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Aryn Sands

@Strategic Financial Concepts, Llc

Latest period2024 - Q3ReportedManaged Assets$313.979MTotal holdings244
Assets growth rate-99.81%Assets growth rate (2-Q avg)20583.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Financial Concepts, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 244 positions.

Assets under management

The assets under management (AUM) of Strategic Financial Concepts, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 313.979M in assets, with a quarterly growth rate of -99.81% and a 2-quarter average growth rate of 20583.83%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPTSSpdr Ser Tr
Recent Activity
Exited
0%
$3.043B
105,391 shares@ $28870.06 avg price
TIPIshares Tr
Recent Activity
Exited
0%
$2.947B
193,711 shares@ $15213.24 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$2.389B
840,699 shares@ $2842.05 avg price
SPABSpdr Ser Tr
Recent Activity
Exited
0%
$2.05B
194,236 shares@ $10555.1 avg price
DFUSDimensional Etf Trust
Recent Activity
Exited
0%
$1.887B
32,059 shares@ $58850.03 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Exited
0%
$1.845B
96,931 shares@ $19031.95 avg price
DFACDimensional Etf Trust
Recent Activity
Exited
0%
$1.585B
166,475 shares@ $9521.75 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$1.571B
15,284 shares@ $102780.23 avg price
SHYIshares Tr
Recent Activity
Exited
0%
$1.225B
15,004 shares@ $81650.03 avg price
VONEVanguard Scottsdale Fds
Recent Activity
Exited
0%
$1.189B
4,831 shares@ $246060.86 avg price