$445 Million is the total value of Continuum Advisory, LLC's 310 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $31,519,000 | +43.7% | 206,340 | +12.3% | 7.09% | +20.6% |
| TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $21,867,000 | +22.9% | 1,035,354 | +22.8% | 4.92% | +3.2% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $13,028,000 | +8.3% | 71,244 | +8.1% | 2.93% | -9.1% |
| QUS | Sell | SPDR SER TRmsci usa strtgic | $9,870,000 | +8.1% | 75,569 | -1.3% | 2.22% | -9.3% |
| MSFT | Sell | MICROSOFT CORP | $9,215,000 | +16.4% | 27,399 | -2.4% | 2.07% | -2.3% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $8,104,000 | +16.0% | 36,667 | +5.4% | 1.82% | -2.6% |
| AMZN | Buy | AMAZON COM INC | $7,968,000 | +14.8% | 4,689 | +6.3% | 1.79% | -3.7% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $7,714,000 | +10.5% | 88,039 | +12.8% | 1.74% | -7.2% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $7,474,000 | +32.6% | 133,870 | +19.9% | 1.68% | +11.3% |
| FCVT | New | FIRST TR EXCHANGE-TRADED FDssi strg etf | $7,358,000 | – | 177,663 | +100.0% | 1.66% | – |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $7,117,000 | +22.0% | 201,336 | +9.9% | 1.60% | +2.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $6,041,000 | +4.5% | 165,584 | +3.7% | 1.36% | -12.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $5,894,000 | +9.2% | 72,924 | +10.7% | 1.33% | -8.3% |
| ARKK | Buy | ARK ETF TRinnovation etf | $5,874,000 | +5.8% | 62,099 | +23.6% | 1.32% | -11.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,864,000 | +13.4% | 12,294 | +2.4% | 1.32% | -4.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,592,000 | +12.3% | 23,162 | +3.3% | 1.26% | -5.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $5,001,000 | +22.7% | 69,011 | +8.4% | 1.12% | +3.0% |
| MBB | New | ISHARES TRmbs etf | $4,990,000 | – | 46,451 | +100.0% | 1.12% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,958,000 | +12.5% | 58,496 | +13.4% | 1.12% | -5.6% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $4,758,000 | +21.4% | 64,976 | +11.9% | 1.07% | +1.9% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $4,617,000 | +1.5% | 71,523 | +1.5% | 1.04% | -14.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,109,000 | +21.0% | 105,717 | +20.5% | 0.92% | +1.5% |
| SPSB | Buy | SPDR SER TRportfolio short | $4,024,000 | +19.0% | 129,921 | +20.1% | 0.90% | -0.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,997,000 | +24.2% | 34,905 | +18.5% | 0.90% | +4.3% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $3,939,000 | +3.1% | 46,048 | +3.8% | 0.89% | -13.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,909,000 | +10.3% | 15,345 | +2.5% | 0.88% | -7.4% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,779,000 | +12.0% | 23,079 | +1.3% | 0.85% | -6.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $3,752,000 | +13.9% | 90,434 | +16.8% | 0.84% | -4.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,631,000 | +7.0% | 48,651 | +6.4% | 0.82% | -10.2% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $3,616,000 | +321.4% | 34,148 | +320.6% | 0.81% | +253.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,430,000 | +6.6% | 15,174 | +3.2% | 0.77% | -10.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $3,262,000 | +1.1% | 14,663 | -0.6% | 0.73% | -15.1% |
| IAGG | Buy | ISHARES TRcore intl aggr | $3,084,000 | +10.8% | 56,548 | +11.8% | 0.69% | -7.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,035,000 | +26.0% | 29,641 | +23.2% | 0.68% | +5.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,862,000 | +43.3% | 988 | +32.3% | 0.64% | +20.4% |
