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  Name: Centered Wealth LLC dba Miller Equity Capital Advi
  City: IRVING
  State: TX
  Zip: 75038
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $242,226,000
  Total Value Change : $20,937,000
  Securities Held Change : 4
   
All Securities Held : 56
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 9
  Unchanged Positions : 34
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 47 New $0.00 $490,000 16,295 0.2% 490,000 16,295 0.018    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 48 New $31.62 $360,000 11,255 0.15% 360,000 11,255 0.001    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 54 New $117.96 $240,000 2,066 0.1% 240,000 2,066 0    Integrated Oil & Gas
   (TGT)1 Year Chart         TGT Target Corp 56 New $163.13 $203,000 1,146 0.08% 203,000 1,146 0    Discount, Variety Stores

      4 Records Found
  1    
Page 1 of 1
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