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Aryn Sands

@Sebold Capital Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$149.183MTotal holdings71
Assets growth rate-1.67%Assets growth rate (2-Q avg)1.56%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sebold Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Sebold Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 149.183M in assets, with a quarterly growth rate of -1.67% and a 2-quarter average growth rate of 1.56%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.17%
18.54%
$27.656M
157,829 shares@ $175.24 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.36%
7.09%
$10.562M
39,989 shares@ $264.13 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.15%
6.97%
$10.387M
53,041 shares@ $195.84 avg price
FNDESchwab Strategic Tr
Recent Activity
Increased 1.26%
5.01%
$7.46M
256,803 shares@ $29.06 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 5.58%
4.03%
$6M
125,468 shares@ $47.82 avg price
VGTVanguard World Fd
Recent Activity
Decreased -7.69%
3.95%
$5.884M
9,463 shares@ $621.78 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.79%
3.63%
$5.415M
90,603 shares@ $59.78 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Decreased -3.71%
3.18%
$4.73M
44,610 shares@ $106.05 avg price
IJHIshares Tr
Recent Activity
Decreased -0.16%
3%
$4.47M
71,746 shares@ $62.32 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 101.24%
3%
$4.467M
150,410 shares@ $29.71 avg price