Safeguard Financial, LLC

Q1 2025 13F Holdings

  • Location
    minocqua, WI
  • Num holdings

    105

  • Value ($000)

    $456,467

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0001922498
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$131.69M
29 %

355,130

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$115.50M
25 %

668,612

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$26.44M
6 %

349,555

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$24.67M
5 %

132,402

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$18.33M
4 %

72,790

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$16.99M
4 %

678,574

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$10.12M
2 %

199,116

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$8.10M
2 %

304,620

I
IBDQ

ISHARES TR

IBONDS DEC25 ETF
46434VBD1
$5.73M
1 %

227,886

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.61M
1 %

10,923

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