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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 47.59% of Centered Wealth LLC dba Miller Equity Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VB, VV, VO, BND, AMZN, AWK, VYM, TIP, BRK.B, MSFT.
Started 3 new stock positions in VYM, AMZN, AWK.
Reduced shares in these 7 stocks: VEU, VTI, VXUS, VWO, WMB, BSV, AAL.
Centered Wealth LLC dba Miller Equity Capital Advisors was a net buyer of stock by $6.6M.
Centered Wealth LLC dba Miller Equity Capital Advisors has $221M in assets under management (AUM), dropping by 14.62%.
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 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Small Cp Etf (VB)	28.0	$62M	+3%	291k	213.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.6	$12M		52k	237.22	View chart
Vanguard World Fds Inf Tech Etf (VGT)	5.1	$11M		23k	484.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.7	$10M	+21%	47k	218.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.2	$9.3M	+6%	126k	73.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.8	$8.4M	+14%	36k	232.64	View chart
Vanguard World Fds Consum Dis Etf (VCR)	3.3	$7.4M		24k	304.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$5.8M		14k	409.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.4	$5.4M	-2%	97k	56.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$5.3M	+2%	15k	356.66	View chart
Vanguard World Fds Financials Etf (VFH)	2.1	$4.6M		50k	92.26	View chart
Costco Wholesale Corporation (COST)	2.0	$4.5M		6.8k	660.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.9	$4.1M		71k	57.96	View chart
Chipotle Mexican Grill (CMG)	1.8	$4.0M		1.8k	2286.96	View chart
Microsoft Corporation (MSFT)	1.8	$4.0M		11k	376.04	View chart
Vanguard World Fds Health Car Etf (VHT)	1.8	$4.0M		16k	250.70	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	1.7	$3.7M		32k	117.72	View chart
Apple (AAPL)	1.5	$3.4M	+2%	18k	192.53	View chart
Texas Instruments Incorporated (TXN)	1.5	$3.4M		20k	170.46	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$3.2M		28k	115.03	View chart
Tesla Motors (TSLA)	1.4	$3.1M		13k	248.48	View chart
Emerson Electric (EMR)	1.4	$3.1M		32k	97.33	View chart
Garmin SHS (GRMN)	1.4	$3.1M		24k	128.54	View chart
Vanguard World Fds Materials Etf (VAW)	1.3	$3.0M		16k	189.94	View chart
Progressive Corporation (PGR)	1.2	$2.8M		17k	159.28	View chart
Wal-Mart Stores (WMT)	1.2	$2.5M		16k	157.65	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$2.5M		17k	149.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$2.3M		13k	179.97	View chart
Vanguard World Fds Industrial Etf (VIS)	0.9	$2.1M		9.4k	220.43	View chart
American Airls (AAL)	0.8	$1.7M		127k	13.74	View chart
Williams Companies (WMB)	0.8	$1.7M		49k	34.83	View chart
Tyler Technologies (TYL)	0.7	$1.6M		3.9k	418.12	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.7	$1.5M		11k	136.58	View chart
First Financial Bankshares (FFIN)	0.7	$1.5M		49k	30.30	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.7	$1.4M		7.6k	190.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$1.4M		9.4k	145.01	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.6	$1.3M		14k	93.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$954k	+17%	8.9k	107.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$921k		10k	88.36	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.4	$881k		8.9k	99.19	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$708k		51k	13.80	View chart
Vanguard World Fds Utilities Etf (VPU)	0.3	$700k		5.1k	137.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$626k	-4%	15k	41.10	View chart
Vanguard World Fds Energy Etf (VDE)	0.3	$555k		4.7k	117.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$486k	-2%	6.3k	77.02	View chart
JPMorgan Chase & Co. (JPM)	0.2	$455k		2.7k	170.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$455k		9.2k	49.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$281k		3.7k	76.38	View chart
Amazon (AMZN)	0.1	$274k	NEW	1.8k	151.94	View chart
Chevron Corporation (CVX)	0.1	$272k		1.8k	149.16	View chart
American Water Works (AWK)	0.1	$271k	NEW	2.1k	131.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$213k	NEW	1.9k	111.63	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 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
Centered Wealth LLC dba Miller Equity Capital Advisors 2021 Q3 filed Jan. 19, 2022

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