|
|
Name: |
Centered Wealth LLC dba Miller Equity Capital Advi |
City: |
IRVING |
State: |
TX |
Zip: |
75038 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
2 |
- |
$261.87 |
$13,398,000 |
51,551 |
5.53% |
1,047,000 |
-517 |
0.005 |
Closed - End Fund - E... |
|
VGT |
Vanguard I T VIPERS |
3 |
- |
$545.23 |
$12,238,000 |
23,340 |
5.05% |
922,000 |
-40 |
0.002 |
Closed - End Fund - E... |
|
QQQ |
Invesco QQQ Trust Series I |
9 |
- |
$457.95 |
$6,126,000 |
13,798 |
2.53% |
364,000 |
-272 |
0.003 |
Closed - End Fund - Debt |
|
VEU |
Vanguard FTSE All-World ETF |
13 |
- |
$57.31 |
$4,671,000 |
79,639 |
1.93% |
-747,000 |
-16,865 |
0.016 |
Closed - End Fund - F... |
|
VXUS |
Vanguard Total Internationa... |
17 |
- |
$61.64 |
$3,652,000 |
60,561 |
1.51% |
-468,000 |
-10,515 |
0.011 |
Closed - End Fund - E... |
|
VTV |
Vanguard Value VIPERS |
26 |
- |
$160.85 |
$2,736,000 |
16,802 |
1.13% |
202,000 |
-150 |
0.003 |
Closed - End Fund - E... |
|
VOE |
Vanguard Mid-Cap Value ETF |
37 |
- |
$153.20 |
$1,442,000 |
9,252 |
0.6% |
78,000 |
-155 |
0.01 |
Closed - End Fund - E... |
|
VNQ |
Vanguard REIT Index VIPERs |
41 |
- |
$81.86 |
$887,000 |
10,255 |
0.37% |
-34,000 |
-167 |
0.003 |
Closed - End Fund - E... |
|
VWO |
Vanguard Emerging Markets S... |
49 |
- |
$44.20 |
$335,000 |
8,022 |
0.14% |
-291,000 |
-7,201 |
0 |
Closed - End Fund - E... |
|