Centered Wealth LLC dba Miller Equity Capital Advisors - Portfolio overview

Centered Wealth LLC dba Miller Equity Capital Advisors has 5 reported holdings in this dataset, with the latest filing dated 2025-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VB - VANGUARD INDEX FDS, 36.93%
2. AAPL - APPLE INC, 18.12%
3. BND - VANGUARD BD INDEX FDS, 16.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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