CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS

PrivateCIK: 1894543
Location

IRVING, TX

5
Positions
$1.45M
Total AUM (reported)
10.82K
Total Shares

Allocation by class

TOTAL AUM$1.45M5 positions
SMALL CP ETF$534.2K36.9%
COM$479.6K33.2%
TOTAL BND MRKT$232.1K16.0%
UNIT SER 1$200.7K13.9%

Portfolio Concentration

Top 371.1%4–1028.9%TOP 10100.0%0%100%
Top 3$1.03M71.1%
4–10$418.2K28.9%

Top 3 weight

71.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 10.82K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

10.82K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole5
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings5
Rows:

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares2.41K
TypeSH
Market value$534.2K
36.93%
Sole
0.00
Shared
0.00
None
2.41K

APPLE INC

SOLE
COM
Shares1.18K
TypeSH
Market value$262.1K
18.12%
Sole
0.00
Shared
0.00
None
1.18K

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares3.16K
TypeSH
Market value$232.1K
16.04%
Sole
0.00
Shared
0.00
None
3.16K

WILLIAMS COS INC

SOLE
COM
Shares3.64K
TypeSH
Market value$217.5K
15.04%
Sole
0.00
Shared
0.00
None
3.64K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares428.00
TypeSH
Market value$200.7K
13.87%
Sole
0.00
Shared
0.00
None
428.00