Centered Wealth LLC dba Miller Equity Capital Advisors - Q4 2023 holdings

 Value Shares↓ Weighting
BIV ExitVANGUARD BD INDEX FDSintermed term$0-3,680
-100.0%
-0.14%
CVX ExitCHEVRON CORP NEW$0-1,821
-100.0%
-0.16%
JPM ExitJPMORGAN CHASE & CO$0-2,677
-100.0%
-0.20%
BNDX ExitVANGUARD CHARLOTTE FDStotal int bd etf$0-9,220
-100.0%
-0.23%
BSV ExitVANGUARD BD INDEX FDSshort trm bond$0-6,445
-100.0%
-0.25%
VDE ExitVANGUARD WORLD FDSenergy etf$0-4,735
-100.0%
-0.31%
VWO ExitVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$0-16,018
-100.0%
-0.32%
VPU ExitVANGUARD WORLD FDSutilities etf$0-5,105
-100.0%
-0.34%
ET ExitENERGY TRANSFER L P$0-51,336
-100.0%
-0.37%
VIOO ExitVANGUARD ADMIRAL FDS INCsmllcp 600 idx$0-8,879
-100.0%
-0.40%
TIP ExitISHARES TRtips bd etf$0-7,550
-100.0%
-0.41%
VNQ ExitVANGUARD INDEX FDSreal estate etf$0-10,422
-100.0%
-0.41%
IVOO ExitVANGUARD ADMIRAL FDS INCmidcp 400 idx$0-13,920
-100.0%
-0.61%
FFIN ExitFIRST FINL BANKSHARES INC$0-48,500
-100.0%
-0.63%
VOE ExitVANGUARD INDEX FDSmcap vl idxvip$0-9,377
-100.0%
-0.64%
VTWV ExitVANGUARD SCOTTSDALE FDSvng rus2000val$0-11,250
-100.0%
-0.70%
VDC ExitVANGUARD WORLD FDSconsum stp etf$0-7,560
-100.0%
-0.72%
TYL ExitTYLER TECHNOLOGIES INC$0-3,890
-100.0%
-0.78%
AAL ExitAMERICAN AIRLS GROUP INC$0-127,044
-100.0%
-0.84%
WMB ExitWILLIAMS COS INC$0-49,344
-100.0%
-0.86%
VIS ExitVANGUARD WORLD FDSindustrial etf$0-9,430
-100.0%
-0.95%
VBR ExitVANGUARD INDEX FDSsm cp val etf$0-12,688
-100.0%
-1.05%
VTV ExitVANGUARD INDEX FDSvalue etf$0-16,952
-100.0%
-1.21%
PGR ExitPROGRESSIVE CORP$0-17,300
-100.0%
-1.25%
GRMN ExitGARMIN LTD$0-23,750
-100.0%
-1.29%
WMT ExitWALMART INC$0-16,037
-100.0%
-1.33%
VAW ExitVANGUARD WORLD FDSmaterials etf$0-15,642
-100.0%
-1.40%
AAPL ExitAPPLE INC$0-17,394
-100.0%
-1.54%
VSS ExitVANGUARD INTL EQUITY INDEX Fftse smcap etf$0-28,240
-100.0%
-1.55%
EMR ExitEMERSON ELEC CO$0-31,733
-100.0%
-1.59%
TXN ExitTEXAS INSTRS INC$0-19,699
-100.0%
-1.62%
TSLA ExitTESLA INC$0-12,605
-100.0%
-1.63%
CMG ExitCHIPOTLE MEXICAN GRILL INC$0-1,770
-100.0%
-1.68%
MSFT ExitMICROSOFT CORP$0-10,538
-100.0%
-1.72%
VOX ExitVANGUARD WORLD FDS$0-31,705
-100.0%
-1.73%
VHT ExitVANGUARD WORLD FDShealth car etf$0-16,000
-100.0%
-1.95%
VXUS ExitVANGUARD STAR FDSvg tl intl stk f$0-71,651
-100.0%
-1.99%
COST ExitCOSTCO WHSL CORP NEW$0-6,800
-100.0%
-1.99%
VFH ExitVANGUARD WORLD FDSfinancials etf$0-50,190
-100.0%
-2.09%
QQQ ExitINVESCO QQQ TRunit ser 1$0-14,065
-100.0%
-2.61%
BRKB ExitBERKSHIRE HATHAWAY INC DELcl b new$0-14,400
-100.0%
-2.61%
VEU ExitVANGUARD INTL EQUITY INDEX Fallwrld ex us$0-98,929
-100.0%
-2.66%
VCR ExitVANGUARD WORLD FDSconsum dis etf$0-24,175
-100.0%
-3.37%
VO ExitVANGUARD INDEX FDSmid cap etf$0-31,372
-100.0%
-3.38%
VV ExitVANGUARD INDEX FDSlarge cap etf$0-38,879
-100.0%
-3.94%
BND ExitVANGUARD BD INDEX FDStotal bnd mrkt$0-118,578
-100.0%
-4.29%
VGT ExitVANGUARD WORLD FDSinf tech etf$0-23,380
-100.0%
-5.02%
VTI ExitVANGUARD INDEX FDStotal stk mkt$0-52,633
-100.0%
-5.79%
VB ExitVANGUARD INDEX FDSsmall cp etf$0-280,311
-100.0%
-27.45%
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS16Q3 202327.5%
VANGUARD INDEX FDS16Q3 202315.4%
VANGUARD INTL EQUITY INDEX F16Q3 202321.1%
VANGUARD STAR FDS16Q3 20237.3%
VANGUARD BD INDEX FDS16Q3 20238.3%
VANGUARD WORLD FDS16Q3 20235.2%
VANGUARD BD INDEX FDS16Q3 20234.3%
VANGUARD WORLD FDS16Q3 20233.5%
VANGUARD WORLD FDS16Q3 20233.2%
VANGUARD WORLD FDS16Q3 20233.2%

View Centered Wealth LLC dba Miller Equity Capital Advisors's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-02-02
13F-HR2023-11-09
13F-HR2023-08-01
13F-HR2023-05-03
13F-HR2023-02-07
13F-HR2022-11-04
13F-HR2022-08-02
13F-HR2022-05-05
13F-HR2022-02-07

View Centered Wealth LLC dba Miller Equity Capital Advisors's complete filings history.

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