Fund Universe

← Fund Universe

☆Courage Miller Partners, LLC

CIK 0001482106 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.690
AUM ($M)
379
Positions
87
Turnover
0.04
Top-10 wt
62%
Herfindahl
0.053
History (qtrs)
6
Excess Return
-1.8%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 92 positions · portfolio value $379M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 13.4% +0.9% 50.9 1,731,183 -3,983 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 9.0% +0.3% 34.0 1,228,357 -13,102 5 —
☆ISTB funds › ISHARES TR ADD — 7.6% -0.2% 28.7 594,284 +24,408 5 —
☆IGSB funds › ISHARES TR ADD — 6.4% -0.2% 24.4 465,818 +18,513 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 5.4% -0.2% 20.5 850,858 +30,825 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 5.1% -0.2% 19.2 262,115 +9,181 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 4.4% +0.4% 16.8 455,266 -4,843 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 3.9% -0.1% 14.8 468,296 -1,137 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 3.5% +0.2% 13.2 62,067 +893 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 3.4% +0.4% 13.0 358,542 -5,708 5 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 3.2% +0.1% 12.3 518,727 -3,335 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 2.5% +0.2% 9.3 276,144 +620 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 2.5% +0.1% 9.3 268,344 -3,005 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.4% +0.1% 9.1 152,857 -593 5 —
☆GLTR funds › ABRDN PRECIOUS METALS BASKET ADD — 2.2% -0.6% 8.3 45,792 +659 2 -53.7%
☆SCHC funds › SCHWAB STRATEGIC TR TRIM — 2.1% -0.1% 8.1 168,438 -789 5 —
☆CWI funds › SPDR INDEX SHS FDS TRIM — 2.0% +0.1% 7.6 186,320 -2,330 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 2.0% +0.1% 7.6 208,377 -227 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 1.1% -0.1% 4.4 55,838 +710 5 —
☆MDYG funds › SPDR SERIES TRUST TRIM — 0.9% +0.1% 3.4 30,326 -421 5 —
☆IVV funds › ISHARES TR TRIM — 0.9% +0.0% 3.3 4,351 -81 5 —
☆IGE funds › ISHARES TR ADD — 0.8% -0.2% 3.1 55,580 +557 5 —
☆MDYV funds › SPDR SERIES TRUST TRIM — 0.8% +0.0% 2.9 30,840 -89 5 —
☆IGIB funds › ISHARES TR ADD — 0.7% -0.0% 2.7 51,690 +336 5 —
☆AAPL funds › APPLE INC ADD — 0.6% +0.0% 2.4 8,179 +2 5 —
☆GOOGL funds › ALPHABET INC HOLD — 0.5% +0.1% 2.1 5,745 +0 5 —
☆IMCG funds › ISHARES TR TRIM — 0.5% +0.0% 2.0 20,481 -1,626 5 —
☆IEFA funds › ISHARES TR ADD — 0.5% +0.0% 2.0 20,776 +109 5 —
☆RSPG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.5% -0.1% 2.0 20,472 -581 2 +9.7%
☆RSPM funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.5% -0.0% 1.9 50,140 -1,206 2 -29.0%
☆VTI funds › VANGUARD INDEX FDS ADD — 0.5% +0.0% 1.9 5,156 +1 5 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 0.5% +0.0% 1.9 17,360 -281 5 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 0.5% +0.1% 1.9 15,701 -249 5 —
☆IMCV funds › ISHARES TR TRIM — 0.4% -0.0% 1.6 17,464 -1,051 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.4% +0.0% 1.6 2,099 +0 5 —
☆AMZN funds › AMAZON COM INC HOLD — 0.4% +0.0% 1.5 6,251 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.4% -0.1% 1.4 10,485 -37 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.4% +0.0% 1.4 5,188 +0 5 —
☆SHV funds › ISHARES TR ADD — 0.4% -0.0% 1.4 12,715 +140 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.3% -0.0% 1.1 7,200 +0 5 —
☆IJH funds › ISHARES TR TRIM — 0.3% +0.0% 1.1 13,767 -5 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.2% -0.0% 0.9 12,286 +67 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.2% -0.0% 0.9 910 +0 5 —
☆IXUS funds › ISHARES TR TRIM — 0.2% +0.0% 0.8 8,785 -8 5 —
