Safeguard Financial, LLC
Q4 2024 13F Holdings
- Locationminocqua, WI
- Num holdings
114
- Value ($000)
$460,188
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001922498
- 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 |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $141.30M | 31 % | 344,275 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $110.59M | 24 % | 653,202 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $25.02M | 5 % | 126,255 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $23.34M | 5 % | 332,071 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $18.80M | 4 % | 67,141 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $15.64M | 3 % | 561,318 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.71M | 2 % | 203,058 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $7.36M | 2 % | 282,350 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.14M | 1 % | 11,389 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.80M | 1 % | 16,562 |
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