AI Portfolio Summary
In 2026 Q1, Courage Miller Partners, LLC maintained a portfolio of 93 distinct positions. The most significant new addition to the portfolio was ABRDN PRECIOUS METAL, which now represents 2.79% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 3.2%. The fund also reduced its exposure to ISHARES TR by 39.4%.
Total Positions
93
Quarter
2026 Q1
Top Holding
SCHX (12.6%)
Top 10 Concentration
61.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 93
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 12.56% | 14.14% |
#1
Prev: #1
|
6.5 | -9,855 | -0.6% |
P
S
|
1,735,166 | $44,489,665 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 8.67% | 9.05% |
#2
Prev: #2
|
5.5 | -8,638 | -0.7% |
P
S
|
1,241,459 | $30,726,109 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ISTB
ISHARES TR
|
ETF | 7.80% | 8.10% |
#3
Prev: #3
|
4.6 | 17,826 | 3.2% |
P
S
|
569,876 | $27,616,178 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IGSB
ISHARES TR
|
ETF | 6.64% | 6.94% |
#4
Prev: #4
|
3.7 | 11,432 | 2.6% |
P
S
|
447,305 | $23,510,358 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 5.62% | 5.83% |
#5
Prev: #5
|
3.2 | 25,466 | 3.2% |
P
S
|
820,033 | $19,902,208 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BND
VANGUARD BD IND...
|
ETF | 5.26% | 5.56% |
#6
Prev: #6
|
2.6 | 3,558 | 1.4% |
P
S
|
252,934 | $18,626,073 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 4.07% | 3.95% |
#7
1
Prev: #8
|
2.1 | -8,857 | -1.9% |
P
S
|
469,433 | $14,402,199 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 4.02% | 4.16% |
#8
1
Prev: #7
|
2.1 | 1,132 | 0.2% |
P
S
|
460,109 | $14,244,984 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.31% | 3.44% |
#9
Prev: #9
|
1.8 | 1,602 | 2.7% |
P
S
|
61,174 | $11,740,459 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 3.17% | 3.28% |
#10
Prev: #10
|
1.8 | 190 | 0.0% |
P
S
|
522,062 | $11,219,118 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 2.99% | 3.12% |
#11
Prev: #11
|
1.7 | 265 | 0.1% |
P
S
|
364,250 | $10,592,376 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GLTR
ABRDN PRECIOUS ...
|
ETF | 2.79% | — |
#12
Prev: #—
|
4.6 | 45,133 | no change |
NEW
|
45,133 | $9,871,490 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.34% | 2.48% |
#13
Prev: #13
|
1.4 | 384 | 0.3% |
P
S
|
153,450 | $8,293,975 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 2.34% | 2.43% |
#14
Prev: #14
|
1.4 | -646 | -0.2% |
P
S
|
271,349 | $8,276,133 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.27% | 2.69% |
#15
3
Prev: #12
|
1.4 | 1,566 | 0.6% |
P
S
|
275,524 | $8,026,004 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 2.23% | 2.32% |
#16
1
Prev: #15
|
1.4 | -58 | -0.0% |
P
S
|
169,227 | $7,909,689 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CWI
SPDR INDEX SHS ...
|
Unknown | 1.95% | 2.04% |
#17
Prev: #17
|
1.3 | -321 | -0.2% |
P
S
|
188,650 | $6,902,716 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.94% | 2.06% |
#18
2
Prev: #16
|
1.3 | 164 | 0.1% |
P
S
|
208,604 | $6,873,490 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.22% | 1.30% |
#19
1
Prev: #18
|
1.0 | 263 | 0.5% |
P
S
|
55,128 | $4,322,586 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IGE
ISHARES TR
|
ETF | 0.98% | 0.84% |
#20
1
Prev: #21
|
0.9 | -471 | -0.8% |
P
S
|
55,023 | $3,463,168 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.83% | 0.86% |
#21
1
Prev: #20
|
0.8 | -38 | -0.1% |
P
S
|
30,747 | $2,950,509 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IVV
ISHARES TR
|
ETF | 0.82% | 0.91% |
#22
3
Prev: #19
|
0.8 | 1 | 0.0% |
P
S
|
4,432 | $2,895,324 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IGIB
ISHARES TR
|
ETF | 0.77% | 0.82% |
#23
1
Prev: #22
|
0.8 | 581 | 1.1% |
P
S
|
51,354 | $2,733,060 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MDYV
SPDR SERIES TRU...
