Continuum Advisory, LLC
454 holdingsFiling period: 2026-03-31Current AUM: $1.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 345.9K | $43.0M | $38.5M | 3.36% | +273.0K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 164.4K | $41.7M | $50.8M | 4.43% | +16.7K | 2026-03-31 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 956.2K | $40.7M | $47.4M | 4.14% | +19.8K | 2026-03-31 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 713.7K | $33.6M | $33.0M | 2.88% | +52.3K | 2026-03-31 |
| 5 | PYLD | PIMCO ETF TR | 1.17M | $30.7M | $30.7M | 2.68% | +101.7K | 2026-03-31 |
| 6 | CGCB | CAPITAL GRP FIXED INCM ETF T | 1.11M | $29.1M | $28.6M | 2.49% | +82.3K | 2026-03-31 |
| 7 | VTI | VANGUARD INDEX FDS | 84.5K | $27.1M | $31.1M | 2.72% | +7.4K | 2026-03-31 |
| 8 | VXF | VANGUARD INDEX FDS | 108.6K | $22.3M | $25.6M | 2.24% | +2.1K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 53.3K | $19.7M | $24.8M | 2.16% | +1.5K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 110.3K | $19.2M | $22.1M | 1.93% | +5.7K | 2026-03-31 |
| 11 | BND | VANGUARD BD INDEX FDS | 205.9K | $15.2M | $14.9M | 1.30% | +14.5K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 71.7K | $14.9M | $19.5M | 1.70% | +2.6K | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 25.2K | $14.6M | $17.4M | 1.52% | -316 | 2026-03-31 |
| 14 | VOO | VANGUARD INDEX FDS | 22.1K | $13.2M | $15.2M | 1.33% | +763 | 2026-03-31 |
| 15 | QUS | SPDR SERIES TRUST | 73.5K | $12.6M | $13.9M | 1.22% | +1.2K | 2026-03-31 |
| 16 | OEF | ISHARES TR | 37.6K | $12.0M | $13.9M | 1.21% | -1,248 | 2026-03-31 |
| 17 | VV | VANGUARD INDEX FDS | 37.1K | $11.1M | $12.7M | 1.11% | +243 | 2026-03-31 |
| 18 | FEOE | RBB FUND TRUST | 214.8K | $10.8M | $11.9M | 1.04% | +20.5K | 2026-03-31 |
| 19 | MU | MICRON TECHNOLOGY INC | 32.1K | $10.8M | $26.4M | 2.31% | +8.4K | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 35.5K | $10.2M | $12.6M | 1.10% | +72 | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 109.3K | $9.9M | $10.7M | 0.94% | +3.0K | 2026-03-31 |
| 22 | CRDT | SIMPLIFY EXCHANGE TRADED FUN | 431.7K | $9.7M | $10.0M | 0.88% | +45.5K | 2026-03-31 |
| 23 | NEM | NEWMONT CORP | 84.4K | $9.1M | $7.9M | 0.69% | -3,903 | 2026-03-31 |
| 24 | IVV | ISHARES TR | 13.6K | $8.9M | $10.2M | 0.89% | +133 | 2026-03-31 |
| 25 | BIV | VANGUARD BD INDEX FDS | 99.2K | $7.7M | $7.5M | 0.65% | +2.9K | 2026-03-31 |
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