☆GE funds › GE AEROSPACE HOLD — 0.2% +0.0% 0.8 2,176 +0 2 -3.2%
☆IYR funds › ISHARES TR ADD — 0.2% +0.0% 0.8 7,810 +172 5 —
☆ACWI funds › ISHARES TR HOLD — 0.2% +0.0% 0.7 4,750 +0 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.2% +0.0% 0.7 1,010 +0 2 +18.5%
☆SHYG funds › ISHARES TR ADD — 0.2% -0.0% 0.7 16,773 +64 5 —
☆IVW funds › ISHARES TR TRIM — 0.2% +0.0% 0.7 5,118 -22 5 —
☆GEV funds › GE VERNOVA INC HOLD — 0.2% +0.0% 0.6 544 +0 5 +82.7%
☆IJR funds › ISHARES TR TRIM — 0.2% +0.0% 0.6 4,309 -22 5 —
☆AOA funds › ISHARES TR TRIM — 0.2% -0.0% 0.6 6,371 -1,176 5 —
☆ILCG funds › ISHARES TR HOLD — 0.2% +0.0% 0.6 5,180 +0 5 —
☆REZ funds › ISHARES TR TRIM — 0.2% +0.0% 0.6 6,289 -19 5 —
☆IEMG funds › ISHARES INC TRIM — 0.2% +0.0% 0.6 7,061 -34 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.2% 0.6 1,155 -1,585 5 —
☆ISCG funds › ISHARES TR TRIM — 0.2% +0.0% 0.6 8,757 -955 5 —
☆SCZ funds › ISHARES TR ADD — 0.1% -0.0% 0.5 6,607 +23 5 —
☆ISCV funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 6,897 -877 5 —
☆STPZ funds › PIMCO ETF TR HOLD — 0.1% -0.0% 0.5 10,084 +0 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.1% +0.0% 0.5 1,445 +0 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.1% +0.0% 0.5 5,588 +0 2 -16.1%
☆TIP funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 4,177 +0 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS HOLD — 0.1% -0.0% 0.4 9,129 +0 5 —
☆DVY funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 2,796 -1 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% +0.0% 0.4 5,157 -33 5 —
☆EEM funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 6,238 +0 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.4 1,395 +0 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.4 1,219 +0 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.1% +0.0% 0.4 325 +0 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.4 16,460 +0 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.4 552 -87 5 +0.1%
☆ICSH funds › ISHARES TR HOLD — 0.1% -0.0% 0.4 7,348 +0 5 —
☆IVE funds › ISHARES TR TRIM — 0.1% +0.0% 0.3 1,541 -6 5 —
☆CUSIP:464288109 funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 3,214 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.3 3,992 +2,994 5 -5.4%
☆V funds › VISA INC HOLD — 0.1% +0.0% 0.3 932 +0 5 —
☆ICF funds › ISHARES TR TRIM — 0.1% +0.0% 0.3 4,421 -16 5 —
☆AGG funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,805 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.1% +0.0% 0.3 1,500 +0 5 —
☆IWR funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 2,354 +0 5 —
☆GRPM funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% +0.0% 0.3 1,983 +0 5 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.1% +0.0% 0.2 755 +0 5 +4.2%
☆IXJ funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,510 +0 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 0.2 877 -6 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% -0.0% 0.2 585 +1 5 —
☆UMMA funds › LISTED FDS TR EXIT — 0.0% -0.1% 0.0 0 -9,687 0 —
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -0.4% 0.0 0 -3,201 0 -63.4% re-entry
☆SPUS funds › TIDAL TRUST I EXIT — 0.0% -0.1% 0.0 0 -8,123 0 —
☆CVX funds › CHEVRON CORPORATION EXIT — 0.0% -0.1% 0.0 0 -1,110 0 +0.8%
☆GDX funds › VANECK ETF TRUST EXIT — 0.0% -0.3% 0.0 0 -10,450 0 -82.5%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 379 87 0.04 62% 0.053 0.688 — in
2026Q1 354 92 0.06 61% 0.051 0.633 — in
2025Q4 332 84 0.01 64% 0.057 0.705 — in
2025Q3 334 85 0.02 64% 0.057 0.691 — in
2025Q2 315 86 0.04 64% 0.057 0.682 — entered
2025Q1 295 82 0.00 65% 0.056 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status