Courage Miller Partners, LLC Diversified Active

Location: Norfolk, VA

CIK: 0001482106 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Jul 23, 2026

Total Value: $379M (100.0% shares, 0.0% debt)

Holdings (87)

SCHX SCHWAB STRATEGIC TR 13.4%
Value $50.95M Shares 1,731,183 Share Price $29.43 Est. Cost/Share $19.96 Unrealized @ Report Date +47.5%
SCHF SCHWAB STRATEGIC TR 9.0%
Value $34.03M Shares 1,228,357 Share Price $27.70 Est. Cost/Share $17.64 Unrealized @ Report Date +57.0%
ISTB ISHARES TR 7.6%
Value $28.67M Shares 594,284 Share Price $48.25 Est. Cost/Share $49.64 Unrealized @ Report Date -2.8%
IGSB ISHARES TR 6.4%
Value $24.41M Shares 465,818 Share Price $52.41 Est. Cost/Share $52.41 Unrealized @ Report Date -0.0%
SCHO SCHWAB STRATEGIC TR 5.4%
Value $20.54M Shares 850,858 Share Price $24.14 Est. Cost/Share $24.62 Unrealized @ Report Date -1.9%
BND VANGUARD BD INDEX FDS 5.1%
Value $19.24M Shares 262,115 Share Price $73.41 Est. Cost/Share $72.24 Unrealized @ Report Date +1.6%
SCHM SCHWAB STRATEGIC TR 4.4%
Value $16.79M Shares 455,266 Share Price $36.87 Est. Cost/Share $24.95 Unrealized @ Report Date +47.8%
SCHD SCHWAB STRATEGIC TR 3.9%
Value $14.85M Shares 468,296 Share Price $31.71 Est. Cost/Share $24.02 Unrealized @ Report Date +32.0%
RSP INVESCO EXCHANGE TRADED FD T 3.5%
Value $13.21M Shares 62,067 Share Price $212.77 Est. Cost/Share $149.48 Unrealized @ Report Date +42.3%
SCHA SCHWAB STRATEGIC TR 3.4%
Value $12.95M Shares 358,542 Share Price $36.13 Est. Cost/Share $23.20 Unrealized @ Report Date +55.7%
SCHH SCHWAB STRATEGIC TR 3.2%
Value $12.28M Shares 518,727 Share Price $23.68 Est. Cost/Share $20.90 Unrealized @ Report Date +13.3%
SCHG SCHWAB STRATEGIC TR 2.5%
Value $9.345M Shares 276,144 Share Price $33.84 Est. Cost/Share $24.10 Unrealized @ Report Date +40.4%
SCHV SCHWAB STRATEGIC TR 2.5%
Value $9.341M Shares 268,344 Share Price $34.81 Est. Cost/Share $23.89 Unrealized @ Report Date +45.7%
VWO VANGUARD INTL EQUITY INDEX F 2.4%
Value $9.124M Shares 152,857 Share Price $59.69 Est. Cost/Share $40.90 Unrealized @ Report Date +45.9%
GLTR ABRDN PRECIOUS METALS BASKET 2.2%
Value $8.295M Shares 45,792 Share Price $181.15 Est. Cost/Share $234.49 Unrealized @ Report Date -22.7%
SCHC SCHWAB STRATEGIC TR 2.1%
Value $8.105M Shares 168,438 Share Price $48.12 Est. Cost/Share $30.01 Unrealized @ Report Date +60.3%
CWI SPDR INDEX SHS FDS 2.0%
Value $7.578M Shares 186,320 Share Price $40.67 Est. Cost/Share $23.69 Unrealized @ Report Date +71.7%
SCHE SCHWAB STRATEGIC TR 2.0%
Value $7.556M Shares 208,377 Share Price $36.26 Est. Cost/Share $24.50 Unrealized @ Report Date +48.0%
BSV VANGUARD BD INDEX FDS 1.1%
Value $4.35M Shares 55,838 Share Price $77.91 Est. Cost/Share $75.74 Unrealized @ Report Date +2.9%
MDYG SPDR SERIES TRUST 0.9%
Value $3.399M Shares 30,326 Share Price $112.09 Est. Cost/Share $57.34 Unrealized @ Report Date +95.5%
