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Centered Wealth LLC dba Miller Equity Capital Advisors

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13F filer, CIK 1894543, IRVING, TX

Centered Wealth LLC dba Miller Equity Capital Advisors reported $240,435,840 across 55 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-07-30. Its ten largest share positions make up 62.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001894543-24-000004

Period
2024-06-30
Reported value
$240M
Holdings
55
Top 10 weight
62.26%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMGadded+86,730$5.43M
DFSVadded+16,355$471K
DFACadded+8,515$275K
VTIadded+308$82.4K
BNDadded+230$16.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEUreduced-31,470-$1.85M
VXUSreduced-17,190-$1.04M
VSSreduced-3,905-$459K
VOreduced-1,420-$344K
TGTexited-1,146-$203K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2024

Share positions as resolved from 13F-HR 0001894543-24-000004, largest first. % of portfolio is the value over $240,435,840, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 270,794 shares; 2023Q3: 280,311 shares; 2023Q4: 290,831 shares; 2024Q1: 295,713 shares; 2024Q2: 295,404 shares 295,404$64.4M26.79%-309Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 52,888 shares; 2023Q3: 52,633 shares; 2023Q4: 52,068 shares; 2024Q1: 51,551 shares; 2024Q2: 51,859 shares 51,859$13.9M5.77%+308Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,380 shares; 2023Q3: 23,380 shares; 2023Q4: 23,380 shares; 2024Q1: 23,340 shares; 2024Q2: 23,360 shares 23,360$13.5M5.6%+20Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 33,023 shares; 2023Q3: 38,879 shares; 2023Q4: 47,269 shares; 2024Q1: 49,028 shares; 2024Q2: 48,743 shares 48,743$12.2M5.06%-285Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 117,227 shares; 2023Q3: 118,578 shares; 2023Q4: 126,428 shares; 2024Q1: 152,807 shares; 2024Q2: 153,037 shares 153,037$11M4.59%+230Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,892 shares; 2023Q3: 31,372 shares; 2023Q4: 35,939 shares; 2024Q1: 37,709 shares; 2024Q2: 36,289 shares 36,289$8.79M3.65%-1,420Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,175 shares; 2023Q3: 24,175 shares; 2023Q4: 24,175 shares; 2024Q1: 24,175 shares; 2024Q2: 24,175 shares 24,175$7.55M3.14%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,060 shares; 2023Q3: 14,065 shares; 2023Q4: 14,070 shares; 2024Q1: 13,798 shares; 2024Q2: 13,828 shares 13,828$6.63M2.76%+30Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,400 shares; 2023Q3: 14,400 shares; 2023Q4: 14,780 shares; 2024Q1: 14,780 shares; 2024Q2: 14,780 shares 14,780$6.01M2.5%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,800 shares; 2023Q3: 6,800 shares; 2023Q4: 6,800 shares; 2024Q1: 6,800 shares; 2024Q2: 6,800 shares 6,800$5.78M2.4%0Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,770 shares; 2023Q3: 1,770 shares; 2023Q4: 1,770 shares; 2024Q1: 1,770 shares; 2024Q2: 88,500 shares 88,500$5.54M2.31%+86,730Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,190 shares; 2023Q3: 50,190 shares; 2023Q4: 50,190 shares; 2024Q1: 50,190 shares; 2024Q2: 50,190 shares 50,190$5.01M2.08%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,538 shares; 2023Q3: 10,538 shares; 2023Q4: 10,728 shares; 2024Q1: 10,728 shares; 2024Q2: 10,728 shares 10,728$4.79M1.99%0Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 31,705 shares; 2023Q3: 31,705 shares; 2023Q4: 31,705 shares; 2024Q1: 31,705 shares; 2024Q2: 31,705 shares 