Sponsored

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

Currently, Courage Miller Partners, LLC holds 87 types of securities in its portfolio with a total value $379.0M. In the most recent quarter, they have increased their positions in ISTB (+24.4K shares, valued at $1.2M), IGSB (+18.5K shares, valued at $970.3K), SCHO (+30.8K shares, valued at $744.1K); decreased their positions in BRK.B (-1.6K shares, valued at $793.1K), SCHF (-13.1K shares, valued at $362.9K), SCHA (-5.7K shares, valued at $206.2K).

1M P&L

+2.2M+0.62%

3M P&L

+11.7M+3.33%

HY P&L

+24.8M+7.34%

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/A356.2M

97.0%

2Internet Content & Information2.6M

0.7%

3Consumer Electronics2.4M

0.6%

Top Industries by Stock Count

1N/A66 stocks

84.6%

2Internet Content & Information2 stocks

2.6%

3Internet Retail1 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.7M shares-0.23%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR1.2M shares-1.06%2026-06-302026-07-23

ISTB ISHARES TR594.3K shares4.28%2026-06-302026-07-23

IGSB ISHARES TR465.8K shares4.14%2026-06-302026-07-23

SCHO SCHWAB STRATEGIC TR850.9K shares3.76%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS262.1K shares3.63%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR455.3K shares-1.05%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR468.3K shares-0.24%2026-06-302026-07-23

Sponsored

RSP INVESCO EXCHANGE TRADED FD T62.1K shares1.46%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR358.5K shares-1.57%2026-06-302026-07-23

SCHH SCHWAB STRATEGIC TR518.7K shares-0.64%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR276.1K shares0.23%2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR268.3K shares-1.11%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F152.9K shares-0.39%2026-06-302026-07-23

GLTR ABRDN PRECIOUS METALS BASKET45.8K shares1.46%2026-06-302026-07-23

SCHC SCHWAB STRATEGIC TR168.4K shares-0.47%2026-06-302026-07-23

Sponsored

CWI SPDR INDEX SHS FDS186.3K shares-1.24%2026-06-302026-07-23

SCHE SCHWAB STRATEGIC TR208.4K shares-0.11%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS55.8K shares1.29%2026-06-302026-07-23

MDYG SPDR SERIES TRUST30.3K shares-1.37%2026-06-302026-07-23

ISHARES TR ISHARES TR4.4K shares-1.83%2026-06-302026-07-23

IGE ISHARES TR55.6K shares1.01%2026-06-302026-07-23

MDYV SPDR SERIES TRUST30.8K shares-0.29%2026-06-302026-07-23

IGIB ISHARES TR51.7K shares0.65%2026-06-302026-07-23

Sponsored

AAPL APPLE INC8.2K shares0.02%2026-06-302026-07-23

GOOGL ALPHABET INC5.7K shares0.00%2026-06-302026-07-23

IMCG ISHARES TR20.5K shares-7.36%2026-06-302026-07-23

ISHARES TR ISHARES TR20.8K shares0.53%2026-06-302026-07-23

RSPG INVESCO EXCHANGE TRADED FD T20.5K shares-2.76%2026-06-302026-07-23

RSPM INVESCO EXCHANGE TRADED FD T50.1K shares-2.35%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares0.02%2026-06-302026-07-23

SLYV SPDR SERIES TRUST17.4K shares-1.59%2026-06-302026-07-23

Sponsored

SLYG SPDR SERIES TRUST15.7K shares-1.56%2026-06-302026-07-23

IMCV ISHARES TR17.5K shares-5.68%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.1K shares0.00%2026-06-302026-07-23

AMZN AMAZON COM INC6.3K shares0.00%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP10.5K shares-0.35%2026-06-302026-07-23

UNP UNION PAC CORP5.2K shares0.00%2026-06-302026-07-23

SHV ISHARES TR12.7K shares1.11%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS7.2K shares0.00%2026-06-302026-07-23

Sponsored

IJH ISHARES TR13.8K shares-0.04%2026-06-302026-07-23

BIV VANGUARD BD INDEX FDS12.3K shares0.55%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION910 shares0.00%2026-06-302026-07-23

