Sponsored

The Analysis of Courage Miller Partners, LLC's Holdings & P&L

Currently, Courage Miller Partners, LLC holds 92 types of securities in its portfolio with a total value $354.2M. In the most recent quarter, they have increased their positions in GLTR (+45.1K shares, valued at $9.9M), RSPG (+21.1K shares, valued at $2.3M), RSPM (+51.3K shares, valued at $2.0M); decreased their positions in IXUS (-5.7K shares, valued at $495.9K), SCHD (-8.9K shares, valued at $271.7K), SCHX (-9.9K shares, valued at $252.7K); initiated new positions in GLTR (+45.1K shares, valued at $9.9M), RSPG (+21.1K shares, valued at $2.3M), RSPM (+51.3K shares, valued at $2.0M).

1M P&L

+8.0M+2.35%

3M P&L

+8.2M+2.39%

HY P&L

+29.0M+9.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A328.0M

97.2%

2Consumer Electronics2.1M

0.6%

3Oil & Gas Integrated2.0M

0.6%

Top Industries by Stock Count

1N/A72 stocks

84.7%

2Oil & Gas Integrated2 stocks

2.4%

3Internet Retail1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.7M shares-0.56%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR1.2M shares-0.69%2026-03-312026-04-27

ISTB ISHARES TR569.9K shares3.23%2026-03-312026-04-27

IGSB ISHARES TR447.3K shares2.62%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR820.0K shares3.21%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS252.9K shares1.43%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR469.4K shares-1.85%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR460.1K shares0.25%2026-03-312026-04-27

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T61.2K shares2.69%2026-03-312026-04-27

SCHH SCHWAB STRATEGIC TR522.1K shares0.04%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR364.3K shares0.07%2026-03-312026-04-27

GLTR ABRDN PRECIOUS METALS BASKET45.1K sharesnew addition2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F153.4K shares0.25%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR271.3K shares-0.24%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR275.5K shares0.57%2026-03-312026-04-27

SCHC SCHWAB STRATEGIC TR169.2K shares-0.03%2026-03-312026-04-27

Sponsored

CWI SPDR INDEX SHS FDS188.7K shares-0.17%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR208.6K shares0.08%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS55.1K shares0.48%2026-03-312026-04-27

IGE ISHARES TR55.0K shares-0.85%2026-03-312026-04-27

MDYG SPDR SERIES TRUST30.7K shares-0.12%2026-03-312026-04-27

IVV ISHARES TR4.4K shares0.02%2026-03-312026-04-27

IGIB ISHARES TR51.4K shares1.14%2026-03-312026-04-27

MDYV SPDR SERIES TRUST30.9K shares0.16%2026-03-312026-04-27

Sponsored

RSPG INVESCO EXCHANGE TRADED FD T21.1K sharesnew addition2026-03-312026-04-27

AAPL APPLE INC8.2K shares3.22%2026-03-312026-04-27

RSPM INVESCO EXCHANGE TRADED FD T51.3K sharesnew addition2026-03-312026-04-27

IEFA ISHARES TR20.7K shares0.61%2026-03-312026-04-27

XOM EXXON MOBIL CORP10.5K shares0.00%2026-03-312026-04-27

IMCG ISHARES TR22.1K shares-0.62%2026-03-312026-04-27

SLYV SPDR SERIES TRUST17.6K shares-0.41%2026-03-312026-04-27

VTI VANGUARD INDEX FDS5.2K shares-0.04%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC5.7K shares0.00%2026-03-312026-04-27

IMCV ISHARES TR18.5K shares-1.31%2026-03-312026-04-27

SLYG SPDR SERIES TRUST15.9K shares-0.09%2026-03-312026-04-27

SHV ISHARES TR12.6K shares36.94%2026-03-312026-04-27

GLD SPDR GOLD TR3.2K sharesnew addition2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T2.1K shares0.00%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares137.23%2026-03-312026-04-27

AMZN AMAZON COM INC6.3K shares0.00%2026-03-312026-04-27

Sponsored

UNP UNION PAC CORP5.2K shares0.00%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS7.2K shares0.00%2026-03-312026-04-27

GDX VANECK ETF TRUST10.4K sharesnew addition2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS12.2K shares-0.13%2026-03-312026-04-27

