Filed: 4/29/2025ACC: 0001085146-25-002407
📋 What this filing means
COURAGE MILLER PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $295.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$295.15M
Total AUM (reported)
8.71M
Total Shares
Allocation by class
US LRG CAP ETF$39.93M13.5%
INTL EQTY ETF$26.28M8.9%
CORE 1 5 YR USD$25.15M8.5%
ISHS 1-5YR INVS$20.95M7.1%
SHT TM US TRES$18.43M6.2%
TOTAL BND MRKT$17.22M5.8%
US DIVIDEND EQ$11.98M4.1%
Portfolio Concentration
Top 3$91.37M31.0%
4–10$99.49M33.7%
11–25$67.96M23.0%
Rest$36.34M12.3%
Top 3 weight
31.0%
Top 10 weight
64.7%
Voting Authority Distribution
Total shares with voting rights: 8.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.81M
TypeSH
Market value$39.93M
13.53%
Sole
0.00
Shared
0.00
None
1.81M
SCHWAB STRATEGIC TR
SOLEShares1.33M
TypeSH
Market value$26.28M
8.91%
Sole
0.00
Shared
0.00
None
1.33M
ISHARES TR
SOLEShares520.20K
TypeSH
Market value$25.15M
8.52%
Sole
0.00
Shared
0.00
None
520.20K
ISHARES TR
SOLEShares400.10K
TypeSH
Market value$20.95M
7.10%
Sole
0.00
Shared
0.00
None
400.10K
SCHWAB STRATEGIC TR
SOLEShares757.14K
TypeSH
Market value$18.43M
6.24%
Sole
0.00
Shared
0.00
None
757.14K
VANGUARD BD INDEX FDS
SOLEShares234.43K
TypeSH
Market value$17.22M
5.83%
Sole
0.00
Shared
0.00
None
234.43K
SCHWAB STRATEGIC TR
SOLEShares428.55K
TypeSH
Market value$11.98M
4.06%
Sole
0.00
Shared
0.00
None
428.55K
SCHWAB STRATEGIC TR
SOLEShares432.84K
TypeSH
Market value$11.34M
3.84%
Sole
0.00
Shared
0.00
None
432.84K
SCHWAB STRATEGIC TR
SOLEShares455.46K
TypeSH
Market value$9.80M
3.32%
Sole
0.00
Shared
0.00
None
455.46K
INVESCO EXCHANGE TRADED FD T
SOLEShares56.39K
TypeSH
Market value$9.77M
3.31%
Sole
0.00
Shared
0.00
None
56.39K
SCHWAB STRATEGIC TR
SOLEShares347.08K
TypeSH
Market value$8.13M
2.76%
Sole
0.00
Shared
0.00
None
347.08K
VANGUARD INTL EQUITY INDEX F
SOLEShares160.33K
TypeSH
Market value$7.26M
2.46%
Sole
0.00
Shared
0.00
None
160.33K
SCHWAB STRATEGIC TR
SOLEShares289.55K
TypeSH
Market value$7.25M
2.46%
Sole
0.00
Shared
0.00
None
289.55K
SCHWAB STRATEGIC TR
SOLEShares268.27K
TypeSH
Market value$7.13M
2.42%
Sole
0.00
Shared
0.00
None
268.27K
SCHWAB STRATEGIC TR
SOLEShares184.79K
TypeSH
Market value$6.63M
2.25%
Sole
0.00
Shared
0.00
None
184.79K
SCHWAB STRATEGIC TR
SOLEShares222.29K
TypeSH
Market value$6.13M
2.08%
Sole
0.00
Shared
0.00
None
222.29K
SPDR INDEX SHS FDS
SOLEShares197.19K
TypeSH
Market value$5.83M
1.98%
Sole
0.00
Shared
0.00
None
197.19K
VANGUARD BD INDEX FDS
SOLEShares54.09K
TypeSH
Market value$4.23M
1.43%
Sole
0.00
Shared
0.00
None
54.09K
ISHARES TR
SOLEShares4.51K
TypeSH
Market value$2.54M
0.86%
Sole
0.00
Shared
0.00
None
4.51K
ISHARES TR
SOLEShares45.70K
TypeSH
Market value$2.40M
0.81%
Sole
0.00
Shared
0.00
None
45.70K
SPDR SER TR
SOLEShares29.81K
TypeSH
Market value$2.37M
0.80%
Sole
0.00
Shared
0.00
None
29.81K
SPDR SER TR
SOLEShares29.71K
TypeSH
Market value$2.29M