IXUS ISHARES TR8.8K shares-0.09%2026-06-302026-07-23

GE GE AEROSPACE2.2K shares0.00%2026-06-302026-07-23

IYR ISHARES TR7.8K shares2.25%2026-06-302026-07-23

ACWI ISHARES TR4.8K shares0.00%2026-06-302026-07-23

QQQ INVESCO QQQ TR1.0K shares0.00%2026-06-302026-07-23

Sponsored

SHYG ISHARES TR16.8K shares0.38%2026-06-302026-07-23

IVW ISHARES TR5.1K shares-0.43%2026-06-302026-07-23

GEV GE VERNOVA INC544 shares0.00%2026-06-302026-07-23

IJR ISHARES TR4.3K shares-0.51%2026-06-302026-07-23

AOA ISHARES TR6.4K shares-15.58%2026-06-302026-07-23

ILCG ISHARES TR5.2K shares0.00%2026-06-302026-07-23

REZ ISHARES TR6.3K shares-0.30%2026-06-302026-07-23

IEMG ISHARES INC7.1K shares-0.48%2026-06-302026-07-23

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-57.85%2026-06-302026-07-23

ISCG ISHARES TR8.8K shares-9.83%2026-06-302026-07-23

SCZ ISHARES TR6.6K shares0.35%2026-06-302026-07-23

ISCV ISHARES TR6.9K shares-11.28%2026-06-302026-07-23

STPZ PIMCO ETF TR10.1K shares0.00%2026-06-302026-07-23

GOOG ALPHABET INC1.4K shares0.00%2026-06-302026-07-23

VXUS VANGUARD STAR FDS5.6K shares0.00%2026-06-302026-07-23

TIP ISHARES TR4.2K shares0.00%2026-06-302026-07-23

Sponsored

BNDX VANGUARD CHARLOTTE FDS9.1K shares0.00%2026-06-302026-07-23

DVY ISHARES TR2.8K shares-0.04%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F5.2K shares-0.64%2026-06-302026-07-23

EEM ISHARES TR6.2K shares0.00%2026-06-302026-07-23

VB VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-23

VV VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-23

LLY ELI LILLY & CO325 shares0.00%2026-06-302026-07-23

SCHZ SCHWAB STRATEGIC TR16.5K shares0.00%2026-06-302026-07-23

Sponsored

VOO VANGUARD INDEX FDS552 shares-13.62%2026-06-302026-07-23

ICSH ISHARES TR7.3K shares0.00%2026-06-302026-07-23

IVE ISHARES TR1.5K shares-0.39%2026-06-302026-07-23

ILCV ISHARES TR3.2K shares0.00%2026-06-302026-07-23

VO VANGUARD INDEX FDS4.0K shares300.00%2026-06-302026-07-23

VISA INC VISA INC932 shares0.00%2026-06-302026-07-23

ICF ISHARES TR4.4K shares-0.36%2026-06-302026-07-23

ISHARES TR ISHARES TR2.8K shares0.00%2026-06-302026-07-23

Sponsored

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-06-302026-07-23

IWR ISHARES TR2.4K shares0.00%2026-06-302026-07-23

GRPM INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC755 shares0.00%2026-06-302026-07-23

