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Home > Institutional Investor > Centered Wealth Llc Dba Miller Equity Capital Advisors > Profile

Instuitional Investor - Centered Wealth Llc Dba Miller Equity Capital Advisors

Fund Profile
Filing Period:
Fund Name: Centered Wealth Llc Dba Miller Equity Capital Advisors
Portfolio Value $1,446,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - SMALL CP ETF
 2,409 $534,196 36.93%
2.
Apple Inc.
 AAPL 1,180 $262,113 18.12%
3.
Vanguard Bond Index Funds
 BND 3,160 $232,102 16.04%
4.
Williams Companies Inc.
 WMB 3,640 $217,526 15.04%
5.
Invesco Qqq Tr
 428 $200,698 13.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)