2025 Q1 Portfolio Activity
In 2025 Q1, Centered Wealth LLC dba Miller Equity Capital Advisors maintained a portfolio of 56 distinct positions. Conversely, Centered Wealth LLC dba Miller Equity Capital Advisors completely exited their position in VANGUARD INDEX FDS.
Position History
hover any row below to update
Loading…
Total Positions
56
Quarter
2025 Q1
Top Holding
VB (36.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 56
Centered Wealth LLC dba Miller Equity Capital Advisors Full Holdings List — 2025 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VB
VANGUARD INDEX ...
|
ETF | 36.93% | 26.91% |
#1
Prev: #1
|
6.0 |
—
|
-291,149 | -99.2% |
P
S
|
2,409 | $534,196 |
$181.35
+58.9%
|
2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | ||
|
AAPL
APPLE INC
|
Technology | 18.12% | 1.55% |
#2
17
Prev: #19
|
5.5 |
—
|
-15,070 | -92.7% |
P
S
|
1,180 | $262,113 |
$160.45
+91.5%
|
2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | ||
|
BND
VANGUARD BD IND...
|
ETF | 16.04% | 4.25% |
#3
2
Prev: #5
|
5.0 |
—
|
-151,667 | -98.0% |
P
S
|
3,160 | $232,102 |
$67.29
+8.2%
|
2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | ||
|
WMB
WILLIAMS COS IN...
|
Energy | 15.04% | 0.99% |
#4
21
Prev: #25
|
4.5 |
—
|
-44,400 | -92.4% |
P
S
|
3,640 | $217,526 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 13.87% | 2.70% |
#5
3
Prev: #8
|
4.5 |
—
|
-13,390 | -96.9% |
P
S
|
428 | $200,698 | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.00% | 0.09% |
Sold All 😨
(Was: #56) |
0.0 |
—
|
-2,151 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #55) |
0.0 |
—
|
-1,910 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
AWK
AMERICAN WTR WK...
|
Utilities | 0.00% | 0.10% |
Sold All 😨
(Was: #54) |
0.0 |
—
|
-2,050 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #53) |
0.0 |
—
|
-5,822 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.00% | 0.10% |
Sold All 😨
(Was: #52) |
0.0 |
—
|
-1,821 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.00% | 0.11% |
Sold All 😨
(Was: #51) |
0.0 |
—
|
-3,705 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.00% | 0.13% |
Sold All 😨
(Was: #50) |
0.0 |
—
|
-1,565 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.00% | 0.19% |
Sold All 😨
(Was: #49) |
0.0 |
—
|
-10,420 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.00% | 0.20% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-6,825 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.20% |
Sold All 😨
(Was: #47) |
0.0 |
—
|
-15,760 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.00% | 0.24% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-2,677 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 0.00% | 0.32% |
Sold All 😨
(Was: #45) |
0.0 |
—
|
-5,105 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.34% |
Sold All 😨
(Was: #44) |
0.0 |
—
|
-25,955 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.00% | 0.35% |
Sold All 😨
(Was: #43) |
0.0 |
—
|
-10,255 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 0.00% | 0.36% |
Sold All 😨
(Was: #42) |
0.0 |
—
|
-8,879 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ET
ENERGY TRANSFER...
|
Energy | 0.00% | 0.38% |
Sold All 😨
(Was: #41) |
0.0 |
—
|
-51,336 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 0.00% | 0.42% |
Sold All 😨
(Was: #40) |
0.0 |
—
|
-9,165 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.00% | 0.55% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-8,967 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 0.00% | 0.56% |
Sold All 😨
(Was: #38) |
0.0 |
—
|
-13,920 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.58% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-49,630 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 0.00% | 0.61% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-7,560 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VTWV
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.62% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-11,250 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
FFIN
FIRST FINL BANK...
|
Financial Services | 0.00% | 0.67% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-48,500 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.00% | 0.70% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-16,035 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
TIP
ISHARES TR
|
ETF | 0.00% | 0.71% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-17,350 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
AAL
AMERICAN AIRLS ...
|
Industrials | 0.00% | 0.84% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-126,800 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 0.00% | 0.86% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-3,920 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VIS
VANGUARD WORLD ...
|
ETF | 0.00% | 0.92% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-9,430 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.00% | 0.95% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-42,199 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.00% | 0.96% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-12,655 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.00% | 0.97% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-44,134 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.00% | 1.08% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-16,773 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VAW
VANGUARD WORLD ...
|
ETF | 0.00% | 1.12% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-15,642 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.00% | 1.41% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-19,699 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.00% | 1.50% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-31,733 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 0.00% | 1.55% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-16,000 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.00% | 1.58% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-17,300 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.00% | 1.67% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-48,456 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.00% | 1.71% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-10,625 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
GRMN
GARMIN LTD
|
Technology | 0.00% | 1.87% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-23,750 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 0.00% | 1.93% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-32,585 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.00% | 1.94% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-12,605 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.00% | 2.04% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-88,500 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 0.00% | 2.26% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-50,190 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.00% | 2.38% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-6,800 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) |
Showing 1-50 of 56 holdings