IVV ISHARES TR 0.9%
Value $3.259M Shares 4,351 Share Price $748.97 Est. Cost/Share $240.38 Unrealized @ Report Date +211.5%
IGE ISHARES TR 0.8%
Value $3.123M Shares 55,580 Share Price $56.18 Est. Cost/Share $41.28 Unrealized @ Report Date +36.1%
MDYV SPDR SERIES TRUST 0.8%
Value $2.925M Shares 30,840 Share Price $94.85 Est. Cost/Share $53.53 Unrealized @ Report Date +77.2%
IGIB ISHARES TR 0.7%
Value $2.748M Shares 51,690 Share Price $53.17 Est. Cost/Share $54.24 Unrealized @ Report Date -2.0%
AAPL APPLE INC 0.6%
Value $2.367M Shares 8,179 Share Price $289.34 Est. Cost/Share $129.74 Unrealized @ Report Date +123.0%
GOOGL ALPHABET INC 0.5%
Value $2.053M Shares 5,745 Share Price $357.35 Est. Cost/Share $109.98 Unrealized @ Report Date +224.9%
IMCG ISHARES TR 0.5%
Value $2.013M Shares 20,481 Share Price $98.30 Est. Cost/Share $58.27 Unrealized @ Report Date +68.7%
IEFA ISHARES TR 0.5%
Value $2.007M Shares 20,776 Share Price $96.58 Est. Cost/Share $62.04 Unrealized @ Report Date +55.7%
RSPG INVESCO EXCHANGE TRADED FD T 0.5%
Value $2.005M Shares 20,472 Share Price $97.96 Est. Cost/Share $95.26 Unrealized @ Report Date +2.8%
RSPM INVESCO EXCHANGE TRADED FD T 0.5%
Value $1.937M Shares 50,140 Share Price $38.64 Est. Cost/Share $38.22 Unrealized @ Report Date +1.1%
VTI VANGUARD INDEX FDS 0.5%
Value $1.908M Shares 5,156 Share Price $370.02 Est. Cost/Share $99.69 Unrealized @ Report Date +271.2%
SLYV SPDR SERIES TRUST 0.5%
Value $1.894M Shares 17,360 Share Price $109.11 Est. Cost/Share $64.96 Unrealized @ Report Date +68.0%
SLYG SPDR SERIES TRUST 0.5%
Value $1.87M Shares 15,701 Share Price $119.13 Est. Cost/Share $65.29 Unrealized @ Report Date +82.5%
IMCV ISHARES TR 0.4%
Value $1.596M Shares 17,464 Share Price $91.38 Est. Cost/Share $53.73 Unrealized @ Report Date +70.1%
SPY STATE STR SPDR S&P 500 ETF T 0.4%
Value $1.567M Shares 2,099 Share Price $746.77 Est. Cost/Share $240.58 Unrealized @ Report Date +210.4%
AMZN AMAZON COM INC 0.4%
Value $1.49M Shares 6,251 Share Price $238.34 Est. Cost/Share $120.93 Unrealized @ Report Date +97.1%
XOM EXXON MOBIL CORP 0.4%
Value $1.433M Shares 10,485 Share Price $136.72 Est. Cost/Share $100.18 Unrealized @ Report Date +36.5%
UNP UNION PAC CORP 0.4%
Value $1.411M Shares 5,188 Share Price $272.00 Est. Cost/Share $189.39 Unrealized @ Report Date +43.6%
SHV ISHARES TR 0.4%
Value $1.403M Shares 12,715 Share Price $110.35 Est. Cost/Share $110.42 Unrealized @ Report Date -0.1%
VYM VANGUARD WHITEHALL FDS 0.3%
Value $1.138M Shares 7,200 Share Price $158.03 Est. Cost/Share $72.93 Unrealized @ Report Date +116.7%
IJH ISHARES TR 0.3%
Value $1.062M Shares 13,767 Share Price $77.11 Est. Cost/Share $52.65 Unrealized @ Report Date +46.5%
BIV VANGUARD BD INDEX FDS 0.2%
