$96.9 Million is the total value of Centered Wealth LLC dba Miller Equity Capital Advisors's 44 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $6,910,000 | – | 137,905 | +100.0% | 7.13% | – |
ET | New | ENERGY TRANSFER L P | $213,000 | – | 20,000 | +100.0% | 0.22% | – |
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $200,000 | – | 1,910 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 16 | Q3 2023 | 27.5% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 15.4% |
VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 21.1% |
VANGUARD STAR FDS | 16 | Q3 2023 | 7.3% |
VANGUARD BD INDEX FDS | 16 | Q3 2023 | 8.3% |
VANGUARD WORLD FDS | 16 | Q3 2023 | 5.2% |
VANGUARD BD INDEX FDS | 16 | Q3 2023 | 4.3% |
VANGUARD WORLD FDS | 16 | Q3 2023 | 3.5% |
VANGUARD WORLD FDS | 16 | Q3 2023 | 3.2% |
VANGUARD WORLD FDS | 16 | Q3 2023 | 3.2% |
View Centered Wealth LLC dba Miller Equity Capital Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-02 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-07 |
View Centered Wealth LLC dba Miller Equity Capital Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.