Safeguard Investment Advisory Group, LLC Reduced Holdings in Q3 2025

Safeguard Investment Advisory Group, LLC

  • $401 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-1.31K
- 82.71%
$1147.87 - $1297.18 $1.5M - $1.69M
273 $327K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-9.68K
- 7.87%
$59.29 - $62.87 $574K - $608K
113K $6.8M
VGT
Vanguard Information Technolog

ETFs
-1.42K
- 53.44%
$656.44 - $753.15 $929K - $1.07M
1.23K $920K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-192K
- 7.72%
$36.04 - $38.78 $6.92M - $7.45M
2.29M $88.5M
CMF
Ishares California Muni Bond E

ETFs
-10.1K
- 62.06%
$55.16 - $57.13 $557K - $577K
6.17K $352K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.99K
- 8.95%
$546.99 - $602.2 $4.37M - $4.81M
81.2K $48.8M
MSFT
Microsoft Corp

Technology
-1.26K
- 12.53%
$491.09 - $535.64 $621K - $677K
8.82K $4.57M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.05K
- 10.63%
$211.65 - $238.24 $435K - $489K
17.3K $3.79M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-7.63K
- 36.69%
$67.01 - $72.84 $511K - $556K
13.2K $954K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.4K
- 14.19%
$26.38 - $27.95 $458K - $485K
105K $2.86M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.19K
- 51.19%
$109.11 - $111.88 $348K - $357K
3.04K $338K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-89.4K
- 6.33%
$35.76 - $37.93 $3.2M - $3.39M
1.32M $50M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-5.01K
- 14.99%
$47.86 - $48.43 $240K - $243K
28.4K $1.37M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-5.28K
- 4.48%
$41.8 - $43.15 $221K - $228K
112K $4.81M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 2.31%
$915.95 - $994.57 $36.6K - $39.8K
1.69K $1.56M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.78K
- 22.22%
$53.36 - $59.69 $202K - $226K
13.2K $771K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-3.1K
- 15.35%
$47.18 - $48.17 $146K - $149K
17.1K $820K
CVX
Chevron Corp

Energy
-1.34K
- 22.87%
$145.57 - $161.83 $196K - $217K
4.53K $703K
VHT
Vanguard Health Care ETF

ETFs
-1.68K
- 6.26%
$239.12 - $259.95 $403K - $438K
25.2K $6.55M
VFH
Vanguard Financial ETF

ETFs
-1.17K
- 19.08%
$125.23 - $132.78 $146K - $155K
4.96K $650K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-2.7K
- 12.29%
$48.06 - $50.98 $130K - $137K
19.3K $972K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-353
- 25.94%
$420.11 - $472.68 $148K - $167K
1.01K $472K
ETN
Eaton Corp PLC

Industrials
-318
- 31.15%
$342.99 - $392.76 $109K - $125K
703 $263K
IWY
Ishares Tr Russell 200 Growth

ETFs
-691
- 20.47%
$243.93 - $275.62 $169K - $190K
2.68K $734K
WMT
Walmart Inc.

Consumer Defensive
-1.35K
- 14.23%
$94.4 - $104.27 $128K - $141K
8.16K $840K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.52K
- 30.39%
$63.41 - $69.69 $96.6K - $106K
3.49K $238K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.45K
- 11.26%
$55.61 - $57.37 $80.7K - $83.3K
11.4K $653K
HON
Honeywell International Inc

Industrials
-156
- 8.94%
$207.7 - $240.4 $32.4K - $37.5K
1.59K $334K
T
At&T Inc.

Communication Services
-659
- 0.91%
$26.94 - $29.62 $17.8K - $19.5K
71.6K $2.02M
CSCO
Cisco Systems, Inc.

Technology
-815
- 10.63%
$66.2 - $71.79 $54K - $58.5K
6.85K $468K
QCOM
Qualcomm Inc

Technology
-385
- 14.75%
$145.84 - $173.55 $56.1K - $66.8K
2.23K $370K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-939
- 16.64%
$72.65 - $78.68 $68.2K - $73.9K
4.7K $368K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-652
- 3.66%
$92.18 - $95.14 $60.1K - $62K
17.1K $1.63M
PG
Procter & Gamble CO

Consumer Defensive
-98
- 2.2%
$150.47 - $161.22 $14.7K - $15.8K
4.36K $670K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-791
- 11.17%
$82.96 - $95.7 $65.6K - $75.7K
6.29K $564K
IVV
Ishares Core S&P 500 ETF

ETFs
-164
- 10.58%
$620.67 - $670.08 $102K - $110K
1.39K $927K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-578
- 4.24%
$72.57 - $74.72 $41.9K - $43.2K
13K $970K
IWP
Ishares Russell Mid Cap Growth

ETFs
-252
- 14.23%
$137.51 - $145.26 $34.7K - $36.6K
1.52K $216K
DGRO
Ishares Core Dividend Growth E

ETFs
-904
- 9.62%
$64.12 - $68.08 $58K - $61.5K
8.49K $577K
IVE
Ishares S&P 500 Value ETF

ETFs
-162
- 11.02%
$194.44 - $206.51 $31.5K - $33.5K
1.31K $270K
ET
Energy Transfer LP

Energy
-156
- 1.17%
$17.11 - $18.16 $2.67K - $2.83K
13.2K $226K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-83
- 4.52%
$116.29 - $120.92 $9.65K - $10K
1.76K $210K
CSX
Csx Corp

Industrials
-786
- 11.17%
$32.05 - $36.52 $25.2K - $28.7K
6.25K $222K
UNP
Union Pacific Corp

Industrials
-38
- 3.84%
$214.91 - $237.16 $8.17K - $9.01K
951 $224K
Sila Realty Trust Inc
-1.53K
- 12.64%
N/A
10.6K $0
XLF
Financial Sector Spdr

ETFs
-153
- 2.59%
$51.37 - $54.25 $7.86K - $8.3K
5.76K $310K
IWM
Ishares Russell 2000 ETF

ETFs
-118
- 10.48%
$214.92 - $244.84 $25.4K - $28.9K
1.01K $243K
VO
Vanguard Mid Cap ETF

ETFs
-44
- 4.17%
$279.83 - $293.74 $12.3K - $12.9K
1.01K $297K
GAB
Gabelli Equity Trust Inc

Financial Services
-1
- 0.01%
$5.81 - $6.32 $5.81 - $6.32
14.6K $88K
Activity Summary
Buys All Purchases 55 New Holdings 16 Increased Positions 39 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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