Safeguard Investment Advisory Group, LLC
Q2 2025 13F Holdings
- Locationcorona, CA
- Num holdings
144
- Value ($000)
$400,635
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001846711
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $89.12M | 22 % | 2,486,567 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $50.22M | 13 % | 1,412,396 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $49.21M | 12 % | 89,205 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $38.28M | 10 % | 61,956 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $21.92M | 6 % | 744,787 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $8.49M | 2 % | 14,939 | ||
AAPL APPLE INC | COM | 037833100 | $8.38M | 2 % | 40,829 | ||
IHI ISHARES TR | U.S. MED DVC ETF | 464288810 | $7.70M | 2 % | 122,932 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $6.69M | 2 % | 26,901 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $5.53M | 1 % | 24,355 |
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