Centered Wealth LLC dba Miller Equity Capital Advisors

Centered Wealth LLC dba Miller Equity Capital Advisors as of Dec. 31, 2024

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 December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Index Fds Small Cp Etf (VB) 26.9 $71M 294k 240.28
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $15M 51k 289.81
Vanguard World Inf Tech Etf (VGT) 5.1 $13M 22k 621.80
Vanguard Index Fds Large Cap Etf (VV) 4.9 $13M 48k 269.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.2 $11M 155k 71.91
Vanguard Index Fds Mid Cap Etf (VO) 3.6 $9.5M 36k 264.13
Vanguard World Consum Dis Etf (VCR) 3.5 $9.1M 24k 375.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $7.1M 14k 511.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $6.6M 15k 453.28
Costco Wholesale Corporation (COST) 2.4 $6.2M 6.8k 916.27
Vanguard World Financials Etf (VFH) 2.3 $5.9M 50k 118.07
Chipotle Mexican Grill (CMG) 2.0 $5.3M 89k 60.30
Tesla Motors (TSLA) 1.9 $5.1M 13k 403.84
Vanguard World Comm Srvc Etf (VOX) 1.9 $5.0M 33k 154.96
Garmin SHS (GRMN) 1.9 $4.9M 24k 206.26
Microsoft Corporation (MSFT) 1.7 $4.5M 11k 421.50
Wal-Mart Stores (WMT) 1.7 $4.4M 49k 90.35
Progressive Corporation (PGR) 1.6 $4.1M 17k 239.61
Apple (AAPL) 1.6 $4.1M 16k 250.42
Vanguard World Health Car Etf (VHT) 1.5 $4.1M 16k 253.69
Emerson Electric (EMR) 1.5 $3.9M 32k 123.93
Texas Instruments Incorporated (TXN) 1.4 $3.7M 20k 187.51
Vanguard World Materials Etf (VAW) 1.1 $2.9M 16k 187.84
Vanguard Index Fds Value Etf (VTV) 1.1 $2.8M 17k 169.30
Williams Companies (WMB) 1.0 $2.6M 48k 54.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $2.5M 44k 57.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $2.5M 13k 198.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $2.5M 42k 58.93
Vanguard World Industrial Etf (VIS) 0.9 $2.4M 9.4k 254.39
Tyler Technologies (TYL) 0.9 $2.3M 3.9k 576.64
American Airls (AAL) 0.8 $2.2M 127k 17.43
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.8M 17k 106.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $1.8M 16k 114.48
First Financial Bankshares (FFIN) 0.7 $1.7M 49k 36.05
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.6 $1.6M 11k 144.61
Vanguard World Consum Stp Etf (VDC) 0.6 $1.6M 7.6k 211.38
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $1.5M 50k 30.78
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.6 $1.5M 14k 105.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.5M 9.0k 161.77
Vanguard World Energy Etf (VDE) 0.4 $1.1M 9.2k 121.31
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $1.0M 51k 19.59
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $942k 8.9k 106.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $914k 10k 89.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $898k 26k 34.59
Vanguard World Utilities Etf (VPU) 0.3 $834k 5.1k 163.42
JPMorgan Chase & Co. (JPM) 0.2 $642k 2.7k 239.71
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $533k 16k 33.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $527k 6.8k 77.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $511k 10k 49.05
Amazon (AMZN) 0.1 $343k 1.6k 219.39
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $277k 3.7k 74.73
Chevron Corporation (CVX) 0.1 $264k 1.8k 144.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $256k 5.8k 44.04
American Water Works (AWK) 0.1 $255k 2.1k 124.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $244k 1.9k 127.59
Exxon Mobil Corporation (XOM) 0.1 $231k 2.2k 107.57