The Analysis of Courage Miller Partners, LLC's Holdings
Currently, Courage Miller Partners, LLC holds 84 types of securities in its portfolio with a total value $332.1M. In the most recent quarter, they have increased their positions in SCHD (+7.2K shares, valued at $196.6K), IGSB (+3.1K shares, valued at $162.4K), SCHH (+7.5K shares, valued at $155.8K); decreased their positions in SCHX (-60.2K shares, valued at $1.6M), SCHF (-37.7K shares, valued at $906.6K), SCHG (-13.5K shares, valued at $440.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.7M shares-3.33%2025-12-312026-01-26
SCHF SCHWAB STRATEGIC TR1.3M shares-2.93%2025-12-312026-01-26 ISTB ISHARES TR552.0K shares0.37%2025-12-312026-01-26 IGSB ISHARES TR435.9K shares0.71%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR794.6K shares-0.38%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS249.4K shares-0.79%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR459.0K shares-0.90%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR478.3K shares1.52%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR521.9K shares1.45%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR364.0K shares-3.02%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR274.0K shares-4.70%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F153.1K shares-3.42%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR272.0K shares-1.16%2025-12-312026-01-26 SCHC SCHWAB STRATEGIC TR169.3K shares-2.76%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR208.4K shares-4.05%2025-12-312026-01-26 CWI SPDR INDEX SHS FDS189.0K shares-3.13%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS54.9K shares1.07%2025-12-312026-01-26 IVV ISHARES TR4.4K shares-0.61%2025-12-312026-01-26 MDYG SPDR SERIES TRUST30.8K shares-0.92%2025-12-312026-01-26 IGE ISHARES TR55.5K shares2.40%2025-12-312026-01-26 IGIB ISHARES TR50.8K shares1.90%2025-12-312026-01-26 MDYV SPDR SERIES TRUST30.9K shares-0.90%2025-12-312026-01-26 AAPL APPLE INC7.9K shares-8.62%2025-12-312026-01-26 IEFA ISHARES TR20.5K shares0.11%2025-12-312026-01-26 ALPHABET INC ALPHABET INC5.7K shares-5.67%2025-12-312026-01-26 IMCG ISHARES TR22.2K shares-3.76%2025-12-312026-01-26 VTI VANGUARD INDEX FDS5.2K shares-0.06%2025-12-312026-01-26 SLYV SPDR SERIES TRUST17.7K shares-3.39%2025-12-312026-01-26 IMCV ISHARES TR18.8K shares-5.02%2025-12-312026-01-26 SLYG SPDR SERIES TRUST16.0K shares-2.52%2025-12-312026-01-26 AMZN AMAZON COM INC6.3K shares-20.57%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR2.1K shares-2.10%2025-12-312026-01-26 XOM EXXON MOBIL CORP10.5K shares0.09%2025-12-312026-01-26 UNP UNION PAC CORP5.2K shares0.00%2025-12-312026-01-26 IXUS ISHARES TR14.5K shares-3.62%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS7.2K shares2.30%2025-12-312026-01-26 SHV ISHARES TR9.2K shares2.43%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS12.2K shares-0.17%2025-12-312026-01-26 IJH ISHARES TR13.7K shares1.11%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW910 shares0.33%2025-12-312026-01-26 IYR ISHARES TR7.5K shares4.78%2025-12-312026-01-26 SHYG ISHARES TR16.4K shares1.99%2025-12-312026-01-26 AOA ISHARES TR7.6K shares-0.42%2025-12-312026-01-26 ACWI ISHARES TR4.8K shares0.00%2025-12-312026-01-26 IVW ISHARES TR5.2K shares-1.58%2025-12-312026-01-26 ISCG ISHARES TR9.8K shares-11.81%2025-12-312026-01-26 STPZ PIMCO ETF TR10.1K shares-0.03%2025-12-312026-01-26 ILCG ISHARES TR5.2K shares-0.44%2025-12-312026-01-26 ISCV ISHARES TR7.8K shares-9.87%2025-12-312026-01-26 REZ ISHARES TR6.3K shares-0.72%2025-12-312026-01-26 IJR ISHARES TR4.3K shares-0.62%2025-12-312026-01-26 SCZ ISHARES TR6.5K shares0.02%2025-12-312026-01-26 IEMG ISHARES INC7.1K shares-10.98%2025-12-312026-01-26 TIP ISHARES TR4.2K shares-5.69%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.4K shares-19.23%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS9.1K shares12.01%2025-12-312026-01-26 SPUS TIDAL TRUST I8.1K shares5.41%2025-12-312026-01-26 DVY ISHARES TR2.8K shares0.21%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F5.3K shares-1.24%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR16.5K shares-0.35%2025-12-312026-01-26 VV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-26 ICSH ISHARES TR7.3K shares0.00%2025-12-312026-01-26 VB VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-26 GEV GE VERNOVA INC544 shares0.00%2025-12-312026-01-26 LLY ELI LILLY & CO325 shares0.00%2025-12-312026-01-26 EEM ISHARES TR6.2K shares-0.21%2025-12-312026-01-26 IVE ISHARES TR1.5K shares0.00%2025-12-312026-01-26 V VISA INC932 shares-22.33%2025-12-312026-01-26 ILCV ISHARES TR3.2K shares-0.37%2025-12-312026-01-26 VO VANGUARD INDEX FDS998 shares0.00%2025-12-312026-01-26 UMMA LISTED FDS TR9.7K shares2.31%2025-12-312026-01-26 MSFT MICROSOFT CORP583 shares0.00%2025-12-312026-01-26 AGG ISHARES TR2.8K shares-0.04%2025-12-312026-01-26 MCD MCDONALDS CORP883 shares0.00%2025-12-312026-01-26 ICF ISHARES TR4.4K shares-0.05%2025-12-312026-01-26 IXJ ISHARES TR2.5K shares0.00%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-12-312026-01-26 SPGI S&P GLOBAL INC458 shares-23.03%2025-12-312026-01-26 GRPM INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-12-312026-01-26 IWR ISHARES TR2.4K shares0.00%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC755 shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available