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Aryn Sands

@Safeguard Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$460.188MTotal holdings114
Assets growth rate8.45%Assets growth rate (2-Q avg)13.23%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Safeguard Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Safeguard Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 460.188M in assets, with a quarterly growth rate of 8.45% and a 2-quarter average growth rate of 13.23%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 12.77%
30.71%
$141.304M
344,275 shares@ $410.44 avg price
VTVVanguard Index Fds
Recent Activity
Increased 6.2%
24.04%
$110.587M
653,202 shares@ $169.3 avg price
VBRVanguard Index Fds
Recent Activity
Increased 7.03%
5.44%
$25.021M
126,255 shares@ $198.19 avg price
IEFAIshares Tr
Recent Activity
Increased 18.09%
5.08%
$23.338M
332,071 shares@ $70.29 avg price
VBKVanguard Index Fds
Recent Activity
Increased 9.58%
4.09%
$18.803M
67,141 shares@ $280.06 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 288.26%
3.4%
$15.644M
561,318 shares@ $27.88 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -7.59%
2.12%
$9.71M
203,058 shares@ $47.82 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 304.12%
1.6%
$7.361M
282,350 shares@ $26.08 avg price
VOOVanguard Index Fds
Recent Activity
Increased 45.22%
1.34%
$6.136M
11,389 shares@ $538.8 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.17%
1.05%
$4.8M
16,562 shares@ $289.82 avg price