Courage Miller Partners, LLC
data from 30/09/2025
Capitalization
$ 333.548 M
5.75 %
Performance
$ 134.960 M
73.02 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 14.24% | 47.489 M $ | 1805197 | 2013/06/30 | 3.543 M $ | 7.77 % |
| 2025/09/30 | SCHF | SCHWAB STRATEGIC TR | 8.98% | 29.953 M $ | 1287809 | 2013/06/30 | 1.563 M $ | 5.34 % |
| 2025/09/30 | ISTB | ISHARES TR | 8.05% | 26.861 M $ | 550008 | 2019/06/30 | 96.860 K $ | 0.39 % |
| 2025/09/30 | IGSB | ISHARES TR | 6.88% | 22.950 M $ | 432801 | 2013/06/30 | 105.770 K $ | 0.51 % |
| 2025/09/30 | SCHO | SCHWAB STRATEGIC TR | 5.83% | 19.462 M $ | 797617 | 2013/06/30 | 14.526 K $ | 0.08 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 5.60% | 18.691 M $ | 251353 | 2022/12/31 | 168.572 K $ | 1.01 % |
| 2025/09/30 | SCHM | SCHWAB STRATEGIC TR | 4.11% | 13.714 M $ | 463145 | 2013/06/30 | 735.088 K $ | 5.67 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 3.85% | 12.856 M $ | 471123 | 2013/06/30 | 357.185 K $ | 3.02 % |
| 2025/09/30 | RSP | INVESCO EXCHANGE TRADED FD T | 3.38% | 11.267 M $ | 59421 | 2020/06/30 | 463.335 K $ | 4.38 % |
| 2025/09/30 | SCHH | SCHWAB STRATEGIC TR | 3.33% | 11.092 M $ | 514416 | 2013/06/30 | 198.133 K $ | 1.94 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 3.13% | 10.455 M $ | 375336 | 2013/06/30 | 983.262 K $ | 10.28 % |
| 2025/09/30 | SCHG | SCHWAB STRATEGIC TR | 2.75% | 9.157 M $ | 287471 | 2014/12/31 | 820.859 K $ | 9.24 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 2.57% | 8.573 M $ | 158484 | 2015/03/31 | 766.032 K $ | 9.54 % |
| 2025/09/30 | SCHV | SCHWAB STRATEGIC TR | 2.40% | 8.004 M $ | 275194 | 2014/12/31 | 394.561 K $ | 5.20 % |
| 2025/09/30 | SCHC | SCHWAB STRATEGIC TR | 2.37% | 7.913 M $ | 174090 | 2013/06/30 | 539.756 K $ | 6.86 % |
| 2025/09/30 | SCHE | SCHWAB STRATEGIC TR | 2.17% | 7.236 M $ | 217233 | 2014/03/31 | 734.153 K $ | 10.72 % |
| 2025/09/30 | CWI | SPDR INDEX SHS FDS | 2.04% | 6.805 M $ | 195074 | 2013/09/30 | 452.827 K $ | 6.92 % |
| 2025/09/30 | BSV | VANGUARD BD INDEX FDS | 1.28% | 4.283 M $ | 54282 | 2023/09/30 | 11.357 K $ | 0.27 % |
| 2025/09/30 | IVV | ISHARES TR | 0.89% | 2.984 M $ | 4458 | 2014/03/31 | 225.205 K $ | 7.79 % |
| 2025/09/30 | MDYG | SPDR SERIES TRUST | 0.85% | 2.842 M $ | 31072 | 2013/09/30 | 149.123 K $ | 5.40 % |
| 2025/09/30 | IGIB | ISHARES TR | 0.81% | 2.695 M $ | 49828 | 2013/06/30 | 36.563 K $ | 1.50 % |
| 2025/09/30 | IGE | ISHARES TR | 0.80% | 2.655 M $ | 54194 | 2013/06/30 | 248.995 K $ | 10.85 % |
| 2025/09/30 | MDYV | SPDR SERIES TRUST | 0.78% | 2.597 M $ | 31159 | 2014/12/31 | 123.730 K $ | 5.01 % |
| 2025/09/30 | AAPL | APPLE INC | 0.66% | 2.207 M $ | 8669 | 2018/12/31 | 421.597 K $ | 24.11 % |
| 2025/09/30 | IMCG | ISHARES TR | 0.57% | 1.911 M $ | 23115 | 2013/06/30 | 63.772 K $ | 3.12 % |
| 2025/09/30 | IEFA | ISHARES TR | 0.54% | 1.792 M $ | 20520 | 2014/03/31 | 79.441 K $ | 4.59 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.52% | 1.728 M $ | 7870 | 2015/09/30 | 1.422 K $ | 0.08 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.51% | 1.693 M $ | 5160 | 2013/06/30 | 125.684 K $ | 7.98 % |
