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Centered Wealth LLC dba Miller Equity Capital Advisors

Latest statistics and disclosures from Centered Wealth LLC dba Miller Equity Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VB, VTI, VGT, VV, BND, and represent 47.92% of Centered Wealth LLC dba Miller Equity Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: WMT, BND, VB, TIP, DFSV, VDE, VO, VV, DFAC, XOM.
Started 4 new stock positions in XOM, DFSV, DFAC, TGT.
Reduced shares in these 9 stocks: VEU, VXUS, VWO, VTI, QQQ, VTV, VOE, VGT, VNQ.
Centered Wealth LLC dba Miller Equity Capital Advisors was a net buyer of stock by $6.2M.
Centered Wealth LLC dba Miller Equity Capital Advisors has $242M in assets under management (AUM), dropping by 9.46%.
Central Index Key (CIK): 0001894543

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Positions held by Centered Wealth LLC dba Miller Equity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Centered Wealth LLC dba Miller Equity Capital Advisors

Centered Wealth LLC dba Miller Equity Capital Advisors holds 56 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Small Cp Etf (VB)	27.9	$68M		296k	228.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$13M		52k	259.90	View chart
Vanguard World Inf Tech Etf (VGT)	5.1	$12M		23k	524.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.9	$12M	+3%	49k	239.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.6	$11M	+20%	153k	72.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.9	$9.4M	+4%	38k	249.86	View chart
Vanguard World Consum Dis Etf (VCR)	3.2	$7.7M		24k	317.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.6	$6.2M		15k	420.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$6.1M		14k	444.01	View chart
Chipotle Mexican Grill (CMG)	2.1	$5.1M		1.8k	2906.77	View chart
Vanguard World Financials Etf (VFH)	2.1	$5.1M		50k	102.39	View chart
Costco Wholesale Corporation (COST)	2.1	$5.0M		6.8k	732.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.9	$4.7M	-17%	80k	58.65	View chart
Microsoft Corporation (MSFT)	1.9	$4.5M		11k	420.72	View chart
Vanguard World Health Car Etf (VHT)	1.8	$4.3M		16k	270.52	View chart
Vanguard World Comm Srvc Etf (VOX)	1.7	$4.2M		32k	131.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$3.7M	-14%	61k	60.30	View chart
Emerson Electric (EMR)	1.5	$3.6M		32k	113.42	View chart
Progressive Corporation (PGR)	1.5	$3.6M		17k	206.82	View chart
Garmin SHS (GRMN)	1.5	$3.5M		24k	148.87	View chart
Texas Instruments Incorporated (TXN)	1.4	$3.4M		20k	174.21	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.4	$3.3M		28k	116.84	View chart
Vanguard World Materials Etf (VAW)	1.3	$3.2M		16k	204.43	View chart
Apple (AAPL)	1.3	$3.0M		18k	171.48	View chart
Wal-Mart Stores (WMT)	1.2	$2.9M	+200%	49k	60.17	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$2.7M		17k	162.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$2.4M		13k	191.88	View chart
Vanguard World Industrial Etf (VIS)	1.0	$2.3M		9.4k	244.15	View chart
Tesla Motors (TSLA)	0.9	$2.2M		13k	175.79	View chart
American Airls (AAL)	0.8	$1.9M		127k	15.35	View chart
Williams Companies (WMB)	0.8	$1.9M		49k	38.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$1.7M	+81%	16k	107.41	View chart
Tyler Technologies (TYL)	0.7	$1.7M		3.9k	425.01	View chart
First Financial Bankshares (FFIN)	0.7	$1.6M		49k	32.81	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.6	$1.6M		11k	139.82	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$1.5M		7.6k	204.14	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$1.4M		9.3k	155.91	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.6	$1.4M		14k	103.01	View chart
Vanguard World Energy Etf (VDE)	0.5	$1.1M	+76%	8.4k	131.70	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.4	$901k		8.9k	101.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$887k		10k	86.48	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$808k		51k	15.73	View chart
Vanguard World Utilities Etf (VPU)	0.3	$728k		5.1k	142.58	View chart
JPMorgan Chase & Co. (JPM)	0.2	$536k		2.7k	200.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$513k	+13%	10k	49.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$507k	+4%	6.6k	76.67	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$491k	NEW	16k	30.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$360k	NEW	11k	31.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$335k	-47%	8.0k	41.77	View chart
Amazon (AMZN)	0.1	$326k		1.8k	180.38	View chart
Chevron Corporation (CVX)	0.1	$287k		1.8k	157.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$278k		3.7k	75.40	View chart
American Water Works (AWK)	0.1	$251k		2.1k	122.21	View chart
Exxon Mobil Corporation (XOM)	0.1	$240k	NEW	2.1k	116.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$231k		1.9k	120.99	View chart
Target Corporation (TGT)	0.1	$203k	NEW	1.1k	177.21	View chart

Past Filings by Centered Wealth LLC dba Miller Equity Capital Advisors

SEC 13F filings are viewable for Centered Wealth LLC dba Miller Equity Capital Advisors going back to 2019

Centered Wealth LLC dba Miller Equity Capital Advisors 2024 Q1 filed May 2, 2024
Centered Wealth LLC dba Miller Equity Capital Advisors 2023 Q4 filed Feb. 2, 2024
Centered Wealth LLC dba Miller Equity Capital Advisors 2023 Q3 filed Nov. 9, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors 2023 Q2 filed Aug. 1, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors 2023 Q1 filed May 3, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors 2022 Q4 filed Feb. 7, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors 2022 Q3 filed Nov. 4, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2022 Q2 filed Aug. 2, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2022 Q1 filed May 5, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2021 Q4 filed Feb. 7, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2020 Q1 filed Jan. 19, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2020 Q2 filed Jan. 19, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2020 Q3 filed Jan. 19, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2020 Q4 filed Jan. 19, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2021 Q1 filed Jan. 19, 2022
Centered Wealth LLC dba Miller Equity Capital Advisors 2021 Q2 filed Jan. 19, 2022

View all past filings

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