Value $942K Shares 12,286 Share Price $76.70 Est. Cost/Share $73.28 Unrealized @ Report Date +4.7%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $851K Shares 910 Share Price $935.69 Est. Cost/Share $471.71 Unrealized @ Report Date +98.3%
IXUS ISHARES TR 0.2%
Value $838K Shares 8,785 Share Price $95.44 Est. Cost/Share $59.73 Unrealized @ Report Date +59.8%
GE GE AEROSPACE 0.2%
Value $813K Shares 2,176 Share Price $373.79 Est. Cost/Share $314.30 Unrealized @ Report Date +18.9%
IYR ISHARES TR 0.2%
Value $799K Shares 7,810 Share Price $102.24 Est. Cost/Share $81.25 Unrealized @ Report Date +25.8%
ACWI ISHARES TR 0.2%
Value $746K Shares 4,750 Share Price $156.97 Est. Cost/Share $57.53 Unrealized @ Report Date +172.8%
QQQ INVESCO QQQ TR 0.2%
Value $744K Shares 1,010 Share Price $736.40 Est. Cost/Share $607.50 Unrealized @ Report Date +21.2%
SHYG ISHARES TR 0.2%
Value $711K Shares 16,773 Share Price $42.41 Est. Cost/Share $41.89 Unrealized @ Report Date +1.2%
IVW ISHARES TR 0.2%
Value $704K Shares 5,118 Share Price $137.54 Est. Cost/Share $52.25 Unrealized @ Report Date +163.2%
GEV GE VERNOVA INC 0.2%
Value $639K Shares 544 Share Price $1174.86 Est. Cost/Share $415.97 Unrealized @ Report Date +182.4%
IJR ISHARES TR 0.2%
Value $639K Shares 4,309 Share Price $148.29 Est. Cost/Share $72.13 Unrealized @ Report Date +105.6%
AOA ISHARES TR 0.2%
Value $622K Shares 6,371 Share Price $97.60 Est. Cost/Share $42.23 Unrealized @ Report Date +131.1%
ILCG ISHARES TR 0.2%
Value $606K Shares 5,180 Share Price $117.02 Est. Cost/Share $52.32 Unrealized @ Report Date +123.6%
REZ ISHARES TR 0.2%
Value $595K Shares 6,289 Share Price $94.69 Est. Cost/Share $53.34 Unrealized @ Report Date +77.5%
IEMG ISHARES INC 0.2%
Value $585K Shares 7,061 Share Price $82.84 Est. Cost/Share $46.98 Unrealized @ Report Date +76.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $578K Shares 1,155 Share Price $500.39 Est. Cost/Share $361.19 Unrealized @ Report Date +38.5%
ISCG ISHARES TR 0.2%
Value $574K Shares 8,757 Share Price $65.54 Est. Cost/Share $45.08 Unrealized @ Report Date +45.4%
SCZ ISHARES TR 0.1%
Value $544K Shares 6,607 Share Price $82.27 Est. Cost/Share $55.18 Unrealized @ Report Date +49.1%
ISCV ISHARES TR 0.1%
Value $540K Shares 6,897 Share Price $78.32 Est. Cost/Share $50.66 Unrealized @ Report Date +54.6%
STPZ PIMCO ETF TR 0.1%
Value $538K Shares 10,084 Share Price $53.34 Est. Cost/Share $53.50 Unrealized @ Report Date -0.3%
GOOG ALPHABET INC 0.1%
Value $511K Shares 1,445 Share Price $353.33 Est. Cost/Share $115.35 Unrealized @ Report Date +206.3%
VXUS VANGUARD STAR FDS 0.1%
Value $478K Shares 5,588 Share Price $85.49 Est. Cost/Share $79.39 Unrealized @ Report Date +7.7%
TIP ISHARES TR 0.1%
Value $457K Shares 4,177 Share Price $109.43 Est. Cost/Share $116.45 Unrealized @ Report Date -6.0%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $442K Shares 9,129 Share Price $48.43 Est. Cost/Share $48.52 Unrealized @ Report Date -0.2%