| TFX | Buy | TELEFLEX INCORPORATED | $2,688,000 | +0.7% | 8,184 | +15.5% | 0.60% | -15.4% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,625,000 | +2.1% | 51,415 | +1.0% | 0.59% | -14.4% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,534,000 | +74.4% | 50,196 | +75.2% | 0.57% | +46.5% |
| DIS | Buy | DISNEY WALT CO | $2,496,000 | -4.2% | 18,301 | +4.1% | 0.56% | -19.6% |
| TSLA | Buy | TESLA INC | $2,463,000 | +107.1% | 24,310 | +3.4% | 0.55% | +73.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,438,000 | +8.6% | 13,633 | +2.8% | 0.55% | -9.0% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $2,405,000 | +10.2% | 76,336 | +8.8% | 0.54% | -7.5% |
| ROM | Buy | PROSHARES TR | $2,378,000 | +49.2% | 18,671 | +16.4% | 0.54% | +25.3% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,380,000 | +14.0% | 24,241 | +2.8% | 0.54% | -4.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,347,000 | +41.7% | 7,315 | +28.2% | 0.53% | +18.9% |
| PKE | Buy | PARK AEROSPACE CORP | $2,321,000 | -3.2% | 175,819 | +0.3% | 0.52% | -18.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,285,000 | +12.6% | 29,094 | +1.0% | 0.51% | -5.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,247,000 | -1.1% | 27,656 | +0.3% | 0.50% | -17.1% |
| FB | Buy | META PLATFORMS INCcl a | $2,224,000 | +9.9% | 6,613 | +11.0% | 0.50% | -7.7% |
| CVX | Buy | CHEVRON CORP NEW | $2,168,000 | +21.3% | 18,473 | +4.9% | 0.49% | +1.9% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $2,134,000 | +49.3% | 36,403 | +37.5% | 0.48% | +25.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,036,000 | +1.1% | 3,591 | +2.7% | 0.46% | -15.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,006,000 | +2.9% | 11,728 | -2.8% | 0.45% | -13.6% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $1,997,000 | -29.2% | 142,016 | +6.1% | 0.45% | -40.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,975,000 | +24.9% | 17,024 | +9.6% | 0.44% | +4.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,955,000 | +11.5% | 11,380 | -0.3% | 0.44% | -6.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,918,000 | +0.4% | 38,495 | +1.1% | 0.43% | -15.8% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,894,000 | +19.0% | 21,772 | +19.7% | 0.43% | 0.0% |
| HD | Sell | HOME DEPOT INC | $1,865,000 | +19.5% | 4,494 | -5.5% | 0.42% | +0.5% |
| REZ | Sell | ISHARES TRresidential mult | $1,866,000 | +14.6% | 18,992 | -0.2% | 0.42% | -3.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,857,000 | +17.7% | 23,089 | +12.1% | 0.42% | -1.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,849,000 | +3.2% | 37,385 | +4.3% | 0.42% | -13.3% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,803,000 | +9.5% | 4 | 0.0% | 0.41% | -7.9% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $1,795,000 | +0.4% | 28,548 | -0.0% | 0.40% | -15.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,772,000 | +43.1% | 30,388 | +3.4% | 0.40% | +20.2% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,773,000 | +13.5% | 32,289 | +13.2% | 0.40% | -4.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,760,000 | +115.2% | 5,052 | +55.4% | 0.40% | +80.8% |
| WTRG | Buy | ESSENTIAL UTILS INC | $1,758,000 | +17.8% | 32,752 | +1.2% | 0.40% | -1.2% |
| CERN | Sell | CERNER CORP | $1,723,000 | +29.5% | 18,557 | -1.6% | 0.39% | +9.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,723,000 | +35.7% | 3,035 | +7.4% | 0.39% | +14.1% |
| NVDA | Buy | NVIDIA CORPORATION | $1,690,000 | +45.4% | 5,745 | +2.4% | 0.38% | +22.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,573,000 | +20.6% | 24,744 | +20.1% | 0.35% | +1.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,575,000 | +28.6% | 3,137 | +0.1% | 0.35% | +7.9% |
| PBA | Sell | PEMBINA PIPELINE CORP | $1,566,000 | -5.5% | 51,621 | -1.4% | 0.35% | -20.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,525,000 | +21.8% | 9,323 | +4.1% | 0.34% | +2.4% |
