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Disclosed positions
Centered Wealth LLC dba Miller Equity Capital Advisors: source evidence dated 2025-04-30T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VB
- Class
- SMALL CP ETF
- Reported value
- $534,196
- Reported amount
- 2,409
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001894543-25-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $534,196 | 2,409 | SH | None |
| APPLE INC | AAPL | COM | $262,113 | 1,180 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $232,102 | 3,160 | SH | None |
| WILLIAMS COS INC | WMB | COM | $217,526 | 3,640 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $200,698 | 428 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.