Centered Wealth LLC dba Miller Equity Capital Advisors

Centered Wealth LLC dba Miller Equity Capital Advisors as of Dec. 31, 2023

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