Centered Wealth LLC dba Miller Equity Capital Advisors
CIK: 0001894543SEC EDGAR →
Portfolio Value
$262.1M
Holdings
56
As of
Q4 2024
New Positions
56
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 293,558 | $70.5M | 26.91% |
| 2 | VANGUARD INDEX FDS | 51,249 | $14.9M | 5.67% |
| 3 | VANGUARD WORLD FD | 21,580 | $13.4M | 5.12% |
| 4 | VANGUARD INDEX FDS | 48,053 | $13.0M | 4.94% |
| 5 | VANGUARD BD INDEX FDS | 154,827 | $11.1M | 4.25% |
| 6 | VANGUARD INDEX FDS | 35,935 | $9.5M | 3.62% |
| 7 | VANGUARD WORLD FD | 24,175 | $9.1M | 3.46% |
| 8 | INVESCO QQQ TR | 13,818 | $7.1M | 2.70% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 14,630 | $6.6M | 2.53% |
| 10 | COSTCO WHSL CORP NEW | 6,800 | $6.2M | 2.38% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $197.1M | 75.2% |
| Technology | 5 | $19.4M | 7.4% |
| Unknown | 3 | $14.0M | 5.3% |
| Consumer Cyclical | 3 | $10.8M | 4.1% |
| Consumer Defensive | 2 | $10.6M | 4.0% |
| Industrials | 2 | $6.1M | 2.3% |
| Energy | 4 | $4.1M | 1.6% |