IJH ISHARES TR13.8K shares0.61%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION910 shares0.00%2026-03-312026-04-27

IXUS ISHARES TR8.8K shares-39.43%2026-03-312026-04-27

IYR ISHARES TR7.6K shares1.68%2026-03-312026-04-27

Sponsored

SHYG ISHARES TR16.7K shares1.92%2026-03-312026-04-27

AOA ISHARES TR7.5K shares-1.07%2026-03-312026-04-27

ACWI ISHARES TR4.8K shares0.00%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE2.2K sharesnew addition2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.0K sharesnew addition2026-03-312026-04-27

IVW ISHARES TR5.1K shares-0.50%2026-03-312026-04-27

STPZ PIMCO ETF TR10.1K shares0.00%2026-03-312026-04-27

ISCV ISHARES TR7.8K shares-0.72%2026-03-312026-04-27

Sponsored

IJR ISHARES TR4.3K shares-0.09%2026-03-312026-04-27

ISCG ISHARES TR9.7K shares-0.48%2026-03-312026-04-27

REZ ISHARES TR6.3K shares-0.32%2026-03-312026-04-27

SCZ ISHARES TR6.6K shares0.67%2026-03-312026-04-27

IEMG ISHARES INC7.1K shares-0.13%2026-03-312026-04-27

ILCG ISHARES TR5.2K shares0.00%2026-03-312026-04-27

GEV GE VERNOVA INC544 shares0.00%2026-03-312026-04-27

TIP ISHARES TR4.2K shares0.00%2026-03-312026-04-27

Sponsored

BNDX VANGUARD CHARLOTTE FDS9.1K shares0.00%2026-03-312026-04-27

VXUS VANGUARD STAR FDS5.6K sharesnew addition2026-03-312026-04-27

DVY ISHARES TR2.8K shares-0.18%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-27

SPUS TIDAL TRUST I8.1K shares0.00%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F5.2K shares-1.67%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR16.5K shares0.00%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS639 shares21.48%2026-03-312026-04-27

Sponsored

ICSH ISHARES TR7.3K shares0.00%2026-03-312026-04-27

VB VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-27

VV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-27

EEM ISHARES TR6.2K shares0.00%2026-03-312026-04-27

IVE ISHARES TR1.5K shares0.00%2026-03-312026-04-27

ILCV ISHARES TR3.2K shares0.00%2026-03-312026-04-27

LLY ELI LILLY & CO325 shares0.00%2026-03-312026-04-27

UMMA LISTED FDS TR9.7K shares0.00%2026-03-312026-04-27

Sponsored

VO VANGUARD INDEX FDS998 shares0.00%2026-03-312026-04-27

V VISA INC932 shares0.00%2026-03-312026-04-27

AGG ISHARES TR2.8K shares0.00%2026-03-312026-04-27

ICF ISHARES TR4.4K shares0.00%2026-03-312026-04-27

MCD MCDONALDS CORP883 shares0.00%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-03-312026-04-27

IXJ ISHARES TR2.5K shares0.00%2026-03-312026-04-27

GRPM INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-04-27

Sponsored

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-27

IWR ISHARES TR2.4K shares0.00%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC755 shares0.00%2026-03-312026-04-27

