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Entity | Shares/Amount Change | Position Value Change |
DFSV |
+16,295 | +$490 | DFAC |
+11,255 | +$360 | XOM |
+2,066 | +$240 | TGT |
+1,146 | +$203 |
Entity | Shares/Amount Change | Position Value Change |
VYM |
-1,910 | -$213 |
Entity | Shares/Amount Change | Position Value Change |
WMT |
+32,304 | +$370 | BND |
+26,379 | +$1,799 | TIP |
+7,220 | +$775 | VB |
+4,882 | +$5,554 | VDE |
+3,630 | +$547 | VO |
+1,770 | +$1,061 | VV |
+1,759 | +$1,443 | BNDX |
+1,200 | +$58 | BSV |
+295 | +$21 | VCR |
UNCH | +$319 |
Entity | Shares/Amount Change | Position Value Change |
VEU |
-16,865 | -$747 | VXUS |
-10,515 | -$468 | VWO |
-7,201 | -$291 | VTI |
-517 | +$1,047 | QQQ |
-272 | +$364 | VNQ |
-167 | -$34 | VOE |
-155 | +$78 | VTV |
-150 | +$202 | VGT |
-40 | +$922 |
Size ($ in 1000's)
At 03/31/2024: $242,226 At 12/31/2023: $221,289
Centered Wealth LLC dba Miller Equity Capital Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Centered Wealth LLC dba Miller Equity Capital Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Centered Wealth LLC dba Miller Equity Capital Advisors to be as follows, presented in the
table below with each row detailing each Centered Wealth LLC dba Miller Equity Capital Advisors position, ordered by largest to smallest position size.
The all-stocks-held-by-Centered Wealth LLC dba Miller Equity Capital Advisors table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Centered Wealth LLC dba Miller Equity Capital Advisors as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VB) |
295,713 |
+4,882 |
$67,597 | VB | 295,713 | +4,882 | $67,597 | VANGUARD INDEX FDS (VTI) |
51,551 |
-517 |
$13,398 | VTI | 51,551 | -517 | $13,398 | VANGUARD WORLD FD (VGT) |
23,340 |
-40 |
$12,238 | VGT | 23,340 | -40 | $12,238 | VANGUARD INDEX FDS (VV) |
49,028 |
+1,759 |
$11,755 | VV | 49,028 | +1,759 | $11,755 | VANGUARD BD INDEX FDS (BND) |
152,807 |
+26,379 |
$11,098 | BND | 152,807 | +26,379 | $11,098 | VANGUARD INDEX FDS (VO) |
37,709 |
+1,770 |
$9,422 | VO | 37,709 | +1,770 | $9,422 | VANGUARD WORLD FD (VCR) |
24,175 |
UNCH |
$7,681 | VCR | 24,175 | UNCH | $7,681 | BERKSHIRE HATHAWAY INC DEL |
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$6,215 | BRK.B | 14,780 | UNCH | $6,215 | INVESCO QQQ TR |
13,798 |
-272 |
$6,126 | QQQ | 13,798 | -272 | $6,126 | CHIPOTLE MEXICAN GRILL INC |
1,770 |
UNCH |
$5,145 | CMG | 1,770 | UNCH | $5,145 | VANGUARD WORLD FD (VFH) |
50,190 |
UNCH |
$5,139 | VFH | 50,190 | UNCH | $5,139 | COSTCO WHSL CORP NEW |
6,800 |
UNCH |
$4,982 | COST | 6,800 | UNCH | $4,982 | VANGUARD INTL EQUITY INDEX F (VEU) |
79,639 |
-16,865 |
$4,671 | VEU | 79,639 | -16,865 | $4,671 | MICROSOFT CORP |
10,728 |
UNCH |
$4,513 | MSFT | 10,728 | UNCH | $4,513 | VANGUARD WORLD FD (VHT) |
16,000 |
UNCH |
$4,328 | VHT | 16,000 | UNCH | $4,328 | VANGUARD WORLD FD (VOX) |
31,705 |
UNCH |
$4,160 | VOX | 31,705 | UNCH | $4,160 | VANGUARD STAR FDS (VXUS) |
60,561 |
-10,515 |
$3,652 | VXUS | 60,561 | -10,515 | $3,652 | EMERSON ELEC CO |
31,733 |
UNCH |
$3,599 | EMR | 31,733 | UNCH | $3,599 | PROGRESSIVE CORP |
17,300 |
UNCH |
$3,578 | PGR | 17,300 | UNCH | $3,578 | GARMIN LTD |
