD Yield ETF	0.31%	7,081	$913K	No change
COST Costco Wholesale Corp.	0.29%	910	$861K	No change
TIP iShares Tips Bond ETF	0.25%	6,675	$742K	Reduce -60.5%
IJH iShares Core S&P Midcap ETF	0.25%	12,591	$735K	Add +2.4%
AOA iShares Core 80/20 Aggressiv	0.22%	8,427	$645K	Reduce -2.0%
ISCG iShares Morningstar Small-Ca	0.22%	14,215	$640K	Reduce -1.3%
IYR iShares US Real Estate ETF	0.21%	6,499	$622K	Add +1.3%
ISCV iShares Morningstar Small-Ca	0.21%	10,229	$607K	Reduce -1.3%
ACWI iShares MSCI Acwi ETF	0.19%	4,750	$553K	No change
REZ Ishars Res and Multi Reales	0.19%	6,383	$552K	Reduce -0.3%
STPZ PIMCO 1-5 Year US Tips Index	0.18%	10,084	$545K	No change
SHYG iShares 0-5 YR HY Corp. Bond	0.18%	12,706	$540K	Reduce -1.5%
IVW iShares S&P 500 Growth ETF	0.18%	5,623	$522K	Reduce -0.1%
IEMG iShares Core MSCI Emerging	0.18%	9,579	$517K	Add +0.2%
GLD SPDR Gold Shares	0.17%	1,775	$511K	No change
VEU Vanguard Ftse All-World Ex-U	0.17%	8,171	$496K	No change
MSFT Microsoft Corp.	0.17%	1,316	$494K	No change
ILCG iShares Morningstar Growth E	0.16%	5,905	$478K	No change
IJR iShares Core S&P Small-Cap E	0.16%	4,489	$469K	Reduce -5.3%
ICSH iShares Ultra Short Duration	0.15%	8,645	$438K	Reduce -43.1%
V Visa Inc. Class A	0.14%	1,200	$421K	No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.14%	1,596	$410K	Reduce -20.1%
SCZ iShares MSCI Eafe Small-Cap	0.14%	6,454	$410K	Add +2.4%
BNDX Vanguard Total Intl Bond ETF	0.13%	8,150	$398K	Reduce -1.3%
SCHZ Schwab US Aggregate Bond ETF	0.13%	16,466	$381K	No change
ILCV iShares Morningstar Value Et	0.13%	4,652	$379K	Reduce -0.2%
EEM iShares MSCI Emerging Market	0.12%	8,267	$361K	Reduce -1.2%
SPGI S&P Global Inc.	0.10%	595	$302K	No change
IVE iShares S&P 500 Value ETF	0.10%	1,554	$296K	Reduce -0.1%
DVY iShares Select Dividend ETF	0.10%	2,174	$292K	Reduce -0.1%
GOOG Alphabet Inc. Class C	0.09%	1,789	$279K	No change
AGG iShares Core U.S. Aggregate	0.09%	2,805	$277K	No change
MCD McDonald's Corp.	0.09%	883	$276K	No change
ICF iShares Select U.S. REIT ETF	0.09%	4,440	$273K	No change
LLY Eli Lilly & Co.	0.09%	325	$268K	Reduce -0.6%
VB Vanguard Most SM-Cap ETF-Usd	0.08%	1,122	$249K	No change
PM Philip Morris International	0.08%	1,500	$238K	New
SPUS SP Funds S&P Sharia Indu Exc	0.08%	5,934	$231K	New
IXJ iShares Global Healthcare Et	0.08%	2,510	$229K	No change
ISRG Intuitive Surgical Inc.	0.07%	438	$217K	No change
UMMA Wahed Dow Jones Islamic WRLD	0.07%	8,839	$211K	New
GRPM Invesco S&P Midcap 400 Garp	0.07%	1,983	$208K	No change
IWR iShares Russell Mid-Cap ETF	0.07%	2,354	$200K	No change

Portfolio Sells Q4 2024 → Q1 2025


SCHX Schwab US Large-Cap ETF	Reduce -0.1%	13.53%	−0.84
TIP iShares Tips Bond ETF	Reduce -60.5%	0.25%	−0.36
ICSH iShares Ultra Short Duration	Reduce -43.1%	0.15%	−0.11
AAPL Apple Inc.	Reduce -2.2%	0.67%	−0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd	Sold out	0.00%	−0.08
IMCG iShares Morningstar Mid-Cap	Reduce -2.2%	0.63%	−0.06
IVV iShares Core S&P 500 ETF	Reduce -0.3%	0.86%	−0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -20.1%	0.14%	−0.05
IJR iShares Core S&P Small-Cap E	Reduce -5.3%	0.16%	−0.03
ISCG iShares Morningstar Small-Ca	Reduce -1.3%	0.22%	−0.03
ISCV iShares Morningstar Small-Ca	Reduce -1.3%	0.21%	−0.02
IVW iShares S&P 500 Growth ETF	Reduce -0.1%	0.18%	−0.02
IMCV iShares Morningstar Mid-Cap	Reduce -1.4%	0.52%	−0.01
AOA iShares Core 80/20 Aggressiv	Reduce -2.0%	0.22%	−0.01
SHYG iShares 0-5 YR HY Corp. Bond	Reduce -1.5%	0.18%	−0.01
BNDX Vanguard Total Intl Bond ETF	Reduce -1.3%	0.13%	−0.00
IVE iShares S&P 500 Value ETF	Reduce -0.1%	0.10%	−0.00
ILCV iShares Morningstar Value Et	Reduce -0.2%	0.13%	−0.00
DVY iShares Select Dividend ETF	Reduce -0.1%	0.10%	+0.00
EEM iShares MSCI Emerging Market	Reduce -1.2%	0.12%	+0.00
LLY Eli Lilly & Co.	Reduce -0.6%	0.09%	+0.00
REZ Ishars Res and Multi Reales	Reduce -0.3%	0.19%	+0.01
IXUS iShares Core Intl Stock ETF	Reduce -0.4%	0.36%	+0.01

