§ 13F · FUND PROFILE
Safeguard Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 105Turnover · — · Q1Filed · Apr 11, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 11, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 355K | $131.7T | 28.8% | — |
| 2 | VTV | VANGUARD INDEX FDS | 669K | $115.5T | 25.3% | — |
| 3 | IEFA | ISHARES TR | 350K | $26.4T | 5.8% | — |
| 4 | VBR | VANGUARD INDEX FDS | 132K | $24.7T | 5.4% | — |
| 5 | VBK | VANGUARD INDEX FDS | 73K | $18.3T | 4.0% | — |
| 6 | SCHG | SCHWAB STRATEGIC TR | 679K | $17.0T | 3.7% | — |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 199K | $10.1T | 2.2% | — |
| 8 | SCHV | SCHWAB STRATEGIC TR | 305K | $8.1T | 1.8% | — |
| 9 | IBDQ | ISHARES TR | 228K | $5.7T | 1.3% | — |
| 10 | VOO | VANGUARD INDEX FDS | 11K | $5.6T | 1.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAFEGUARD SIGNAL
AC read
Safeguard Financial, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed