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Courage Miller Partners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $378,878,319
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $51,160,237
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $33,667,643
- ISHARES TR · CORE 1 5 YR USD · 46432F859 · shares: $28,691,747
- ISHARES TR · ISHS 1-5YR INVS · 464288646 · shares: $24,475,396
- SCHWAB STRATEGIC TR · SHT TM US TRES · 808524862 · shares: $20,708,197
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $18,862,997
- SCHWAB STRATEGIC TR · US MID-CAP ETF · 808524508 · shares: $15,548,622
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $15,187,657
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $13,302,904
- SCHWAB STRATEGIC TR · US SML CAP ETF · 808524607 · shares: $11,705,512
Reported holdings
94 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 1,705,341 shares | $51,160,237 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 1,225,615 shares | $33,667,643 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 607,233 shares | $28,691,747 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 477,755 shares | $24,475,396 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 867,904 shares | $20,708,197 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 268,895 shares | $18,862,997 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 457,044 shares | $15,548,622 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 466,882 shares | $15,187,657 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 63,950 shares | $13,302,904 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 358,735 shares | $11,705,512 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 520,450 shares | $11,470,725 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 273,034 shares | $9,810,109 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 154,560 shares | $9,166,927 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 269,349 shares | $8,972,023 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | — | 46,080 shares | $8,584,704 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 169,076 shares | $8,409,861 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 209,232 shares | $7,626,493 |
| SPDR INDEX SHS FDS | ST STR ACWI ETF | 78463X848 | — | 186,611 shares | $7,540,965 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 56,461 shares | $4,313,620 |
| ISHARES TR | NORTH AMERN NAT | 464287374 | — | 56,471 shares | $3,480,328 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 4,348 shares | $3,330,264 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 30,303 shares | $3,167,528 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 30,830 shares | $2,728,739 |
| APPLE INC | COM | 037833100 | — | 8,180 shares | $2,724,027 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 51,690 shares | $2,602,592 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 46137V365 | — | 19,840 shares | $2,132,047 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 21,048 shares | $2,039,178 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,745 shares | $1,976,620 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 5,156 shares | $1,929,587 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 | — | 20,004 shares | $1,878,176 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 46137V316 | — | 48,859 shares | $1,816,078 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 17,297 shares | $1,766,840 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 10,291 shares | $1,674,859 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 15,643 shares | $1,673,368 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,099 shares | $1,600,760 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 | — | 17,103 shares | $1,569,193 |
| AMAZON COM INC | COM | 023135106 | — | 6,251 shares | $1,557,437 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 12,857 shares | $1,418,384 |
| UNION PAC CORP | COM | 907818108 | — | 5,188 shares | $1,411,906 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 3,201 shares | $1,219,069 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 7,137 shares | $1,107,662 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,040 shares | $1,015,818 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 13,969 shares | $1,005,100 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 10,450 shares | $917,510 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 12,195 shares | $888,528 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 8,774 shares | $833,442 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 910 shares | $828,609 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 4,750 shares | $754,134 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 7,885 shares | $749,347 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 5,115 shares | $727,719 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 16,774 shares | $691,928 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,176 shares | $679,662 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 5,065 shares | $592,453 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 4,293 shares | $583,957 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 7,062 shares | $573,152 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 6,739 shares | $568,931 |
| ISHARES TR | RESIDENTIAL MULT | 464288562 | — | 6,300 shares | $556,542 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 710 shares | $525,237 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 | — | 10,084 shares | $523,057 |
| GE VERNOVA INC | COM | 36828A101 | — | 544 shares | $517,067 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 | — | 8,447 shares | $516,779 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 722 shares | $505,919 |
| ISHARES TR | MRNING SM CP ETF | 464288703 | — | 6,727 shares | $503,221 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,445 shares | $492,369 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 4,177 shares | $434,575 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 9,129 shares | $427,876 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 5,143 shares | $426,715 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 2,791 shares | $424,433 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 1,187 shares | $417,646 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 4,702 shares | $399,482 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 4,007 shares | $389,792 |
| ELI LILLY & CO | COM | 532457108 | — | 325 shares | $376,051 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 7,348 shares | $370,339 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 16,460 shares | $363,766 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 1,541 shares | $351,779 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 5,157 shares | $344,436 |
| VISA INC | COM CL A | 92826C839 | — | 932 shares | $334,896 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 | — | 3,048 shares | $321,076 |
| MICROSOFT CORP | COM | 594918104 | — | 586 shares | $300,370 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,500 shares | $286,230 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 979 shares | $278,516 |
| ISHARES TR | SELECT US REIT | 464287564 | — | 4,421 shares | $278,081 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 755 shares | $269,165 |
| INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 46137V225 | — | 1,983 shares | $268,617 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 2,805 shares | $265,185 |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 | — | 2,510 shares | $256,321 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 2,354 shares | $251,195 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 995 shares | $227,269 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,110 shares | $226,673 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 2,979 shares | $210,347 |
| ABBVIE INC | COM | 00287Y109 | — | 790 shares | $206,656 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 2,600 shares | $205,764 |
| MCDONALDS CORP | COM | 580135101 | — | 877 shares | $202,534 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,600 shares | $201,072 |