Continuum Wealth Advisors

Continuum Wealth Advisors as of March 31, 2023

Portfolio Holdings for Continuum Wealth Advisors

Continuum Wealth Advisors holds 41 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 13.1 $16M 111k 144.62
American Centy Etf Tr Us Eqt Etf (AVUS) 12.1 $15M 209k 70.88
Wisdomtree Tr Floatng Rat Trea (USFR) 12.0 $15M 294k 50.27
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 10.1 $12M 231k 53.38
Wisdomtree Tr Us Qtly Div Grt (DGRW) 9.1 $11M 179k 62.34
Ishares Tr Core Us Aggbd Et (AGG) 9.0 $11M 111k 99.64
Vanguard Index Fds Value Etf (VTV) 8.9 $11M 79k 138.11
World Gold Tr Spdr Gld Minis (GLDM) 5.8 $7.0M 180k 39.11
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.7 $7.0M 133k 52.70
Ishares Tr Faln Angls Usd (FALN) 2.2 $2.7M 106k 25.27
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.4M 14k 96.70
Microsoft Corporation (MSFT) 1.1 $1.3M 4.7k 288.30
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $1.1M 18k 62.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.1M 4.2k 250.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $972k 9.8k 99.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $777k 7.4k 104.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $597k 8.8k 67.85
UnitedHealth (UNH) 0.4 $466k 986.00 472.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $441k 3.4k 129.46
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $423k 21k 20.59
Ishares Tr Us Hlthcare Etf (IYH) 0.3 $413k 1.5k 273.06
Ishares Tr Glob Hlthcre Etf (IXJ) 0.3 $408k 4.9k 83.36
Ishares Tr Core Div Grwth (DGRO) 0.3 $375k 7.5k 49.99
Ishares Tr Select Divid Etf (DVY) 0.3 $367k 3.1k 117.20
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.3 $360k 17k 21.08
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.3 $338k 7.2k 46.95
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.3 $337k 17k 19.88
Ishares Tr Core S&p500 Etf (IVV) 0.3 $328k 797.00 411.08
Ishares Tr Global Tech Etf (IXN) 0.3 $313k 5.8k 54.36
Apple (AAPL) 0.3 $312k 1.9k 164.90
Innovator Etfs Tr Laddered Alc Bfr (BUFB) 0.3 $308k 13k 24.44
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $305k 2.0k 154.01
Ishares Tr Glb Cns Disc Etf (RXI) 0.2 $271k 1.9k 145.17
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $260k 8.9k 29.40
International Business Machines (IBM) 0.2 $232k 1.8k 131.12
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $231k 7.5k 30.78
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $230k 8.0k 28.82
McDonald's Corporation (MCD) 0.2 $228k 814.00 279.61
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $220k 2.2k 99.25
Ishares Gold Tr Ishares New (IAU) 0.2 $216k 5.8k 37.37
JPMorgan Chase & Co. (JPM) 0.2 $200k 1.5k 130.31