Safeguard Financial, LLC
Q1 2025 13F Holdings
- Locationminocqua, WI
- Num holdings
105
- Value ($000)
$456,467
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001922498
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $131.69M | 29 % | 355,130 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $115.50M | 25 % | 668,612 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $26.44M | 6 % | 349,555 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $24.67M | 5 % | 132,402 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $18.33M | 4 % | 72,790 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $16.99M | 4 % | 678,574 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.12M | 2 % | 199,116 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.10M | 2 % | 304,620 | ||
IBDQ ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 | $5.73M | 1 % | 227,886 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.61M | 1 % | 10,923 |
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