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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
TSLATesla Inc
Recent Activity
Decreased -3.33%
0.26%
$1.184M
2,932 shares@ $403.85 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -1.03%
0.25%
$1.139M
11,025 shares@ $103.3 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.24%
0.24%
$1.1M
2,427 shares@ $453.29 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -2.22%
0.24%
$1.092M
5,578 shares@ $195.83 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -7.13%
0.22%
$1.011M
5,340 shares@ $189.31 avg price
IVVIshares Tr
Recent Activity
Decreased -33.33%
0.19%
$847,721
1,440 shares@ $588.7 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.76%
0.19%
$842,606
3,507 shares@ $240.27 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -12.35%
0.15%
$675,435
3,653 shares@ $184.9 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.66%
0.14%
$613,309
5,701 shares@ $107.58 avg price
IJHIshares Tr
Recent Activity
Decreased -2.04%
0.13%
$555,028
8,908 shares@ $62.31 avg price