Instuitional Investor - Continuum Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Continuum Advisory, Llc |
| Portfolio Value | $780,012,085 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value Etf | 900,169 | $31,739,946 | 4.06% | |
| 2. | AAPL | 125,948 | $31,539,847 | 4.04% | |
| 3. | Jpmorgan Core Plus Bond Etf | 459,917 | $21,188,365 | 2.71% | |
| 4. | Vanguard Total Stock Market Etf | 71,284 | $20,658,826 | 2.64% | |
| 5. | MSFT | 43,823 | $18,471,193 | 2.36% |