| V | Buy | VISA INC | $1,507,000 | +0.4% | 28,853 | +0.7% | 0.34% | -15.7% |
| NFLX | Buy | NETFLIX INC | $1,461,000 | -0.2% | 3,872 | +0.7% | 0.33% | -16.1% |
| MUB | Buy | ISHARES TRnational mun etf | $1,459,000 | +32.2% | 12,548 | +32.0% | 0.33% | +10.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,453,000 | +8.8% | 4,861 | -0.7% | 0.33% | -8.7% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,403,000 | +8.5% | 27,297 | +11.0% | 0.32% | -8.7% |
| IUSB | Buy | ISHARES TRcore total usd | $1,355,000 | +107.8% | 25,600 | +109.0% | 0.30% | +74.3% |
| WMT | Sell | WALMART INC | $1,334,000 | -12.2% | 30,075 | -5.3% | 0.30% | -26.3% |
| GLDM | Sell | WORLD GOLD TRspdr gld minis | $1,324,000 | -4.2% | 72,849 | -8.0% | 0.30% | -19.5% |
| ABBV | Buy | ABBVIE INC | $1,312,000 | +26.9% | 9,691 | +1.1% | 0.30% | +6.5% |
| KOD | Sell | KODIAK SCIENCES INC | $1,304,000 | -15.1% | 15,381 | -3.9% | 0.29% | -28.9% |
| NETL | Buy | ETF SER SOLUTIONSnetlease corp | $1,295,000 | +13.0% | 40,770 | +5.3% | 0.29% | -5.2% |
| IXUS | Buy | ISHARES TRcore msci total | $1,266,000 | +94.8% | 17,850 | +95.0% | 0.28% | +63.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $1,245,000 | -2.4% | 42,024 | -1.7% | 0.28% | -18.1% |
| TIP | Buy | ISHARES TRtips bd etf | $1,227,000 | +9.4% | 9,494 | +8.0% | 0.28% | -8.3% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $1,223,000 | +1.8% | 22,178 | +5.2% | 0.28% | -14.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,217,000 | +13.1% | 1,824 | -3.1% | 0.27% | -4.9% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $1,215,000 | +10.3% | 36,859 | +10.5% | 0.27% | -7.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,197,000 | +90.0% | 1,613 | +12.3% | 0.27% | +59.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,198,000 | +3.8% | 24,085 | +7.5% | 0.27% | -12.9% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $1,189,000 | +156.2% | 19,049 | +156.5% | 0.27% | +115.3% |
| VOO | Sell | VANGUARD INDEX FDS | $1,178,000 | +5.6% | 2,698 | -4.6% | 0.26% | -11.4% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,157,000 | +0.3% | 25,900 | -4.3% | 0.26% | -15.9% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $1,106,000 | -80.5% | 23,361 | -80.1% | 0.25% | -83.6% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,099,000 | +28.1% | 2,651 | -1.2% | 0.25% | +7.4% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,094,000 | +7.9% | 13,177 | +1.6% | 0.25% | -9.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,073,000 | -43.2% | 5,899 | -45.2% | 0.24% | -52.4% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,062,000 | -7.1% | 21,594 | -6.7% | 0.24% | -21.9% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,054,000 | +332.0% | 20,349 | +295.4% | 0.24% | +264.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,019,000 | +6.9% | 2,835 | +3.4% | 0.23% | -10.2% |
| CSCO | Buy | CISCO SYS INC | $1,014,000 | +22.3% | 16,006 | +5.1% | 0.23% | +2.7% |
| T | Buy | AT&T INC | $999,000 | +11.1% | 40,588 | +22.0% | 0.22% | -6.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,001,000 | +64.9% | 3,535 | +53.1% | 0.22% | +38.0% |
| GOVT | Buy | ISHARES TRus treas bd etf | $994,000 | +24.7% | 37,241 | +23.9% | 0.22% | +4.7% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $958,000 | +0.1% | 13,110 | +1.9% | 0.22% | -16.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $957,000 | +85.5% | 5,502 | +59.2% | 0.22% | +55.8% |
| MCD | Sell | MCDONALDS CORP | $941,000 | +1.3% | 25,427 | -1.3% | 0.21% | -14.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $927,000 | +13.9% | 18,422 | +26.5% | 0.21% | -4.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $918,000 | +14.2% | 15,333 | +17.7% | 0.21% | -4.2% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $911,000 | +13.6% | 7,035 | -0.7% | 0.20% | -4.7% |
