Centered Wealth LLC dba Miller Equity Capital Advisors

IRVING, TX · CIK 1894543 · 13F filing filed 2025-04-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyIrving, TX

$1.4m reported value -99.4% vs Q4 2024

5positions

100.0%in top 10

0 new 0 added 5 reduced 51 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,409	$534.2k36.93%	36.93%	Reduced -291.1k	-291,149 -99.2%
2	APPLE INC COM AAPL	AAPL	1,180	$262.1k18.12%	18.12%	Reduced -15.1k	-15,070 -92.7%
3	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	3,160	$232.1k16.04%	16.04%	Reduced -151.7k	-151,667 -98.0%
4	WILLIAMS COS INC COM WMB	WMB	3,640	$217.5k15.04%	15.04%	Reduced -44.4k	-44,400 -92.4%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	428	$200.7k13.87%	13.87%	Reduced -13.4k	-13,390 -96.9%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VTI	VTI	51,249	$14.9m51.2k shares
VANGUARD WORLD FD VGT	VGT	21,580	$13.4m21.6k shares
VANGUARD INDEX FDS VV	VV	48,053	$13.0m48.1k shares
VANGUARD INDEX FDS VO	VO	35,935	$9.5m35.9k shares
VANGUARD WORLD FD VCR	VCR	24,175	$9.1m24.2k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	14,630	$6.6m14.6k shares
COSTCO WHSL CORP NEW COST	COST	6,800	$6.2m6.8k shares
VANGUARD WORLD FD VFH	VFH	50,190	$5.9m50.2k shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	88,500	$5.3m88.5k shares
TESLA INC TSLA	TSLA	12,605	$5.1m12.6k shares
VANGUARD WORLD FD VOX	VOX	32,585	$5.0m32.6k shares
GARMIN LTD GRMN	GRMN	23,750	$4.9m23.8k shares
MICROSOFT CORP MSFT	MSFT	10,625	$4.5m10.6k shares
WALMART INC WMT	WMT	48,456	$4.4m48.5k shares
PROGRESSIVE CORP PGR	PGR	17,300	$4.1m17.3k shares
VANGUARD WORLD FD VHT	VHT	16,000	$4.1m16.0k shares
EMERSON ELEC CO EMR	EMR	31,733	$3.9m31.7k shares
TEXAS INSTRS INC TXN	TXN	19,699	$3.7m19.7k shares
VANGUARD WORLD FD VAW	VAW	15,642	$2.9m15.6k shares
VANGUARD INDEX FDS VTV	VTV	16,773	$2.8m16.8k shares
VANGUARD INTL EQUITY INDEX F VEU	VEU	44,134	$2.5m44.1k shares
VANGUARD INDEX FDS VBR	VBR	12,655	$2.5m12.7k shares
VANGUARD STAR FDS VXUS	VXUS	42,199	$2.5m42.2k shares
VANGUARD WORLD FD VIS	VIS	9,430	$2.4m9.4k shares
TYLER TECHNOLOGIES INC TYL	TYL	3,920	$2.3m3.9k shares