0001894543-23-000005.txt : 20231109 0001894543-23-000005.hdr.sgml : 20231109 20231109150733 ACCESSION NUMBER: 0001894543-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Centered Wealth LLC dba Miller Equity Capital Advisors CENTRAL INDEX KEY: 0001894543 IRS NUMBER: 814656549 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21448 FILM NUMBER: 231391916 BUSINESS ADDRESS: STREET 1: 5605 N MACARTHUR BLVD SUITE 860 CITY: IRVING STATE: TX ZIP: 75038 BUSINESS PHONE: 972-490-4345 MAIL ADDRESS: STREET 1: 5605 N MACARTHUR BLVD SUITE 860 CITY: IRVING STATE: TX ZIP: 75038 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001894543 XXXXXXXX 09-30-2023 09-30-2023 Centered Wealth LLC dba Miller Equity Capital Advisors

5605 N MACARTHUR BLVD SUITE 860 IRVING TX 75038

13F HOLDINGS REPORT 028-21448 000141343 N Gene S Gurley 972-490-4345 Gene S Gurley Irving TX 11-09-2023 0 49 193067979 false INFORMATION TABLE 2 MECA_20230930_13FHR.xml MEC ADVISORS 13F 9-30-2023 AMERICAN AIRLS GROUP INC COM 02376R102 1627434 127044 SH SOLE 0 0 0 127044 APPLE INC COM 037833100 2978027 17394 SH SOLE 0 0 0 17394 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5044320 14400 SH SOLE 0 0 0 14400 CHEVRON CORP NEW COM 166764100 307057 1821 SH SOLE 0 0 0 1821 CHIPOTLE MEXICAN GRILL INC COM 169656105 3242339 1770 SH SOLE 0 0 0 1770 COSTCO WHSL CORP NEW COM 22160K105 3841728 6800 SH SOLE 0 0 0 6800 EMERSON ELEC CO COM 291011104 3064456 31733 SH SOLE 0 0 0 31733 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 720244 51336 SH SOLE 0 0 0 51336 FIRST FINL BANKSHARES INC COM 32020R109 1218320 48500 SH SOLE 0 0 0 48500 GARMIN LTD SHS H2906T109 2498500 23750 SH SOLE 0 0 0 23750 INVESCO QQQ TR UNIT SER 1 46090E103 5039068 14065 SH SOLE 0 0 0 14065 ISHARES TR TIPS BD ETF 464287176 783086 7550 SH SOLE 0 0 0 7550 JPMORGAN CHASE & CO COM 46625H100 388219 2677 SH SOLE 0 0 0 2677 MICROSOFT CORP COM 594918104 3327374 10538 SH SOLE 0 0 0 10538 PROGRESSIVE CORP COM 743315103 2409890 17300 SH SOLE 0 0 0 17300 TESLA INC COM 88160R101 3154023 12605 SH SOLE 0 0 0 12605 TEXAS INSTRS INC COM 882508104 3132338 19699 SH SOLE 0 0 0 19699 TYLER TECHNOLOGIES INC COM 902252105 1502085 3890 SH SOLE 0 0 0 3890 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 1176658 13920 SH SOLE 0 0 0 13920 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 776025 8879 SH SOLE 0 0 0 8879 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 484471 6445 SH SOLE 0 0 0 6445 VANGUARD BD INDEX FDS INTERMED TERM 921937819 266101 3680 SH SOLE 0 0 0 3680 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 8274373 118578 SH SOLE 0 0 0 118578 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 440993 9220 SH SOLE 0 0 0 9220 VANGUARD INDEX FDS SMALL CP ETF 922908751 52998306 280311 SH SOLE 0 0 0 280311 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11179669 52633 SH SOLE 0 0 0 52633 VANGUARD INDEX FDS VALUE ETF 922908744 2338189 16952 SH SOLE 0 0 0 16952 VANGUARD INDEX FDS MID CAP ETF 922908629 6532905 31372 SH SOLE 0 0 0 31372 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2023609 12688 SH SOLE 0 0 0 12688 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 788529 10422 SH SOLE 0 0 0 10422 VANGUARD INDEX FDS LARGE CAP ETF 922908637 7608232 38879 SH SOLE 0 0 0 38879 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1228012 9377 SH SOLE 0 0 0 9377 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5131447 98929 SH SOLE 0 0 0 98929 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 628066 16018 SH SOLE 0 0 0 16018 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2999088 28240 SH SOLE 0 0 0 28240 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1343138 11250 SH SOLE 0 0 0 11250 VANGUARD STAR FDS VG TL INTL STK F 921909768 3834762 71651 SH SOLE 0 0 0 71651 VANGUARD WORLD FDS ENERGY ETF 92204A306 600114 4735 SH SOLE 0 0 0 4735 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1380985 7560 SH SOLE 0 0 0 7560 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 3335049 31705 SH SOLE 0 0 0 31705 VANGUARD WORLD FDS INF TECH ETF 92204A702 9700362 23380 SH SOLE 0 0 0 23380 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 6512020 24175 SH SOLE 0 0 0 24175 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 1838661 9430 SH SOLE 0 0 0 9430 VANGUARD WORLD FDS MATERIALS ETF 92204A801 2698558 15642 SH SOLE 0 0 0 15642 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3761600 16000 SH SOLE 0 0 0 16000 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 4031261 50190 SH SOLE 0 0 0 50190 VANGUARD WORLD FDS UTILITIES ETF 92204A876 651092 5105 SH SOLE 0 0 0 5105 WALMART INC COM 931142103 2564797 16037 SH SOLE 0 0 0 16037 WILLIAMS COS INC COM 969457100 1662399 49344 SH SOLE 0 0 0 49344