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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
DFUVDimensional Etf Trust
Recent Activity
Increased 120.26%
0.12%
$548,696
13,409 shares@ $40.92 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 10.26%
0.12%
$546,730
2,258 shares@ $242.14 avg price
VVisa Inc
Recent Activity
Increased 14.87%
0.12%
$524,879
1,661 shares@ $316.01 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 15.01%
0.11%
$479,718
8,356 shares@ $57.42 avg price
IJRIshares Tr
Recent Activity
Increased 13.47%
0.11%
$475,850
4,130 shares@ $115.22 avg price
IBDWIshares Tr
Recent Activity
Increased 1.59%
0.11%
$469,187
23,056 shares@ $20.35 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.19%
0.1%
$457,434
2,174 shares@ $210.42 avg price
ORCLOracle Corp
Recent Activity
Increased 9.03%
0.1%
$416,614
2,500 shares@ $166.65 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 66.05%
0.09%
$409,121
14,011 shares@ $29.2 avg price
IBTJIshares Tr
Recent Activity
Increased 64.3%
0.07%
$320,526
15,030 shares@ $21.33 avg price