Portfolio Buys Q4 2024 → Q1 2025


SCHF Schwab Intl Equity ETF	Add +4.5%	8.91%	+0.85
RSP Invesco S&P 500 Equal Weight	Add +11.6%	3.31%	+0.28
SCHC Schwab Intl Small-Cap Equity	Add +2.8%	2.25%	+0.13
SCHD Schwab US DVD Equity ETF	Add +2.0%	4.06%	+0.13
CWI State Street SPDR MSCI Acwi	Add +2.1%	1.98%	+0.13
SCHH Schwab US REIT ETF	Add +2.8%	3.32%	+0.12
BND Vanguard Total Bond Market	Add +0.8%	5.83%	+0.11
IGE iShares North American Natur	Add +11.8%	0.65%	+0.10
VWO Vanguard Ftse Emerging Marke	Add +2.0%	2.46%	+0.09
SCHV Schwab US Large-Cap Value	Add +2.8%	2.42%	+0.09
SCHE Schwab Emrg Mrkts Eqty ETF	Add +1.6%	2.08%	+0.08
PM Philip Morris International	New	0.08%	+0.08
SPUS SP Funds S&P Sharia Indu Exc	New	0.08%	+0.08
UMMA Wahed Dow Jones Islamic WRLD	New	0.07%	+0.07
IGSB iShares 1-5Y Inv Grade Corp.	Add +0.8%	7.10%	+0.07
IEFA iShares Core MSCI Eafe ETF	Add +6.1%	0.53%	+0.06
ISTB iShares Core 1-5 Year Usd Bo	Add +0.3%	8.52%	+0.04
SCHO Schwab Short-Term US Treas	Add +0.5%	6.24%	+0.04
BSV Vanguard Short-Term Bond ETF	Add +0.3%	1.43%	+0.01
SCZ iShares MSCI Eafe Small-Cap	Add +2.4%	0.14%	+0.01
IYR iShares US Real Estate ETF	Add +1.3%	0.21%	+0.01
BIV Vanguard Intermediate-Term B	Add +0.0%	0.32%	+0.00
IEMG iShares Core MSCI Emerging	Add +0.2%	0.18%	+0.00
SHV iShares 0-1 Year Treasury Bo	Add +1.1%	0.33%	+0.00
IJH iShares Core S&P Midcap ETF	Add +2.4%	0.25%	−0.01
MDYV SS SPDR S&P 400 MC Val ETF	Add +3.0%	0.78%	−0.02
SLYG SS SPDR S&P 600 SC GR ETF	Add +3.4%	0.42%	−0.03
VTI VG Morningstar TS MKT ETF-US	Add +0.0%	0.48%	−0.03
SLYV SS SPDR S&P 600 SC Val ETF	Add +2.5%	0.44%	−0.04
MDYG SS SPDR S&P 400 MC GR ETF	Add +3.5%	0.80%	−0.05
AMZN Amazon.com Inc.	Add +0.1%	0.51%	−0.08
SCHM Schwab US Mid Cap ETF	Add +3.6%	3.84%	−0.12
SCHA Schwab US Small-Cap ETF	Add +4.1%	2.76%	−0.20
SCHG Schwab US Large-Cap Growth	Add +1.5%	2.46%	−0.27

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	87	$379.0M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2026	92	$354.2M	SCHX, SCHF, ISTB, IGSB, SCHO
Q4 2025	84	$332.1M	SCHX, SCHF, ISTB, IGSB, SCHO
Q3 2025	85	$333.5M	SCHX, SCHF, ISTB, IGSB, SCHO
Q2 2025	86	$315.4M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2025	82	$295.2M	SCHX, SCHF, ISTB, IGSB, SCHO
Q4 2024	80	$292.1M	SCHX, ISTB, SCHF, IGSB, SCHO
Q3 2024	81	$297.5M	SCHX, SCHF, ISTB, IGSB, SCHO
Q2 2024	78	$278.0M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2024	85	$289.2M	SCHX, SCHF, ISTB, IGSB, SCHO