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Size ($ in 1000's)
At 12/31/2023: $221,289
At 09/30/2023: $193,064
Centered Wealth LLC dba Miller Equity Capital Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Centered Wealth LLC dba Miller Equity Capital Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Centered Wealth LLC dba Miller Equity Capital Advisors top holdings by largest position size, as per the latest 13f filing made by Centered Wealth LLC dba Miller Equity Capital Advisors.
In the Centered Wealth LLC dba Miller Equity Capital Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Centered Wealth LLC dba Miller Equity Capital Advisors in that top holding, then the share count change between reporting periods, and finally the Centered Wealth LLC dba Miller Equity Capital Advisors top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VB) |
290,831 |
+10,520 |
$62,043 | | VB | 290,831 | +10,520 | $62,043 | | VANGUARD INDEX FDS (VTI) |
52,068 |
-565 |
$12,351 | | VTI | 52,068 | -565 | $12,351 | | VANGUARD WORLD FDS (VGT) |
23,380 |
UNCH |
$11,316 | | VGT | 23,380 | UNCH | $11,316 | | VANGUARD INDEX FDS (VV) |
47,269 |
+8,390 |
$10,312 | | VV | 47,269 | +8,390 | $10,312 | | VANGUARD BD INDEX FDS (BND) |
126,428 |
+7,850 |
$9,299 | | BND | 126,428 | +7,850 | $9,299 | | VANGUARD INDEX FDS (VO) |
35,939 |
+4,567 |
$8,361 | | VO | 35,939 | +4,567 | $8,361 | | VANGUARD WORLD FDS (VCR) |
24,175 |
UNCH |
$7,362 | | VCR | 24,175 | UNCH | $7,362 | | INVESCO QQQ TR |
14,070 |
+5 |
$5,762 | | QQQ | 14,070 | +5 | $5,762 | | VANGUARD INTL EQUITY INDEX F (VEU) |
96,504 |
-2,425 |
$5,418 | | VEU | 96,504 | -2,425 | $5,418 |  BERKSHIRE HATHAWAY INC DEL |
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$5,271 | | BRK.B | 14,780 | +380 | $5,271 | | VANGUARD WORLD FDS (VFH) |
50,190 |
UNCH |
$4,631 | | VFH | 50,190 | UNCH | $4,631 | | COSTCO WHSL CORP NEW |
6,800 |
UNCH |
$4,489 | | COST | 6,800 | UNCH | $4,489 | | VANGUARD STAR FDS (VXUS) |
71,076 |
-575 |
$4,120 | | VXUS | 71,076 | -575 | $4,120 | | CHIPOTLE MEXICAN GRILL INC |
1,770 |
UNCH |
$4,048 | | CMG | 1,770 | UNCH | $4,048 | | MICROSOFT CORP |
10,728 |
+190 |
$4,034 | | MSFT | 10,728 | +190 | $4,034 | | VANGUARD WORLD FDS (VHT) |
16,000 |
UNCH |
$4,011 | | VHT | 16,000 | UNCH | $4,011 | | VANGUARD WORLD FDS (VOX) |
31,705 |
UNCH |
$3,732 | | VOX | 31,705 | UNCH | $3,732 | | APPLE INC |
17,754 |
+360 |
$3,418 | | AAPL | 17,754 | +360 | $3,418 | | TEXAS INSTRS INC |
19,699 |
UNCH |
$3,358 | | TXN | 19,699 | UNCH | $3,358 | | VANGUARD INTL EQUITY INDEX F (VSS) |
28,240 |
UNCH |
$3,248 | | VSS | 28,240 | UNCH | $3,248 | | TESLA INC |
12,605 |
UNCH |
