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Aryn Sands

Arnold Financial Planning Llc

Assets Managed
$134.09M
Holdings
41
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
25.29%(2Q avg: 17.82%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Arnold Financial Planning Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Arnold Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 134.09M in assets, with a quarterly growth rate of 25.29% and a 2-quarter average growth rate of 17.82%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 4.75%
12.15%
$16.292M
553,571 shares@ $29.43 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 7.51%
11.85%
$15.885M
686,760 shares@ $23.13 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 5.71%
9.86%
$13.217M
547,509 shares@ $24.15 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 3.03%
9.16%
$12.27M
442,962 shares@ $27.71 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 3.29%
7.58%
$10.158M
281,147 shares@ $36.13 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.12%
6.62%
$8.871M
199,973 shares@ $44.36 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 6%
6.59%
$8.833M
253,746 shares@ $34.81 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 1.69%
6.15%
$8.238M
75,505 shares@ $109.12 avg price
SCHC
Schwab Intl Small-cap Equity
Recent Activity
Increased 2.71%
4.97%
$6.656M
138,331 shares@ $48.12 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 0.99%
4.26%
$5.712M
135,325 shares@ $42.22 avg price

1-10 of 41