31,705$4.38M1.82%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,000 shares; 2023Q3: 16,000 shares; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares; 2024Q2: 16,000 shares 16,000$4.26M1.77%0Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,750 shares; 2023Q3: 23,750 shares; 2023Q4: 23,750 shares; 2024Q1: 23,750 shares; 2024Q2: 23,750 shares 23,750$3.87M1.61%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,699 shares; 2023Q3: 19,699 shares; 2023Q4: 19,699 shares; 2024Q1: 19,699 shares; 2024Q2: 19,699 shares 19,699$3.83M1.59%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,394 shares; 2023Q3: 17,394 shares; 2023Q4: 17,754 shares; 2024Q1: 17,754 shares; 2024Q2: 17,494 shares 17,494$3.68M1.53%-260Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,300 shares; 2023Q3: 17,300 shares; 2023Q4: 17,300 shares; 2024Q1: 17,300 shares; 2024Q2: 17,300 shares 17,300$3.59M1.49%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 31,733 shares; 2023Q3: 31,733 shares; 2023Q4: 31,733 shares; 2024Q1: 31,733 shares; 2024Q2: 31,733 shares 31,733$3.5M1.45%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,037 shares; 2023Q3: 16,037 shares; 2023Q4: 16,152 shares; 2024Q1: 48,456 shares; 2024Q2: 48,456 shares 48,456$3.28M1.36%0Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,642 shares; 2023Q3: 15,642 shares; 2023Q4: 15,642 shares; 2024Q1: 15,642 shares; 2024Q2: 15,642 shares 15,642$3.01M1.25%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 28,365 shares; 2023Q3: 28,240 shares; 2023Q4: 28,240 shares; 2024Q1: 28,240 shares; 2024Q2: 24,335 shares 24,335$2.86M1.19%-3,905Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 102,449 shares; 2023Q3: 98,929 shares; 2023Q4: 96,504 shares; 2024Q1: 79,639 shares; 2024Q2: 48,169 shares 48,169$2.82M1.17%-31,470Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,952 shares; 2023Q3: 16,952 shares; 2023Q4: 16,952 shares; 2024Q1: 16,802 shares; 2024Q2: 16,802 shares 16,802$2.7M1.12%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 74,171 shares; 2023Q3: 71,651 shares; 2023Q4: 71,076 shares; 2024Q1: 60,561 shares; 2024Q2: 43,371 shares 43,371$2.62M1.09%-17,190Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,605 shares; 2023Q3: 12,605 shares; 2023Q4: 12,605 shares; 2024Q1: 12,605 shares; 2024Q2: 12,605 shares 12,605$2.49M1.04%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,683 shares; 2023Q3: 12,688 shares; 2023Q4: 12,688 shares; 2024Q1: 12,688 shares; 2024Q2: 12,688 shares 12,688$2.32M0.96%0Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,430 shares; 2023Q3: 9,430 shares; 2023Q4: 9,430 shares; 2024Q1: 9,430 shares; 2024Q2: 9,430 shares 9,430$2.22M0.92%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 44,500 shares; 2023Q3: 49,344 shares; 2023Q4: 48,970 shares; 2024Q1: 48,970 shares; 2024Q2: 48,970 shares 48,970$2.08M0.87%0Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,890 shares; 2023Q3: 3,890 shares; 2023Q4: 3,920 shares; 2024Q1: 3,920 shares; 2024Q2: 3,920 shares 3,920$1.97M0.82%0Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,500 shares; 2023Q3: 7,550 shares; 2023Q4: 8,875 shares; 2024Q1: 16,095 shares; 2024Q2: 16,245 shares 16,245$1.73M0.72%+150Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,560 shares; 2023Q3: 7,560 shares; 2023Q4: 7,560 shares; 2024Q1: 7,560 shares; 2024Q2: 7,560 shares 7,560$1.53M0.64%0Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,250 shares; 2023Q3: 11,250 shares; 2023Q4: 11,250 shares; 2024Q1: 11,250 shares; 2024Q2: 11,250 shares 11,250$1.51M0.63%0Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 