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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
QQQInvesco Qqq Tr
Recent Activity
Increased 1.15%
0.37%
$1.674M
3,274 shares@ $511.24 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 68.86%
0.33%
$1.486M
23,304 shares@ $63.75 avg price
IBDUIshares Tr
Recent Activity
Increased 27.89%
0.31%
$1.4M
61,405 shares@ $22.8 avg price
IBTFIshares Tr
Recent Activity
Increased 10.66%
0.28%
$1.25M
53,581 shares@ $23.32 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 94.34%
0.24%
$1.091M
58,968 shares@ $18.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.73%
0.22%
$970,283
4,048 shares@ $239.7 avg price
STXGEa Series Trust
Recent Activity
Increased 1.81%
0.22%
$968,799
22,313 shares@ $43.42 avg price
GOOGAlphabet Inc
Recent Activity
Increased 18.72%
0.21%
$938,700
4,929 shares@ $190.45 avg price
IBTGIshares Tr
Recent Activity
Increased 30.7%
0.21%
$930,120
40,777 shares@ $22.81 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 15.4%
0.2%
$885,919
967 shares@ $916.16 avg price