Aryn Sands

@Fiduciary Financial Group, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$459.726M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TIPIshares Tr Recent Activity Increased 0.51%	0.25%	$1.105M 10,404 shares@ $106.23 avg price	Increased 0.51%
GOOGLAlphabet Inc Recent Activity Increased 3.65%	0.24%	$1.103M 5,741 shares@ $192.05 avg price	Increased 3.65%
TSLATesla Inc Recent Activity Decreased -1.02%	0.24%	$1.068M 2,705 shares@ $394.75 avg price	Decreased -1.02%
DFAXDimensional Etf Trust Recent Activity Increased 6.18%	0.23%	$1.046M 42,624 shares@ $24.55 avg price	Increased 6.18%
VWOVanguard Intl Equity Index F Recent Activity Increased 5.42%	0.23%	$1.039M 24,276 shares@ $42.82 avg price	Increased 5.42%
UJULInnovator Etfs Trust Recent Activity	0.23%	$1.037M 30,156 shares@ $34.38 avg price
SCMBSchwab Strategic Tr Recent Activity New Position	0.23%	$1.022M 40,081 shares@ $25.51 avg price	New Position
RWOSpdr Index Shs Fds Recent Activity Increased 2.76%	0.22%	$1.009M 24,359 shares@ $41.41 avg price	Increased 2.76%
IJRIshares Tr Recent Activity Increased 3.14%	0.22%	$997,253 8,819 shares@ $113.09 avg price	Increased 3.14%
UMARInnovator Etfs Trust Recent Activity	0.22%	$995,288 27,930 shares@ $35.64 avg price