0001894543-24-000001.txt : 20240202 0001894543-24-000001.hdr.sgml : 20240202 20240202140700 ACCESSION NUMBER: 0001894543-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 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: 24590174 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 12-31-2023 12-31-2023 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 02-02-2024 0 52 221288122 false INFORMATION TABLE 2 MECA_20231231_13FHR.xml MEC ADVISORS 13F 12-31-2023 AMAZON COM INC COM 023135106 274252 1805 SH SOLE 0 0 0 1805 AMERICAN AIRLS GROUP INC COM 02376R102 1742232 126800 SH SOLE 0 0 0 126800 AMERICAN WTR WKS CO INC NEW COM 030420103 270580 2050 SH SOLE 0 0 0 2050 APPLE INC COM 037833100 3418178 17754 SH SOLE 0 0 0 17754 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5271435 14780 SH SOLE 0 0 0 14780 CHEVRON CORP NEW COM 166764100 271620 1821 SH SOLE 0 0 0 1821 CHIPOTLE MEXICAN GRILL INC COM 169656105 4047919 1770 SH SOLE 0 0 0 1770 COSTCO WHSL CORP NEW COM 22160K105 4488544 6800 SH SOLE 0 0 0 6800 EMERSON ELEC CO COM 291011104 3088573 31733 SH SOLE 0 0 0 31733 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 708437 51336 SH SOLE 0 0 0 51336 FIRST FINL BANKSHARES INC COM 32020R109 1469550 48500 SH SOLE 0 0 0 48500 GARMIN LTD SHS H2906T109 3052825 23750 SH SOLE 0 0 0 23750 INVESCO QQQ TR UNIT SER 1 46090E103 5761946 14070 SH SOLE 0 0 0 14070 ISHARES TR TIPS BD ETF 464287176 953974 8875 SH SOLE 0 0 0 8875 JPMORGAN CHASE & CO COM 46625H100 455358 2677 SH SOLE 0 0 0 2677 MICROSOFT CORP COM 594918104 4034157 10728 SH SOLE 0 0 0 10728 PROGRESSIVE CORP COM 743315103 2755544 17300 SH SOLE 0 0 0 17300 TESLA INC COM 88160R101 3132090 12605 SH SOLE 0 0 0 12605 TEXAS INSTRS INC COM 882508104 3357892 19699 SH SOLE 0 0 0 19699 TYLER TECHNOLOGIES INC COM 902252105 1639030 3920 SH SOLE 0 0 0 3920 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 1308062 13920 SH SOLE 0 0 0 13920 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 880708 8879 SH SOLE 0 0 0 8879 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 486381 6315 SH SOLE 0 0 0 6315 VANGUARD BD INDEX FDS INTERMED TERM 921937819 281078 3680 SH SOLE 0 0 0 3680 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 9298779 126428 SH SOLE 0 0 0 126428 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 455145 9220 SH SOLE 0 0 0 9220 VANGUARD INDEX FDS SMALL CP ETF 922908751 62042871 290831 SH SOLE 0 0 0 290831 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12351452 52068 SH SOLE 0 0 0 52068 VANGUARD INDEX FDS VALUE ETF 922908744 2534324 16952 SH SOLE 0 0 0 16952 VANGUARD INDEX FDS MID CAP ETF 922908629 8360849 35939 SH SOLE 0 0 0 35939 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2283459 12688 SH SOLE 0 0 0 12688 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 920888 10422 SH SOLE 0 0 0 10422 VANGUARD INDEX FDS LARGE CAP ETF 922908637 10311732 47269 SH SOLE 0 0 0 47269 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1364109 9407 SH SOLE 0 0 0 9407 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5417735 96504 SH SOLE 0 0 0 96504 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 625665 15223 SH SOLE 0 0 0 15223 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3248447 28240 SH SOLE 0 0 0 28240 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1536525 11250 SH SOLE 0 0 0 11250 VANGUARD STAR FDS VG TL INTL STK F 921909768 4119565 71076 SH SOLE 0 0 0 71076 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 213213 1910 SH SOLE 0 0 0 1910 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 4630529 50190 SH SOLE 0 0 0 50190 VANGUARD WORLD FDS UTILITIES ETF 92204A876 699742 5105 SH SOLE 0 0 0 5105 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1443658 7560 SH SOLE 0 0 0 7560 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 3732449 31705 SH SOLE 0 0 0 31705 VANGUARD WORLD FDS INF TECH ETF 92204A702 11315920 23380 SH SOLE 0 0 0 23380 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 7362496 24175 SH SOLE 0 0 0 24175 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 2078655 9430 SH SOLE 0 0 0 9430 VANGUARD WORLD FDS MATERIALS ETF 92204A801 2971041 15642 SH SOLE 0 0 0 15642 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 4011200 16000 SH SOLE 0 0 0 16000 VANGUARD WORLD FDS ENERGY ETF 92204A306 555321 4735 SH SOLE 0 0 0 4735 WALMART INC COM 931142103 2546363 16152 SH SOLE 0 0 0 16152 WILLIAMS COS INC COM 969457100 1705625 48970 SH SOLE 0 0 0 48970