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Aryn Sands

@Fiduciary Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$459.726MTotal holdings274
Assets growth rate5.57%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Fiduciary Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 459.726M in assets, with a quarterly growth rate of 5.57% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFIVDimensional Etf Trust
Recent Activity
Decreased -0.02%
3.43%
$15.724M
445,065 shares@ $35.34 avg price
LQDIshares Tr
Recent Activity
Decreased -0.59%
1.3%
$5.95M
56,455 shares@ $105.4 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -3.17%
1.24%
$5.7M
29,557 shares@ $192.85 avg price
MUBIshares Tr
Recent Activity
Decreased -2.05%
1.11%
$5.087M
48,154 shares@ $105.65 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -4.29%
1.02%
$4.665M
91,876 shares@ $50.78 avg price
IWDIshares Tr
Recent Activity
Decreased -4.41%
0.83%
$3.78M
20,592 shares@ $183.57 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -6.11%
0.82%
$3.748M
51,503 shares@ $72.77 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.19%
0.69%
$3.135M
12,629 shares@ $248.21 avg price
GNRSpdr Index Shs Fds
Recent Activity
Decreased -26.13%
0.64%
$2.916M
57,520 shares@ $50.7 avg price
EWGIshares Inc
Recent Activity
Decreased -2.55%
0.5%
$2.27M
70,859 shares@ $32.04 avg price