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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.73%
$716,636
1,581 shares@ $453.29 avg price
SHWSherwin Williams Co
Recent Activity
Increased 0.18%
0.61%
$599,540
1,764 shares@ $339.88 avg price
FMHIFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.61%
$598,603
12,396 shares@ $48.3 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 295.85%
0.57%
$560,429
20,109 shares@ $27.87 avg price
TSLATesla Inc
Recent Activity
0.56%
$552,857
1,369 shares@ $403.85 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 0.31%
0.56%
$551,815
8,656 shares@ $63.75 avg price
FCEFFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 75.86%
0.55%
$542,368
25,098 shares@ $21.62 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 0.82%
0.55%
$539,954
21,720 shares@ $24.86 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Decreased -1.47%
0.55%
$534,954
22,355 shares@ $23.93 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.13%
0.53%
$517,501
7,952 shares@ $65.08 avg price