| DHR | Sell | DANAHER CORPORATION | $898,000 | +3.8% | 2,729 | -3.9% | 0.20% | -12.9% |
| XOM | Sell | EXXON MOBIL CORP | $894,000 | +2.3% | 14,603 | -1.7% | 0.20% | -14.1% |
| ZTS | Sell | ZOETIS INCcl a | $891,000 | +22.2% | 3,651 | -2.7% | 0.20% | +2.6% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $888,000 | +10.9% | 3,900 | -4.6% | 0.20% | -7.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $884,000 | +37.1% | 6,007 | +26.1% | 0.20% | +15.0% |
| PEP | Buy | PEPSICO INC | $857,000 | +18.7% | 4,934 | +2.8% | 0.19% | 0.0% |
| AMAT | Buy | APPLIED MATLS INC | $841,000 | +52.1% | 5,344 | +24.3% | 0.19% | +27.7% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $842,000 | -2.4% | 26,284 | -1.6% | 0.19% | -18.2% |
| ESGU | Sell | ISHARES TResg awr msci usa | $837,000 | +4.6% | 7,760 | -4.5% | 0.19% | -12.1% |
| PFE | Buy | PFIZER INC | $833,000 | +52.3% | 40,651 | +4.0% | 0.19% | +27.2% |
| SBUX | Sell | STARBUCKS CORP | $818,000 | +5.5% | 6,990 | -0.5% | 0.18% | -11.5% |
| ABT | Buy | ABBOTT LABS | $794,000 | +31.0% | 5,642 | +10.1% | 0.18% | +10.5% |
| EMB | New | ISHARES TRjpmorgan usd emg | $798,000 | – | 7,321 | +100.0% | 0.18% | – |
| QCOM | Buy | QUALCOMM INC | $792,000 | +53.5% | 4,333 | +8.4% | 0.18% | +29.0% |
| CECE | CECO ENVIRONMENTAL CORP | $781,000 | -11.6% | 125,418 | 0.0% | 0.18% | -25.7% | |
| DVY | Buy | ISHARES TRselect divid etf | $783,000 | +17.7% | 6,386 | +10.2% | 0.18% | -1.1% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $776,000 | – | 9,183 | +100.0% | 0.18% | – |
| NEE | Sell | NEXTERA ENERGY INC | $780,000 | +16.1% | 8,357 | -2.3% | 0.18% | -2.8% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $777,000 | +10.7% | 4,799 | +13.5% | 0.18% | -6.9% |
| INTC | Sell | INTEL CORP | $774,000 | -4.1% | 15,025 | -0.7% | 0.17% | -19.4% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $772,000 | +22.9% | 13,743 | +23.4% | 0.17% | +3.6% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $769,000 | +4.2% | 3,660 | 0.0% | 0.17% | -12.6% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $768,000 | +39.1% | 5,339 | -0.5% | 0.17% | +16.9% |
| MRNA | Buy | MODERNA INC | $768,000 | -14.3% | 3,025 | +29.9% | 0.17% | -27.9% |
| ASML | Sell | ASML HOLDING N V | $763,000 | +4.0% | 958 | -2.7% | 0.17% | -12.7% |
| BX | Sell | BLACKSTONE INC | $760,000 | +3.4% | 5,870 | -7.1% | 0.17% | -13.2% |
| PLD | Sell | PROLOGIS INC. | $750,000 | +33.5% | 4,453 | -0.6% | 0.17% | +11.9% |
| CTAS | Sell | CINTAS CORP | $747,000 | +8.7% | 1,685 | -6.6% | 0.17% | -8.7% |
| ALLY | Buy | ALLY FINL INC | $717,000 | +3.6% | 15,065 | +11.1% | 0.16% | -13.0% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $711,000 | +9.2% | 3,765 | -2.2% | 0.16% | -8.0% |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $707,000 | – | 16,415 | +100.0% | 0.16% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $703,000 | +42.0% | 6,166 | +42.9% | 0.16% | +18.8% |
| KO | Buy | COCA COLA CO | $691,000 | +15.9% | 38,762 | +1.0% | 0.16% | -3.1% |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $686,000 | +13.6% | 8,911 | +15.2% | 0.15% | -4.9% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $659,000 | +8.6% | 11,272 | -1.5% | 0.15% | -9.2% |
| ORCL | Sell | ORACLE CORP | $660,000 | -5.3% | 7,573 | -5.3% | 0.15% | -20.9% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $657,000 | +14.5% | 11,819 | +8.4% | 0.15% | -3.9% |
| TMUS | Sell | T-MOBILE US INC | $655,000 | -11.0% | 5,647 | -1.9% | 0.15% | -25.4% |
| HCA | Sell | HCA HEALTHCARE INC | $648,000 | +2.2% | 2,523 | -3.4% | 0.15% | -14.1% |
| CNQ | Buy | CANADIAN NAT RES LTD | $646,000 | +135.8% | 15,285 | +103.5% | 0.14% | +98.6% |
