Instuitional Investor - Continuum Advisory, Llc
Fund Profile
Filing Period:
Fund Name: | Continuum Advisory, Llc |
Portfolio Value | $830,713,941 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Capital Group Dividend Value | 941,590 | $37,183,371 | 4.48% | |
2. | AAPL | 139,815 | $28,685,820 | 3.45% | |
3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 556,879 | $26,206,716 | 3.15% | |
4. | Vanguard Index Fds | 76,722 | $23,318,199 | 2.81% | |
5. | MSFT | 45,417 | $22,590,741 | 2.72% |