Centered Wealth LLC dba Miller Equity Capital Advisors as of March 31, 2025
Portfolio Holdings for Centered Wealth LLC dba Miller Equity Capital Advisors
Centered Wealth LLC dba Miller Equity Capital Advisors holds 5 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Small Cp Etf (VB) | 36.9 | $534k | 2.4k | 221.75 | |
| Apple (AAPL) | 18.1 | $262k | 1.2k | 222.13 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 16.0 | $232k | 3.2k | 73.45 | |
| Williams Companies (WMB) | 15.0 | $218k | 3.6k | 59.76 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.9 | $201k | 428.00 | 468.92 |
