Centered Wealth LLC dba Miller Equity Capital Advisors

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (22 quarters reported)

$262M $1.45M

Q4 19 Q1 21 Q2 22 Q3 23 Q4 24 Q1 25

$78.1M in Q4 2019 → $1.45M now. Hover for any quarter.

Holdings

As reported for the quarter ended March 31, 2025. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	36.9%	Trimmed 99%	2,409	$534K
Apple Inc	18.1%	Trimmed 93%	1,180	$262K
VB Vanguard Bd Index Fds	16.0%	Trimmed 98%	3,160	$232K
WC Williams Cos Inc	15.0%	Trimmed 92%	3,640	$218K
IQ Invesco Qqq Tr	13.9%	Trimmed 97%	428	$201K

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended March 31, 2025 · filed April 29, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Trimmed	−291,149	−$64.6M	36.9%
VI Vanguard Index Fds	Exited	−51,249	−$14.9M	—
VW Vanguard World Fd	Exited	−21,580	−$13.4M	—
VI Vanguard Index Fds	Exited	−48,053	−$13M	—
VB Vanguard Bd Index Fds	Trimmed	−151,667	−$11.1M	16.0%
VI Vanguard Index Fds	Exited	−35,935	−$9.49M	—
VW Vanguard World Fd	Exited	−24,175	−$9.07M	—
BH Berkshire Hathaway Inc Del	Exited	−14,630	−$6.63M	—
IQ Invesco Qqq Tr	Trimmed	−13,390	−$6.28M	13.9%
CW Costco Whsl Corp New	Exited	−6,800	−$6.23M	—

Showing the 10 largest of 56 changes.

quarter ended December 31, 2024 · filed February 06, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Intl Equity Index F	Trimmed	−8,300	−$950K	0.7%
DE Dimensional ETF Trust	Added	+10,785	+$332K	0.6%
VI Vanguard Index Fds	Trimmed	−1,150	−$276K	26.9%
DE Dimensional ETF Trust	Added	+8,130	+$275K	0.2%
VW Vanguard World Fd	Added	+310	+$193K	5.1%
VI Vanguard Index Fds	Trimmed	−690	−$186K	4.9%
DE Dimensional ETF Trust	Added	+4,535	+$157K	0.3%
VB Vanguard Bd Index Fds	Added	+1,360	+$97.8K	4.2%
VI Vanguard Intl Equity Index F	Trimmed	−2,200	−$96.9K	0.1%
VI Vanguard Index Fds	Trimmed	−274	−$79.4K	5.7%

Showing the 10 largest of 22 changes.

quarter ended September 30, 2024 · filed November 14, 2024

Company	Action	Shares changed	Value of change	% of portfolio
VW Vanguard World Fd	Trimmed	−2,090	−$1.23M	4.9%
Apple Inc	Trimmed	−1,244	−$290K	1.5%
DE Dimensional ETF Trust	New	+7,630	+$260K	0.1%
VI Vanguard Intl Equity Index F	Trimmed	−3,800	−$239K	1.1%
DE Dimensional ETF Trust	Added	+6,195	+$191K	0.5%
VI Vanguard Index Fds	Trimmed	−635	−$168K	3.7%
VI Vanguard Index Fds	Trimmed	−696	−$165K	27.3%
VI Vanguard Index Fds	Trimmed	−336	−$95.1K	5.7%
VW Vanguard World Fd	Added	+530	+$77.1K	1.8%
BH Berkshire Hathaway Inc Del	Trimmed	−150	−$69K	2.6%

Showing the 10 largest of 19 changes.

quarter ended June 30, 2024 · filed July 30, 2024

Company	Action	Shares changed	Value of change	% of portfolio
Chipotle Mexican Grill Inc	Added	+86,730	+$5.43M	2.3%
VI Vanguard Intl Equity Index F	Trimmed	−31,470	−$1.85M	1.2%
VS Vanguard Star Fds	Trimmed	−17,190	−$1.04M	1.1%
DE Dimensional ETF Trust	Added	+16,355	+$471K	0.4%
VI Vanguard Intl Equity Index F	Trimmed	−3,905	−$459K	1.2%
VI Vanguard Index Fds	Trimmed	−1,420	−$344K	3.7%
DE Dimensional ETF Trust	Added	+8,515	+$275K	0.3%
Target Corp	Exited	−1,146	−$203K	—
VI Vanguard Index Fds	Added	+308	+$82.4K	5.8%
VI Vanguard Index Fds	Trimmed	−285	−$71.1K	5.1%