|
ETF | 0.74% | 0.79% |
#24
1
Prev: #23
|
0.8 | 50 | 0.2% |
P
S
|
30,929 | $2,633,612 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RSPG
INVESCO EXCHANG...
|
Unknown | 0.65% | — |
#25
Prev: #—
|
3.8 | 21,053 | no change |
NEW
|
21,053 | $2,304,672 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AAPL
APPLE INC
|
Technology | 0.59% | 0.65% |
#26
2
Prev: #24
|
0.7 | 255 | 3.2% |
P
S
|
8,177 | $2,075,303 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RSPM
INVESCO EXCHANG...
|
Unknown | 0.56% | — |
#27
Prev: #—
|
3.7 | 51,346 | no change |
NEW
|
51,346 | $1,985,288 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IEFA
ISHARES TR
|
ETF | 0.53% | 0.55% |
#28
3
Prev: #25
|
0.7 | 125 | 0.6% |
P
S
|
20,667 | $1,871,028 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.50% | 0.38% |
#29
5
Prev: #34
|
1.2 | no change | no change |
P
S
|
10,522 | $1,785,141 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IMCG
ISHARES TR
|
ETF | 0.49% | 0.53% |
#30
3
Prev: #27
|
0.7 | -138 | -0.6% |
P
S
|
22,107 | $1,741,368 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.47% | 0.49% |
#31
2
Prev: #29
|
0.7 | -73 | -0.4% |
P
S
|
17,641 | $1,668,471 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.47% | 0.52% |
#32
4
Prev: #28
|
0.7 | -2 | -0.0% |
P
S
|
5,155 | $1,653,893 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.47% | 0.54% |
#33
7
Prev: #26
|
1.2 | no change | no change |
P
S
|
5,745 | $1,651,907 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IMCV
ISHARES TR
|
ETF | 0.44% | 0.47% |
#34
4
Prev: #30
|
0.7 | -246 | -1.3% |
P
S
|
18,515 | $1,569,809 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 0.44% | 0.45% |
#35
4
Prev: #31
|
0.7 | -15 | -0.1% |
P
S
|
15,950 | $1,541,104 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SHV
ISHARES TR
|
ETF | 0.39% | 0.30% |
#36
2
Prev: #38
|
2.7 | 3,392 | 36.9% |
P
S
|
12,575 | $1,388,154 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.39% | — |
#37
Prev: #—
|
3.7 | 3,201 | no change |
NEW
|
3,201 | $1,377,358 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.39% | 0.43% |
#38
5
Prev: #33
|
1.2 | no change | no change |
P
S
|
2,099 | $1,365,064 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.37% | 0.17% |
#39
8
Prev: #47
|
3.1 | 1,585 | 137.2% |
P
S
|
2,740 | $1,313,008 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.37% | 0.43% |
#40
8
Prev: #32
|
1.1 | no change | no change |
P
S
|
6,251 | $1,301,896 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.36% | 0.36% |
#41
6
Prev: #35
|
1.1 | no change | no change |
P
S
|
5,188 | $1,258,713 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.30% | 0.31% |
#42
5
Prev: #37
|
1.1 | no change | no change |
P
S
|
7,200 | $1,066,320 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.27% | — |
#43
Prev: #—
|
3.6 | 10,450 | no change |
NEW
|
10,450 | $958,997 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.27% | 0.29% |
#44
5
Prev: #39
|
0.6 | -16 | -0.1% |
P
S
|
12,219 | $943,062 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJH
ISHARES TR
|
ETF | 0.26% | 0.27% |
#45
5
Prev: #40
|
0.6 | 84 | 0.6% |
P
S
|
13,772 | $930,052 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.26% | 0.24% |
#46
5
Prev: #41
|
1.1 | no change | no change |
P
S
|
910 | $906,960 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IXUS
ISHARES TR
|
ETF | 0.22% | 0.35% |
#47
11
Prev: #36
|
0.1 | -5,724 | -39.4% |
P
S
|
8,793 | $761,826 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IYR
ISHARES TR
|
ETF | 0.20% | 0.21% |
#48
6
Prev: #42
|
0.6 | 126 | 1.7% |
P
S
|
7,638 | $722,206 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SHYG
ISHARES TR
|
ETF | 0.20% | 0.21% |
#49
6
Prev: #43
|
0.6 | 315 | 1.9% |
P
S
|
16,709 | $706,958 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AOA
ISHARES TR
|
ETF | 0.19% | 0.21% |
#50
6
Prev: #44
|
0.6 | -82 | -1.1% |
P
S
|
7,547 | $667,818 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-50 of 93 holdings