Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 27 | Q3 2023 | 7.9% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 5.8% |
VANGUARD BD INDEX FDS | 27 | Q3 2023 | 6.2% |
ISHARES TR | 27 | Q3 2023 | 4.6% |
VANGUARD TAX-MANAGED INTL FD | 27 | Q3 2023 | 4.5% |
MICROSOFT CORP | 27 | Q3 2023 | 2.7% |
ISHARES TR | 27 | Q3 2023 | 2.3% |
VANGUARD INDEX FDS | 27 | Q3 2023 | 1.9% |
ISHARES TR | 27 | Q3 2023 | 3.6% |
VANGUARD INTL EQUITY INDEX F | 27 | Q3 2023 | 2.8% |
View Continuum Advisory, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
13F-HR/A | 2023-12-13 |
View Continuum Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.