Safeguard Financial, LLC Incresed Positions in Q4 2024

Safeguard Financial, LLC

  • $458 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
39K
+ 12.77%
$378.79 - $428.11 $14.8M - $16.7M
344K $141M
VTV
Vanguard Value ETF

ETFs
38.1K
+ 6.2%
$168.32 - $181.87 $6.41M - $6.93M
653K $111M
VBK
Vanguard Small Cap Growth ETF

ETFs
5.87K
+ 9.57%
$264.18 - $304.19 $1.55M - $1.78M
67.1K $18.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.55K
+ 45.21%
$521.84 - $558.82 $1.85M - $1.98M
11.4K $6.14M
SCHV
Schwab Strategic Tr Us Large C

ETFs
212K
+ 304.11%
$25.79 - $80.4 $5.48M - $17.1M
282K $7.36M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
64.3K
+ 52.59%
$25.0 - $25.11 $1.61M - $1.61M
187K $4.67M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
62.9K
+ 61.15%
N/A
166K $3.94M
IEFA
Ishares Tr

ETFs
50.8K
+ 18.08%
$70.06 - $77.43 $3.56M - $3.94M
332K $23.3M
VBR
Vanguard Small Cap Value ETF

ETFs
8.29K
+ 7.03%
$197.36 - $217.3 $1.64M - $1.8M
126K $25M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
37.2K
+ 39.98%
$23.88 - $24.32 $888K - $904K
130K $3.12M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.5K
+ 68.86%
$61.52 - $66.5 $585K - $632K
23.3K $1.49M
SCHG
Schwab Strategic Tr Us Large C

ETFs
417K
+ 288.26%
$25.93 - $105.3 $10.8M - $43.9M
561K $15.6M
AAPL
Apple Inc.

Technology
552
+ 3.75%
$221.69 - $259.02 $122K - $143K
15.3K $3.83M
META
Meta Platforms, Inc.

Communication Services
623
+ 92.57%
$554.08 - $632.68 $345K - $394K
1.3K $764K
MA
Mastercard Inc

Financial Services
665
+ 92.88%
$491.3 - $536.15 $327K - $357K
1.38K $727K
SPY
Spdr S&P 500 ETF Trust

ETFs
463
+ 12.15%
$567.81 - $607.81 $263K - $281K
4.28K $2.51M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.32K
+ 120.25%
$40.38 - $44.35 $296K - $325K
13.4K $548K
SCHA
Schwab Strategic Tr Us Small C

ETFs
90.4K
+ 113.26%
$25.33 - $51.16 $2.29M - $4.62M
170K $4.4M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
13.4K
+ 27.89%
$22.71 - $23.47 $304K - $314K
61.4K $1.4M
GOOG
Alphabet Inc.

Communication Services
777
+ 18.71%
$163.08 - $198.16 $127K - $154K
4.93K $938K
WMT
Walmart Inc.

Consumer Defensive
1.84K
+ 30.84%
$79.1 - $95.7 $146K - $176K
7.82K $706K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.58K
+ 30.69%
$22.72 - $23.0 $218K - $220K
40.8K $930K
VTI
Vanguard Total Stock Market Et

ETFs
351
+ 2.17%
$280.04 - $302.45 $98.3K - $106K
16.6K $4.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
47.2K
+ 242.04%
$26.93 - $84.95 $1.27M - $4.01M
66.8K $1.82M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.7K
+ 266.09%
$22.4 - $68.28 $532K - $1.62M
32.7K $756K
COST
Costco Wholesale Corp

Consumer Defensive
129
+ 15.39%
$873.59 - $994.69 $113K - $128K
967 $886K
DFAI
Dimensional ETF Tr

ETFs
5.57K
+ 66.05%
$29.0 - $31.6 $162K - $176K
14K $409K
V
Visa Inc.

Financial Services
215
+ 14.87%
$273.87 - $320.91 $58.9K - $69K
1.66K $524K
JPM
Jpmorgan Chase & CO

Financial Services
29
+ 0.72%
$205.18 - $250.29 $5.95K - $7.26K
4.05K $970K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
5.88K
+ 64.3%
$21.25 - $22.07 $125K - $130K
15K $320K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.59K
+ 27.58%
$22.1 - $22.59 $124K - $126K
25.9K $574K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.16K
+ 10.65%
$23.25 - $23.37 $120K - $121K
53.6K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 1.14%
$481.22 - $538.17 $17.8K - $19.9K
3.27K $1.67M
HON
Honeywell International Inc

Industrials
76
+ 2.66%
$202.84 - $236.0 $15.4K - $17.9K
2.93K $662K
MSFT
Microsoft Corp

Technology
331
+ 4.09%
$406.35 - $454.46 $135K - $150K
8.43K $3.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 13.46%
$113.92 - $127.38 $55.8K - $62.4K
4.13K $475K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
210
+ 10.25%
$238.25 - $261.28 $50K - $54.9K
2.26K $546K
MAR
Marriott International Inc

Consumer Cyclical
18
+ 2.19%
$246.06 - $292.59 $4.43K - $5.27K
839 $234K
ORCL
Oracle Corp

Technology
207
+ 9.03%
$165.41 - $192.43 $34.2K - $39.8K
2.5K $416K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.09K
+ 15.0%
$57.29 - $63.1 $62.4K - $68.8K
8.36K $479K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.18%
$198.04 - $221.51 $792 - $886
2.17K $457K
XLK
Technology Sector Spdr

ETFs
2
+ 0.08%
$220.26 - $241.44 $441 - $483
2.52K $586K
XLF
Financial Sector Spdr

ETFs
20
+ 0.43%
$44.89 - $51.34 $898 - $1.03K
4.7K $227K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20
+ 2.67%
$278.19 - $315.36 $5.56K - $6.31K
770 $221K
TFLO
Ishares Treasury Floating Rate

ETFs
90
+ 1.56%
$50.37 - $50.63 $4.53K - $4.56K
5.85K $295K
VIXM
Pro Shares Trust Ii

ETFs
951
+ 6.26%
$13.74 - $16.16 $13.1K - $15.4K
16.1K $233K
STXV
Ea Ser Tr Strive 1000 Value Et
179
+ 0.64%
N/A
28.3K $0
STXK
Ea Ser Tr Strive 2000 ETF
2.34K
+ 32.69%
N/A
9.5K $0
STXG
Ea Ser Tr Strive 1000 Growth E
395
+ 1.8%
N/A
22.3K $0
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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