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Centered Wealth LLC dba Miller Equity Capital Advisors
Period ended Mar 31, 2025 · Latest filing Apr 29, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2025: $1,446,635
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · SMALL CP ETF · 922908751 · shares: $534,196
- APPLE INC · COM · 037833100 · shares: $262,113
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $232,102
- WILLIAMS COS INC · COM · 969457100 · shares: $217,526
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $200,698
Reported holdings
5 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 2,409 shares | $534,196 |
| APPLE INC | COM | 037833100 | — | 1,180 shares | $262,113 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 3,160 shares | $232,102 |
| WILLIAMS COS INC | COM | 969457100 | — | 3,640 shares | $217,526 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 428 shares | $200,698 |