The Analysis of Safeguard Investment Advisory Group, LLC's Holdings
Currently, Safeguard Investment Advisory Group, LLC holds 150 types of securities in its portfolio with a total value $403.1M. In the most recent quarter, they have increased their positions in QQQM (+2.5K shares, valued at $615.6K), SPMO (+4.7K shares, valued at $568.2K), SCHG (+17.2K shares, valued at $549.9K); decreased their positions in DFAC (-192.1K shares, valued at $7.4M), QQQ (-8.0K shares, valued at $4.8M), DUHP (-89.4K shares, valued at $3.4M); initiated new positions in SPMO (+4.7K shares, valued at $568.2K), IUSG (+1.5K shares, valued at $245.5K), PFE (+9.6K shares, valued at $243.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.3M shares-7.72%2025-09-302025-11-13
DUHP DIMENSIONAL ETF TRUST1.3M shares-6.33%2025-09-302025-11-13 QQQ INVESCO QQQ TR81.2K shares-8.95%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR58.0K shares-6.35%2025-09-302025-11-13 DFSV DIMENSIONAL ETF TRUST690.5K shares-7.29%2025-09-302025-11-13 AAPL APPLE INC42.6K shares4.27%2025-09-302025-11-13 VOO VANGUARD INDEX FDS14.9K shares-0.47%2025-09-302025-11-13 IHI ISHARES TR113.3K shares-7.87%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II26.8K shares10.23%2025-09-302025-11-13 VHT VANGUARD WORLD FD25.2K shares-6.26%2025-09-302025-11-13 NVDA NVIDIA CORPORATION30.0K shares-8.35%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST112.5K shares-4.48%2025-09-302025-11-13 MSFT MICROSOFT CORP8.8K shares-12.53%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS18.5K shares0.48%2025-09-302025-11-13 AVGO BROADCOM INC11.5K shares-2.12%2025-09-302025-11-13 AMZN AMAZON COM INC17.3K shares-10.63%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR104.9K shares-14.19%2025-09-302025-11-13 JPST J P MORGAN EXCHANGE TRADED F53.1K shares3.05%2025-09-302025-11-13 TSLA TESLA INC6.0K shares-8.45%2025-09-302025-11-13 JEF JEFFERIES FINL GROUP INC39.4K shares0.00%2025-09-302025-11-13 BAC BANK AMERICA CORP40.0K shares-1.68%2025-09-302025-11-13 USFR WISDOMTREE TR40.5K shares2.69%2025-09-302025-11-13 GOOGL ALPHABET INC8.3K shares-9.84%2025-09-302025-11-13 T AT&T INC71.6K shares-0.91%2025-09-302025-11-13 LLY ELI LILLY & CO2.6K shares5.37%2025-09-302025-11-13 USMV ISHARES TR17.1K shares-3.66%2025-09-302025-11-13 META META PLATFORMS INC2.2K shares-17.67%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW1.7K shares-2.31%2025-09-302025-11-13 JEPQ J P MORGAN EXCHANGE TRADED F26.2K shares-4.85%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC8.0K shares-0.80%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares-0.91%2025-09-302025-11-13 DFSD DIMENSIONAL ETF TRUST28.4K shares-14.99%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC3.8K shares22.51%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR39.8K shares76.29%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.4.0K shares-0.90%2025-09-302025-11-13 SOXX ISHARES TR4.5K shares-10.94%2025-09-302025-11-13 GOOG ALPHABET INC4.7K shares1.02%2025-09-302025-11-13 VDC VANGUARD WORLD FD5.2K shares1.09%2025-09-302025-11-13 XOM EXXON MOBIL CORP9.3K shares-2.84%2025-09-302025-11-13 V VISA INC3.0K shares0.20%2025-09-302025-11-13 VNLA JANUS DETROIT STR TR20.5K shares2.50%2025-09-302025-11-13 ILTB ISHARES TR19.3K shares-12.29%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS13.0K