Safeguard Financial, LLC Purchases in Q3 2024

Safeguard Financial, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
66.7K
+ 12.16%
$159.75 - $174.57 $10.7M - $11.6M
615K $107M
VUG
Vanguard Growth ETF

ETFs
21.7K
+ 7.66%
$341.08 - $391.94 $7.41M - $8.51M
305K $117M
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.6K
+ 30.3%
$92.63 - $105.69 $3.11M - $3.55M
145K $15.1M
VBR
Vanguard Small Cap Value ETF

ETFs
9.4K
+ 8.66%
$179.99 - $201.6 $1.69M - $1.9M
118K $23.7M
IEFA
Ishares Tr

ETFs
32.1K
+ 12.9%
$70.09 - $78.74 $2.25M - $2.53M
281K $21.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.1K
+ 5.33%
$240.48 - $267.94 $746K - $831K
61.3K $16.4M
VEA
Vanguard Ftse Developed Market

ETFs
17.6K
+ 8.72%
$47.6 - $53.31 $839K - $940K
220K $11.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
39.9K
+ 63.29%
$23.75 - $23.75 $947K - $947K
103K $2.44M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.8K
New
$56.04 - $62.2 $773K - $858K
13.8K $858K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
32.1K
+ 52.58%
$23.63 - $24.42 $757K - $783K
93K $2.27M
AAPL
Apple Inc.

Technology
2.22K
+ 17.77%
$207.23 - $234.82 $461K - $522K
14.7K $3.43M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
28.1K
+ 45.71%
$25.04 - $25.21 $703K - $707K
89.4K $2.26M
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 114.29%
$520.18 - $576.82 $599K - $664K
2.16K $1.25M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.7K
+ 46.06%
$24.62 - $25.59 $534K - $555K
68.7K $1.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.57K
+ 4.68%
$46.9 - $51.96 $167K - $185K
79.8K $4.11M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.17K
New
$178.94 - $207.0 $388K - $449K
2.17K $435K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16K
+ 50.2%
$22.51 - $23.57 $361K - $378K
48K $1.13M
IEMG
Ishares Inc

ETFs
7.11K
New
$53.64 - $53.64 $381K - $381K
7.11K $381K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.81K
New
$117.9 - $128.2 $331K - $360K
2.81K $359K
AXP
American Express CO

Financial Services
1.31K
New
$225.92 - $271.17 $296K - $355K
1.31K $354K
NVDA
Nvidia Corp

Technology
3.11K
+ 22.96%
$98.91 - $134.91 $307K - $419K
16.6K $2.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
644
+ 24.84%
$434.77 - $502.96 $280K - $324K
3.24K $1.58M
IBDV
Ishares Tr

Technology
14.5K
+ 106.5%
$21.11 - $22.24 $306K - $323K
28.1K $623K
NVO
Novo Nordisk A S

Healthcare
2.77K
New
$119.07 - $145.42 $330K - $403K
2.77K $329K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.22K
+ 25.76%
$36.98 - $41.55 $230K - $258K
30.3K $1.25M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.25K
New
$71.45 - $75.64 $304K - $322K
4.25K $319K
TT
Trane Technologies PLC

Industrials
806
New
$314.21 - $388.71 $253K - $313K
806 $313K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.06K
+ 11.78%
$77.02 - $85.06 $158K - $175K
19.5K $1.65M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.59K
New
$162.83 - $179.16 $259K - $285K
1.59K $284K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
129
+ 1.67%
$475.2 - $527.7 $61.3K - $68.1K
7.84K $4.14M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
10.9K
New
$24.34 - $25.83 $265K - $281K
10.9K $279K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.55K
New
$147.95 - $191.05 $229K - $295K
1.55K $268K
DFAI
Dimensional ETF Tr

ETFs
8.44K
New
$28.69 - $32.06 $242K - $271K
8.44K $268K
ADBE
Adobe Inc.

Technology
502
New
$508.13 - $586.55 $255K - $294K
502 $259K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.09K
New
$38.51 - $41.69 $234K - $254K
6.09K $253K
ISRG
Intuitive Surgical Inc

Healthcare
508
New
$416.14 - $494.01 $211K - $251K
508 $249K
MSFT
Microsoft Corp

Technology
845
+ 11.65%
$395.15 - $467.56 $334K - $395K
8.1K $3.48M
FCX
Freeport Mcmoran Inc

Basic Materials
4.85K
New
$39.52 - $51.92 $191K - $252K
4.85K $241K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.9K
New
$41.9 - $48.26 $205K - $236K
4.9K $234K
ASML
Asml Holding Nv

Technology
282
New
$749.82 - $1098.95 $211K - $310K
282 $234K
UNH
Unitedhealth Group Inc

Healthcare
398
New
$488.01 - $604.18 $194K - $240K
398 $232K
SPMD
Spdr Portfolio

ETFs
4.24K
New
$50.29 - $54.92 $213K - $233K
4.24K $232K
GE
General Electric CO

Industrials
1.21K
New
$156.66 - $189.66 $189K - $229K
1.21K $227K
CAT
Caterpillar Inc

Industrials
549
New
$316.8 - $391.12 $174K - $215K
549 $214K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.24K
New
$84.77 - $97.13 $190K - $217K
2.24K $214K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
750
New
$256.4 - $289.78 $192K - $217K
750 $213K
XLK
Technology Sector Spdr

ETFs
947
+ 60.17%
$197.34 - $237.68 $187K - $225K
2.52K $569K
LLY
Eli Lilly & CO

Healthcare
241
New
$772.14 - $960.02 $186K - $231K
241 $213K
XLF
Financial Sector Spdr

ETFs
4.68K
New
$40.84 - $45.74 $191K - $214K
4.68K $212K
Activity Summary
Buys All Purchases 94 New Holdings 31 Increased Positions 63 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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