Instuitional Investor - Continuum Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Continuum Advisory, Llc |
| Portfolio Value | $776,401,100 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 907,062 | $32,327,697 | 4.16% | |
| 2. | AAPL | 132,387 | $29,407,172 | 3.79% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 493,146 | $23,197,572 | 2.99% | |
| 4. | Vanguard Index Fds | 72,394 | $19,896,894 | 2.56% | |
| 5. | Capital Grp Fixed Incm Etf T - CORE BOND ETF | 664,244 | $17,456,330 | 2.25% |
