Q1 2025 · 13F-HR
Centered Wealth LLC dba Miller Equity Capital Advisorsholdings as filed
Filed 2025-04-29 · accession 0001894543-25-000003
$1.4M
Reported value
5
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908751 | VB | VANGUARD INDEX FDS | $534,196 | 36.9% | 2,409 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $262,113 | 18.1% | 1,180 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $232,102 | 16.0% | 3,160 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS INC | $217,526 | 15.0% | 3,640 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $200,698 | 13.9% | 428 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.