Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS | 05-02-2024 | 03-31-2024 | 56 | 242,227,226 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 1 | $67,596,920 | 295,713 | 0.03 | 0.03 | 4,882 | 1.68 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $13,397,975 | 51,551 | 0.01 | 0.01 | -517 | -0.99 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 3 | $12,238,096 | 23,340 | 0.01 | 0.01 | -40 | -0.17 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 4 | $11,754,953 | 49,028 | 0.00 | 0.00 | 1,759 | 3.72 | 03-31-2024 |
