test

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
HIGHSimplify Enhanced Income Etf
Recent Activity
Exited
0%
$1.368M
56,291 shares@ $24.3 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$481,840
612 shares@ $787.33 avg price
XHLFBondbloxx Bloomberg Six Month Target Duration Us Treasury Etf
Recent Activity
Exited
0%
$302,133
6,009 shares@ $50.29 avg price
XCCCBondbloxx Ccc-rated Usd High Yield Corporate Bond Etf
Recent Activity
Exited
0%
$186,950
5,000 shares@ $37.39 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$76,669
72 shares@ $1064.85 avg price
WRKWestrock Co Com
Recent Activity
Exited
0%
$48,049
956 shares@ $50.27 avg price
TFISpdr Nuveen Bloomberg Municipal Bond Etf
Recent Activity
Exited
0%
$41,189
900 shares@ $45.77 avg price
HEFAIshares Currency Hedged Msci Eafe Etf
Recent Activity
Exited
0%
$39,644
1,115 shares@ $35.56 avg price
QQXTFirst Trust Nasdaq-100 Ex-technology Sector Index Fund
Recent Activity
Exited
0%
$32,223
366 shares@ $88.05 avg price
PBEInvesco Biotechnology & Genome Etf
Recent Activity
Exited
0%
$31,759
490 shares@ $64.82 avg price