Filed: 7/25/2025ACC: 0001085146-25-004178
📋 What this filing means
COURAGE MILLER PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $315.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$315.41M
Total AUM (reported)
8.86M
Total Shares
Allocation by class
US LRG CAP ETF$45.57M14.4%
INTL EQTY ETF$29.27M9.3%
CORE 1 5 YR USD$24.80M7.9%
ISHS 1-5YR INVS$20.67M6.6%
SHT TM US TRES$17.71M5.6%
TOTAL BND MRKT$16.77M5.3%
US MID-CAP ETF$12.97M4.1%
Portfolio Concentration
Top 3$99.64M31.6%
4–10$100.75M31.9%
11–25$76.23M24.2%
Rest$38.79M12.3%
Top 3 weight
31.6%
Top 10 weight
63.5%
Voting Authority Distribution
Total shares with voting rights: 8.86M
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
8.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.86M
TypeSH
Market value$45.57M
14.45%
Sole
0.00
Shared
0.00
None
1.86M
SCHWAB STRATEGIC TR
SOLEShares1.32M
TypeSH
Market value$29.27M
9.28%
Sole
0.00
Shared
0.00
None
1.32M
ISHARES TR
SOLEShares509.79K
TypeSH
Market value$24.80M
7.86%
Sole
0.00
Shared
0.00
None
509.79K
ISHARES TR
SOLEShares391.74K
TypeSH
Market value$20.67M
6.55%
Sole
0.00
Shared
0.00
None
391.74K
SCHWAB STRATEGIC TR
SOLEShares726.30K
TypeSH
Market value$17.71M
5.61%
Sole
0.00
Shared
0.00
None
726.30K
VANGUARD BD INDEX FDS
SOLEShares227.80K
TypeSH
Market value$16.77M
5.32%
Sole
0.00
Shared
0.00
None
227.80K
SCHWAB STRATEGIC TR
SOLEShares462.32K
TypeSH
Market value$12.97M
4.11%
Sole
0.00
Shared
0.00
None
462.32K
SCHWAB STRATEGIC TR
SOLEShares446.48K
TypeSH
Market value$11.83M
3.75%
Sole
0.00
Shared
0.00
None
446.48K
INVESCO EXCHANGE TRADED FD T
SOLEShares58.21K
TypeSH
Market value$10.58M
3.35%
Sole
0.00
Shared
0.00
None
58.21K
SCHWAB STRATEGIC TR
SOLEShares483.25K
TypeSH
Market value$10.23M
3.24%
Sole
0.00
Shared
0.00
None
483.25K
SCHWAB STRATEGIC TR
SOLEShares378.18K
TypeSH
Market value$9.57M
3.03%
Sole
0.00
Shared
0.00
None
378.18K
SCHWAB STRATEGIC TR
SOLEShares304.02K
TypeSH
Market value$8.88M
2.82%
Sole
0.00
Shared
0.00
None
304.02K
VANGUARD INTL EQUITY INDEX F
SOLEShares162.29K
TypeSH
Market value$8.03M
2.54%
Sole
0.00
Shared
0.00
None
162.29K
SCHWAB STRATEGIC TR
SOLEShares184.85K
TypeSH
Market value$7.87M
2.50%
Sole
0.00
Shared
0.00
None
184.85K
SCHWAB STRATEGIC TR
SOLEShares274K
TypeSH
Market value$7.58M
2.40%
Sole
0.00
Shared
0.00
None
274K
SCHWAB STRATEGIC TR
SOLEShares227.29K
TypeSH
Market value$6.85M
2.17%
Sole
0.00
Shared
0.00
None
227.29K
SPDR INDEX SHS FDS
SOLEShares200.37K
TypeSH
Market value$6.54M
2.07%
Sole
0.00
Shared
0.00
None
200.37K
VANGUARD BD INDEX FDS
SOLEShares54.09K
TypeSH
Market value$4.26M
1.35%
Sole
0.00
Shared
0.00
None
54.09K
ISHARES TR
SOLEShares4.65K
TypeSH
Market value$2.89M
0.92%
Sole
0.00
Shared
0.00
None
4.65K
SPDR SERIES TRUST
SOLEShares31.80K
TypeSH
Market value$2.76M
0.88%
Sole
0.00
Shared
0.00
None
31.80K
SPDR SERIES TRUST
SOLEShares31.09K
TypeSH
Market value$2.47M
0.78%
Sole
0.00
Shared
0.00
None
31.09K
ISHARES TR
SOLEShares45.70K
TypeSH
Market value$2.44M
0.77%
Sole
0.00
Shared
0.00
None
45.70K
ISHARES TR
SOLEShares51.87K
TypeSH
Market value$2.30M
0.73%
Sole
0.00
Shared
0.00
None
51.87K
ISHARES TR
SOLEShares25.51K
TypeSH
Market value$2.05M
0.65%
Sole
0.00
Shared
0.00
None
25.51K
APPLE INC
SOLEShares8.52K
TypeSH
Market value$1.75M
0.55%
Sole
0.00
Shared
0.00
None
8.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.86M | SH | $45.57M 14.45% | 0.00 | 0.00 | 1.86M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.32M | SH | $29.27M 9.28% | 0.00 | 0.00 | 1.32M |
ISHARES TRSOLE | CORE 1 5 YR USD | 509.79K | SH | $24.80M 7.86% | 0.00 | 0.00 | 509.79K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 391.74K | SH | $20.67M 6.55% | 0.00 | 0.00 | 391.74K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 726.30K | SH | $17.71M 5.61% | 0.00 | 0.00 | 726.30K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 227.80K | SH | $16.77M 5.32% | 0.00 | 0.00 | 227.80K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 462.32K | SH | $12.97M 4.11% | 0.00 | 0.00 | 462.32K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 446.48K | SH | $11.83M 3.75% | 0.00 | 0.00 | 446.48K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 58.21K | SH | $10.58M 3.35% | 0.00 | 0.00 | 58.21K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 483.25K | SH | $10.23M 3.24% | 0.00 | 0.00 | 483.25K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 378.18K | SH | $9.57M 3.03% | 0.00 | 0.00 | 378.18K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 304.02K | SH | $8.88M 2.82% | 0.00 | 0.00 | 304.02K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 162.29K | SH | $8.03M 2.54% | 0.00 | 0.00 | 162.29K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 184.85K | SH | $7.87M 2.50% | 0.00 | 0.00 | 184.85K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 274K | SH | $7.58M 2.40% | 0.00 | 0.00 | 274K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 227.29K | SH | $6.85M 2.17% | 0.00 | 0.00 | 227.29K |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 200.37K | SH | $6.54M 2.07% | 0.00 | 0.00 | 200.37K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 54.09K | SH | $4.26M 1.35% | 0.00 | 0.00 | 54.09K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.65K | SH | $2.89M 0.92% | 0.00 | 0.00 | 4.65K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP GRW | 31.80K | SH | $2.76M 0.88% | 0.00 | 0.00 | 31.80K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP VAL | 31.09K | SH | $2.47M 0.78% | 0.00 | 0.00 | 31.09K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 45.70K | SH | $2.44M 0.77% | 0.00 | 0.00 | 45.70K |
ISHARES TRSOLE | NORTH AMERN NAT | 51.87K | SH | $2.30M 0.73% | 0.00 | 0.00 | 51.87K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 25.51K | SH | $2.05M 0.65% | 0.00 | 0.00 | 25.51K |
APPLE INCSOLE | COM | 8.52K | SH | $1.75M 0.55% | 0.00 | 0.00 | 8.52K |
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