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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
CGDVCapital Group Dividend Value Etf
Recent Activity
Increased 6.61%
4.09%
$32.025M
882,226 shares@ $36.31 avg price
AAPLApple Inc Com
Recent Activity
Increased 6.48%
3.67%
$28.674M
125,641 shares@ $228.22 avg price
JCPBJpmorgan Core Plus Bond Etf
Recent Activity
Increased 14.49%
2.77%
$21.674M
466,506 shares@ $46.47 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 9.82%
2.62%
$20.484M
69,664 shares@ $294.04 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 8.71%
2.38%
$18.621M
43,621 shares@ $426.9 avg price
VXFVanguard Extended Market Etf
Recent Activity
Increased 3.8%
2.35%
$18.357M
93,792 shares@ $195.73 avg price
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
Increased 12.46%
2.04%
$15.949M
176,583 shares@ $90.32 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 2.08%
1.89%
$14.797M
69,968 shares@ $211.48 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 14.91%
1.83%
$14.274M
196,985 shares@ $72.47 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 0.63%
1.64%
$12.771M
87,022 shares@ $146.77 avg price