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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
AAPLApple Inc
Recent Activity
Increased 0.01%
9.02%
$41.447M
174,992 shares@ $236.85 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 103.62%
7.81%
$35.887M
1.489M shares@ $24.1 avg price
SGOVIshares Tr
Recent Activity
Increased 140.09%
4.57%
$20.984M
208,903 shares@ $100.45 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 3.06%
4.48%
$20.587M
599,856 shares@ $34.33 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 3.51%
4.03%
$18.516M
203,183 shares@ $91.13 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 3.86%
3.84%
$17.61M
608,073 shares@ $28.96 avg price
DFIVDimensional Etf Trust
Recent Activity
Decreased -0.02%
3.43%
$15.724M
445,065 shares@ $35.34 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 2.91%
3.19%
$14.636M
589,437 shares@ $24.83 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 7.43%
2.2%
$10.104M
136,687 shares@ $73.93 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.45%
2.11%
$9.666M
176,927 shares@ $54.63 avg price