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Aryn Sands

Calder Financial Llc

Assets Managed
$106.149M
Holdings
43
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
5.38%(2Q avg: 2.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Calder Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Calder Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 106.149M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 2.14%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.68%
15.43%
$16.372M
23,838 shares@ $686.83 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Decreased -2.86%
15.05%
$15.971M
320,831 shares@ $49.78 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.85%
12.55%
$13.312M
35,974 shares@ $370.05 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -31.2%
7.17%
$7.609M
130,738 shares@ $58.2 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -2.49%
5.01%
$5.31M
22,440 shares@ $236.63 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -9.67%
4.6%
$4.877M
22,378 shares@ $217.94 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 502.04%
4.54%
$4.815M
55,893 shares@ $86.14 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -11.57%
3.27%
$3.461M
4,635 shares@ $746.73 avg price
VIS
Vanguard Industrials Etf
Recent Activity
Decreased -6.48%
2.83%
$2.999M
8,322 shares@ $360.38 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 64.08%
2.21%
$2.345M
30,577 shares@ $76.71 avg price

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