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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
XBISpdr S&p Biotech Etf
Recent Activity
Increased 4.54%
0.41%
$3.202M
33,029 shares@ $96.96 avg price
WMTWalmart Inc Com
Recent Activity
Increased 4.53%
0.41%
$3.141M
37,179 shares@ $84.48 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 13.22%
0.39%
$3.012M
5,218 shares@ $577.2 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 5.62%
0.39%
$3.008M
9,757 shares@ $308.26 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 4.61%
0.39%
$2.993M
12,905 shares@ $231.94 avg price
MOHMolina Healthcare Inc Com
Recent Activity
Increased 14.97%
0.38%
$2.948M
9,633 shares@ $306.0 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 8.02%
0.37%
$2.838M
16,000 shares@ $177.36 avg price
IUSBIshares Core Total Usd Bond Market Etf
Recent Activity
Increased 6.7%
0.37%
$2.835M
62,287 shares@ $45.52 avg price
CVXChevron Corp New Com
Recent Activity
Increased 6.95%
0.36%
$2.817M
17,411 shares@ $161.81 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 2.02%
0.35%
$2.725M
73,653 shares@ $37.01 avg price