Instuitional Investor - Continuum Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Continuum Advisory, Llc |
| Portfolio Value | $945,988,308 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 893,821 | $37,567,304 | 3.97% | |
| 2. | AAPL | 145,461 | $37,038,663 | 3.92% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 603,539 | $28,698,257 | 3.03% | |
| 4. | Vanguard Index Fds | 79,256 | $26,009,320 | 2.75% | |
| 5. | Pimco Etf Trust | 926,235 | $24,860,151 | 2.63% |