HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
251,508 | +25,122 | $86,569 |
| VUG | 251,508 | +25,122 | $86,569 |
| VANGUARD INDEX FDS (VTV) |
489,569 | +35,833 | $79,731 |
| VTV | 489,569 | +35,833 | $79,731 |
| VANGUARD INDEX FDS (VBR) |
95,555 | +11,899 | $18,335 |
| VBR | 95,555 | +11,899 | $18,335 |
| ISHARES TR (IEFA) |
199,599 | +19,823 | $14,814 |
| IEFA | 199,599 | +19,823 | $14,814 |
| VANGUARD INDEX FDS (VBK) |
50,429 | +7,287 | $13,148 |
| VBK | 50,429 | +7,287 | $13,148 |
| VANGUARD TAX MANAGED FDS (VEA) |
202,816 | -10,451 | $10,175 |
| VEA | 202,816 | -10,451 | $10,175 |
| SCHWAB STRATEGIC TR |
101,543 | -15,560 | $9,415 |
| SCHG | 101,543 | -15,560 | $9,415 |
| VANGUARD INDEX FDS (VTI) |
19,963 | -667 | $5,188 |
| VTI | 19,963 | -667 | $5,188 |
| SCHWAB STRATEGIC TR |
62,501 | -766 | $4,749 |
| SCHV | 62,501 | -766 | $4,749 |
| SCHWAB STRATEGIC TR |
45,918 | -4,663 | $3,739 |
| SCHM | 45,918 | -4,663 | $3,739 |
| SCHWAB STRATEGIC TR |
72,218 | -2,024 | $3,556 |
| SCHA | 72,218 | -2,024 | $3,556 |
| VANGUARD INDEX FDS (VOO) |
6,505 | -499 | $3,127 |
| VOO | 6,505 | -499 | $3,127 |
| MICROSOFT CORP |
6,691 | +1,476 | $2,815 |
| MSFT | 6,691 | +1,476 | $2,815 |
| VANGUARD INDEX FDS (VOE) |
17,704 | +1,072 | $2,760 |
| VOE | 17,704 | +1,072 | $2,760 |
| VANGUARD INDEX FDS (VOT) |
9,683 | +512 | $2,283 |
| VOT | 9,683 | +512 | $2,283 |
| ISHARES TR (IBTE) |
89,770 | +17,182 | $2,149 |
| IBTE | 89,770 | +17,182 | $2,149 |
| SPDR SER TR (SPYG) |
26,641 | -739 | $1,949 |
| SPYG | 26,641 | -739 | $1,949 |
| SPDR S&P 500 ETF TR (SPY) |
3,563 | -20 | $1,864 |
| SPY | 3,563 | -20 | $1,864 |
| APPLE INC |
10,655 | -1,032 | $1,827 |
| AAPL | 10,655 | -1,032 | $1,827 |
| AMAZON COM INC |
9,220 | +7,126 | $1,663 |
| AMZN | 9,220 | +7,126 | $1,663 |
| SPDR INDEX SHS FDS (SPEM) |
44,237 | +3,025 | $1,601 |
| SPEM | 44,237 | +3,025 | $1,601 |
| ISHARES TR (IBDQ) |
64,429 | +14,408 | $1,598 |
| IBDQ | 64,429 | +14,408 | $1,598 |
| SPDR SER TR (SPLG) |
23,800 | -128 | $1,464 |
| SPLG | 23,800 | -128 | $1,464 |
| SCHWAB STRATEGIC TR |
16,204 | +276 | $1,307 |
| SCHD | 16,204 | +276 | $1,307 |
| INVESCO QQQ TR |
2,640 | +411 | $1,172 |
| QQQ | 2,640 | +411 | $1,172 |
| ISHARES TR (IBTF) |
49,154 | +18,113 | $1,142 |
| IBTF | 49,154 | +18,113 | $1,142 |
| PROCTER AND GAMBLE CO |
6,548 | -2,172 | $1,062 |
| PG | 6,548 | -2,172 | $1,062 |
| VANGUARD INDEX FDS (VO) |
4,123 | -859 | $1,030 |
| VO | 4,123 | -859 | $1,030 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
5,508 | -54 | $1,006 |
| VIG | 5,508 | -54 | $1,006 |
| ISHARES TR (IBDP) |
39,835 | +16,830 | $998 |
| IBDP | 39,835 | +16,830 | $998 |
| VANGUARD WORLD FD (VGT) |
1,899 | +95 | $996 |
| VGT | 1,899 | +95 | $996 |
| VANGUARD SCOTTSDALE FDS (VONG) |
11,109 | -221 | $963 |
| VONG | 11,109 | -221 | $963 |
 BERKSHIRE HATHAWAY INC DEL |
$936 | ||
| BRK.B | 2,226 | -24 | $936 |
| SPDR SER TR (SPYV) |
17,581 | +25 | $881 |
| SPYV | 17,581 | +25 | $881 |
| EA SERIES TRUST |
29,727 | +153 | $862 |
| STXV | 29,727 | +153 | $862 |
| SPDR SER TR (SPSM) |
18,794 | UNCH | $809 |
| SPSM | 18,794 | UNCH | $809 |
| VANGUARD INDEX FDS (VB) |
3,510 | -381 | $802 |
| VB | 3,510 | -381 | $802 |
| NVIDIA CORPORATION |
833 | +303 | $753 |
| NVDA | 833 | +303 | $753 |
| SCHWAB STRATEGIC TR |
18,969 | -319 | $740 |
| SCHF | 18,969 | -319 | $740 |
| FIDELITY COVINGTON TRUST |
4,660 | +1 | $726 |
| FTEC | 4,660 | +1 | $726 |
| ISHARES TR (IBDS) |
29,857 | +17,491 | $711 |
| IBDS | 29,857 | +17,491 | $711 |
| EA SERIES TRUST |
17,653 | +187 | $662 |
| STXG | 17,653 | +187 | $662 |
| ISHARES TR (IBDR) |
26,989 | +16,341 | $644 |
| IBDR | 26,989 | +16,341 | $644 |
| HONEYWELL INTL INC |
2,900 | +2,900 | $595 |
| HON | 2,900 | +2,900 | $595 |
| VANGUARD INDEX FDS (VV) |
2,342 | UNCH | $562 |
| VV | 2,342 | UNCH | $562 |
| CONOCOPHILLIPS |
4,408 | -1,274 | $561 |
| COP | 4,408 | -1,274 | $561 |
| SCHWAB STRATEGIC TR |
8,861 | -657 | $550 |
| SCHX | 8,861 | -657 | $550 |
| VANECK ETF TRUST (SMH) |
2,397 | -224 | $539 |
| SMH | 2,397 | -224 | $539 |
| ISHARES TR (IVV) |
1,009 | +339 | $530 |
| IVV | 1,009 | +339 | $530 |
| ISHARES TR (IBDT) |
21,255 | +9,085 | $529 |
| IBDT | 21,255 | +9,085 | $529 |
See Full List: All Stocks Held By Safeguard Financial LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Safeguard Financial LLC
|
Size ($ in 1000's)
At 03/31/2024: $306,885 At 12/31/2023: $264,099 Safeguard Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Safeguard Financial LLC 13F filings. Link to 13F filings: SEC filings |
