Institutional Fund
Courage Miller Partners, LLC
Norfolk, VACIK 14821065 filings on record
Portfolio Value
$354.24M
Q1 2026
Holdings
92
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+6.7%
from $332.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr12.6%
- Schwab Strategic Tr8.7%
- Ishares Tr7.8%
- Ishares Tr6.6%
- Schwab Strategic Tr5.6%
- Vanguard Bd Index Fds5.3%
- Other53.5%
Portfolio Holdings
92 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.74M | $44.49M | 12.6% | −9.9K | Reduced |
| 2 | Schwab Strategic Tr | 1.24M | $30.73M | 8.7% | −8.6K | Reduced |
| 3 | Ishares Tr | 569.9K | $27.62M | 7.8% | +17.8K | Added |
| 4 | Ishares Tr | 447.3K | $23.51M | 6.6% | +11.4K | Added |
| 5 | Schwab Strategic Tr | 820.0K | $19.90M | 5.6% | +25.5K | Added |
| 6 | Vanguard Bd Index Fds | 252.9K | $18.63M | 5.3% | +3.6K | Added |
| 7 | Schwab Strategic Tr | 469.4K | $14.40M | 4.1% | −8.9K | Reduced |
| 8 | Schwab Strategic Tr | 460.1K | $14.24M | 4.0% | +1.1K | Added |
| 9 | Invesco Exchange Traded Fd T | 61.2K | $11.74M | 3.3% | +1.6K | Added |
| 10 | Schwab Strategic Tr | 522.1K | $11.22M | 3.2% | +190 | Added |
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