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Aryn Sands

@Boyce & Associates Wealth Consulting, Inc.

Latest period2024 - Q4ReportedManaged Assets$98.837MTotal holdings70
Assets growth rate2.72%Assets growth rate (2-Q avg)7.88%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyce & Associates Wealth Consulting, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Boyce & Associates Wealth Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 98.837M in assets, with a quarterly growth rate of 2.72% and a 2-quarter average growth rate of 7.88%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFEVDimensional Etf Trust
Recent Activity
Increased 13.7%
2.15%
$2.119M
80,851 shares@ $26.22 avg price
FTGSFirst Tr Exchange-traded Fd
Recent Activity
Increased 104.89%
1.94%
$1.914M
60,948 shares@ $31.4 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 11.94%
1.86%
$1.835M
54,302 shares@ $33.8 avg price
AFSMFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 60.92%
1.61%
$1.589M
52,824 shares@ $30.09 avg price
IAUIshares Gold Tr
Recent Activity
Increased 1.56%
1.34%
$1.322M
26,703 shares@ $49.52 avg price
AFLGFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 63.92%
1.31%
$1.293M
37,449 shares@ $34.54 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 19.42%
1.22%
$1.203M
24,986 shares@ $48.16 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -3.3%
1.22%
$1.198M
10,197 shares@ $117.48 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 9.68%
1.16%
$1.138M
38,972 shares@ $29.21 avg price
RDVIFirst Tr Exchange-traded Fd
Recent Activity
Increased 220.63%
1.14%
$1.126M
46,436 shares@ $24.25 avg price