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Home > Institutional Investor > Continuum Advisory, Llc > Profile

Instuitional Investor - Continuum Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Continuum Advisory, Llc
Portfolio Value $702,949,664
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 131,049 $25,235,877 3.58%
2.
Capital Group Dividend Value
 733,797 $21,897,119 3.11%
3.
Vanguard Index Fds
 72,543 $17,209,013 2.44%
4.
J P Morgan Exchange Traded F
 364,382 $17,156,928 2.44%
5.
Microsoft Corp
 MSFT 45,266 $17,019,713 2.42%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)