Holdings Channel
EntityShares/Amount
Change
Position Value
Change
DFSV +16,295+$490
DFAC +11,255+$360
XOM +2,066+$240
TGT +1,146+$203
EntityShares/Amount
Change
Position Value
Change
VYM -1,910-$213
EntityShares/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
EntityShares/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

All Stocks Held By Centered Wealth LLC dba Miller Equity Capital Advisors
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.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VB) 295,713 +4,882 $67,597
     VB295,713+4,882$67,597
VANGUARD INDEX FDS (VTI) 51,551 -517 $13,398
     VTI51,551-517$13,398
VANGUARD WORLD FD (VGT) 23,340 -40 $12,238
     VGT23,340-40$12,238
VANGUARD INDEX FDS (VV) 49,028 +1,759 $11,755
     VV49,028+1,759$11,755
VANGUARD BD INDEX FDS (BND) 152,807 +26,379 $11,098
     BND152,807+26,379$11,098
VANGUARD INDEX FDS (VO) 37,709 +1,770 $9,422
     VO37,709+1,770$9,422
VANGUARD WORLD FD (VCR) 24,175 UNCH $7,681
     VCR24,175UNCH$7,681
BERKSHIRE HATHAWAY INC DEL      $6,215
     BRK.B14,780UNCH$6,215
INVESCO QQQ TR 13,798 -272 $6,126
     QQQ13,798-272$6,126
CHIPOTLE MEXICAN GRILL INC 1,770 UNCH $5,145
     CMG1,770UNCH$5,145
VANGUARD WORLD FD (VFH) 50,190 UNCH $5,139
     VFH50,190UNCH$5,139
COSTCO WHSL CORP NEW 6,800 UNCH $4,982
     COST6,800UNCH$4,982
VANGUARD INTL EQUITY INDEX F (VEU) 79,639 -16,865 $4,671
     VEU79,639-16,865$4,671
MICROSOFT CORP 10,728 UNCH $4,513
     MSFT10,728UNCH$4,513
VANGUARD WORLD FD (VHT) 16,000 UNCH $4,328
     VHT16,000UNCH$4,328
VANGUARD WORLD FD (VOX) 31,705 UNCH $4,160
     VOX31,705UNCH$4,160
VANGUARD STAR FDS (VXUS) 60,561 -10,515 $3,652
     VXUS60,561-10,515$3,652
EMERSON ELEC CO 31,733 UNCH $3,599
     EMR31,733UNCH$3,599
PROGRESSIVE CORP 17,300 UNCH $3,578
     PGR17,300UNCH$3,578
GARMIN LTD 23,750 UNCH $3,536
     GRMN23,750UNCH$3,536
TEXAS INSTRS INC 19,699 UNCH $3,432
     TXN19,699UNCH$3,432
VANGUARD INTL EQUITY INDEX F (VSS) 28,240 UNCH $3,300
     VSS28,240UNCH$3,300
VANGUARD WORLD FD (VAW) 15,642 UNCH $3,198
     VAW15,642UNCH$3,198
APPLE INC 17,754 UNCH $3,044
     AAPL17,754UNCH$3,044
WALMART INC 48,456 +32,304 $2,916
     WMT48,456+32,304$2,916
VANGUARD INDEX FDS (VTV) 16,802 -150 $2,736
     VTV16,802-150$2,736
VANGUARD INDEX FDS (VBR) 12,688 UNCH $2,435
     VBR12,688UNCH$2,435
VANGUARD WORLD FD (VIS) 9,430 UNCH $2,302
     VIS9,430UNCH$2,302
TESLA INC 12,605 UNCH $2,216
     TSLA12,605UNCH$2,216
AMERICAN AIRLS GROUP INC 126,800 UNCH $1,946
     AAL126,800UNCH$1,946
WILLIAMS COS INC 48,970 UNCH $1,908
     WMB48,970UNCH$1,908
ISHARES TR (TIP) 16,095 +7,220 $1,729
     TIP16,095+7,220$1,729
TYLER TECHNOLOGIES INC 3,920 UNCH $1,666
     TYL3,920UNCH$1,666
FIRST FINL BANKSHARES INC (FFIN) 48,500 UNCH $1,591
     FFIN48,500UNCH$1,591
VANGUARD SCOTTSDALE FDS (VTWV) 11,250 UNCH $1,573
     VTWV11,250UNCH$1,573
VANGUARD WORLD FD (VDC) 7,560 UNCH $1,543
     VDC7,560UNCH$1,543
VANGUARD INDEX FDS (VOE) 9,252 -155 $1,442
     VOE9,252-155$1,442
VANGUARD ADMIRAL FDS INC (IVOO) 13,920 UNCH $1,434
     IVOO13,920UNCH$1,434
VANGUARD WORLD FD (VDE) 8,365 +3,630 $1,102
     VDE8,365+3,630$1,102
VANGUARD ADMIRAL FDS INC (VIOO) 8,879 UNCH $901
     VIOO8,879UNCH$901
VANGUARD INDEX FDS (VNQ) 10,255 -167 $887
     VNQ10,255-167$887
ENERGY TRANSFER L P 51,336 UNCH $808
     ET51,336UNCH$808
VANGUARD WORLD FD (VPU) 5,105 UNCH $728
     VPU5,105UNCH$728
JPMORGAN CHASE & CO 2,677 UNCH $536
     JPM2,677UNCH$536
VANGUARD CHARLOTTE FDS (BNDX) 10,420 +1,200 $513
     BNDX10,420+1,200$513
VANGUARD BD INDEX FDS (BSV) 6,610 +295 $507
     BSV6,610+295$507
DIMENSIONAL ETF TRUST (DFSV) 16,295 +16,295 $490
     DFSV16,295+16,295$490
DIMENSIONAL ETF TRUST (DFAC) 11,255 +11,255 $360
     DFAC11,255+11,255$360
VANGUARD INTL EQUITY INDEX F (VWO) 8,022 -7,201 $335
     VWO8,022-7,201$335
AMAZON COM INC 1,805 UNCH $326
     AMZN1,805UNCH$326
CHEVRON CORP NEW 1,821 UNCH $287
     CVX1,821UNCH$287
VANGUARD BD INDEX FDS (BIV) 3,680 UNCH $277
     BIV3,680UNCH$277
AMERICAN WTR WKS CO INC NEW 2,050 UNCH $251
     AWK2,050UNCH$251
EXXON MOBIL CORP 2,066 +2,066 $240
     XOM2,066+2,066$240
VANGUARD WHITEHALL FDS (VYM) 1,910 UNCH $231
     VYM1,910UNCH$231
TARGET CORP 1,146 +1,146 $203
     TGT1,146+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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