Instuitional Investor - Continuum Wealth Advisors, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ea Series Trust | 309,757 | $27,518,812 | 13.21% | |
2. | American Centy Etf Tr - US EQT ETF | 261,110 | $26,325,145 | 12.64% | |
3. | IEF | 40,090 | $24,891,881 | 11.95% | |
4. | Vanguard Tax-Managed Fds | 276,564 | $15,766,914 | 7.57% | |
5. | Dimensional Etf Trust | 359,403 | $15,188,371 | 7.29% |