Showing the 10 largest of 19 changes.

quarter ended March 31, 2024 · filed May 02, 2024

Company	Action	Shares changed	Value of change	% of portfolio
Walmart Inc	Added	+32,304	+$1.94M	1.2%
VB Vanguard Bd Index Fds	Added	+26,379	+$1.92M	4.6%
VI Vanguard Index Fds	Added	+4,882	+$1.12M	27.9%
VI Vanguard Intl Equity Index F	Trimmed	−16,865	−$989K	1.9%
IT Ishares Tr	Added	+7,220	+$776K	0.7%
VS Vanguard Star Fds	Trimmed	−10,515	−$634K	1.5%
DE Dimensional ETF Trust	New	+16,295	+$490K	0.2%
VW Vanguard World Fd	Added	+3,630	+$478K	0.5%
VI Vanguard Index Fds	Added	+1,770	+$442K	3.9%
VI Vanguard Index Fds	Added	+1,759	+$422K	4.9%

Showing the 10 largest of 22 changes.

quarter ended December 31, 2023 · filed February 02, 2024

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+10,520	+$2.24M	28.0%
VI Vanguard Index Fds	Added	+8,390	+$1.83M	4.7%
VI Vanguard Index Fds	Added	+4,567	+$1.06M	3.8%
VB Vanguard Bd Index Fds	Added	+7,850	+$577K	4.2%
Amazon Com Inc	New	+1,805	+$274K	0.1%
AW American Wtr Wks Co Inc New	New	+2,050	+$271K	0.1%
VW Vanguard Whitehall Fds	New	+1,910	+$213K	0.1%
IT Ishares Tr	Added	+1,325	+$142K	0.4%
VI Vanguard Intl Equity Index F	Trimmed	−2,425	−$136K	2.4%
BH Berkshire Hathaway Inc Del	Added	+380	+$136K	2.4%

Showing the 10 largest of 22 changes.

quarter ended September 30, 2023 · filed November 09, 2023

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+9,517	+$1.8M	27.5%
VI Vanguard Index Fds	Added	+8,480	+$1.77M	3.4%
VI Vanguard Index Fds	Added	+5,856	+$1.15M	3.9%
VW Vanguard Whitehall Fds	Exited	−1,910	−$203K	—
VI Vanguard Intl Equity Index F	Trimmed	−3,520	−$183K	2.7%
WC Williams Cos Inc	Added	+4,844	+$163K	0.9%
VS Vanguard Star Fds	Trimmed	−2,520	−$135K	2.0%
VB Vanguard Bd Index Fds	Added	+1,351	+$94.3K	4.3%
VW Vanguard World Fds	Added	+1,000	+$80.3K	2.1%
VI Vanguard Index Fds	Trimmed	−255	−$54.2K	5.8%

Showing the 10 largest of 17 changes.

quarter ended June 30, 2023 · filed August 01, 2023

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+11,994	+$2.39M	27.3%
VI Vanguard Intl Equity Index F	Added	+19,785	+$2.19M	1.6%
VB Vanguard Bd Index Fds	Added	+16,865	+$1.23M	4.3%
VI Vanguard Index Fds	Added	+2,299	+$506K	2.6%
VW Vanguard World Fds	Added	+880	+$249K	3.5%
VW Vanguard World Fds	Added	+1,290	+$235K	1.4%
VB Vanguard Bd Index Fds	Trimmed	−1,840	−$139K	0.3%
VW Vanguard World Fds	Added	+1,610	+$131K	2.0%
VI Vanguard Intl Equity Index F	Trimmed	−2,063	−$112K	2.8%
VS Vanguard Star Fds	Added	+1,660	+$93.1K	2.1%

Showing the 10 largest of 16 changes.

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