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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
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
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 1.7%
0.55%
$4.24M
17,531 shares@ $241.87 avg price
HIGHartford Finl Svcs Group Inc Com
Recent Activity
Increased 5.04%
0.54%
$4.171M
35,821 shares@ $116.44 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 14.73%
0.53%
$4.129M
6,958 shares@ $593.4 avg price
FANGDiamondback Energy Inc Com
Recent Activity
Increased 51295.46%
0.53%
$4.125M
22,614 shares@ $182.43 avg price
CTSHCognizant Technology Solutions Cl A
Recent Activity
Increased 10.07%
0.53%
$4.093M
50,681 shares@ $80.77 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 0.61%
0.51%
$3.983M
4,311 shares@ $923.87 avg price
VTVVanguard Value Etf
Recent Activity
Increased 8.36%
0.51%
$3.95M
22,351 shares@ $176.75 avg price
VONGVanguard Russell 1000 Growth Etf
Recent Activity
Increased 4.41%
0.51%
$3.917M
38,442 shares@ $101.91 avg price