SI
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Safeguard Investment Advisory Group, LLC13F | |
| Safeguard Investment Advisory Group, LLC | |
| Last update 2025-05-15 | 141 Stocks (26 new) |
| Value $368.00 Mil | Turnover 6 % |
Safeguard Investment Advisory ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2,562,041 | 84,521.7 | -0.48% | 22.970 | -0.12% | 0.270 | +18.92% | +6.57% | 35,706.4 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 1,450,615 | 48,073.8 | +0.27% | 13.060 | +0.04% | 0.620 | +15.80% | +7.63% | 8,862.8 | ||
QQQ | INVESCO QQQ Trust | 89,851 | 42,146.1 | +0.53% | 11.450 | +0.06% | 0.010 | +26.41% | +10.07% | 357,846.7 | ||
SPY | SPDR S&P 500 ETF Trust | 60,322 | 33,759.7 | -0.01% | 9.170 | 0% | 0.010 | +19.62% | +7.94% | 648,846.5 | ||
DFSV | Dimensional US Small Cap Value ETF | 750,368 | 21,123.6 | +1.28% | 5.740 | +0.07% | 0.470 | +19.80% | +0.82% | 4,961.9 | ||
AAPL | Apple Inc | 42,143 | 9,363.3 | +8.60% | 2.540 | +0.20% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
IHI | iShares U.S. Medical Devices ETF | 125,540 | 7,558.0 | -0.99% | 2.050 | -0.02% | 0.170 | +6.44% | +3.85% | 4,340.6 | ||
VHT | Vanguard Health Care ETF | 27,002 | 7,159.3 | +1.71% | 1.950 | +0.03% | 0.040 | +0.81% | -2.17% | 15,230.0 | ||
VOO | Vanguard S&P 500 ETF | 13,564 | 6,974.4 | +14.64% | 1.900 | +0.24% | 0.000 | +19.71% | +7.97% | 658,032.1 | ||
DFCF | Dimensional Core Fixed Income ETF | 117,954 | 4,961.3 | -3.70% | 1.350 | -0.05% | 0.070 | +2.61% | +3.83% | 7,144.7 |
Safeguard Investment Advisory Group, LLC's Historical Top Holdings Breakdowns
Safeguard Investment Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.39% | 106.98 ($126.74) 149.43 | $167.01 | 31.77% | Add 57.6% | 36,685 | 13,407 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.32% | 27.01 ($27.88) 28.54 | $27.24 | -2.30% | Add 50.64% | 126,430 | 42,500 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.31% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Add 33.79% | 12,131 | 3,064 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.24% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 14.64% | 13,564 | 1,732 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.21% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Add 25.03% | 20,654 | 4,135 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.20% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 8.6% | 42,143 | 3,338 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | New Buy New Buy | +0.20% | 50.39 ($50.51) 50.66 | $50.62 | 0.22% | New holding | 14,567 | 14,567 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.18% | 542.38 ($602.71) 646.34 | $679.79 | 12.79% | Add 87.42% | 2,637 | 1,230 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | New Buy New Buy | +0.18% | 50.29 ($50.4) 50.5 | $50.46 | 0.12% | New holding | 12,881 | 12,881 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.15% | 154.33 ($181.36) 206.38 | $191.34 | 5.50% | Add 47.7% | 11,110 | 3,588 |
Safeguard Investment Advisory Group, LLC Total Holding History ($B)
Safeguard Investment Advisory Group, LLC's Asset Allocation
Safeguard Investment Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Safeguard Investment Advisory Group, LLC's Hypothetical Growth since 2025-03-31
Safeguard Investment Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Safeguard Investment Advisory Group, LLC's Holdings Heat Map
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Safeguard Investment Advisory Group, LLC's Holdings Bubble Chart
Safeguard Investment Advisory Group, LLC News
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