CW
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Centered Wealth LLC dba Miller Equity Capital Advisors13F | |
Centered Wealth LLC dba Miller Equity Capital Advisors | |
Last update 2025-04-29 | 5 Stocks (0 new) |
Value $1.00 Mil | Turnover 0 % |
Centered Wealth LLC dba Miller... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 2,409 | 534.2 | -99.18% | 36.930 | -26.69% | 0.000 | +20.99% | +2.26% | 61,516.2 | ||
AAPL | Apple Inc | 1,180 | 262.1 | -92.74% | 18.120 | -1.44% | 0.000 | +10.57% | -14.62% | 3,185,811.7 | Hardware | |
BND | Vanguard Total Bond Market ETF | 3,160 | 232.1 | -97.96% | 16.040 | -4.16% | 0.000 | +2.26% | +3.72% | 128,047.3 | ||
WMB | Williams Companies Inc | 3,640 | 217.5 | -92.42% | 15.040 | -0.91% | 0.000 | +3.65% | +9.07% | 70,836.7 | Oil & Gas | |
QQQ | INVESCO QQQ Trust | 428 | 200.7 | -96.90% | 13.870 | -2.62% | 0.000 | +30.60% | +10.80% | 360,152.9 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.11% | 0.000 | +2.69% | +4.96% | 23,227.2 | ||
BSV | Vanguard Short-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.20% | 0.000 | +1.24% | +3.44% | 38,505.3 | ||
IVOO | Vanguard S&P Mid-Cap 400 ETF | 0 | 0 | Sold Out | 0.000 | -0.56% | 0.000 | +19.01% | +2.73% | 2,620.1 | ||
TIP | iShares TIPS Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.71% | 0.000 | +2.62% | +5.14% | 13,807.9 | ||
VAW | Vanguard Materials ETF | 0 | 0 | Sold Out | 0.000 | -1.12% | 0.000 | +16.20% | +8.74% | 2,485.3 |
Centered Wealth LLC dba Miller Equity Capital Advisors's Historical Top Holdings Breakdowns
Centered Wealth LLC dba Miller Equity Capital Advisors's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -26.69% | 217.89 ($238.81) 252.64 | $243.90 | 2.13% | Reduce -99.18% | 2,409 | -291,149 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Sold Out Sold Out | -5.67% | 271.18 ($290.53) 303.12 | $310.93 | 7.02% | Sold Out | 0 | -51,249 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Sold Out Sold Out | -5.12% | 542.38 ($602.71) 646.34 | $689.33 | 14.37% | Sold Out | 0 | -21,580 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Sold Out Sold Out | -4.94% | 253.32 ($270.87) 282.66 | $291.47 | 7.61% | Sold Out | 0 | -48,053 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -4.16% | 71.17 ($72.57) 73.66 | $73.17 | 0.82% | Reduce -97.96% | 3,160 | -151,667 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Sold Out Sold Out | -3.62% | 251.87 ($268.43) 277.95 | $285.47 | 6.35% | Sold Out | 0 | -35,935 | |
VCR | Vanguard Consumer Discretionary ETF | 2025-03-31 | Sold Out Sold Out | -3.46% | 318.51 ($362.23) 391.75 | $372.12 | 2.73% | Sold Out | 0 | -24,175 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -2.62% | 468.34 ($508.07) 539.52 | $565.15 | 11.24% | Reduce -96.9% | 428 | -13,390 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Sold Out Sold Out | -2.53% | 442.66 ($486.15) 534.52 | $477.65 | -1.75% | Sold Out | 0 | -14,630 | |
COST | Costco Wholesale Corp | 2025-03-31 | Sold Out Sold Out | -2.38% | 890.62 ($974.97) 1076.86 | $954.02 | -2.15% | Sold Out | 0 | -6,800 |
Centered Wealth LLC dba Miller Equity Capital Advisors Total Holding History ($B)
Centered Wealth LLC dba Miller Equity Capital Advisors's Asset Allocation
Centered Wealth LLC dba Miller Equity Capital Advisors Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Centered Wealth LLC dba Miller Equity Capital Advisors's Hypothetical Growth since 2025-03-31
Centered Wealth LLC dba Miller Equity Capital Advisors's Yearly Returns
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Centered Wealth LLC dba Miller Equity Capital Advisors's Holdings Heat Map
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