Aryn Sands
Plancorp, Llc
Assets Managed
$4.098B
Holdings
425
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.55%(2Q avg: 11.43%)
Sustained Growth
6 quarters
Portfolio positions
This chart displays the top 10 holdings in Plancorp, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 425 positions.
Assets under management
The assets under management (AUM) of Plancorp, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 4.098B in assets, with a quarterly growth rate of 16.55% and a 2-quarter average growth rate of 11.43%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VTI Vanguard Total Stock Mkt Etf
| 10.79% | $441.782M 1.195M shares@ $369.78 avg price | Increased 6.7% |
DFAL Dimsnl Us Lc Cr Eq Mt Etf
| 8.93% | $365.714M 7.264M shares@ $50.35 avg price | New Position |
DFUS Dimensional Us Eq Mkt Etf
| 8.85% | $362.515M 4.427M shares@ $81.9 avg price | Decreased -0.69% |
DFAC Dimensional Us Core Equity 2
| 8.54% | $349.938M 7.887M shares@ $44.38 avg price | Decreased -23.69% |
DFIV Dimensional International Va
| 5.09% | $208.299M 3.765M shares@ $55.32 avg price | Increased 2.76% |
AVUV Avantis Us Small Cap Value
| 4.68% | $191.536M 1.545M shares@ $123.98 avg price | Increased 5.16% |
DFUV Dimensional Us Marketwide Va
| 4.36% | $178.381M 3.242M shares@ $55.02 avg price | Decreased -41.67% |
LRGF Ishares Us Equity Factor Etf
| 3.88% | $158.677M 2.092M shares@ $75.85 avg price | Increased 5.64% |
DFIC Dimensional International Co
| 3.56% | $145.485M 3.902M shares@ $37.29 avg price | Increased 11.53% |
DFAX Dimensional World Ex Us Core
| 3.46% | $141.543M 3.904M shares@ $36.26 avg price | Decreased -0.97% |
1-10 of 425