Centered Wealth LLC dba Miller Equity Capital Advisors has disclosed 55 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $240.00 Mil. The turnover rate is 0%.
In Centered Wealth LLC dba Miller Equity Capital Advisors's current portfolio as of 2024-06-30, the top 5 holdings are
Vanguard Small Cap ETF (VB), Vanguard Total Stock Market ETF (VTI), Vanguard Information Technology ETF (VGT), Vanguard Large Cap ETF (VV), Vanguard Total Bond Market ETF (BND), not including call and put options.
Centered Wealth LLC dba Miller Equity Capital Advisors did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Centered Wealth LLC dba Miller Equity Capital Advisors, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Centered Wealth LLC dba Miller Equity Capital Advisors, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Centered Wealth LLC dba Miller Equity Capital Advisors.