0.78%
Sole
0.00
Shared
0.00
None
29.71K
APPLE INC
SOLEShares8.93K
TypeSH
Market value$1.98M
0.67%
Sole
0.00
Shared
0.00
None
8.93K
ISHARES TR
SOLEShares42.25K
TypeSH
Market value$1.92M
0.65%
Sole
0.00
Shared
0.00
None
42.25K
ISHARES TR
SOLEShares26.08K
TypeSH
Market value$1.86M
0.63%
Sole
0.00
Shared
0.00
None
26.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.81M | SH | $39.93M 13.53% | 0.00 | 0.00 | 1.81M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.33M | SH | $26.28M 8.91% | 0.00 | 0.00 | 1.33M |
ISHARES TRSOLE | CORE 1 5 YR USD | 520.20K | SH | $25.15M 8.52% | 0.00 | 0.00 | 520.20K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 400.10K | SH | $20.95M 7.10% | 0.00 | 0.00 | 400.10K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 757.14K | SH | $18.43M 6.24% | 0.00 | 0.00 | 757.14K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 234.43K | SH | $17.22M 5.83% | 0.00 | 0.00 | 234.43K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 428.55K | SH | $11.98M 4.06% | 0.00 | 0.00 | 428.55K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 432.84K | SH | $11.34M 3.84% | 0.00 | 0.00 | 432.84K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 455.46K | SH | $9.80M 3.32% | 0.00 | 0.00 | 455.46K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 56.39K | SH | $9.77M 3.31% | 0.00 | 0.00 | 56.39K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 347.08K | SH | $8.13M 2.76% | 0.00 | 0.00 | 347.08K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 160.33K | SH | $7.26M 2.46% | 0.00 | 0.00 | 160.33K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 289.55K | SH | $7.25M 2.46% | 0.00 | 0.00 | 289.55K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 268.27K | SH | $7.13M 2.42% | 0.00 | 0.00 | 268.27K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 184.79K | SH | $6.63M 2.25% | 0.00 | 0.00 | 184.79K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 222.29K | SH | $6.13M 2.08% | 0.00 | 0.00 | 222.29K |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 197.19K | SH | $5.83M 1.98% | 0.00 | 0.00 | 197.19K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 54.09K | SH | $4.23M 1.43% | 0.00 | 0.00 | 54.09K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.51K | SH | $2.54M 0.86% | 0.00 | 0.00 | 4.51K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 45.70K | SH | $2.40M 0.81% | 0.00 | 0.00 | 45.70K |
SPDR SER TRSOLE | S&P 400 MDCP GRW | 29.81K | SH | $2.37M 0.80% | 0.00 | 0.00 | 29.81K |
SPDR SER TRSOLE | S&P 400 MDCP VAL | 29.71K | SH | $2.29M 0.78% | 0.00 | 0.00 | 29.71K |
APPLE INCSOLE | COM | 8.93K | SH | $1.98M 0.67% | 0.00 | 0.00 | 8.93K |
ISHARES TRSOLE | NORTH AMERN NAT | 42.25K | SH | $1.92M 0.65% | 0.00 | 0.00 | 42.25K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 26.08K | SH | $1.86M 0.63% | 0.00 | 0.00 | 26.08K |
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