Safeguard Financial, LLC Incresed Positions in Q1 2025

Safeguard Financial, LLC

  • $453 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
15.4K
+ 2.36%
$167.73 - $179.21 $2.58M - $2.76M
669K $114M
IEFA
Ishares Tr

ETFs
17.5K
+ 5.27%
$69.57 - $78.65 $1.22M - $1.38M
350K $26.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
117K
+ 20.89%
$24.91 - $29.02 $2.92M - $3.4M
679K $17M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
41.3K
+ 22.13%
$25.05 - $25.16 $1.03M - $1.04M
228K $5.73M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.5K
+ 25.01%
N/A
207K $4.92M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
38.9K
+ 29.91%
$23.9 - $24.18 $931K - $941K
169K $4.09M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
35.8K
+ 36.93%
$24.79 - $25.26 $886K - $903K
133K $3.35M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
38.9K
+ 63.27%
$22.61 - $23.14 $878K - $899K
100K $2.32M
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.3K
+ 7.89%
$25.77 - $27.6 $574K - $615K
305K $8.02M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.8K
+ 79.76%
$211.47 - $267.17 $381K - $481K
4.06K $861K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 4.12%
$442.66 - $534.52 $44.3K - $53.5K
2.53K $1.33M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.76K
+ 16.57%
$22.77 - $22.94 $154K - $155K
47.5K $1.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.34K
+ 49.67%
$42.5 - $46.71 $99.4K - $109K
7.05K $319K
IBDV
Ishares Tr

Technology
4.48K
+ 19.19%
$21.11 - $21.73 $94.6K - $97.4K
27.8K $605K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.23K
+ 7.89%
$23.29 - $23.38 $98.5K - $98.9K
57.8K $1.35M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.13K
+ 13.57%
$20.1 - $20.8 $62.9K - $65.1K
26.2K $543K
IVV
Ishares Core S&P 500 ETF

ETFs
200
+ 13.89%
$554.06 - $615.85 $111K - $123K
1.64K $915K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.68K
+ 14.52%
$44.7 - $49.05 $75.1K - $82.4K
13.3K $597K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.13K
+ 1.7%
$27.01 - $28.54 $30.6K - $32.4K
67.9K $1.87M
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.96%
$169.2 - $216.66 $2.37K - $3.03K
1.47K $307K
META
Meta Platforms, Inc.

Communication Services
106
+ 8.18%
$576.36 - $736.67 $61.1K - $78.1K
1.4K $808K
IBM
International Business Machines Corp

Technology
13
+ 0.92%
$217.4 - $264.74 $2.83K - $3.44K
1.42K $354K
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 1.46%
$225.19 - $279.95 $13.3K - $16.5K
4.11K $1.01M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
62
+ 0.41%
$21.16 - $21.77 $1.31K - $1.35K
15.1K $328K
XLF
Financial Sector Spdr

ETFs
16
+ 0.34%
$47.32 - $52.19 $757 - $835
4.72K $232K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18
+ 0.18%
$21.77 - $22.25 $392 - $401
9.91K $220K
TFLO
Ishares Treasury Floating Rate

ETFs
40
+ 0.68%
$50.48 - $50.68 $2.02K - $2.03K
5.89K $298K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
490
+ 5.5%
$57.21 - $65.8 $28K - $32.2K
9.4K $547K
TT
Trane Technologies PLC

Industrials
19
+ 2.96%
$332.0 - $400.86 $6.31K - $7.62K
660 $222K
XLK
Technology Sector Spdr

ETFs
232
+ 9.2%
$206.38 - $242.18 $47.9K - $56.2K
2.76K $568K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.02%
$120.29 - $134.6 $120 - $135
4.24K $515K
SCHX
Schwab Strategic Tr Us Large C

ETFs
63
+ 0.19%
$21.75 - $24.28 $1.37K - $1.53K
32.7K $718K
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.8K
+ 8.69%
$23.16 - $27.04 $342K - $400K
185K $4.34M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
9
+ 0.25%
$161.27 - $192.3 $1.45K - $1.73K
3.66K $591K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7
+ 0.03%
$64.88 - $72.1 $454 - $505
27.9K $1.83M
GOOG
Alphabet Inc.

Communication Services
147
+ 2.98%
$156.06 - $207.71 $22.9K - $30.5K
5.08K $793K
VGT
Vanguard Information Technolog

ETFs
27
+ 1.25%
$542.38 - $646.34 $14.6K - $17.5K
2.19K $1.19M
MSFT
Microsoft Corp

Technology
30
+ 0.36%
$375.39 - $447.2 $11.3K - $13.4K
8.46K $3.17M
VBK
Vanguard Small Cap Growth ETF

ETFs
5.65K
+ 8.41%
$247.97 - $296.33 $1.4M - $1.67M
72.8K $18.4M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.1%
$222.15 - $428.22 $666 - $1.28K
2.94K $760K
VBR
Vanguard Small Cap Value ETF

ETFs
6.15K
+ 4.87%
$183.02 - $207.75 $1.13M - $1.28M
132K $24.6M
VUG
Vanguard Growth ETF

ETFs
10.9K
+ 3.15%
$369.1 - $427.61 $4.01M - $4.64M
355K $132M
Activity Summary
Buys All Purchases 46 New Holdings 3 Increased Positions 43 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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