SageGuard Financial Group, LLC

Q3 2021 13F Holdings

  • Location
    goodlettsville, TN
  • Num holdings

    15

  • Value ($000)

    $6,374

  • Date Filed
    11/15/2021
  • Form type
    13F-HR
  • CIK
    0001861378
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$1.16M
18 %

22,915

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$888.00K
14 %

24,529

KRE
KRE

SPDR SER TR

PORTFOLIO AGRGTE
78464A649
$547.00K
9 %

18,314

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$381.00K
6 %

8,959

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$363.00K
6 %

2,432

XLC
XLC

SELECT SECTOR SPDR TR

COMMUNICATION
81369Y852
$354.00K
6 %

4,423

CAT
CAT

CATERPILLAR INC

COM
149123101
$333.00K
5 %

1,733

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$331.00K
5 %

3,509

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$330.00K
5 %

1,172

AMZN
AMZN

AMAZON COM INC

COM
023135106
$309.00K
5 %

94

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