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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -7.59%
2.12%
$9.71M
203,058 shares@ $47.82 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.77%
0.56%
$2.542M
11,586 shares@ $219.4 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -20.24%
0.47%
$2.151M
13,297 shares@ $161.77 avg price
NVDANvidia Corporation
Recent Activity
Decreased -8.2%
0.45%
$2.051M
15,275 shares@ $134.3 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -14.11%
0.43%
$1.938M
22,046 shares@ $87.9 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -8.4%
0.42%
$1.925M
27,921 shares@ $68.94 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -20.59%
0.42%
$1.9M
7,488 shares@ $253.76 avg price
VGTVanguard World Fd
Recent Activity
Decreased -1.46%
0.3%
$1.343M
2,159 shares@ $621.86 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.78%
0.27%
$1.197M
7,138 shares@ $167.64 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.99%
0.26%
$1.194M
4,520 shares@ $264.15 avg price