Filed: 10/22/2025ACC: 0001482106-25-000002
📋 What this filing means
COURAGE MILLER PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $333.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$333.55M
Total AUM (reported)
8.95M
Total Shares
Allocation by class
US LRG CAP ETF$47.49M14.2%
INTL EQTY ETF$29.95M9.0%
CORE 1 5 YR USD$26.86M8.1%
ISHS 1-5YR INVS$22.95M6.9%
SHT TM US TRES$19.46M5.8%
TOTAL BND MRKT$18.69M5.6%
US MID-CAP ETF$13.71M4.1%
Portfolio Concentration
Top 3$104.30M31.3%
4–10$110.03M33.0%
11–25$80.32M24.1%
Rest$38.89M11.7%
Top 3 weight
31.3%
Top 10 weight
64.3%
Voting Authority Distribution
Total shares with voting rights: 8.95M
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
8.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole85
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings85
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.81M
TypeSH
Market value$47.49M
14.24%
Sole
0.00
Shared
0.00
None
1.81M
SCHWAB STRATEGIC TR
SOLEShares1.29M
TypeSH
Market value$29.95M
8.98%
Sole
0.00
Shared
0.00
None
1.29M
ISHARES TR
SOLEShares550.01K
TypeSH
Market value$26.86M
8.05%
Sole
0.00
Shared
0.00
None
550.01K
ISHARES TR
SOLEShares432.80K
TypeSH
Market value$22.95M
6.88%
Sole
0.00
Shared
0.00
None
432.80K
SCHWAB STRATEGIC TR
SOLEShares797.62K
TypeSH
Market value$19.46M
5.83%
Sole
0.00
Shared
0.00
None
797.62K
VANGUARD BD INDEX FDS
SOLEShares251.35K
TypeSH
Market value$18.69M
5.60%
Sole
0.00
Shared
0.00
None
251.35K
SCHWAB STRATEGIC TR
SOLEShares463.14K
TypeSH
Market value$13.71M
4.11%
Sole
0.00
Shared
0.00
None
463.14K
SCHWAB STRATEGIC TR
SOLEShares471.12K
TypeSH
Market value$12.86M
3.85%
Sole
0.00
Shared
0.00
None
471.12K
INVESCO EXCHANGE TRADED FD T
SOLEShares59.42K
TypeSH
Market value$11.27M
3.38%
Sole
0.00
Shared
0.00
None
59.42K
SCHWAB STRATEGIC TR
SOLEShares514.42K
TypeSH
Market value$11.09M
3.33%
Sole
0.00
Shared
0.00
None
514.42K
SCHWAB STRATEGIC TR
SOLEShares375.34K
TypeSH
Market value$10.45M
3.13%
Sole
0.00
Shared
0.00
None
375.34K
SCHWAB STRATEGIC TR
SOLEShares287.47K
TypeSH
Market value$9.16M
2.75%
Sole
0.00
Shared
0.00
None
287.47K
VANGUARD INTL EQUITY INDEX F
SOLEShares158.48K
TypeSH
Market value$8.57M
2.57%
Sole
0.00
Shared
0.00
None
158.48K
SCHWAB STRATEGIC TR
SOLEShares275.19K
TypeSH
Market value$8.00M
2.40%
Sole
0.00
Shared
0.00
None
275.19K
SCHWAB STRATEGIC TR
SOLEShares174.09K
TypeSH
Market value$7.91M
2.37%
Sole
0.00
Shared
0.00
None
174.09K
SCHWAB STRATEGIC TR
SOLEShares217.23K
TypeSH
Market value$7.24M
2.17%
Sole
0.00
Shared
0.00
None
217.23K
SPDR INDEX SHS FDS
SOLEShares195.07K
TypeSH
Market value$6.81M
2.04%
Sole
0.00
Shared
0.00
None
195.07K
VANGUARD BD INDEX FDS
SOLEShares54.28K
TypeSH
Market value$4.28M
1.28%
Sole
0.00
Shared
0.00
None
54.28K
ISHARES TR
SOLEShares4.46K
TypeSH
Market value$2.98M
0.89%
Sole
0.00
Shared
0.00
None
4.46K
SPDR SERIES TRUST
SOLEShares31.07K
TypeSH
Market value$2.84M
0.85%
Sole
0.00
Shared
0.00
None
31.07K
ISHARES TR
SOLEShares49.83K
TypeSH
Market value$2.70M
0.81%
Sole
0.00
Shared
0.00
None
49.83K
ISHARES TR
SOLEShares54.19K
TypeSH
Market value$2.65M
0.80%
Sole
0.00
Shared
0.00
None
54.19K
SPDR SERIES TRUST
SOLEShares31.16K
TypeSH
Market value$2.60M
0.78%
Sole
0.00
Shared
0.00
None
31.16K
APPLE INC
SOLEShares8.67K
TypeSH
Market value$2.21M
0.66%
Sole
0.00
Shared
0.00
None
8.67K
ISHARES TR
SOLEShares23.11K
TypeSH
Market value$1.91M
0.57%
Sole
0.00
Shared
0.00
None
23.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.81M | SH | $47.49M 14.24% | 0.00 | 0.00 | 1.81M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.29M | SH | $29.95M 8.98% | 0.00 | 0.00 | 1.29M |
ISHARES TRSOLE | CORE 1 5 YR USD | 550.01K | SH | $26.86M 8.05% | 0.00 | 0.00 | 550.01K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 432.80K | SH | $22.95M 6.88% | 0.00 | 0.00 | 432.80K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 797.62K | SH | $19.46M 5.83% | 0.00 | 0.00 | 797.62K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 251.35K | SH | $18.69M 5.60% | 0.00 | 0.00 | 251.35K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 463.14K | SH | $13.71M 4.11% | 0.00 | 0.00 | 463.14K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 471.12K | SH | $12.86M 3.85% | 0.00 | 0.00 | 471.12K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 59.42K | SH | $11.27M 3.38% | 0.00 | 0.00 | 59.42K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 514.42K | SH | $11.09M 3.33% | 0.00 | 0.00 | 514.42K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 375.34K | SH | $10.45M 3.13% | 0.00 | 0.00 | 375.34K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 287.47K | SH | $9.16M 2.75% | 0.00 | 0.00 | 287.47K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 158.48K | SH | $8.57M 2.57% | 0.00 | 0.00 | 158.48K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 275.19K | SH | $8.00M 2.40% | 0.00 | 0.00 | 275.19K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 174.09K | SH | $7.91M 2.37% | 0.00 | 0.00 | 174.09K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 217.23K | SH | $7.24M 2.17% | 0.00 | 0.00 | 217.23K |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 195.07K | SH | $6.81M 2.04% | 0.00 | 0.00 | 195.07K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 54.28K | SH | $4.28M 1.28% | 0.00 | 0.00 | 54.28K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.46K | SH | $2.98M 0.89% | 0.00 | 0.00 | 4.46K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP GRW | 31.07K | SH | $2.84M 0.85% | 0.00 | 0.00 | 31.07K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 49.83K | SH | $2.70M 0.81% | 0.00 | 0.00 | 49.83K |
ISHARES TRSOLE | NORTH AMERN NAT | 54.19K | SH | $2.65M 0.80% | 0.00 | 0.00 | 54.19K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP VAL | 31.16K | SH | $2.60M 0.78% | 0.00 | 0.00 | 31.16K |
APPLE INCSOLE | COM | 8.67K | SH | $2.21M 0.66% | 0.00 | 0.00 | 8.67K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 23.11K | SH | $1.91M 0.57% | 0.00 | 0.00 | 23.11K |
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