$193 Million is the total value of Centered Wealth LLC dba Miller Equity Capital Advisors's 49 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,179,669 | -4.0% | 52,633 | -0.5% | 5.79% | -2.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,131,447 | -7.9% | 98,929 | -3.4% | 2.66% | -5.9% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,834,762 | -7.8% | 71,651 | -3.4% | 1.99% | -5.8% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,999,088 | -4.3% | 28,240 | -0.4% | 1.55% | -2.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $628,066 | -6.7% | 16,018 | -3.2% | 0.32% | -4.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $484,471 | -9.2% | 6,445 | -8.7% | 0.25% | -7.4% |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -1,910 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
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.