0001894543-24-000004.txt : 20240730 0001894543-24-000004.hdr.sgml : 20240730 20240730120624 ACCESSION NUMBER: 0001894543-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240730 DATE AS OF CHANGE: 20240730 EFFECTIVENESS DATE: 20240730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Centered Wealth LLC dba Miller Equity Capital Advisors CENTRAL INDEX KEY: 0001894543 ORGANIZATION NAME: 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: 241155769 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 06-30-2024 06-30-2024 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 07-30-2024 0 55 240435840 false INFORMATION TABLE 2 MECA_20240630_13FHR.xml MEC ADVISORS 13F 6-30-2024 AMAZON COM INC COM 023135106 348816 1805 SH SOLE 0 0 0 1805 AMERICAN AIRLS GROUP INC COM 02376R102 1436644 126800 SH SOLE 0 0 0 126800 AMERICAN WTR WKS CO INC NEW COM 030420103 264778 2050 SH SOLE 0 0 0 2050 APPLE INC COM 037833100 3684586 17494 SH SOLE 0 0 0 17494 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6012504 14780 SH SOLE 0 0 0 14780 CHEVRON CORP NEW COM 166764100 284841 1821 SH SOLE 0 0 0 1821 CHIPOTLE MEXICAN GRILL INC COM 169656105 5544525 88500 SH SOLE 0 0 0 88500 COSTCO WHSL CORP NEW COM 22160K105 5779932 6800 SH SOLE 0 0 0 6800 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 637385 19770 SH SOLE 0 0 0 19770 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 939667 32650 SH SOLE 0 0 0 32650 EMERSON ELEC CO COM 291011104 3495707 31733 SH SOLE 0 0 0 31733 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 832670 51336 SH SOLE 0 0 0 51336 EXXON MOBIL CORP COM 30231G102 247623 2151 SH SOLE 0 0 0 2151 FIRST FINL BANKSHARES INC COM 32020R109 1432205 48500 SH SOLE 0 0 0 48500 GARMIN LTD SHS H2906T109 3869350 23750 SH SOLE 0 0 0 23750 INVESCO QQQ TR UNIT SER 1 46090E103 6625133 13828 SH SOLE 0 0 0 13828 ISHARES TR TIPS BD ETF 464287176 1734641 16245 SH SOLE 0 0 0 16245 JPMORGAN CHASE & CO. COM 46625H100 541450 2677 SH SOLE 0 0 0 2677 MICROSOFT CORP COM 594918104 4794880 10728 SH SOLE 0 0 0 10728 PROGRESSIVE CORP COM 743315103 3593383 17300 SH SOLE 0 0 0 17300 TESLA INC COM 88160R101 2494277 12605 SH SOLE 0 0 0 12605 TEXAS INSTRS INC COM 882508104 3832046 19699 SH SOLE 0 0 0 19699 TYLER TECHNOLOGIES INC COM 902252105 1970898 3920 SH SOLE 0 0 0 3920 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 1379611 13920 SH SOLE 0 0 0 13920 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 872007 8879 SH SOLE 0 0 0 8879 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 496249 6470 SH SOLE 0 0 0 6470 VANGUARD BD INDEX FDS INTERMED TERM 921937819 275595 3680 SH SOLE 0 0 0 3680 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11026316 153037 SH SOLE 0 0 0 153037 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 507141 10420 SH SOLE 0 0 0 10420 VANGUARD INDEX FDS LARGE CAP ETF 922908637 12167228 48743 SH SOLE 0 0 0 48743 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1369966 9107 SH SOLE 0 0 0 9107 VANGUARD INDEX FDS SMALL CP ETF 922908751 64409779 295404 SH SOLE 0 0 0 295404 VANGUARD INDEX FDS MID CAP ETF 922908629 8785567 36289 SH SOLE 0 0 0 36289 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2315814 12688 SH SOLE 0 0 0 12688 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 858959 10255 SH SOLE 0 0 0 10255 VANGUARD INDEX FDS VALUE ETF 922908744 2695209 16802 SH SOLE 0 0 0 16802 VANGUARD INDEX FDS TOTAL STK MKT 922908769 13872667 51859 SH SOLE 0 0 0 51859 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 351043 8022 SH SOLE 0 0 0 8022 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2859119 24335 SH SOLE 0 0 0 24335 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2824630 48169 SH SOLE 0 0 0 48169 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1508288 11250 SH SOLE 0 0 0 11250 VANGUARD STAR FDS VG TL INTL STK F 921909768 2615271 43371 SH SOLE 0 0 0 43371 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 226526 1910 SH SOLE 0 0 0 1910 VANGUARD WORLD FD ENERGY ETF 92204A306 1067123 8365 SH SOLE 0 0 0 8365 VANGUARD WORLD FD MATERIALS ETF 92204A801 3013118 15642 SH SOLE 0 0 0 15642 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 4256000 16000 SH SOLE 0 0 0 16000 VANGUARD WORLD FD FINANCIALS ETF 92204A405 5012977 50190 SH SOLE 0 0 0 50190 VANGUARD WORLD FD UTILITIES ETF 92204A876 755132 5105 SH SOLE 0 0 0 5105 VANGUARD WORLD FD COMM SRVC ETF 92204A884 4381631 31705 SH SOLE 0 0 0 31705 VANGUARD WORLD FD INF TECH ETF 92204A702 13469142 23360 SH SOLE 0 0 0 23360 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 7550578 24175 SH SOLE 0 0 0 24175 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 2218125 9430 SH SOLE 0 0 0 9430 VANGUARD WORLD FD CONSUM STP ETF 92204A207 1534907 7560 SH SOLE 0 0 0 7560 WALMART INC COM 931142103 3280956 48456 SH SOLE 0 0 0 48456 WILLIAMS COS INC COM 969457100 2081225 48970 SH SOLE 0 0 0 48970