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CIK 0001894543 • 1 13F filing • Apr 29, 2025 – Apr 29, 2025
Import this data to Google Sheets with:
=jivedata("centered-wealth-llc-dba-miller-equity-capital-advisors","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $262K | 18.1% | 1,180 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $201K | 13.9% | 428 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $232K | 16.0% | 3,160 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $534K | 36.9% | 2,409 SH | |
| WILLIAMS COS INC | COM | $218K | 15.0% | 3,640 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001894543-25-000003 | $1.4M | View |