Aryn Sands
@Define Financial, Llc
Latest period2024 - Q4ReportedManaged Assets$132.476MTotal holdings34
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Define Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.
Assets under management
The assets under management (AUM) of Define Financial, Llc 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 132.476M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVUVAmerican Centy Etf Tr
| 14.93% | $19.77M 204,805 shares@ $96.53 avg price | New Position |
VTIPVanguard Malvern Fds
| 14.02% | $18.569M 383,504 shares@ $48.43 avg price | New Position |
VTIVanguard Index Fds
| 13.78% | $18.248M 62,965 shares@ $289.81 avg price | New Position |
AVDVAmerican Centy Etf Tr
| 12.28% | $16.257M 249,798 shares@ $65.09 avg price | New Position |
VNQVanguard Index Fds
| 11.64% | $15.408M 172,963 shares@ $89.08 avg price | New Position |
VEUVanguard Intl Equity Index F
| 11.07% | $14.661M 255,368 shares@ $57.41 avg price | New Position |
VWOVanguard Intl Equity Index F
| 6.04% | $7.991M 181,442 shares@ $44.04 avg price | New Position |
AVEMAmerican Centy Etf Tr
| 5.97% | $7.902M 134,406 shares@ $58.8 avg price | New Position |
ABNBAirbnb Inc
| 3.09% | $4.085M 31,085 shares@ $131.42 avg price | New Position |
SPYSpdr S&p 500 Etf Tr
| 1% | $1.32M 2,252 shares@ $585.99 avg price | New Position |