Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONTINUUM ADVISORY LLC | 02-14-2024 | 12-31-2023 | 451 | 702,949,664 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $25,235,877 | 131,049 | 0.00 | 0.00 | -62,998 | -32.47 | 12-31-2023 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 2 | $21,897,119 | 733,797 | 0.00 | 0.00 | 705,679 | 2509.71 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $17,209,013 | 72,543 | 0.00 | 0.00 | 18,107 | 33.26 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 4 | $17,156,928 | 364,382 | 0.00 | 364,382 | +Inf | 12-31-2023 |
