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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
+5.88%
1 Year Est. Return
+16.36%
3 Year Est. Return
+40.33%
5 Year Est. Return
+31.56%
10 Year Est. Return
+110%
AUM
$315M
AUM Growth
+$20.3M
Cap. Flow
+$3.85M
Cap. Flow %
1.22%
Top 10 Hldgs %
63.53%
Holding
86
New
4
Increased
28
Reduced
26
Closed
–

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.27M
2
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$778K
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$735K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$582K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$468K

Top Sells

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$749K
2
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$502K
3
BND icon
Vanguard Total Bond Market
BND
+$482K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$437K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

Rank Sector Weight
1 Financials 0.74%
2 Technology 0.65%
3 Consumer Discretionary 0.63%
4 Industrials 0.47%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHYG icon
51
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$548K 0.17%
12,706
– –
STPZ icon
52
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$506M
$543K 0.17%
10,084
– –
GLD icon
53
SPDR Gold Trust
GLD
$133B
$531K 0.17%
1,742
-33
-2% -$9.99K
REZ icon
54
iShares Residential and Multisector Real Estate ETF
REZ
$906M
$526K 0.17%
6,383
– –
IJR icon
55
iShares Core S&P Small-Cap ETF
IJR
$109B
$491K 0.16%
4,489
– –
TIP icon
56
iShares TIPS Bond ETF
TIP
$14.5B
$487K 0.15%
4,429
-2,246
-34% -$245K
SCZ icon
57
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$480K 0.15%
6,599
+145
+2% +$9.81K
VEU icon
58
Vanguard FTSE All-World ex-US ETF
VEU
$65.8B
$472K 0.15%
7,024
-1,147
-14% -$72.6K
V icon
59
Visa
V
$691B
$426K 0.14%
1,200
– –
BNDX icon
60
Vanguard Total International Bond ETF
BNDX
$82.2B
$404K 0.13%
8,150
– –
EEM icon
61
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$391K 0.12%
8,097
-170
-2% -$7.64K
SCHZ icon
62
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$383K 0.12%
16,466
– –
ICSH icon
63
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$373K 0.12%
7,348
-1,297
-15% -$65.6K
DVY icon
64
iShares Select Dividend ETF
DVY
$23.8B
$371K 0.12%
2,795
+621
+29% +$80.4K
VV icon
65
Vanguard Large-Cap ETF
VV
$51.9B
$367K 0.12%
1,287
-309
-19% -$81.4K
VB icon
66
Vanguard Small-Cap ETF
VB
$79.9B
$335K 0.11%
1,412
+290
+26% +$64.7K
GOOG icon
67
Alphabet (Google) Class C
GOOG
$4.01T
$317K 0.1%
1,789
– –
SPUS icon
68
SP Funds S&P 500 Sharia ETF
SPUS
$2.84B
$317K 0.1%
7,152
+1,218
+21% +$49.2K
SPGI icon
69
S&P Global
SPGI
$130B
$314K 0.1%
595
– –
IVE icon
70
iShares S&P 500 Value ETF
IVE
$49.2B
$304K 0.1%
1,554
– –
ILCV icon
71
iShares Morningstar Value ETF
ILCV
$1.31B
$301K 0.1%
3,606
-1,046
-22% -$83.3K
MSFT icon
72
Microsoft
MSFT
$2.91T
$290K 0.09%
582
-734
-56% -$319K
GEV icon
73
GE Vernova
GEV
$261B
$288K 0.09%
+544
New +$227K
VO icon
74
Vanguard Mid-Cap ETF
VO
$106B
$280K 0.09%
+4,004
New +$263K
AGG icon
75
iShares Core US Aggregate Bond ETF
AGG
$138B
$278K 0.09%
2,805
– –
1 2
3
4

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Courage Miller Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Courage Miller Partners held 86 positions worth $315M, up 6.9% from $295M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.7%. Courage Miller Partners opened 4 new positions and made no exits, leaving the 86-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 0.74% of assets, down from 0.76% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Courage Miller Partners's largest Q2 2025 buy was Vanguard Mid-Cap ETF: 4,004 shares worth $280K.
  • Courage Miller Partners added most to Schwab US Large- Cap ETF in Q2 2025, an estimated $1.27M increase.
  • Courage Miller Partners's biggest Q2 2025 reduction was Schwab Short-Term US Treasury ETF, cutting an estimated $749K.
  • Courage Miller Partners's ten largest holdings make up 64% of its $315M portfolio in Q2 2025.
  • Courage Miller Partners opened 4 new positions and closed 0 in Q2 2025.
  • Courage Miller Partners's portfolio value rose 6.9% quarter-over-quarter to $315M.

Based on Courage Miller Partners's 13F filing for Q2 2025, filed 25 Jul 2025.