Filer Name: CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS
CIK: 1894543
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 56
Portfolio Value: $0.26B

Centered Wealth Llc Dba Miller Equity Capital Advisors Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VB US VANGUARD SMALL-CAP ETF 293,558 $71M 26.91% -0.4% -
VTI US VANGUARD TOTAL STOCK MKT ETF 51,249 $15M 5.67% -0.5% -
VGT US VANGUARD INFO TECH ETF 21,580 $13M 5.12% 1.5% -
VV US VANGUARD LARGE-CAP ETF 48,053 $13M 4.94% -1.4% -
BND US VANGUARD TOTAL BOND MARKET 154,827 $11M 4.25% 0.9% -
VO US VANGUARD MID-CAP ETF 35,935 $9M 3.62% 0.8% -
VCR US VANGUARD CONSUMER DISCRE ETF 24,175 $9M 3.46% - -
QQQ US INVESCO QQQ TRUST SERIES 1 13,818 $7M 2.70% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 14,630 $7M 2.53% - -
COST US COSTCO WHOLESALE CORP 6,800 $6M 2.38% - -
VFH US VANGUARD FINANCIALS ETF 50,190 $6M 2.26% - -
CMG US CHIPOTLE MEXICAN GRILL INC 88,500 $5M 2.04% - -
TSLA US TESLA INC 12,605 $5M 1.94% - -
VOX US VANGUARD COMMUNICATION SERVI 32,585 $5M 1.93% 1.1% -
GRMN US GARMIN LTD 23,750 $5M 1.87% - -
MSFT US MICROSOFT CORP 10,625 $4M 1.71% - -
WMT US WALMART INC 48,456 $4M 1.67% - -
PGR US PROGRESSIVE CORP 17,300 $4M 1.58% - -
AAPL US APPLE INC 16,250 $4M 1.55% - -
VHT US VANGUARD HEALTH CARE ETF 16,000 $4M 1.55% - -
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