Safeguard Investment Advisory Group, LLC
Q1 2025 13F Holdings
- Locationcorona, CA
- Num holdings
141
- Value ($000)
$367,981
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $84.52 M | 23 % | 2,562,041 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $48.07 M | 13 % | 1,450,615 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $42.15 M | 12 % | 89,851 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $33.76 M | 9 % | 60,322 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $21.12 M | 6 % | 750,368 | ||
AAPL APPLE INC | COM | 037833100 | $9.36 M | 3 % | 42,143 | ||
IHI ISHARES TR | U.S. MED DVC ETF | 464288810 | $7.56 M | 2 % | 125,540 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $7.16 M | 2 % | 27,002 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.97 M | 2 % | 13,564 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $4.96 M | 1 % | 117,954 |
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