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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
PGRProgressive Corp Com
Recent Activity
Increased 11.53%
0.5%
$3.886M
15,090 shares@ $257.51 avg price
HUMHumana Inc Com
Recent Activity
Increased 19917.65%
0.5%
$3.854M
13,612 shares@ $283.15 avg price
VXUSVanguard Total International Stock Etf
Recent Activity
Increased 8.41%
0.5%
$3.844M
63,462 shares@ $60.58 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 6.62%
0.49%
$3.824M
8,177 shares@ $467.71 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Increased 1.89%
0.49%
$3.783M
31,092 shares@ $121.68 avg price
ACGLArch Cap Group Ltd Ord
Recent Activity
Increased 8.22%
0.48%
$3.715M
37,135 shares@ $100.06 avg price
CFCf Inds Hldgs Inc Com
Recent Activity
Increased 11.24%
0.46%
$3.561M
41,538 shares@ $85.74 avg price
WMBWilliams Cos Inc Com
Recent Activity
Increased 1.96%
0.46%
$3.53M
63,518 shares@ $55.58 avg price
EGEverest Group Ltd Com
Recent Activity
Increased 10.36%
0.45%
$3.465M
9,453 shares@ $366.52 avg price
GLDSpdr Gold Shares
Recent Activity
Increased 6.25%
0.42%
$3.228M
13,619 shares@ $237.01 avg price