| 2025/09/30 | SLYV | SPDR SERIES TRUST | 0.49% | 1.622 M $ | 18335 | 2015/12/31 | 162.393 K $ | 11.15 % |
| 2025/09/30 | IMCV | ISHARES TR | 0.48% | 1.585 M $ | 19753 | 2013/06/30 | 88.693 K $ | 5.75 % |
| 2025/09/30 | SLYG | SPDR SERIES TRUST | 0.46% | 1.543 M $ | 16377 | 2014/06/30 | 91.350 K $ | 6.26 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.44% | 1.481 M $ | 6090 | 2021/06/30 | 407.238 K $ | 37.94 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.43% | 1.428 M $ | 2144 | 2015/09/30 | 108.404 K $ | 7.82 % |
| 2025/09/30 | UNP | UNION PAC CORP | 0.37% | 1.226 M $ | 5188 | 2023/03/31 | 32.632 K $ | 2.73 % |
| 2025/09/30 | IXUS | ISHARES TR | 0.36% | 1.193 M $ | 15063 | 2018/03/31 | 83.566 K $ | 7.08 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.36% | 1.185 M $ | 10513 | 2023/03/31 | 52.083 K $ | 4.59 % |
| 2025/09/30 | VYM | VANGUARD WHITEHALL FDS | 0.30% | 992.006 K $ | 7038 | 2015/12/31 | 54.305 K $ | 5.73 % |
| 2025/09/30 | SHV | ISHARES TR | 0.30% | 990.543 K $ | 8965 | 2019/06/30 | 572.000 $ | 0.06 % |
| 2025/09/30 | BIV | VANGUARD BD INDEX FDS | 0.29% | 957.071 K $ | 12256 | 2023/12/31 | 9.151 K $ | 0.97 % |
| 2025/09/30 | IJH | ISHARES TR | 0.26% | 883.517 K $ | 13538 | 2014/03/31 | 44.388 K $ | 5.22 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.25% | 839.546 K $ | 907 | 2023/03/31 | -58.522 K $ | -6.50 % |
| 2025/09/30 | SHYG | ISHARES TR | 0.21% | 696.004 K $ | 16074 | 2023/09/30 | 2.032 K $ | 0.37 % |
| 2025/09/30 | IYR | ISHARES TR | 0.21% | 695.922 K $ | 7169 | 2014/03/31 | 15.874 K $ | 2.44 % |
| 2025/09/30 | AOA | ISHARES TR | 0.20% | 675.228 K $ | 7661 | 2013/06/30 | 39.346 K $ | 5.68 % |
| 2025/09/30 | ACWI | ISHARES TR | 0.20% | 656.640 K $ | 4750 | 2015/09/30 | 45.790 K $ | 7.50 % |
| 2025/09/30 | IVW | ISHARES TR | 0.19% | 633.709 K $ | 5249 | 2013/06/30 | 59.716 K $ | 9.65 % |
| 2025/09/30 | ISCG | ISHARES TR | 0.18% | 599.751 K $ | 11066 | 2013/06/30 | 62.544 K $ | 9.14 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.17% | 580.665 K $ | 1155 | 2015/12/31 | 48.364 K $ | 3.49 % |
| 2025/09/30 | ISCV | ISHARES TR | 0.17% | 577.882 K $ | 8687 | 2013/06/30 | 51.996 K $ | 8.55 % |
| 2025/09/30 | STPZ | PIMCO ETF TR | 0.16% | 546.495 K $ | 10087 | 2013/06/30 | 3.731 K $ | 0.69 % |
| 2025/09/30 | ILCG | ISHARES TR | 0.16% | 542.673 K $ | 5203 | 2013/06/30 | 42.416 K $ | 7.64 % |
| 2025/09/30 | REZ | ISHARES TR | 0.16% | 541.599 K $ | 6374 | 2013/06/30 | 16.787 K $ | 3.19 % |
| 2025/09/30 | IEMG | ISHARES INC | 0.16% | 526.042 K $ | 7980 | 2018/12/31 | 55.424 K $ | 9.81 % |
| 2025/09/30 | IJR | ISHARES TR | 0.16% | 518.282 K $ | 4362 | 2014/03/31 | 42.825 K $ | 8.73 % |
| 2025/09/30 | SCZ | ISHARES TR | 0.15% | 501.694 K $ | 6539 | 2015/03/31 | 26.659 K $ | 5.56 % |
| 2025/09/30 | TIP | ISHARES TR | 0.15% | 492.593 K $ | 4429 | 2013/06/30 | 5.226 K $ | 1.07 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.13% | 435.711 K $ | 1789 | 2023/06/30 | 118.360 K $ | 37.30 % |