shares-4.24%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST13.2K shares-36.69%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST30.2K shares0.34%2025-09-302025-11-13 IVV ISHARES TR1.4K shares-10.58%2025-09-302025-11-13 VGT VANGUARD WORLD FD1.2K shares-53.44%2025-09-302025-11-13 HD HOME DEPOT INC2.3K shares-7.46%2025-09-302025-11-13 BA BOEING CO4.2K shares-2.37%2025-09-302025-11-13 STX SEAGATE TECHNOLOGY HLDNGS PL3.7K shares-3.68%2025-09-302025-11-13 WMT WALMART INC8.2K shares-14.23%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC5.2K shares4.01%2025-09-302025-11-13 DFNM DIMENSIONAL ETF TRUST17.1K shares-15.35%2025-09-302025-11-13 SGOL ETFS GOLD TR22.2K shares-4.07%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST13.2K shares-22.22%2025-09-302025-11-13 IWY ISHARES TR2.7K shares-20.47%2025-09-302025-11-13 VTI VANGUARD INDEX FDS2.2K shares-0.50%2025-09-302025-11-13 CVX CHEVRON CORP NEW4.5K shares-22.87%2025-09-302025-11-13 DIS DISNEY WALT CO5.9K shares3.24%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO4.4K shares-2.20%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F11.4K shares-11.26%2025-09-302025-11-13 VFH VANGUARD WORLD FD5.0K shares-19.08%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC3.9K shares-5.95%2025-09-302025-11-13 WFC WELLS FARGO CO NEW7.7K shares0.99%2025-09-302025-11-13 ARKK ARK ETF TR7.2K shares-6.76%2025-09-302025-11-13 GLD SPDR GOLD TR1.8K shares-2.29%2025-09-302025-11-13 SRE SEMPRA6.8K shares6.16%2025-09-302025-11-13 MO ALTRIA GROUP INC9.2K shares18.09%2025-09-302025-11-13 IGM ISHARES TR4.8K shares0.00%2025-09-302025-11-13 DGRO ISHARES TR8.5K shares-9.62%2025-09-302025-11-13 WDC WESTERN DIGITAL CORP4.8K shares-2.27%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II4.7K sharesnew addition2025-09-302025-11-13 GBTC GRAYSCALE BITCOIN TRUST ETF6.3K shares-11.17%2025-09-302025-11-13 ORCL ORACLE CORP1.8K shares-6.86%2025-09-302025-11-13 MA MASTERCARD INCORPORATED893 shares14.49%2025-09-302025-11-13 XEL XCEL ENERGY INC6.3K shares0.00%2025-09-302025-11-13 VTV VANGUARD INDEX FDS2.6K shares-0.41%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS1.7K shares11.40%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K shares5.11%2025-09-302025-11-13 MCD MCDONALDS CORP1.6K shares-1.63%2025-09-302025-11-13 IWF ISHARES TR1.0K shares-25.94%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON2.5K shares-4.33%2025-09-302025-11-13 CSCO CISCO SYS INC6.9K shares-10.63%2025-09-302025-11-13 LHX L3HARRIS TECHNOLOGIES INC1.5K shares0.00%2025-09-302025-11-13 ABBV ABBVIE INC1.9K shares-4.16%2025-09-302025-11-13 TQQQ PROSHARES TR4.1K shares0.05%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC9.7K shares15.95%2025-09-302025-11-13 GE GE AEROSPACE1.4K shares-4.91%2025-09-302025-11-13 ROK ROCKWELL AUTOMATION INC1.2K shares0.08%2025-09-302025-11-13 VUG VANGUARD INDEX FDS775 shares2.11%2025-09-302025-11-13 QCOM QUALCOMM INC2.2K shares-14.75%2025-09-302025-11-13 SPYM SPDR SERIES TRUST4.7K shares-16.64%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR4.1K shares-0.73%2025-09-302025-11-13 CMF ISHARES TR6.2K shares-62.06%2025-09-302025-11-13 TIP ISHARES TR3.0K shares-51.19%2025-09-302025-11-13 HON HONEYWELL INTL INC1.6K shares-8.94%2025-09-302025-11-13 HSBC HSBC HLDGS PLC4.7K shares0.13%2025-09-302025-11-13 