23,750 |
UNCH |
$3,536 | GRMN | 23,750 | UNCH | $3,536 | TEXAS INSTRS INC |
19,699 |
UNCH |
$3,432 | TXN | 19,699 | UNCH | $3,432 | VANGUARD INTL EQUITY INDEX F (VSS) |
28,240 |
UNCH |
$3,300 | VSS | 28,240 | UNCH | $3,300 | VANGUARD WORLD FD (VAW) |
15,642 |
UNCH |
$3,198 | VAW | 15,642 | UNCH | $3,198 | APPLE INC |
17,754 |
UNCH |
$3,044 | AAPL | 17,754 | UNCH | $3,044 | WALMART INC |
48,456 |
+32,304 |
$2,916 | WMT | 48,456 | +32,304 | $2,916 | VANGUARD INDEX FDS (VTV) |
16,802 |
-150 |
$2,736 | VTV | 16,802 | -150 | $2,736 | VANGUARD INDEX FDS (VBR) |
12,688 |
UNCH |
$2,435 | VBR | 12,688 | UNCH | $2,435 | VANGUARD WORLD FD (VIS) |
9,430 |
UNCH |
$2,302 | VIS | 9,430 | UNCH | $2,302 | TESLA INC |
12,605 |
UNCH |
$2,216 | TSLA | 12,605 | UNCH | $2,216 | AMERICAN AIRLS GROUP INC |
126,800 |
UNCH |
$1,946 | AAL | 126,800 | UNCH | $1,946 | WILLIAMS COS INC |
48,970 |
UNCH |
$1,908 | WMB | 48,970 | UNCH | $1,908 | ISHARES TR (TIP) |
16,095 |
+7,220 |
$1,729 | TIP | 16,095 | +7,220 | $1,729 | TYLER TECHNOLOGIES INC |
3,920 |
UNCH |
$1,666 | TYL | 3,920 | UNCH | $1,666 | FIRST FINL BANKSHARES INC (FFIN) |
48,500 |
UNCH |
$1,591 | FFIN | 48,500 | UNCH | $1,591 | VANGUARD SCOTTSDALE FDS (VTWV) |
11,250 |
UNCH |
$1,573 | VTWV | 11,250 | UNCH | $1,573 | VANGUARD WORLD FD (VDC) |
7,560 |
UNCH |
$1,543 | VDC | 7,560 | UNCH | $1,543 | VANGUARD INDEX FDS (VOE) |
9,252 |
-155 |
$1,442 | VOE | 9,252 | -155 | $1,442 | VANGUARD ADMIRAL FDS INC (IVOO) |
13,920 |
UNCH |
$1,434 | IVOO | 13,920 | UNCH | $1,434 | VANGUARD WORLD FD (VDE) |
8,365 |
+3,630 |
$1,102 | VDE | 8,365 | +3,630 | $1,102 | VANGUARD ADMIRAL FDS INC (VIOO) |
8,879 |
UNCH |
$901 | VIOO | 8,879 | UNCH | $901 | VANGUARD INDEX FDS (VNQ) |
10,255 |
-167 |
$887 | VNQ | 10,255 | -167 | $887 | ENERGY TRANSFER L P |
51,336 |
UNCH |
$808 | ET | 51,336 | UNCH | $808 | VANGUARD WORLD FD (VPU) |
5,105 |
UNCH |
$728 | VPU | 5,105 | UNCH | $728 | JPMORGAN CHASE & CO |
2,677 |
UNCH |
$536 | JPM | 2,677 | UNCH | $536 | VANGUARD CHARLOTTE FDS (BNDX) |
10,420 |
+1,200 |
$513 | BNDX | 10,420 | +1,200 | $513 | VANGUARD BD INDEX FDS (BSV) |
6,610 |
+295 |
$507 | BSV | 6,610 | +295 | $507 | DIMENSIONAL ETF TRUST (DFSV) |
16,295 |
+16,295 |
$490 | DFSV | 16,295 | +16,295 | $490 | DIMENSIONAL ETF TRUST (DFAC) |
11,255 |
+11,255 |
$360 | DFAC | 11,255 | +11,255 | $360 | VANGUARD INTL EQUITY INDEX F (VWO) |
8,022 |
-7,201 |
$335 | VWO | 8,022 | -7,201 | $335 | AMAZON COM INC |
1,805 |
UNCH |
$326 | AMZN | 1,805 | UNCH | $326 | CHEVRON CORP NEW |
1,821 |
UNCH |
$287 | CVX | 1,821 | UNCH | $287 | VANGUARD BD INDEX FDS (BIV) |
3,680 |
UNCH |
$277 | BIV | 3,680 | UNCH | $277 | AMERICAN WTR WKS CO INC NEW |
2,050 |
UNCH |
$251 | AWK | 2,050 | UNCH | $251 | EXXON MOBIL CORP |
2,066 |
+2,066 |
$240 | XOM | 2,066 | +2,066 | $240 | VANGUARD WHITEHALL FDS (VYM) |
1,910 |
UNCH |
$231 | VYM | 1,910 | UNCH | $231 | TARGET CORP |
1,146 |
+1,146 |
$203 | TGT | 1,146 | +1,146 | $203 |
See Summary: Centered Wealth LLC dba Miller Equity Capital Advisors Top Holdings
See Details: Top 10 Stocks Held By Centered Wealth LLC dba Miller Equity Capital Advisors
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