Safeguard Financial, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    minocqua, WI
  • CIK
    0001922498
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

105

$456.47M
VUG, VTV, IEFA, VBR
13F-HR
Apr 11, 2025
000175496025000176

114

$460.19M
VUG, VTV, VBR, IEFA
13F-HR
Jan 14, 2025
000175496025000017

125

$424.36M
VUG, VTV, VBR, IEFA
13F-HR
Oct 15, 2024
000175496024000498

100

$359.63M
VUG, VTV, VBR, IEFA
13F-HR
Aug 7, 2024
000175496024000405

81

$306.89M
VUG, VTV, VBR, IEFA
13F-HR
Apr 10, 2024
000175496024000109

79

$264.10M
VUG, VTV, VBR, IEFA
13F-HR
Jan 30, 2024
000175496024000067

72

$207.28M
VTV, VUG, VBR, VEA
13F-HR
Oct 30, 2023
000175496023000304

605

$208.00K
VTV, VUG, VEA, SCHG
13F-HR
Aug 7, 2023
000192249823000003

70

$165.00K
VTV, VUG, VEA, SCHG
13F-HR
Apr 26, 2023
000192249823000002

67

$140.00K
VTV, VUG, VEA, SCHG
13F-HR
Jan 10, 2023
000192249823000001

49

$107.98M
VTV, VUG, VEA, SCHV
13F-HR
Nov 7, 2022
000192249822000006

43

$83.78M
VTV, VUG, VEA, VTI
13F-HR
Aug 3, 2022
000192249822000003

48

$66.89M
VTV, VUG, VEA, SCHV
13F-HR
Apr 19, 2022
000192249822000001