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Ralph Courage

Courage Miller Partners, Llc

Assets Managed
$379.015M
Holdings
87
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
7%(2Q avg: 6.84%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Courage Miller Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Courage Miller Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 379.015M in assets, with a quarterly growth rate of 7% and a 2-quarter average growth rate of 6.84%. The portfolio is managed by Ralph Courage, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.22%
13.45%
$50.949M
1.731M shares@ $29.44 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.05%
8.98%
$34.025M
1.228M shares@ $27.7 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 4.29%
7.57%
$28.674M
594,284 shares@ $48.25 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 4.14%
6.45%
$24.414M
465,818 shares@ $52.42 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 3.76%
5.42%
$20.54M
850,858 shares@ $24.15 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.63%
5.08%
$19.242M
262,115 shares@ $73.42 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -1.05%
4.43%
$16.786M
455,266 shares@ $36.88 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.24%
3.92%
$14.85M
468,296 shares@ $31.71 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.46%
3.49%
$13.206M
62,067 shares@ $212.77 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -1.56%
3.42%
$12.954M
358,542 shares@ $36.13 avg price

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