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Aryn Sands

@Family Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$210.338MTotal holdings43
Assets growth rate7.61%Assets growth rate (2-Q avg)4.52%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Family Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 210.338M in assets, with a quarterly growth rate of 7.61% and a 2-quarter average growth rate of 4.52%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ITOTIshares Tr
Recent Activity
Increased 19.46%
15.62%
$32.844M
255,356 shares@ $128.63 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 20.5%
6%
$12.61M
217,407 shares@ $58.0 avg price
VBRVanguard Index Fds
Recent Activity
Increased 5.21%
4.72%
$9.917M
50,041 shares@ $198.18 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 19.92%
3.85%
$8.092M
239,486 shares@ $33.79 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 20.24%
3.77%
$7.925M
82,104 shares@ $96.53 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 24.89%
3.56%
$7.482M
285,671 shares@ $26.2 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 25.3%
3.54%
$7.442M
114,359 shares@ $65.08 avg price
IDEVIshares Tr
Recent Activity
Increased 26.16%
3.47%
$7.293M
113,125 shares@ $64.47 avg price
DIHPDimensional Etf Trust
Recent Activity
Increased 27.23%
3.43%
$7.212M
285,858 shares@ $25.23 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.81%
3.37%
$7.077M
29,455 shares@ $240.29 avg price