| MRK | Buy | MERCK & CO INC | $633,000 | +27.6% | 8,263 | +25.1% | 0.14% | +6.8% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $622,000 | +6.1% | 5,469 | -3.0% | 0.14% | -10.8% |
| SHW | Buy | SHERWIN WILLIAMS CO | $618,000 | +37.6% | 1,754 | +9.4% | 0.14% | +15.8% |
| REET | Buy | ISHARES TRglobal reit etf | $616,000 | +19.8% | 20,120 | +7.4% | 0.14% | +0.7% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $612,000 | +19.5% | 2,669 | -2.7% | 0.14% | +0.7% |
| EXPE | Buy | EXPEDIA GROUP INC | $610,000 | +29.0% | 3,374 | +16.9% | 0.14% | +7.9% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $600,000 | +6.6% | 2,128 | +5.9% | 0.14% | -10.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $596,000 | +19.9% | 5,313 | +10.6% | 0.13% | +0.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $588,000 | +4.8% | 4,038 | -5.1% | 0.13% | -12.0% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $579,000 | -0.3% | 7,450 | +0.4% | 0.13% | -16.7% |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $577,000 | – | 12,049 | +100.0% | 0.13% | – |
| SPGI | Sell | S&P GLOBAL INC | $578,000 | +4.7% | 1,224 | -5.8% | 0.13% | -12.2% |
| UCO | PROSHARES TR IIulta blmbg 2017 | $572,000 | +3.1% | 6,593 | 0.0% | 0.13% | -13.4% | |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $567,000 | +4.6% | 15,941 | -3.6% | 0.13% | -11.7% |
| AON | Sell | AON PLC | $565,000 | -6.5% | 1,880 | -11.0% | 0.13% | -21.6% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $555,000 | +7.1% | 1,128 | -2.8% | 0.12% | -10.1% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $557,000 | +6.5% | 8,068 | +8.4% | 0.12% | -10.7% |
| ETN | Buy | EATON CORP PLC | $550,000 | +41.0% | 3,185 | +21.8% | 0.12% | +18.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $547,000 | +15.9% | 1,871 | +5.1% | 0.12% | -2.4% |
| SOXX | Buy | ISHARES TRishares semicdtr | $542,000 | +39.3% | 1,000 | +14.7% | 0.12% | +17.3% |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $541,000 | -0.2% | 9,040 | 0.0% | 0.12% | -15.9% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $536,000 | +22.7% | 6,622 | +11.5% | 0.12% | +3.4% |
| TRU | Sell | TRANSUNION | $539,000 | -1.8% | 4,549 | -7.0% | 0.12% | -17.7% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $522,000 | +9.4% | 18,018 | +0.3% | 0.12% | -8.6% |
| CME | Sell | CME GROUP INC | $518,000 | +6.4% | 2,266 | -9.9% | 0.12% | -10.0% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $517,000 | +12.9% | 4,499 | +13.1% | 0.12% | -5.7% |
| TGT | Buy | TARGET CORP | $516,000 | +2.8% | 2,229 | +1.6% | 0.12% | -14.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $508,000 | +65.5% | 6,075 | +46.5% | 0.11% | +39.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $500,000 | +5.0% | 12,802 | +0.9% | 0.11% | -12.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $479,000 | +22.8% | 1,348 | +19.3% | 0.11% | +2.9% |
| ALL | Sell | ALLSTATE CORP | $477,000 | -11.5% | 4,058 | -4.1% | 0.11% | -25.7% |
| XHB | New | SPDR SER TRs&p homebuild | $471,000 | – | 5,490 | +100.0% | 0.11% | – |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $469,000 | +17.2% | 8,338 | +8.1% | 0.10% | -1.9% |
| EQIX | EQUINIX INC | $465,000 | +6.9% | 550 | 0.0% | 0.10% | -10.3% | |
| EFG | Buy | ISHARES TReafe grwth etf | $448,000 | +10.9% | 4,058 | +6.9% | 0.10% | -6.5% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $445,000 | +94.3% | 3,325 | +93.9% | 0.10% | +63.9% |
| New | CION INVT CORP | $445,000 | – | 34,031 | +100.0% | 0.10% | – | |
| DLR | Sell | DIGITAL RLTY TR INC | $441,000 | +17.3% | 2,492 | -4.3% | 0.10% | -2.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $442,000 | +10.5% | 2,187 | -5.6% | 0.10% | -7.5% |
| KEY | Buy | KEYCORP | $442,000 | +16.3% | 19,104 | +8.6% | 0.10% | -2.9% |
