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| Name: |
Centered Wealth LLC dba Miller Equity Capital Advi |
| City: |
IRVING |
| State: |
TX |
| Zip: |
75038 |
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data |
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| Holdings
Found :
9 |
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Increased Positions |
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Page 1 of 1 |
Menu
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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 |
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VB |
Vanguard Small Cap VIPERS |
1 |
- |
$222.54 |
$67,597,000 |
295,713 |
27.91% |
5,554,000 |
4,882 |
0.159 |
Closed - End Fund - E... |
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VV |
Vanguard Large Cap VIPERS |
4 |
- |
$239.01 |
$11,755,000 |
49,028 |
4.85% |
1,443,000 |
1,759 |
0.039 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
5 |
- |
$71.38 |
$11,098,000 |
152,807 |
4.58% |
1,799,000 |
26,379 |
0.017 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
6 |
- |
$245.74 |
$9,422,000 |
37,709 |
3.89% |
1,061,000 |
1,770 |
0.019 |
Closed - End Fund - E... |
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WMT |
Wal-Mart Stores Inc |
25 |
- |
$60.24 |
$2,916,000 |
48,456 |
1.2% |
370,000 |
32,304 |
0.002 |
Discount, Variety Stores |
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TIP |
iShares Lehman TIPS Bond |
32 |
- |
$106.05 |
$1,729,000 |
16,095 |
0.71% |
775,000 |
7,220 |
0.001 |
Closed - End Fund - E... |
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VDE |
Vanguard Energy VIPERS |
39 |
- |
$130.97 |
$1,102,000 |
8,365 |
0.45% |
547,000 |
3,630 |
0.014 |
Closed - End Fund - E... |
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BNDX |
Vanguard Total Internationa... |
45 |
- |
$48.66 |
$513,000 |
10,420 |
0.21% |
58,000 |
1,200 |
0.001 |
N/A |
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BSV |
Vanguard Short-Term Bond |
46 |
- |
$76.21 |
$507,000 |
6,610 |
0.21% |
21,000 |
295 |
0.001 |
Closed - End Fund - E... |
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