NFLX NETFLIX INC273 shares-82.71%2025-09-302025-11-13 RTX RTX CORPORATION2.0K shares-2.15%2025-09-302025-11-13 CRM SALESFORCE INC1.3K shares2.27%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC399 shares14.99%2025-09-302025-11-13 IVOG VANGUARD ADMIRAL FDS INC2.6K shares0.00%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR5.8K shares-2.59%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC2.7K shares7.65%2025-09-302025-11-13 VO VANGUARD INDEX FDS1.0K shares-4.17%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR3.4K shares0.06%2025-09-302025-11-13 CAT CATERPILLAR INC611 shares-3.93%2025-09-302025-11-13 TEVA TEVA PHARMACEUTICAL INDS LTD14.3K shares-1.08%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF4.4K shares10.25%2025-09-302025-11-13 DBEF DBX ETF TR6.1K shares0.00%2025-09-302025-11-13 IVE ISHARES TR1.3K shares-11.02%2025-09-302025-11-13 QUAL ISHARES TR1.4K shares-2.77%2025-09-302025-11-13 SILA SILA REALTY TRUST INC10.6K shares-12.64%2025-09-302025-11-13 ETN EATON CORP PLC703 shares-31.15%2025-09-302025-11-13 IEFA ISHARES TR2.9K shares16.74%2025-09-302025-11-13 IUSG ISHARES TR1.5K sharesnew addition2025-09-302025-11-13 IWM ISHARES TR1.0K shares-10.48%2025-09-302025-11-13 DE DEERE & CO533 shares1.14%2025-09-302025-11-13 PFE PFIZER INC9.6K sharesnew addition2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST3.5K shares-30.39%2025-09-302025-11-13 PEP PEPSICO INC1.7K shares7.56%2025-09-302025-11-13 HWM HOWMET AEROSPACE INC1.2K shares7.03%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR2.0K shares1.56%2025-09-302025-11-13 IAU ISHARES GOLD TR3.1K sharesnew addition2025-09-302025-11-13 ET ENERGY TRANSFER L P13.2K shares-1.17%2025-09-302025-11-13 UNP UNION PAC CORP951 shares-3.84%2025-09-302025-11-13 CSX CSX CORP6.3K shares-11.17%2025-09-302025-11-13 UHS UNIVERSAL HLTH SVCS INC1.1K sharesnew addition2025-09-302025-11-13 AAPU DIREXION SHS ETF TR6.8K sharesnew addition2025-09-302025-11-13 KMB KIMBERLY-CLARK CORP1.8K sharesnew addition2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW1.8K shares-1.83%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP437 sharesnew addition2025-09-302025-11-13 PKG PACKAGING CORP AMER1.0K sharesnew addition2025-09-302025-11-13 IWP ISHARES TR1.5K shares-14.23%2025-09-302025-11-13 COP CONOCOPHILLIPS2.3K shares-0.04%2025-09-302025-11-13 SIXP AIM ETF PRODUCTS TRUST7.0K sharesnew addition2025-09-302025-11-13 IWD ISHARES TR1.1K sharesnew addition2025-09-302025-11-13 PFF ISHARES TR6.8K shares0.12%2025-09-302025-11-13 ARKW ARK ETF TR1.2K sharesnew addition2025-09-302025-11-13 ACWV ISHARES INC1.8K shares-4.52%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR877 sharesnew addition2025-09-302025-11-13 XLI SELECT SECTOR SPDR TR1.4K sharesnew addition2025-09-302025-11-13 SPLV INVESCO EXCH TRADED FD TR II2.8K shares0.49%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-09-302025-11-13 WBD WARNER BROS DISCOVERY INC10.5K shares-6.58%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC1.3K sharesnew addition2025-09-302025-11-13 F FORD MTR CO14.3K shares25.40%2025-09-302025-11-13 FBRT FRANKLIN BSP RLTY TR INC12.7K shares0.00%2025-09-302025-11-13 GAB GABELLI EQUITY TR INC14.6K shares-0.01%2025-09-302025-11-13 MIST MILESTONE PHARMACEUTICALS IN25.0K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available