| IGIB | ISHARES TR | $437,000 | -1.4% | 7,374 | 0.0% | 0.10% | -17.6% | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $432,000 | +33.3% | 1,189 | +24.1% | 0.10% | +11.5% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $433,000 | +25.9% | 4,032 | +26.0% | 0.10% | +5.4% |
| BAC | Sell | BK OF AMERICA CORP | $430,000 | +4.1% | 9,659 | -0.8% | 0.10% | -12.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $426,000 | +12.4% | 1,101 | +4.6% | 0.10% | -5.9% |
| FITB | Buy | FIFTH THIRD BANCORP | $427,000 | +11.2% | 9,809 | +8.5% | 0.10% | -6.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $423,000 | +13.1% | 1,383 | +1.3% | 0.10% | -5.0% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $421,000 | +5.8% | 2,451 | -2.4% | 0.10% | -11.2% |
| PAYX | Buy | PAYCHEX INC | $422,000 | +23.8% | 3,088 | +1.9% | 0.10% | +4.4% |
| NNN | Sell | NATIONAL RETAIL PROPERTIES I | $419,000 | +9.4% | 8,720 | -1.6% | 0.09% | -8.7% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $409,000 | +10.5% | 1,958 | -8.2% | 0.09% | -7.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $409,000 | +11.1% | 4,307 | +11.1% | 0.09% | -7.1% |
| COP | Buy | CONOCOPHILLIPS | $406,000 | +26.9% | 5,625 | +19.1% | 0.09% | +5.8% |
| SYF | Buy | SYNCHRONY FINANCIAL | $399,000 | +9.0% | 8,592 | +14.7% | 0.09% | -8.2% |
| EEMA | Buy | ISHARES INCmsci em asia etf | $399,000 | +22.8% | 4,867 | +26.5% | 0.09% | +3.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $394,000 | +32.2% | 4,229 | +0.6% | 0.09% | +11.2% |
| MO | Buy | ALTRIA GROUP INC | $391,000 | +4.8% | 8,259 | +0.7% | 0.09% | -12.0% |
| MPC | Buy | MARATHON PETE CORP | $382,000 | +5.5% | 5,965 | +1.8% | 0.09% | -11.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $378,000 | +16.3% | 4,248 | +6.0% | 0.08% | -2.3% |
| AMGN | Sell | AMGEN INC | $378,000 | -21.7% | 1,679 | -26.0% | 0.08% | -34.1% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $372,000 | +19.2% | 4,497 | +22.3% | 0.08% | 0.0% |
| GIS | Buy | GENERAL MLS INC | $372,000 | +15.5% | 5,523 | +2.5% | 0.08% | -2.3% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $367,000 | +16.9% | 16,621 | +16.9% | 0.08% | -1.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $369,000 | +37.2% | 806 | +20.3% | 0.08% | +15.3% |
| VSAT | Buy | VIASAT INC | $371,000 | +52.7% | 8,339 | +88.9% | 0.08% | +27.7% |
| CSX | Buy | CSX CORP | $363,000 | +34.9% | 9,657 | +6.6% | 0.08% | +13.9% |
| SPYD | SPDR SER TRprtflo s&p500 hi | $359,000 | +7.5% | 8,544 | 0.0% | 0.08% | -9.0% | |
| AFIN | AMERICAN FIN TR INC | $359,000 | +13.6% | 39,361 | 0.0% | 0.08% | -4.7% | |
| INDA | Buy | ISHARES TRmsci india etf | $361,000 | +2.8% | 7,877 | +9.2% | 0.08% | -13.8% |
| HTGC | Sell | HERCULES CAPITAL INC | $362,000 | -1.1% | 21,801 | -1.1% | 0.08% | -17.3% |
| LIN | Sell | LINDE PLC | $358,000 | +17.8% | 1,034 | -0.1% | 0.08% | 0.0% |
| ARCC | Sell | ARES CAPITAL CORP | $357,000 | +2.9% | 16,863 | -1.2% | 0.08% | -14.0% |
| EMR | Buy | EMERSON ELEC CO | $348,000 | -0.9% | 3,741 | +0.3% | 0.08% | -17.0% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $332,000 | +32.8% | 925 | +5.7% | 0.08% | +11.9% |
| SDY | New | SPDR SER TRs&p divid etf | $331,000 | – | 2,566 | +100.0% | 0.07% | – |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $323,000 | +15.4% | 6,187 | +0.2% | 0.07% | -2.7% |
| IXN | Sell | ISHARES TRglobal tech etf | $326,000 | +8.7% | 5,069 | -4.4% | 0.07% | -8.8% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $314,000 | -18.0% | 2,088 | -23.8% | 0.07% | -31.1% |
| F | Buy | FORD MTR CO DEL | $314,000 | +65.3% | 15,097 | +12.3% | 0.07% | +39.2% |
| WMB | Buy | WILLIAMS COS INC | $315,000 | +15.8% | 12,085 | +15.4% | 0.07% | -2.7% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $315,000 | +2.9% | 6,340 | -4.2% | 0.07% | -13.4% |
