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Centered Wealth Llc Dba Miller Equity Capital Advisors

Portfolio Manager
Centered Wealth Llc Dba Miller Equity Capital Advisors
Performance
0% (N/A)
AUM (13F)
$1.45M
# of Holdings
5
Performance Rank
N/A
Allocation (Top 20)
N/A

Centered Wealth Llc Dba Miller Equity Capital Advisors Holdings Map

Top 5 Centered Wealth Llc Dba Miller Equity Capital Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VB
VANGUARD INDEX FDS
36.93%2.4K$534K
-99.18%(-291.15K)
2024-Q1: 295.7K shares2024-Q2: 295.4K shares2024-Q3: 294.7K shares2024-Q4: 293.6K shares2025-Q1: 2.4K shares2025-03-31
AAPL
APPLE INC
18.12%1.2K$262K
-92.74%(-15.07K)
2024-Q1: 17.8K shares2024-Q2: 17.5K shares2024-Q3: 16.3K shares2024-Q4: 16.3K shares2025-Q1: 1.2K shares2025-03-31
BND
VANGUARD BD INDEX FDS
16.04%3.2K$232K
-97.96%(-151.67K)
2024-Q1: 152.8K shares2024-Q2: 153.0K shares2024-Q3: 153.5K shares2024-Q4: 154.8K shares2025-Q1: 3.2K shares2025-03-31
WMB
WILLIAMS COS INC
15.04%3.6K$218K
-92.42%(-44.40K)
2024-Q1: 49.0K shares2024-Q2: 49.0K shares2024-Q3: 49.0K shares2024-Q4: 48.0K shares2025-Q1: 3.6K shares2025-03-31
QQQ
INVESCO QQQ TR
13.87%428$201K
-96.90%(-13.39K)
2024-Q1: 13.8K shares2024-Q2: 13.8K shares2024-Q3: 13.8K shares2024-Q4: 13.8K shares2025-Q1: 428 shares2025-03-31

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