Safeguard Investment Advisory Group, LLC Sells in Q1 2025

Safeguard Investment Advisory Group, LLC

  • $367 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-12.4K
- 0.48%
$32.42 - $36.13 $403K - $449K
2.56M $84.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.01%
$551.42 - $612.93 $2.76K - $3.06K
60.3K $33.7M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-4.44K
- 18.92%
$47.35 - $48.24 $210K - $214K
19K $905K
SOXX
Ishares Semiconductor ETF

ETFs
-289
- 5.09%
$188.17 - $235.81 $54.4K - $68.1K
5.39K $1.01M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.08K
- 10.61%
$47.25 - $67.02 $50.8K - $72.1K
9.07K $431K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.53K
- 3.7%
$40.79 - $42.32 $185K - $192K
118K $4.96M
WMT
Walmart Inc.

Consumer Defensive
-838
- 9.03%
$84.5 - $105.05 $70.8K - $88K
8.44K $741K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-281
- 1.19%
$59.61 - $66.71 $16.8K - $18.7K
23.3K $1.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
-266
- 1.42%
$50.44 - $58.1 $13.4K - $15.5K
18.5K $952K
IWY
Ishares Tr Russell 200 Growth

ETFs
-15
- 0.46%
$210.19 - $243.33 $3.15K - $3.65K
3.28K $691K
CMF
Ishares California Muni Bond E

ETFs
-750
- 3.99%
$55.93 - $57.47 $41.9K - $43.1K
18.1K $1.02M
ORCL
Oracle Corp

Technology
-44
- 2.5%
$139.81 - $186.47 $6.15K - $8.2K
1.72K $240K
TIP
Ishares Tr Tips Bd ETF

ETFs
-747
- 10.65%
$106.22 - $111.09 $79.3K - $83K
6.27K $696K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-169
- 2.56%
$58.81 - $68.2 $9.94K - $11.5K
6.43K $384K
VIG
Vanguard Dividend Appreciation

ETFs
-198
- 1.06%
N/A
18.5K $3.37M
VTI
Vanguard Total Stock Market Et

ETFs
-24
- 1.28%
$271.18 - $303.12 $6.51K - $7.27K
1.85K $508K
DFAX
Dimensional ETF Tr
-2.87K
- 7.73%
$24.45 - $27.2 $70.1K - $78K
34.2K $897K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-1.14K
- 4.7%
$47.59 - $50.79 $54.3K - $58K
23.2K $1.16M
IWP
Ishares Russell Mid Cap Growth

ETFs
-5
- 0.26%
$114.9 - $139.6 $575 - $698
1.92K $225K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-850
- 8.68%
$20.83 - $23.69 $17.7K - $20.1K
8.94K $200K
STX
Seagate Technology Holdings PLC

Technology
-2
- 0.05%
$84.92 - $108.42 $170 - $217
3.94K $334K
LHX
L3 Harris Technologies, Inc.

Industrials
-3
- 0.2%
$194.65 - $222.86 $584 - $669
1.5K $314K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-196
- 1.68%
$9.47 - $11.46 $1.86K - $2.25K
11.4K $122K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-333
- 2.49%
$12.06 - $13.55 $4.02K - $4.51K
13K $166K
Sila Realty Trust Inc
-332
- 2.69%
N/A
12K $0
UNP
Union Pacific Corp

Industrials
-13
- 1.29%
$225.21 - $254.42 $2.93K - $3.31K
993 $234K
VTV
Vanguard Value ETF

ETFs
-8
- 0.3%
$167.73 - $179.21 $1.34K - $1.43K
2.65K $458K
VDC
Vanguard Consumer Staples ETF

ETFs
-88
- 1.79%
$206.54 - $226.16 $18.2K - $19.9K
4.84K $1.06M
DE
Deere & CO

Industrials
-1
- 0.19%
$408.57 - $509.27 $409 - $509
525 $246K
HSBC
Hsbc Holdings PLC

Financial Services
-167
- 3.53%
$48.68 - $61.58 $8.13K - $10.3K
4.56K $261K
GLD
Spdr Gold Trust

ETFs
-9
- 0.47%
$243.19 - $288.14 $2.19K - $2.59K
1.9K $546K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.25K
- 0.99%
$58.32 - $65.09 $73.1K - $81.6K
126K $7.56M
Activity Summary
Buys All Purchases 103 New Holdings 26 Increased Positions 77 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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