Safeguard Financial, LLC Reduced Holdings in Q1 2025

Safeguard Financial, LLC

  • $453 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-14.5K
- 62.15%
$59.61 - $66.71 $863K - $966K
8.82K $530K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-466
- 4.09%
$507.05 - $563.67 $236K - $263K
10.9K $5.58M
AAPL
Apple Inc.

Technology
-248
- 1.62%
$209.68 - $247.1 $52K - $61.3K
15K $3.34M
NVDA
Nvidia Corp

Technology
-713
- 4.67%
$106.98 - $149.43 $76.3K - $107K
14.6K $1.58M
PG
Procter & Gamble CO

Consumer Defensive
-2.49K
- 34.84%
$158.56 - $176.26 $394K - $438K
4.65K $792K
VTI
Vanguard Total Stock Market Et

ETFs
-425
- 2.57%
$271.18 - $303.12 $115K - $129K
16.1K $4.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-243
- 2.1%
$190.26 - $242.06 $46.2K - $58.8K
11.3K $2.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.06K
- 5.39%
$25.58 - $29.24 $155K - $177K
106K $2.78M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-7.76K
- 57.84%
$39.96 - $43.3 $310K - $336K
5.65K $231K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-324
- 9.9%
$468.34 - $539.52 $152K - $175K
2.95K $1.38M
VOT
Vanguard Mid Cap Growth Index

ETFs
-520
- 6.94%
$237.72 - $276.98 $124K - $144K
6.97K $1.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.01K
- 7.56%
$156.61 - $168.02 $157K - $169K
12.3K $1.96M
SPYG
Spdr Portfolio

ETFs
-282
- 1.28%
$80.05 - $92.39 $22.6K - $26.1K
21.8K $1.74M
HON
Honeywell International Inc

Industrials
-710
- 24.22%
$202.75 - $226.52 $144K - $161K
2.22K $470K
AVGO
Broadcom Inc.

Technology
-264
- 12.2%
$167.43 - $244.7 $44.2K - $64.6K
1.9K $318K
VB
Vanguard Small Cap ETF

ETFs
-513
- 14.63%
$217.89 - $252.64 $112K - $130K
2.99K $663K
VONG
Vanguard Russell 1000 Growth E

ETFs
-140
- 1.27%
$92.71 - $107.38 $13K - $15K
10.9K $1.01M
VO
Vanguard Mid Cap ETF

ETFs
-333
- 7.37%
$251.87 - $277.95 $83.9K - $92.6K
4.19K $1.08M
ORCL
Oracle Corp

Technology
-313
- 12.52%
$139.81 - $186.47 $43.8K - $58.4K
2.19K $305K
DFIV
Dimensional ETF Tr

ETFs
-3.21K
- 37.74%
$35.33 - $40.77 $113K - $131K
5.29K $209K
VV
Vanguard Large Cap ETF

ETFs
-230
- 9.76%
$253.32 - $282.66 $58.3K - $65K
2.13K $543K
HD
Home Depot, Inc.

Consumer Cyclical
-187
- 21.95%
$347.25 - $424.87 $64.9K - $79.5K
665 $243K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-235
- 16.24%
$165.25 - $224.62 $38.8K - $52.8K
1.21K $201K
AXP
American Express CO

Financial Services
-134
- 12.01%
$255.39 - $325.87 $34.2K - $43.7K
982 $264K
COP
Conocophillips

Energy
-833
- 22.73%
$88.6 - $105.85 $73.8K - $88.2K
2.83K $297K
COST
Costco Wholesale Corp

Consumer Defensive
-97
- 10.03%
$890.62 - $1076.86 $86.4K - $104K
870 $822K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-92
- 2.23%
$102.49 - $119.96 $9.43K - $11K
4.04K $419K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-277
- 17.43%
$169.43 - $182.84 $46.9K - $50.6K
1.31K $225K
QCOM
Qualcomm Inc

Technology
-281
- 14.55%
$151.94 - $175.86 $42.7K - $49.4K
1.65K $253K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-15
- 0.69%
$192.82 - $222.1 $2.89K - $3.33K
2.16K $416K
XLI
Industrial Sector Spdr

ETFs
-194
- 3.97%
$128.78 - $141.67 $25K - $27.5K
4.7K $611K
MA
Mastercard Inc

Financial Services
-107
- 7.75%
$504.67 - $576.31 $54K - $61.7K
1.27K $698K
WMT
Walmart Inc.

Consumer Defensive
-67
- 0.86%
$84.5 - $105.05 $5.66K - $7.04K
7.75K $680K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-102
- 2.81%
$58.81 - $68.2 $6K - $6.96K
3.52K $210K
VIXM
Pro Shares Trust Ii

ETFs
-2.87K
- 17.75%
$14.18 - $16.55 $40.6K - $47.4K
13.3K $209K
VIG
Vanguard Dividend Appreciation

ETFs
-88
- 1.58%
N/A
5.49K $1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-111
- 6.32%
$126.11 - $135.06 $14K - $15K
1.65K $209K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-140
- 1.78%
$49.78 - $53.19 $6.97K - $7.45K
7.72K $390K
VNQ
Vanguard Specialized Funds Van

ETFs
-132
- 4.79%
$85.55 - $94.34 $11.3K - $12.5K
2.63K $235K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-662
- 2.56%
$22.11 - $22.43 $14.6K - $14.8K
25.2K $565K
STXK
Ea Ser Tr Strive 2000 ETF
-1.34K
- 14.15%
N/A
8.16K $0
STXV
Ea Ser Tr Strive 1000 Value Et
-3.71K
- 13.14%
N/A
24.5K $0
STXG
Ea Ser Tr Strive 1000 Growth E
-863
- 3.87%
N/A
21.5K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-7
- 0.36%
$182.82 - $196.21 $1.28K - $1.37K
1.92K $356K
VEU
Vanguard Ftse All World Ex Us

ETFs
-200
- 2.39%
$56.51 - $62.98 $11.3K - $12.6K
8.16K $497K
V
Visa Inc.

Financial Services
-88
- 5.3%
$306.92 - $362.71 $27K - $31.9K
1.57K $551K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-554
- 1.19%
$37.07 - $40.63 $20.5K - $22.5K
45.9K $1.81M
XOM
Exxon Mobil Corp

Energy
-297
- 5.21%
$105.44 - $118.93 $31.3K - $35.3K
5.4K $642K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-51
- 0.51%
$58.01 - $64.46 $2.96K - $3.29K
9.93K $620K
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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