| ES | Buy | EVERSOURCE ENERGY | $309,000 | +27.7% | 3,394 | +14.7% | 0.07% | +7.7% |
| CAT | Buy | CATERPILLAR INC | $312,000 | +8.0% | 1,511 | +0.3% | 0.07% | -9.1% |
| IQLT | ISHARES TRmsci intl qualty | $310,000 | +4.0% | 7,877 | 0.0% | 0.07% | -12.5% | |
| CFG | Buy | CITIZENS FINL GROUP INC | $307,000 | +26.9% | 6,501 | +26.0% | 0.07% | +6.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $305,000 | -3.8% | 1,866 | -1.4% | 0.07% | -18.8% |
| FTSD | New | FRANKLIN ETF TRliberty shrt etf | $307,000 | – | 3,264 | +100.0% | 0.07% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $303,000 | – | 2,836 | +100.0% | 0.07% | – |
| USRT | Sell | ISHARES TRcre u s reit etf | $301,000 | +7.5% | 4,448 | -6.7% | 0.07% | -9.3% |
| SNPS | Sell | SYNOPSYS INC | $304,000 | +3.1% | 825 | -16.2% | 0.07% | -13.9% |
| LLY | Sell | LILLY ELI & CO | $302,000 | +18.9% | 1,094 | -0.5% | 0.07% | 0.0% |
| CINF | Sell | CINCINNATI FINL CORP | $300,000 | -4.8% | 2,629 | -4.5% | 0.07% | -20.2% |
| MGV | VANGUARD WORLD FDmega cap val etf | $294,000 | +9.3% | 2,749 | 0.0% | 0.07% | -8.3% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $293,000 | +24.2% | 2,791 | +15.3% | 0.07% | +4.8% |
| EUSB | Sell | ISHARES TResg adv ttl usd | $292,000 | -18.7% | 5,910 | -18.4% | 0.07% | -31.2% |
| MET | Buy | METLIFE INC | $291,000 | +6.2% | 4,651 | +4.6% | 0.06% | -11.0% |
| D | Sell | DOMINION ENERGY INC | $290,000 | +6.2% | 3,691 | -1.2% | 0.06% | -11.0% |
| JPUS | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $289,000 | +10.3% | 2,727 | 0.0% | 0.06% | -7.1% | |
| PYPL | Sell | PAYPAL HLDGS INC | $283,000 | -35.8% | 1,499 | -11.5% | 0.06% | -45.8% |
| AVGO | New | BROADCOM INC | $286,000 | – | 430 | +100.0% | 0.06% | – |
| EFV | Buy | ISHARES TReafe value etf | $283,000 | +3.3% | 5,621 | +4.2% | 0.06% | -12.3% |
| MS | Buy | MORGAN STANLEY | $269,000 | +3.5% | 2,745 | +2.8% | 0.06% | -12.9% |
| IGSB | Sell | ISHARES TR | $273,000 | -12.8% | 5,072 | -11.6% | 0.06% | -27.4% |
| HYEM | New | VANECK ETF TRUSTemerging mrkt hi | $273,000 | – | 12,161 | +100.0% | 0.06% | – |
| SO | Buy | SOUTHERN CO | $267,000 | +24.2% | 3,895 | +12.1% | 0.06% | +3.4% |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $261,000 | -3.7% | 3,387 | 0.0% | 0.06% | -19.2% | |
| FIVG | Sell | ETF SER SOLUTIONSdefiance next | $258,000 | +14.7% | 6,185 | -0.2% | 0.06% | -3.3% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $246,000 | +23.0% | 1,451 | +7.6% | 0.06% | +1.9% |
| EPD | ENTERPRISE PRODS PARTNERS L | $245,000 | +1.7% | 11,158 | 0.0% | 0.06% | -15.4% | |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $244,000 | 0.0% | 2,399 | +0.0% | 0.06% | -15.4% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $243,000 | -20.6% | 645 | -13.1% | 0.06% | -32.9% |
| IP | Buy | INTERNATIONAL PAPER CO | $241,000 | -13.9% | 5,137 | +2.6% | 0.05% | -28.0% |
| ETR | New | ENTERGY CORP NEW | $240,000 | – | 2,128 | +100.0% | 0.05% | – |
| LOW | New | LOWES COS INC | $234,000 | – | 906 | +100.0% | 0.05% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $230,000 | – | 1,660 | +100.0% | 0.05% | – |
| FHN | Sell | FIRST HORIZON CORPORATION | $229,000 | -3.0% | 14,025 | -3.2% | 0.05% | -17.5% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $232,000 | – | 1,083 | +100.0% | 0.05% | – |
| BCE | Buy | BCE INC | $230,000 | +12.7% | 4,414 | +8.1% | 0.05% | -5.5% |
| FSK | FS KKR CAP CORP | $225,000 | -4.7% | 10,726 | 0.0% | 0.05% | -19.0% | |
| KOMP | New | SPDR SER TRs&p kensho new | $227,000 | – | 3,846 | +100.0% | 0.05% | – |
| DXCM | Buy | DEXCOM INC | $224,000 | -0.9% | 417 | +0.7% | 0.05% | -18.0% |
