Centered Wealth LLC dba Miller Equity Capital Advisors 13F 持仓 · 最近申报 2025年Q1
Centered Wealth LLC dba Miller Equity Capital Advisors 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 5 只证券，申报市值合计 144.66 万美元。前几大持仓：VB（36.93%）、AAPL（18.12%）、BND（16.04%）。本季前 25 大持仓中：减持 5 只、清仓 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | $534,196 | 36.93% | 2,409 | 减持 |
| 2 | AAPL | APPLE INC | $262,113 | 18.12% | 1,180 | 减持 |
| 3 | BND | VANGUARD BD INDEX FDS | $232,102 | 16.04% | 3,160 | 减持 |
| 4 | WMB | WILLIAMS COS INC | $217,526 | 15.04% | 3,640 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $200,698 | 13.87% | 428 | 减持 |
| 6 | AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 7 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 8 | AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | 清仓 |
| 9 | BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | 清仓 |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | 清仓 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | 清仓 |
| 12 | BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | 清仓 |
| 13 | CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | 清仓 |
| 14 | COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | 清仓 |
| 15 | CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | 清仓 |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | 清仓 |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | 清仓 |
| 18 | DUHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | 清仓 |
| 19 | EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | 清仓 |
| 20 | ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | 清仓 |
| 21 | FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | 清仓 |
| 22 | GRMN | GARMIN LTD | $0 | 0.00% | 0 | 清仓 |
| 23 | IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | 清仓 |
| 25 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR