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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
SPEMSpdr Portfolio Emerging Markets Etf
Recent Activity
Decreased -0.05%
0.43%
$3.366M
86,114 shares@ $39.1 avg price
IHIIshares U.s. Medical Devices Etf
Recent Activity
Decreased -0.02%
0.43%
$3.31M
55,688 shares@ $59.45 avg price
SPYGSpdr Portfolio S&p 500 Growth Etf
Recent Activity
Decreased -1.49%
0.42%
$3.247M
37,364 shares@ $86.92 avg price
GDXVaneck Gold Miners Etf
Recent Activity
Decreased -8.46%
0.41%
$3.175M
88,872 shares@ $35.73 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -3.6%
0.38%
$2.907M
44,824 shares@ $64.86 avg price
AGNCAgnc Invt Corp Com
Recent Activity
Decreased -3.55%
0.34%
$2.593M
272,631 shares@ $9.52 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -6.12%
0.34%
$2.585M
6,365 shares@ $406.13 avg price
INDAIshares Msci India Etf
Recent Activity
Decreased -1.81%
0.33%
$2.522M
47,223 shares@ $53.4 avg price
BILSpdr Bloomberg 1-3 Month T-bill Etf
Recent Activity
Decreased -15.24%
0.32%
$2.447M
26,719 shares@ $91.6 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -3.16%
0.3%
$2.348M
5,787 shares@ $405.74 avg price