Aryn Sands

@Boyce & Associates Wealth Consulting, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$98.837M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHWSherwin Williams Co Recent Activity Increased 0.18%	0.61%	$599,540 1,764 shares@ $339.88 avg price	Increased 0.18%
SCHGSchwab Strategic Tr Recent Activity Increased 295.85%	0.57%	$560,429 20,109 shares@ $27.87 avg price	Increased 295.85%
DFUSDimensional Etf Trust Recent Activity Increased 0.31%	0.56%	$551,815 8,656 shares@ $63.75 avg price	Increased 0.31%
FCEFFirst Tr Exchng Traded Fd Vi Recent Activity Increased 75.86%	0.55%	$542,368 25,098 shares@ $21.62 avg price	Increased 75.86%
DFAXDimensional Etf Trust Recent Activity Increased 0.82%	0.55%	$539,954 21,720 shares@ $24.86 avg price	Increased 0.82%
AVUVAmerican Centy Etf Tr Recent Activity Increased 13.57%	0.52%	$505,073 5,232 shares@ $96.54 avg price	Increased 13.57%
MUBIshares Tr Recent Activity Increased 0.39%	0.52%	$504,279 4,733 shares@ $106.55 avg price	Increased 0.39%
FTCFirst Trust Lrgcp Gwt Alphad Recent Activity Increased 0.03%	0.5%	$488,115 3,531 shares@ $138.24 avg price	Increased 0.03%
XPNDFirst Tr Exchng Traded Fd Vi Recent Activity Increased 45.25%	0.47%	$462,354 15,204 shares@ $30.42 avg price	Increased 45.25%
FPEFirst Tr Exch Traded Fd Iii Recent Activity Increased 52.24%	0.46%	$450,872 25,473 shares@ $17.7 avg price	Increased 52.24%