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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
VBVanguard Index Fds
Recent Activity
Increased 1.81%
3.37%
$7.077M
29,455 shares@ $240.29 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 20.63%
3.16%
$6.629M
141,404 shares@ $46.89 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.73%
3.06%
$6.425M
22,171 shares@ $289.81 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -3.32%
2.79%
$5.862M
10,880 shares@ $538.8 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 15.32%
2.5%
$5.256M
108,540 shares@ $48.43 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.65%
2.38%
$4.997M
29,516 shares@ $169.31 avg price
AGGIshares Tr
Recent Activity
Increased 7.11%
1.8%
$3.78M
39,007 shares@ $96.9 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 1.38%
1.34%
$2.806M
48,869 shares@ $57.41 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.43%
1.31%
$2.747M
35,546 shares@ $77.28 avg price
SHYIshares Tr
Recent Activity
Increased 7.87%
1.28%
$2.673M
32,601 shares@ $81.98 avg price