$3,132 | | TSLA | 12,605 | UNCH | $3,132 | | EMERSON ELEC CO |
31,733 |
UNCH |
$3,089 | | EMR | 31,733 | UNCH | $3,089 | | GARMIN LTD |
23,750 |
UNCH |
$3,053 | | GRMN | 23,750 | UNCH | $3,053 | | VANGUARD WORLD FDS (VAW) |
15,642 |
UNCH |
$2,971 | | VAW | 15,642 | UNCH | $2,971 | | PROGRESSIVE CORP |
17,300 |
UNCH |
$2,756 | | PGR | 17,300 | UNCH | $2,756 | | WALMART INC |
16,152 |
+115 |
$2,546 | | WMT | 16,152 | +115 | $2,546 | | VANGUARD INDEX FDS (VTV) |
16,952 |
UNCH |
$2,534 | | VTV | 16,952 | UNCH | $2,534 | | VANGUARD INDEX FDS (VBR) |
12,688 |
UNCH |
$2,283 | | VBR | 12,688 | UNCH | $2,283 | | VANGUARD WORLD FDS (VIS) |
9,430 |
UNCH |
$2,079 | | VIS | 9,430 | UNCH | $2,079 | | AMERICAN AIRLS GROUP INC |
126,800 |
-244 |
$1,742 | | AAL | 126,800 | -244 | $1,742 | | WILLIAMS COS INC |
48,970 |
-374 |
$1,706 | | WMB | 48,970 | -374 | $1,706 | | TYLER TECHNOLOGIES INC |
3,920 |
+30 |
$1,639 | | TYL | 3,920 | +30 | $1,639 | | VANGUARD SCOTTSDALE FDS (VTWV) |
11,250 |
UNCH |
$1,537 | | VTWV | 11,250 | UNCH | $1,537 | | FIRST FINL BANKSHARES INC (FFIN) |
48,500 |
UNCH |
$1,470 | | FFIN | 48,500 | UNCH | $1,470 | | VANGUARD WORLD FDS (VDC) |
7,560 |
UNCH |
$1,444 | | VDC | 7,560 | UNCH | $1,444 | | VANGUARD INDEX FDS (VOE) |
9,407 |
+30 |
$1,364 | | VOE | 9,407 | +30 | $1,364 | | VANGUARD ADMIRAL FDS INC (IVOO) |
13,920 |
UNCH |
$1,308 | | IVOO | 13,920 | UNCH | $1,308 | | ISHARES TR (TIP) |
8,875 |
+1,325 |
$954 | | TIP | 8,875 | +1,325 | $954 | | VANGUARD INDEX FDS (VNQ) |
10,422 |
UNCH |
$921 | | VNQ | 10,422 | UNCH | $921 | | VANGUARD ADMIRAL FDS INC (VIOO) |
8,879 |
UNCH |
$881 | | VIOO | 8,879 | UNCH | $881 | | ENERGY TRANSFER L P |
51,336 |
UNCH |
$708 | | ET | 51,336 | UNCH | $708 | | VANGUARD WORLD FDS (VPU) |
5,105 |
UNCH |
$700 | | VPU | 5,105 | UNCH | $700 | | VANGUARD INTL EQUITY INDEX F (VWO) |
15,223 |
-795 |
$626 | | VWO | 15,223 | -795 | $626 | | VANGUARD WORLD FDS (VDE) |
4,735 |
UNCH |
$555 | | VDE | 4,735 | UNCH | $555 | | VANGUARD BD INDEX FDS (BSV) |
6,315 |
-130 |
$486 | | BSV | 6,315 | -130 | $486 | | VANGUARD CHARLOTTE FDS (BNDX) |
9,220 |
UNCH |
$455 | | BNDX | 9,220 | UNCH | $455 | | JPMORGAN CHASE & CO |
2,677 |
UNCH |
$455 | | JPM | 2,677 | UNCH | $455 | | VANGUARD BD INDEX FDS (BIV) |
3,680 |
UNCH |
$281 | | BIV | 3,680 | UNCH | $281 | | AMAZON COM INC |
1,805 |
+1,805 |
$274 | | AMZN | 1,805 | +1,805 | $274 | | CHEVRON CORP NEW |
1,821 |
UNCH |
$272 | | CVX | 1,821 | UNCH | $272 |
See Full List: All Stocks Held By Centered Wealth LLC dba Miller Equity Capital Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Centered Wealth LLC dba Miller Equity Capital Advisors
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