127,044 shares; 2023Q3: 127,044 shares; 2023Q4: 126,800 shares; 2024Q1: 126,800 shares; 2024Q2: 126,800 shares 126,800$1.44M0.6%0Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 48,500 shares; 2023Q3: 48,500 shares; 2023Q4: 48,500 shares; 2024Q1: 48,500 shares; 2024Q2: 48,500 shares 48,500$1.43M0.6%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,920 shares; 2023Q3: 13,920 shares; 2023Q4: 13,920 shares; 2024Q1: 13,920 shares; 2024Q2: 13,920 shares 13,920$1.38M0.57%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,377 shares; 2023Q3: 9,377 shares; 2023Q4: 9,407 shares; 2024Q1: 9,252 shares; 2024Q2: 9,107 shares 9,107$1.37M0.57%-145Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,735 shares; 2023Q3: 4,735 shares; 2023Q4: 4,735 shares; 2024Q1: 8,365 shares; 2024Q2: 8,365 shares 8,365$1.07M0.44%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,295 shares; 2024Q2: 32,650 shares 32,650$940K0.39%+16,355Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,879 shares; 2023Q3: 8,879 shares; 2023Q4: 8,879 shares; 2024Q1: 8,879 shares; 2024Q2: 8,879 shares 8,879$872K0.36%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,200 shares; 2023Q3: 10,422 shares; 2023Q4: 10,422 shares; 2024Q1: 10,255 shares; 2024Q2: 10,255 shares 10,255$859K0.36%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,336 shares; 2023Q3: 51,336 shares; 2023Q4: 51,336 shares; 2024Q1: 51,336 shares; 2024Q2: 51,336 shares 51,336$833K0.35%0Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,105 shares; 2023Q3: 5,105 shares; 2023Q4: 5,105 shares; 2024Q1: 5,105 shares; 2024Q2: 5,105 shares 5,105$755K0.31%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,255 shares; 2024Q2: 19,770 shares 19,770$637K0.27%+8,515Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,677 shares; 2023Q3: 2,677 shares; 2023Q4: 2,677 shares; 2024Q1: 2,677 shares; 2024Q2: 2,677 shares 2,677$541K0.23%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,220 shares; 2023Q3: 9,220 shares; 2023Q4: 9,220 shares; 2024Q1: 10,420 shares; 2024Q2: 10,420 shares 10,420$507K0.21%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,060 shares; 2023Q3: 6,445 shares; 2023Q4: 6,315 shares; 2024Q1: 6,610 shares; 2024Q2: 6,470 shares 6,470$496K0.21%-140Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,548 shares; 2023Q3: 16,018 shares; 2023Q4: 15,223 shares; 2024Q1: 8,022 shares; 2024Q2: 8,022 shares 8,022$351K0.15%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,805 shares; 2024Q1: 1,805 shares; 2024Q2: 1,805 shares 1,805$349K0.15%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,821 shares; 2023Q3: 1,821 shares; 2023Q4: 1,821 shares; 2024Q1: 1,821 shares; 2024Q2: 1,821 shares 1,821$285K0.12%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,680 shares; 2023Q3: 3,680 shares; 2023Q4: 3,680 shares; 2024Q1: 3,680 shares; 2024Q2: 3,680 shares 3,680$276K0.11%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,050 shares; 2024Q1: 2,050 shares; 2024Q2: 2,050 shares 2,050$265K0.11%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,066 shares; 2024Q2: 2,151 shares 2,151$248K0.1%+85Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,910 shares; 2023Q3: not reported; 2023Q4: 1,910 shares; 2024Q1: 1,910 shares; 2024Q2: 1,910 shares 1,910$227K0.09%0Timeline

Sold out in Q2 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TGTTARGET CORP1,146$203Kshares

How Q2 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001894543-24-000004 base2024-07-30acceptance time not in the bulk data set