Safeguard Investment Advisory Group, LLC
Q3 2025 13F Holdings
- Locationcorona, CA
- Num holdings
150
- Value ($000)
$403,091
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001846711
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $88.50 M | 22 % | 2,294,491 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $49.97 M | 12 % | 1,323,010 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $48.76 M | 12 % | 81,218 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $38.65 M | 10 % | 58,020 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $21.99 M | 6 % | 690,490 | ||
AAPL APPLE INC | COM | 037833100 | $10.84 M | 3 % | 42,571 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.11 M | 2 % | 14,869 | ||
IHI ISHARES TR | U.S. MED DVC ETF | 464288810 | $6.80 M | 2 % | 113,256 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $6.63 M | 2 % | 26,846 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $6.55 M | 2 % | 25,217 |
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