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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
OEFIshares S&p 100 Etf
Recent Activity
Increased 1.14%
1.27%
$9.909M
34,440 shares@ $287.72 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.51%
1.16%
$9.044M
129,586 shares@ $69.8 avg price
AVUVAvantis U.s. Small Cap Value Etf
Recent Activity
Increased 2.2%
1.12%
$8.755M
85,904 shares@ $101.93 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Increased 9.24%
0.91%
$7.11M
98,573 shares@ $72.14 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 213.31%
0.89%
$6.954M
240,792 shares@ $28.89 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 5.96%
0.88%
$6.852M
56,831 shares@ $120.57 avg price
BIVVanguard Intermediate-term Bond Etf
Recent Activity
Increased 1.59%
0.8%
$6.241M
83,030 shares@ $75.18 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 5.54%
0.71%
$5.54M
31,555 shares@ $175.58 avg price
VBVanguard Small-cap Etf
Recent Activity
Increased 2.38%
0.71%
$5.483M
22,008 shares@ $249.13 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 19.36%
0.7%
$5.466M
10,019 shares@ $545.55 avg price