MSFT MICROSOFT CORP584 shares0.17%2026-03-312026-04-27

SCHX

SCHWAB STRATEGIC TR

-0.56%

Shares1.7M

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

-0.69%

Shares1.2M

Event2026-03-31

Filed2026-04-27

ISTB

ISHARES TR

3.23%

Shares569.9K

Event2026-03-31

Filed2026-04-27

IGSB

ISHARES TR

2.62%

Shares447.3K

Event2026-03-31

Filed2026-04-27

SCHO

SCHWAB STRATEGIC TR

3.21%

Shares820.0K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

1.43%

Shares252.9K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

-1.85%

Shares469.4K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

0.25%

Shares460.1K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

2.69%

Shares61.2K

Event2026-03-31

Filed2026-04-27

SCHH

SCHWAB STRATEGIC TR

0.04%

Shares522.1K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

0.07%

Shares364.3K

Event2026-03-31

Filed2026-04-27

GLTR

ABRDN PRECIOUS METALS BASKET

New

Shares45.1K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

0.25%

Shares153.4K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

-0.24%

Shares271.3K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

0.57%

Shares275.5K

Event2026-03-31

Filed2026-04-27

SCHC

SCHWAB STRATEGIC TR

-0.03%

Shares169.2K

Event2026-03-31

Filed2026-04-27

CWI

SPDR INDEX SHS FDS

-0.17%

Shares188.7K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

0.08%

Shares208.6K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

0.48%

Shares55.1K

Event2026-03-31

Filed2026-04-27

IGE

ISHARES TR

-0.85%

Shares55.0K

Event2026-03-31

Filed2026-04-27

MDYG

SPDR SERIES TRUST

-0.12%

Shares30.7K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

0.02%

Shares4.4K

Event2026-03-31

Filed2026-04-27

IGIB

ISHARES TR

1.14%

Shares51.4K

Event2026-03-31

Filed2026-04-27

MDYV

SPDR SERIES TRUST

0.16%

Shares30.9K

Event2026-03-31

Filed2026-04-27

RSPG

INVESCO EXCHANGE TRADED FD T

New

Shares21.1K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

3.22%

Shares8.2K

Event2026-03-31

Filed2026-04-27

RSPM

INVESCO EXCHANGE TRADED FD T

New

Shares51.3K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

0.61%

Shares20.7K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-27

IMCG

ISHARES TR

-0.62%

Shares22.1K

Event2026-03-31

Filed2026-04-27

SLYV

SPDR SERIES TRUST

-0.41%

Shares17.6K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-0.04%

Shares5.2K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-27

IMCV

ISHARES TR

-1.31%

Shares18.5K

Event2026-03-31

Filed2026-04-27

SLYG

SPDR SERIES TRUST

-0.09%

Shares15.9K

Event2026-03-31

Filed2026-04-27

SHV

ISHARES TR

36.94%

Shares12.6K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

137.23%

Shares2.7K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-27

UNP

UNION PAC CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-27

GDX

VANECK ETF TRUST

New

Shares10.4K

Event2026-03-31

Filed2026-04-27

BIV

VANGUARD BD INDEX FDS

-0.13%

Shares12.2K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

0.61%

Shares13.8K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares910

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

-39.43%

Shares8.8K

Event2026-03-31

Filed2026-04-27

IYR

ISHARES TR

1.68%

Shares7.6K

Event2026-03-31

Filed2026-04-27

SHYG

ISHARES TR

1.92%

Shares16.7K

Event2026-03-31

Filed2026-04-27

AOA

ISHARES TR

-1.07%

Shares7.5K

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

New

Shares2.2K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-0.50%

Shares5.1K

Event2026-03-31

Filed2026-04-27

STPZ

PIMCO ETF TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-27

ISCV

ISHARES TR

-0.72%

Shares7.8K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-0.09%

Shares4.3K

Event2026-03-31

Filed2026-04-27

ISCG

ISHARES TR

-0.48%

Shares9.7K

Event2026-03-31

Filed2026-04-27

REZ

ISHARES TR

-0.32%

Shares6.3K

Event2026-03-31

Filed2026-04-27

SCZ

ISHARES TR

0.67%

Shares6.6K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

-0.13%

Shares7.1K

Event2026-03-31

Filed2026-04-27

ILCG

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

0.00%

Shares544

Event2026-03-31

Filed2026-04-27

TIP

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

New

Shares5.6K

Event2026-03-31

Filed2026-04-27

DVY

ISHARES TR

-0.18%

Shares2.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

SPUS

TIDAL TRUST I

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

-1.67%

Shares5.2K

Event2026-03-31

Filed2026-04-27

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

21.48%

Shares639

Event2026-03-31

Filed2026-04-27

ICSH

ISHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-27

ILCV

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

0.00%

Shares325

Event2026-03-31

Filed2026-04-27

UMMA

LISTED FDS TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.00%

Shares998

Event2026-03-31

Filed2026-04-27

VISA INC

0.00%

Shares932

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-27

ICF

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

0.00%

Shares883

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-27

IXJ

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-27

GRPM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-27

TRV

TRAVELERS COMPANIES INC

0.00%

Shares755

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.17%

Shares584

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available