| 2025/09/30 | V | VISA INC | 0.12% | 409.656 K $ | 1200 | 2019/12/31 | -16.404 K $ | -3.85 % |
| 2025/09/30 | BNDX | VANGUARD CHARLOTTE FDS | 0.12% | 403.099 K $ | 8150 | 2023/09/30 | -407.000 $ | -0.10 % |
| 2025/09/30 | DVY | ISHARES TR | 0.12% | 397.371 K $ | 2796 | 2015/12/31 | 25.965 K $ | 7.00 % |
| 2025/09/30 | SCHZ | SCHWAB STRATEGIC TR | 0.12% | 387.677 K $ | 16518 | 2013/06/30 | 3.787 K $ | 0.99 % |
| 2025/09/30 | VEU | VANGUARD INTL EQUITY INDEX F | 0.11% | 381.260 K $ | 5344 | 2013/06/30 | 29.149 K $ | 6.17 % |
| 2025/09/30 | SPUS | TIDAL TRUST I | 0.11% | 380.753 K $ | 7706 | 2025/03/31 | 36.117 K $ | 11.38 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 0.11% | 375.281 K $ | 1219 | 2013/06/30 | 29.034 K $ | 7.91 % |
| 2025/09/30 | ICSH | ISHARES TR | 0.11% | 372.911 K $ | 7348 | 2020/12/31 | 293.000 $ | 0.08 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 0.11% | 354.721 K $ | 1395 | 2022/12/31 | 24.427 K $ | 7.30 % |
| 2025/09/30 | GEV | GE VERNOVA INC | 0.10% | 334.506 K $ | 544 | 2025/06/30 | 46.648 K $ | 16.21 % |
| 2025/09/30 | EEM | ISHARES TR | 0.10% | 333.778 K $ | 6251 | 2015/09/30 | 41.780 K $ | 10.70 % |
| 2025/09/30 | IVE | ISHARES TR | 0.10% | 319.471 K $ | 1547 | 2021/03/31 | 17.233 K $ | 5.68 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.09% | 301.782 K $ | 583 | 2023/12/31 | 11.954 K $ | 4.13 % |
| 2025/09/30 | VO | VANGUARD INDEX FDS | 0.09% | 293.153 K $ | 998 | 2024/03/31 | 13.923 K $ | 4.97 % |
| 2025/09/30 | ILCV | ISHARES TR | 0.09% | 290.405 K $ | 3226 | 2013/06/30 | 23.907 K $ | 7.95 % |
| 2025/09/30 | SPGI | S&P GLOBAL INC | 0.09% | 289.592 K $ | 595 | 2023/03/31 | -24.145 K $ | -7.70 % |
| 2025/09/30 | AGG | ISHARES TR | 0.08% | 281.302 K $ | 2806 | 2013/06/30 | 2.945 K $ | 1.06 % |
| 2025/09/30 | ICF | ISHARES TR | 0.08% | 273.531 K $ | 4439 | 2013/06/30 | 2.042 K $ | 0.75 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.08% | 268.335 K $ | 883 | 2021/03/31 | 10.348 K $ | 4.01 % |
| 2025/09/30 | UMMA | LISTED FDS TR | 0.08% | 260.938 K $ | 9468 | 2024/09/30 | 8.515 K $ | 3.45 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.07% | 247.975 K $ | 325 | 2024/03/31 | -5.372 K $ | -2.12 % |
| 2025/09/30 | PM | PHILIP MORRIS INTL INC | 0.07% | 243.300 K $ | 1500 | 2025/03/31 | -29.895 K $ | -10.94 % |
| 2025/09/30 | GRPM | INVESCO EXCHANGE TRADED FD T | 0.07% | 239.190 K $ | 1983 | 2024/03/31 | 22.467 K $ | 10.37 % |
| 2025/09/30 | IWR | ISHARES TR | 0.07% | 227.279 K $ | 2354 | 2024/09/30 | 10.781 K $ | 4.98 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.07% | 226.581 K $ | 370 | 2025/06/30 | 15.788 K $ | 7.81 % |
| 2025/09/30 | IXJ | ISHARES TR | 0.07% | 222.436 K $ | 2510 | 2020/12/31 | 6.350 K $ | 2.94 % |
| 2025/09/30 | TRV | TRAVELERS COMPANIES INC | 0.06% | 210.811 K $ | 755 | 2025/06/30 | 8.818 K $ | 4.37 % |
| 2025/09/30 | SCHB | SCHWAB STRATEGIC TR | 0.06% | 207.605 K $ | 8075 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.00% | 0.000 $ | 0 | 2019/12/31 | 0.000 $ | 0.00 % |