Centered Wealth LLC dba Miller Equity Capital Advisors Buys

Investment company Centered Wealth LLC dba Miller Equity Capital Advisors (Current Portfolio) buys Chevron Corp, Vanguard High Dividend Yield Indx ETF, iShares TIPS Bond ETF, Vanguard Intermediate-Term Bond ETF, sells Vanguard Ultra-Short Bond ETF, Vanguard Energy ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Centered Wealth LLC dba Miller Equity Capital Advisors. As of 2021Q4, Centered Wealth LLC dba Miller Equity Capital Advisors owns 47 stocks with a total value of $107 million. These are the details of the buys and sells.

  • New Purchases: CVX, VYM,

  • Added Positions: VB, BND, AAPL, QQQ, VO, TIP, VNQ, BIV, VBR, VV, TXN, TSLA, VOE, BSV, VTV, VAW, COST, EMR, BNDX, PGR, VPU, WMT, ET,

  • Reduced Positions: VUSB, VDE, VOX, VWO, VEU, VCR, VXUS, VIOO,

For the details of Centered Wealth LLC dba Miller Equity Capital Advisors’s stock buys and sells,
go to https://www.gurufocus.com/guru/centered+wealth+llc+dba+miller+equity+capital+advisors/current-portfolio/portfolio

These are the top 5 holdings of Centered Wealth LLC dba Miller Equity Capital Advisors

  1. Vanguard Total Stock Market ETF (VTI) – 57,753 shares, 12.98% of the total portfolio. Shares added by 0.55%

  2. Vanguard Small Cap ETF (VB) – 38,651 shares, 8.13% of the total portfolio. Shares added by 6.36%

  3. Vanguard FTSE All-World ex-US ETF (VEU) – 106,497 shares, 6.08% of the total portfolio. Shares reduced by 2.09%

  4. Vanguard Ultra-Short Bond ETF (VUSB) – 119,090 shares, 5.54% of the total portfolio. Shares reduced by 22.55%

  5. Vanguard Information Technology ETF (VGT) – 10,645 shares, 4.54% of the total portfolio. Shares added by 0.95%

New Purchase: Chevron Corp (CVX)

Centered Wealth LLC dba Miller Equity Capital Advisors initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $138.515000. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,821 shares as of 2021-12-31.

New Purchase: Vanguard High Dividend Yield Indx ETF (VYM)

Centered Wealth LLC dba Miller Equity Capital Advisors initiated holding in Vanguard High Dividend Yield Indx ETF. The purchase prices were between $103.44 and $112.16, with an estimated average price of $108.07. The stock is now traded at around $112.285000. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,910 shares as of 2021-12-31.

Added: iShares TIPS Bond ETF (TIP)

Centered Wealth LLC dba Miller Equity Capital Advisors added to a holding in iShares TIPS Bond ETF by 20.86%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $123.745000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,170 shares as of 2021-12-31.

Added: Vanguard Intermediate-Term Bond ETF (BIV)

Centered Wealth LLC dba Miller Equity Capital Advisors added to a holding in Vanguard Intermediate-Term Bond ETF by 43.47%. The purchase prices were between $86.47 and $88.09, with an estimated average price of $87.43. The stock is now traded at around $84.755000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,680 shares as of 2021-12-31.

Here is the complete portfolio of Centered Wealth LLC dba Miller Equity Capital Advisors. Also check out:

1. Centered Wealth LLC dba Miller Equity Capital Advisors’s Undervalued Stocks

2. Centered Wealth LLC dba Miller Equity Capital Advisors’s Top Growth Companies, and

3. Centered Wealth LLC dba Miller Equity Capital Advisors’s High Yield stocks

4. Stocks that Centered Wealth LLC dba Miller Equity Capital Advisors keeps buyingThis article first appeared on GuruFocus.

Source

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