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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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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 |
- |
$258.19 |
$13,398,000 |
51,551 |
5.53% |
1,047,000 |
-517 |
0.005 |
Closed - End Fund - E... |
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VGT |
Vanguard I T VIPERS |
3 |
- |
$518.78 |
$12,238,000 |
23,340 |
5.05% |
922,000 |
-40 |
0.002 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
9 |
- |
$443.08 |
$6,126,000 |
13,798 |
2.53% |
364,000 |
-272 |
0.003 |
Closed - End Fund - Debt |
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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... |
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VXUS |
Vanguard Total Internationa... |
17 |
- |
$61.15 |
$3,652,000 |
60,561 |
1.51% |
-468,000 |
-10,515 |
0.011 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
26 |
- |
$161.26 |
$2,736,000 |
16,802 |
1.13% |
202,000 |
-150 |
0.003 |
Closed - End Fund - E... |
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VOE |
Vanguard Mid-Cap Value ETF |
37 |
- |
$154.02 |
$1,442,000 |
9,252 |
0.6% |
78,000 |
-155 |
0.01 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
41 |
- |
$83.16 |
$887,000 |
10,255 |
0.37% |
-34,000 |
-167 |
0.003 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
49 |
- |
$43.80 |
$335,000 |
8,022 |
0.14% |
-291,000 |
-7,201 |
0 |
Closed - End Fund - E... |
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