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CMP

Courage Miller Partners Portfolio holdings

AUM $379M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+4.94%
1 Year Est. Return
+16.36%
3 Year Est. Return
+40.33%
5 Year Est. Return
+31.56%
10 Year Est. Return
+110%
AUM
$334M
AUM Growth
+$18.1M
Cap. Flow
+$3.08M
Cap. Flow %
0.92%
Top 10 Hldgs %
64.26%
Holding
87
New
1
Increased
27
Reduced
40
Closed
2

Top Buys

Rank Stock Value
1
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.17M
2
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.96M
3
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.74M
4
BND icon
Vanguard Total Bond Market
BND
+$1.73M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.51M
2
SCHF icon
Schwab International Equity ETF
SCHF
+$822K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$821K
4
GLD icon
SPDR Gold Trust
GLD
+$531K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$504K

Sector Composition

Rank Sector Weight
1 Technology 0.75%
2 Consumer Discretionary 0.6%
3 Communication Services 0.57%
4 Industrials 0.47%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$192B
$1.79M 0.54%
20,520
-222
-1% -$18.9K
AMZN icon
27
Amazon
AMZN
$2.53T
$1.73M 0.52%
7,870
-30
-0.4% -$6.79K
VTI icon
28
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
$1.69M 0.51%
5,160
-25
-0.5% -$7.9K
SLYV icon
29
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$1.62M 0.49%
18,335
+68
+0.4% +$5.79K
IMCV icon
30
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$1.59M 0.48%
19,753
-543
-3% -$42.7K
SLYG icon
31
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$1.54M 0.46%
16,377
-53
-0.3% -$4.88K
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.08T
$1.48M 0.44%
6,090
– –
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$1.43M 0.43%
2,144
-99
-4% -$63.5K
UNP icon
34
Union Pacific
UNP
$172B
$1.23M 0.37%
5,188
– –
IXUS icon
35
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$1.19M 0.36%
15,063
-794
-5% -$63.1K
XOM icon
36
ExxonMobil
XOM
$651B
$1.19M 0.36%
10,513
-9
-0.1% -$1K
VYM icon
37
Vanguard High Dividend Yield ETF
VYM
$80.9B
$992K 0.3%
7,038
-70
-1% -$9.62K
SHV icon
38
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$991K 0.3%
8,965
+785
+10% +$86.6K
BIV icon
39
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$957K 0.29%
12,256
+54
+0.4% +$4.18K
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$122B
$884K 0.26%
13,538
-162
-1% -$10.4K
COST icon
41
Costco
COST
$423B
$840K 0.25%
907
-3
-0.3% -$2.88K
SHYG icon
42
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$696K 0.21%
16,074
+3,368
+27% +$145K
IYR icon
43
iShares US Real Estate ETF
IYR
$4.69B
$696K 0.21%
7,169
+297
+4% +$28.6K
AOA icon
44
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
$675K 0.2%
7,661
-640
-8% -$54.5K
ACWI icon
45
iShares MSCI ACWI ETF
ACWI
$32.7B
$657K 0.2%
4,750
– –
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$72.7B
$634K 0.19%
5,249
-374
-7% -$43K
ISCG icon
47
iShares Morningstar Small-Cap Growth ETF
ISCG
$972M
$600K 0.18%
11,066
-2,680
-19% -$140K
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.1T
$581K 0.17%
1,155
-1,695
-59% -$821K
ISCV icon
49
iShares Morningstar Small-Cap Value ETF
ISCV
$695M
$578K 0.17%
8,687
-1,217
-12% -$79K
STPZ icon
50
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$506M
$546K 0.16%
10,087
+3
+0% +$162
1
2
3 4

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Courage Miller Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Courage Miller Partners held 87 positions worth $334M, up 5.8% from $315M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.4%. Courage Miller Partners opened 1 new position and exited 2, leaving the 87-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.75% of assets, up from 0.65% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Courage Miller Partners's largest Q3 2025 buy was Schwab US Broad Market ETF: 8,075 shares worth $208K.
  • Courage Miller Partners added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025, an estimated $2.17M increase.
  • Courage Miller Partners's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $1.51M.
  • Courage Miller Partners fully exited SPDR Gold Trust in Q3 2025, selling an estimated $531K.
  • Courage Miller Partners's ten largest holdings make up 64% of its $334M portfolio in Q3 2025.
  • Courage Miller Partners opened 1 new position and closed 2 in Q3 2025.
  • Courage Miller Partners's portfolio value rose 5.8% quarter-over-quarter to $334M.

Based on Courage Miller Partners's 13F filing for Q3 2025, filed 22 Oct 2025.