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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
IAPRInnovator Etfs Trust
Recent Activity
0.18%
$786,128
29,443 shares@ $26.7 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Increased 13.82%
0.18%
$783,624
12,360 shares@ $63.4 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -12.92%
0.17%
$757,957
13,017 shares@ $58.23 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 15.57%
0.17%
$748,641
29,301 shares@ $25.56 avg price
IVVIshares Tr
Recent Activity
Decreased -2.36%
0.17%
$747,829
1,282 shares@ $583.33 avg price
UAPRInnovator Etfs Trust
Recent Activity
0.17%
$744,671
24,238 shares@ $30.73 avg price
AVGOBroadcom Inc
Recent Activity
Increased 83.34%
0.17%
$740,223
3,300 shares@ $224.31 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 82.99%
0.16%
$733,530
15,433 shares@ $47.53 avg price
CVXChevron Corp New
Recent Activity
Increased 2.73%
0.16%
$732,532
4,783 shares@ $153.16 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.22%
0.16%
$731,843
3,051 shares@ $239.87 avg price