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
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
VOVanguard Mid-cap Etf
Recent Activity
Decreased -0.15%
0.73%
$5.645M
20,606 shares@ $273.97 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
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
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Increased 31.78%
0.61%
$4.761M
79,641 shares@ $59.79 avg price
IAGGIshares Core International Aggregate Bond Etf
Recent Activity
Increased 12.66%
0.56%
$4.336M
83,740 shares@ $51.78 avg price