Ruth M Miller
@Continuum Advisory, Llc
Latest period2024 - Q3ReportedManaged Assets$783.217MTotal holdings1914
Assets growth rate12.9%Assets growth rate (2-Q avg)8.39%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Continuum Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1914 positions.
Assets under management
The assets under management (AUM) of Continuum Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 783.217M in assets, with a quarterly growth rate of 12.9% and a 2-quarter average growth rate of 8.39%. The portfolio is managed by Ruth M Miller, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CGDVCapital Group Dividend Value Etf
| 4.09% | $32.025M 882,226 shares@ $36.31 avg price | Increased 6.61% |
AAPLApple Inc Com
| 3.67% | $28.674M 125,641 shares@ $228.22 avg price | Increased 6.48% |
JCPBJpmorgan Core Plus Bond Etf
| 2.77% | $21.674M 466,506 shares@ $46.47 avg price | Increased 14.49% |
VTIVanguard Total Stock Market Etf
| 2.62% | $20.484M 69,664 shares@ $294.04 avg price | Increased 9.82% |
MSFTMicrosoft Corp Com
| 2.38% | $18.621M 43,621 shares@ $426.9 avg price | Increased 8.71% |
VXFVanguard Extended Market Etf
| 2.35% | $18.357M 93,792 shares@ $195.73 avg price | Increased 3.8% |
TLTIshares 20 Year Treasury Bond Etf
| 2.04% | $15.949M 176,583 shares@ $90.32 avg price | Increased 12.46% |
QQQInvesco Qqq Trust Series I
| 1.96% | $15.292M 30,062 shares@ $508.69 avg price | Decreased -3.55% |
AMZNAmazon Com Inc Com
| 1.89% | $14.797M 69,968 shares@ $211.48 avg price | Increased 2.08% |
BNDVanguard Total Bond Market Etf
| 1.83% | $14.274M 196,985 shares@ $72.47 avg price | Increased 14.91% |