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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Trust Series I
Recent Activity
Decreased -3.55%
1.96%
$15.292M
30,062 shares@ $508.69 avg price
BBarnes Group Inc Com
Recent Activity
Decreased -5.07%
1.67%
$13.028M
279,081 shares@ $46.68 avg price
QUSSpdr Msci Usa Strategicfactors Etf
Recent Activity
Decreased -1.1%
1.54%
$12.025M
74,915 shares@ $160.52 avg price
VVVanguard Large-cap Etf
Recent Activity
Decreased -1.93%
1.31%
$10.228M
37,476 shares@ $272.91 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -1.01%
1.2%
$9.361M
15,699 shares@ $596.25 avg price
VOVanguard Mid-cap Etf
Recent Activity
Decreased -0.15%
0.73%
$5.645M
20,606 shares@ $273.97 avg price
SPDWSpdr Portfolio Developed World Ex-us Etf
Recent Activity
Decreased -1.12%
0.7%
$5.429M
154,842 shares@ $35.06 avg price
TIPXSpdr Bloomberg 1-10 Year Tips Etf
Recent Activity
Decreased -0.73%
0.69%
$5.329M
286,806 shares@ $18.59 avg price
CGUSCapital Group Core Equity Etf
Recent Activity
Decreased -3.54%
0.55%
$4.303M
122,317 shares@ $35.18 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -0.56%
0.5%
$3.861M
20,644 shares@ $187.06 avg price