CW

Centered Wealth LLC dba Miller Equity Capital Advisors

13F
Centered Wealth LLC dba Miller Equity Capital Advisors
Last update 2025-04-29 5 Stocks (0 new)
Value $1.00 Mil Turnover 0 %
Countries:
Top Holdings: VB(36.93%)AAPL(18.12%)BND(16.04%)WMB(15.04%)QQQ(13.87%)
Summary Stock Picks Current Portfolio
Centered Wealth LLC dba Miller... Top Holdings of 2025-03-31 View Full List
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
+5.78%
-1.95%
57,782.2
 
AAPL 		Apple Inc
1,180
262.1
-92.74%
18.120
-1.44%
0.000
-10.79%
-18.87%
3,027,043.9
Hardware
BND 		Vanguard Total Bond Market ETF
3,160
232.1
-97.96%
16.040
-4.16%
0.000
-0.23%
+2.39%
127,294.9
 
WMB 		Williams Companies Inc
3,640
217.5
-92.42%
15.040
-0.91%
0.000
+10.12%
+9.92%
71,990.5
Oil & Gas
QQQ 		INVESCO QQQ Trust
428
200.7
-96.90%
13.870
-2.62%
0.000
+13.17%
+4.65%
344,271.6
 
BIV 		Vanguard Intermediate-Term Bond ETF
0
0
Sold Out
0.000
-0.11%
0.000
+0.43%
+3.25%
23,308.8
 
BSV 		Vanguard Short-Term Bond ETF
0
0
Sold Out
0.000
-0.20%
0.000
+0.77%
+2.44%
38,703.2
 
IVOO 		Vanguard S&P Mid-Cap 400 ETF
0
0
Sold Out
0.000
-0.56%
0.000
+5.38%
-1.00%
2,489.8
 
TIP 		iShares TIPS Bond ETF
0
0
Sold Out
0.000
-0.71%
0.000
-0.16%
+3.02%
13,924.0
 
VAW 		Vanguard Materials ETF
0
0
Sold Out
0.000
-1.12%
0.000
+4.20%
+5.14%
2,453.8
 

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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VB 		Vanguard Small Cap ETF2025-03-31Reduce
-26.69%
●
217.89 ($238.81) 252.64
$234.64
-1.75%
Reduce -99.18%
2,409
-291,149
VTI 		Vanguard Total Stock Market ETF2025-03-31Sold Out
-5.67%
●
271.18 ($290.53) 303.12
$296.92
2.20%
Sold Out
0
-51,249
VGT 		Vanguard Information Technology ETF2025-03-31Sold Out
-5.12%
●
542.38 ($602.71) 646.34
$631.77
4.82%
Sold Out
0
-21,580
VV 		Vanguard Large Cap ETF2025-03-31Sold Out
-4.94%
●
253.32 ($270.87) 282.66
$278.22
2.71%
Sold Out
0
-48,053
BND 		Vanguard Total Bond Market ETF2025-03-31Reduce
-4.16%
●
71.17 ($72.57) 73.66
$72.46
-0.15%
Reduce -97.96%
3,160
-151,667
VO 		Vanguard Mid-Cap ETF2025-03-31Sold Out
-3.62%
●
251.87 ($268.43) 277.95
$274.25
2.17%
Sold Out
0
-35,935
VCR 		Vanguard Consumer Discretionary ETF2025-03-31Sold Out
-3.46%
●
318.51 ($362.23) 391.75
$360.91
-0.36%
Sold Out
0
-24,175
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-2.62%
●
468.34 ($508.07) 539.52
$534.21
5.14%
Reduce -96.9%
428
-13,390
BRK.B 		Berkshire Hathaway Inc2025-03-31Sold Out
-2.53%
●
442.66 ($486.15) 534.52
$491.13
1.02%
Sold Out
0
-14,630
COST 		Costco Wholesale Corp2025-03-31Sold Out
-2.38%
●
890.62 ($974.97) 1076.86
$1,007.27
3.31%
Sold Out
0
-6,800

Centered Wealth LLC dba Miller Equity Capital Advisors Total Holding History ($B)

To

Centered Wealth LLC dba Miller Equity Capital Advisors's Asset Allocation

To

Centered Wealth LLC dba Miller Equity Capital Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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

Year Portfolio % % Excess Gain %

Centered Wealth LLC dba Miller Equity Capital Advisors's Holdings Heat Map

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Centered Wealth LLC dba Miller Equity Capital Advisors's Holdings Bubble Chart

Centered Wealth LLC dba Miller Equity Capital Advisors News

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