| TXN | Sell | TEXAS INSTRS INC | $221,000 | -4.3% | 1,174 | -2.3% | 0.05% | -19.4% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $219,000 | -20.1% | 3,581 | -2.3% | 0.05% | -32.9% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $217,000 | -38.4% | 4,345 | -37.6% | 0.05% | -47.9% |
| CRM | New | SALESFORCE COM INC | $220,000 | – | 867 | +100.0% | 0.05% | – |
| ATO | Sell | ATMOS ENERGY CORP | $218,000 | -5.6% | 2,079 | -20.6% | 0.05% | -21.0% |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $215,000 | -7.3% | 3,008 | 0.0% | 0.05% | -22.6% | |
| IWX | ISHARES TRrus tp200 vl etf | $214,000 | +7.0% | 3,051 | 0.0% | 0.05% | -11.1% | |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $209,000 | – | 1,021 | +100.0% | 0.05% | – |
| SON | New | SONOCO PRODS CO | $210,000 | – | 3,621 | +100.0% | 0.05% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $208,000 | – | 3,034 | +100.0% | 0.05% | – |
| TSN | New | TYSON FOODS INCcl a | $207,000 | – | 2,378 | +100.0% | 0.05% | – |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $206,000 | – | 4,034 | +100.0% | 0.05% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $204,000 | – | 7,100 | +100.0% | 0.05% | – |
| AGR | Sell | AVANGRID INC | $201,000 | -13.7% | 4,025 | -16.1% | 0.04% | -27.4% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $202,000 | 0.0% | 3,740 | +4.1% | 0.04% | -16.7% |
| Buy | GENERAL ELECTRIC CO | $190,000 | +81.0% | 24,772 | +4.1% | 0.04% | +53.6% | |
| BLACKSTONE MORTGAGE TRUST INnote 4.750% 3/1 | $51,000 | 0.0% | 50,000 | 0.0% | 0.01% | -21.4% | ||
| HAS | Buy | HASBRO INC | $51,000 | +70.0% | 26,148 | +0.8% | 0.01% | +37.5% |
| XLE | SELECT SECTOR SPDR TRenergy | $51,000 | +2.0% | 23,509 | 0.0% | 0.01% | -15.4% | |
| TWO HARBORS INVENTMENT CORPOnote 6.250% 1/1 | $45,000 | 0.0% | 45,000 | 0.0% | 0.01% | -16.7% | ||
| NVAX | Sell | NOVAVAX INC | $37,000 | -17.8% | 22,600 | -0.0% | 0.01% | -33.3% |
| IAG | IAMGOLD CORP | $33,000 | +37.5% | 10,600 | 0.0% | 0.01% | +16.7% | |
| RIO | RIO TINTO PLCsponsored adr | $25,000 | 0.0% | 22,588 | 0.0% | 0.01% | -14.3% | |
| TTOO | Sell | T2 BIOSYSTEMS INC | $26,000 | -44.7% | 50,000 | -2.9% | 0.01% | -53.8% |
| WD | WALKER & DUNLOP INC | $22,000 | 0.0% | 21,006 | 0.0% | 0.01% | -16.7% | |
| TWTR | Buy | TWITTER INC | $23,000 | +4.5% | 22,025 | +0.1% | 0.01% | -16.7% |
| STLD | STEEL DYNAMICS INC | $24,000 | 0.0% | 22,030 | 0.0% | 0.01% | -16.7% | |
| SPPI | Exit | SPECTRUM PHARMACEUTICALS INC | $0 | – | -17,550 | -100.0% | -0.01% | – |
| HIX | Exit | WESTERN ASSET HIGH INCOME FD | $0 | – | -10,000 | -100.0% | -0.02% | – |
| BXMX | Exit | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | -10,262 | -100.0% | -0.04% | – |
| BBH | Exit | VANECK ETF TRUSTbiotech etf | $0 | – | -1,039 | -100.0% | -0.06% | – |
| GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -5,532 | -100.0% | -0.06% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -891 | -100.0% | -0.06% | – |
| ROKU | Exit | ROKU INC | $0 | – | -720 | -100.0% | -0.06% | – |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -2,620 | -100.0% | -0.06% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -4,573 | -100.0% | -0.06% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,391 | -100.0% | -0.06% | – |
| BA | Exit | BOEING CO | $0 | – | -1,176 | -100.0% | -0.07% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -1,098 | -100.0% | -0.07% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,221 | -100.0% | -0.07% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -8,722 | -100.0% | -0.10% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -1,547 | -100.0% | -0.10% | – |
| DBEU | Exit | DBX ETF TRxtrack msci eurp | $0 | – | -13,110 | -100.0% | -0.12% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -10,944 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-12-13
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.