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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
ITOTIshares Tr
Recent Activity
New Position
0.12%
$545,785
4,243 shares@ $128.64 avg price
DFATDimensional Etf Trust
Recent Activity
New Position
0.1%
$422,626
7,593 shares@ $55.66 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.08%
$343,710
5,700 shares@ $60.3 avg price
IBMInternational Business Machs
Recent Activity
New Position
0.07%
$310,180
1,411 shares@ $219.83 avg price
IJTIshares Tr
Recent Activity
New Position
0.07%
$301,875
2,230 shares@ $135.37 avg price
DFIVDimensional Etf Trust
Recent Activity
New Position
0.07%
$301,651
8,502 shares@ $35.49 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.06%
$261,771
903 shares@ $289.9 avg price
DFAEDimensional Etf Trust
Recent Activity
New Position
0.06%
$255,856
10,085 shares@ $25.37 avg price
DFSVDimensional Etf Trust
Recent Activity
New Position
0.06%
$239,068
7,767 shares@ $30.78 avg price
DFASDimensional Etf Trust
Recent Activity
New Position
0.06%
$235,980
3,626 shares@ $65.08 avg price