AI Portfolio Summary
In 2025 Q4, Courage Miller Partners, LLC maintained a portfolio of 85 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 0.4%. Conversely, Courage Miller Partners, LLC completely exited their position in SCHWAB STRATEGIC TR.
Total Positions
85
Quarter
2025 Q4
Top Holding
SCHX (14.1%)
Top 10 Concentration
64.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 85
| 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 | 14.14% | 14.24% |
#1
Prev: #1
|
5.7 | -60,176 | -3.3% |
P
S
|
1,745,021 | $46,958,524 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 9.05% | 8.98% |
#2
Prev: #2
|
3.6 | -37,712 | -2.9% |
P
S
|
1,250,097 | $30,052,331 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISTB
ISHARES TR
|
ETF | 8.10% | 8.05% |
#3
Prev: #3
|
5.2 | 2,042 | 0.4% |
P
S
|
552,050 | $26,912,425 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGSB
ISHARES TR
|
ETF | 6.94% | 6.88% |
#4
Prev: #4
|
4.8 | 3,072 | 0.7% |
P
S
|
435,873 | $23,048,971 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 5.83% | 5.83% |
#5
Prev: #5
|
2.3 | -3,050 | -0.4% |
P
S
|
794,567 | $19,363,605 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 5.56% | 5.60% |
#6
Prev: #6
|
2.2 | -1,977 | -0.8% |
P
S
|
249,376 | $18,471,294 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 4.16% | 4.11% |
#7
Prev: #7
|
1.7 | -4,168 | -0.9% |
P
S
|
458,977 | $13,801,447 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 3.95% | 3.85% |
#8
Prev: #8
|
3.6 | 7,167 | 1.5% |
P
S
|
478,290 | $13,119,492 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.44% | 3.38% |
#9
Prev: #9
|
3.4 | 151 | 0.3% |
P
S
|
59,572 | $11,411,557 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 3.28% | 3.33% |
#10
Prev: #10
|
3.3 | 7,456 | 1.4% |
P
S
|
521,872 | $10,901,911 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 3.12% | 3.13% |
#11
Prev: #11
|
1.3 | -11,351 | -3.0% |
P
S
|
363,985 | $10,366,279 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.69% | 2.75% |
#12
Prev: #12
|
1.1 | -13,513 | -4.7% |
P
S
|
273,958 | $8,936,499 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.48% | 2.57% |
#13
Prev: #13
|
1.0 | -5,418 | -3.4% |
P
S
|
153,066 | $8,228,830 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 2.43% | 2.40% |
#14
Prev: #14
|
1.0 | -3,199 | -1.2% |
P
S
|
271,995 | $8,053,761 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 2.32% | 2.37% |
#15
Prev: #15
|
0.9 | -4,805 | -2.8% |
P
S
|
169,285 | $7,707,565 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 2.06% | 2.17% |
#16
Prev: #16
|
0.8 | -8,793 | -4.0% |
P
S
|
208,440 | $6,826,398 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CWI
SPDR INDEX SHS ...
|
Unknown | 2.04% | 2.04% |
#17
Prev: #17
|
0.8 | -6,103 | -3.1% |
P
S
|
188,971 | $6,787,851 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.30% | 1.28% |
#18
Prev: #18
|
2.5 | 583 | 1.1% |
P
S
|
54,865 | $4,323,911 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 0.91% | 0.89% |
#19
Prev: #19
|
0.4 | -27 | -0.6% |
P
S
|
4,431 | $3,035,281 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.86% | 0.85% |
#20
Prev: #20
|
0.3 | -287 | -0.9% |
P
S
|
30,785 | $2,845,484 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGE
ISHARES TR
|
ETF | 0.84% | 0.80% |
#21
1
Prev: #22
|
2.3 | 1,300 | 2.4% |
P
S
|
55,494 | $2,785,815 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGIB
ISHARES TR
|
ETF | 0.82% | 0.81% |
#22
1
Prev: #21
|
2.3 | 945 | 1.9% |
P
S
|
50,773 | $2,735,649 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDYV
SPDR SERIES TRU...
|
ETF | 0.79% | 0.78% |
#23
Prev: #23
|
0.3 | -280 | -0.9% |
P
S
|
30,879 | $2,613,915 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.65% | 0.66% |
#24
Prev: #24
|
0.3 | -747 | -8.6% |
P
S
|
7,922 | $2,153,767 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 0.55% | 0.54% |
#25
1
Prev: #26
|
2.2 | 22 | 0.1% |
P
S
|
20,542 | $1,837,731 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #85) |
0.3 | -8,075 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 85 holdings