DVY ISHARES TR 0.1%
Value $437K Shares 2,796 Share Price $156.28 Est. Cost/Share $93.60 Unrealized @ Report Date +67.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $432K Shares 5,157 Share Price $83.75 Est. Cost/Share $46.77 Unrealized @ Report Date +79.1%
EEM ISHARES TR 0.1%
Value $427K Shares 6,238 Share Price $68.41 Est. Cost/Share $40.07 Unrealized @ Report Date +70.7%
VB VANGUARD INDEX FDS 0.1%
Value $423K Shares 1,395 Share Price $303.12 Est. Cost/Share $193.09 Unrealized @ Report Date +57.0%
VV VANGUARD INDEX FDS 0.1%
Value $419K Shares 1,219 Share Price $343.91 Est. Cost/Share $76.20 Unrealized @ Report Date +351.4%
LLY ELI LILLY & CO 0.1%
Value $390K Shares 325 Share Price $1199.43 Est. Cost/Share $702.49 Unrealized @ Report Date +70.7%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value $381K Shares 16,460 Share Price $23.13 Est. Cost/Share $24.66 Unrealized @ Report Date -6.2%
VOO VANGUARD INDEX FDS 0.1%
Value $379K Shares 552 Share Price $686.81 Est. Cost/Share $568.02 Unrealized @ Report Date +20.9%
ICSH ISHARES TR 0.1%
Value $372K Shares 7,348 Share Price $50.58 Est. Cost/Share $50.30 Unrealized @ Report Date +0.6%
IVE ISHARES TR 0.1%
Value $350K Shares 1,541 Share Price $227.06 Est. Cost/Share $139.59 Unrealized @ Report Date +62.7%
ILCV ISHARES TR 0.1%
Value $325K Shares 3,214 Share Price $101.24 Est. Cost/Share $50.17 Unrealized @ Report Date +101.8%
VO VANGUARD INDEX FDS 0.1%
Value $322K Shares 3,992 Share Price $80.57 Est. Cost/Share $74.55 Unrealized @ Report Date +8.1%
V VISA INC 0.1%
Value $320K Shares 932 Share Price $343.09 Est. Cost/Share $175.53 Unrealized @ Report Date +95.5%
ICF ISHARES TR 0.1%
Value $299K Shares 4,421 Share Price $67.63 Est. Cost/Share $47.67 Unrealized @ Report Date +41.9%
AGG ISHARES TR 0.1%
Value $278K Shares 2,805 Share Price $98.98 Est. Cost/Share $108.15 Unrealized @ Report Date -8.5%
PM PHILIP MORRIS INTL INC 0.1%
Value $271K Shares 1,500 Share Price $180.91 Est. Cost/Share $136.99 Unrealized @ Report Date +32.1%
IWR ISHARES TR 0.1%
Value $260K Shares 2,354 Share Price $110.32 Est. Cost/Share $84.25 Unrealized @ Report Date +30.9%
GRPM INVESCO EXCHANGE TRADED FD T 0.1%
Value $258K Shares 1,983 Share Price $130.17 Est. Cost/Share $105.77 Unrealized @ Report Date +23.1%
TRV TRAVELERS COMPANIES INC 0.1%
Value $249K Shares 755 Share Price $330.12 Est. Cost/Share $260.70 Unrealized @ Report Date +26.6%
IXJ ISHARES TR 0.1%
Value $247K Shares 2,510 Share Price $98.38 Est. Cost/Share $82.46 Unrealized @ Report Date +19.3%
MCD MCDONALDS CORP 0.1%
Value $237K Shares 877 Share Price $270.31 Est. Cost/Share $209.35 Unrealized @ Report Date +29.1%
MSFT MICROSOFT CORP 0.1%
Value $218K Shares 585 Share Price $373.00 Est. Cost/Share $350.85 Unrealized @ Report Date +6.3%