Safeguard Investment Advisory Group, LLC
Q4 2024 13F Holdings
- Locationcorona, CA
- Num holdings
117
- Value ($000)
$364,556
- Date Filed02/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $89.05M | 24 % | 2,574,471 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $48.88M | 13 % | 1,446,650 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $45.70M | 13 % | 89,380 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $35.36M | 10 % | 60,327 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $22.80M | 6 % | 740,889 | ||
AAPL APPLE INC | COM | 037833100 | $9.72M | 3 % | 38,805 | ||
IHI ISHARES TR | U.S. MED DVC ETF | 464288810 | $7.40M | 2 % | 126,793 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $6.74M | 2 % | 26,549 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.38M | 2 % | 11,832 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $5.22M | 1 % | 24,811 |
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