IXJ ISHARES TR2.5K shares0.00%2026-06-302026-07-23

MCD MCDONALDS CORP877 shares-0.68%2026-06-302026-07-23

MSFT MICROSOFT CORP585 shares0.17%2026-06-302026-07-23

SCHX

SCHWAB STRATEGIC TR

-0.23%

Shares1.7M

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

-1.06%

Shares1.2M

Event2026-06-30

Filed2026-07-23

ISTB

ISHARES TR

4.28%

Shares594.3K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

4.14%

Shares465.8K

Event2026-06-30

Filed2026-07-23

SCHO

SCHWAB STRATEGIC TR

3.76%

Shares850.9K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

3.63%

Shares262.1K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

-1.05%

Shares455.3K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

-0.24%

Shares468.3K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

1.46%

Shares62.1K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

-1.57%

Shares358.5K

Event2026-06-30

Filed2026-07-23

SCHH

SCHWAB STRATEGIC TR

-0.64%

Shares518.7K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

0.23%

Shares276.1K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

-1.11%

Shares268.3K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

-0.39%

Shares152.9K

Event2026-06-30

Filed2026-07-23

GLTR

ABRDN PRECIOUS METALS BASKET

1.46%

Shares45.8K

Event2026-06-30

Filed2026-07-23

SCHC

SCHWAB STRATEGIC TR

-0.47%

Shares168.4K

Event2026-06-30

Filed2026-07-23

CWI

SPDR INDEX SHS FDS

-1.24%

Shares186.3K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

-0.11%

Shares208.4K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

1.29%

Shares55.8K

Event2026-06-30

Filed2026-07-23

MDYG

SPDR SERIES TRUST

-1.37%

Shares30.3K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-1.83%

Shares4.4K

Event2026-06-30

Filed2026-07-23

IGE

ISHARES TR

1.01%

Shares55.6K

Event2026-06-30

Filed2026-07-23

MDYV

SPDR SERIES TRUST

-0.29%

Shares30.8K

Event2026-06-30

Filed2026-07-23

IGIB

ISHARES TR

0.65%

Shares51.7K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

0.02%

Shares8.2K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-23

IMCG

ISHARES TR

-7.36%

Shares20.5K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.53%

Shares20.8K

Event2026-06-30

Filed2026-07-23

RSPG

INVESCO EXCHANGE TRADED FD T

-2.76%

Shares20.5K

Event2026-06-30

Filed2026-07-23

RSPM

INVESCO EXCHANGE TRADED FD T

-2.35%

Shares50.1K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-23

SLYV

SPDR SERIES TRUST

-1.59%

Shares17.4K

Event2026-06-30

Filed2026-07-23

SLYG

SPDR SERIES TRUST

-1.56%

Shares15.7K

Event2026-06-30

Filed2026-07-23

IMCV

ISHARES TR

-5.68%

Shares17.5K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-0.35%

Shares10.5K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-23

SHV

ISHARES TR

1.11%

Shares12.7K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

-0.04%

Shares13.8K

Event2026-06-30

Filed2026-07-23

BIV

VANGUARD BD INDEX FDS

0.55%

Shares12.3K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

0.00%

Shares910

Event2026-06-30

Filed2026-07-23

IXUS

ISHARES TR

-0.09%

Shares8.8K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

IYR

ISHARES TR

2.25%

Shares7.8K

Event2026-06-30

Filed2026-07-23

ACWI

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

SHYG

ISHARES TR

0.38%

Shares16.8K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

-0.43%

Shares5.1K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

0.00%

Shares544

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-0.51%

Shares4.3K

Event2026-06-30

Filed2026-07-23

AOA

ISHARES TR

-15.58%

Shares6.4K

Event2026-06-30

Filed2026-07-23

ILCG

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-23

REZ

ISHARES TR

-0.30%

Shares6.3K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-0.48%

Shares7.1K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-57.85%

Shares1.2K

Event2026-06-30

Filed2026-07-23

ISCG

ISHARES TR

-9.83%

Shares8.8K

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

0.35%

Shares6.6K

Event2026-06-30

Filed2026-07-23

ISCV

ISHARES TR

-11.28%

Shares6.9K

Event2026-06-30

Filed2026-07-23

STPZ

PIMCO ETF TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-23

TIP

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR

-0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

-0.64%

Shares5.2K

Event2026-06-30

Filed2026-07-23

EEM

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

0.00%

Shares325

Event2026-06-30

Filed2026-07-23

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

-13.62%

Shares552

Event2026-06-30

Filed2026-07-23

ICSH

ISHARES TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

-0.39%

Shares1.5K

Event2026-06-30

Filed2026-07-23

ILCV

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

300.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VISA INC

0.00%

Shares932

Event2026-06-30

Filed2026-07-23

ICF

ISHARES TR

-0.36%

Shares4.4K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

GRPM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

0.00%

Shares755

Event2026-06-30

Filed2026-07-23

IXJ

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

-0.68%

Shares877

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

0.17%

Shares585

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available