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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
VUGVanguard Index Fds
Recent Activity
Increased 1.25%
0.29%
$1.32M
3,240 shares@ $407.28 avg price
IEURIshares Tr
Recent Activity
Decreased -1.91%
0.29%
$1.308M
24,248 shares@ $53.96 avg price
INDAIshares Tr
Recent Activity
Decreased -2.13%
0.28%
$1.261M
24,624 shares@ $51.21 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.8%
0.28%
$1.246M
2,023 shares@ $615.87 avg price
VTVVanguard Index Fds
Recent Activity
Increased 20.1%
0.27%
$1.224M
7,296 shares@ $167.73 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 1.26%
0.26%
$1.172M
29,194 shares@ $40.16 avg price
DFAWDimensional Etf Trust
Recent Activity
Increased 139.9%
0.26%
$1.172M
18,954 shares@ $61.86 avg price
EWJIshares Inc
Recent Activity
Decreased -2.62%
0.26%
$1.163M
17,826 shares@ $65.24 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 0.67%
0.26%
$1.15M
20,000 shares@ $57.51 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.25%
$1.125M
9,835 shares@ $114.35 avg price