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CIK: 0001846711
Total reported value
$433.1M
$433.1M
117 檔
55.8%
According to the latest 13F quarterly dataset, Safeguard Investment Advisory Group, LLC managed an equity portfolio of $433.1M at the end of Q4 2024, spanning 117 distinct U.S. exchange-listed positions.
Safeguard Investment Advisory Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 11 holdings and trimming 46 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DUHP, QQQ) accounted for 55.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLTR
市值: $416.4K
Top Position Liquidated / Trimmed
WDC
前期市值: $223.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.43% | -1.98% | +1.63% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 13.41% | -1.27% | +2.25% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.54% | +0.20% | +1.62% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.70% | -0.46% | +3.15% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.26% | -0.69% | +2.78% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.67% | -0.20% | +3.18% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.03% | -0.39% | +2.14% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 1.85% | -0.21% | +3.91% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | -0.10% | -2.34% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.43% | +0.19% | -4.09% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.39% | -0.27% | +2.93% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.02% | +2.85% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.00% | -0.11% | -3.29% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.02% | -2.65% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | — | -0.16% | |
| 16 | JEF | Jefferies Financial Group In | Stock-Financials | 0.85% | +0.01% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.01% | +6.79% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | +0.10% | +2627.66% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.04% | +5.94% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.07% | +7.30% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.03% | -1.06% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.46% | -0.03% | -13.77% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.22% | +1.31% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.15% | +22.38% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.41% | -0.01% | -4.40% | |
| 26 | DFSD | Dimensional Short Duration | ETF-Other | 0.40% | -0.03% | +12.06% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.06% | +0.16% | |
| 28 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.36% | — | -4.42% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.05% | -1.54% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.01% | +2.93% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.17% | +0.28% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.34% | +0.21% | -2.77% | |
| 33 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.32% | -0.05% | -5.35% | |
| 34 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.31% | -0.02% | +2.43% | |
| 35 | CMF | Ishares California Muni Bond | ETF-Other | 0.30% | — | -5.71% | |
| 36 | DFAT | Dimensional US Target Value | ETF-Other | 0.29% | — | -6.54% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.29% | -0.06% | +2.14% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | — | +2.13% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.30% | +3.43% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.25% | -0.03% | -3.26% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | +0.03% | +111.58% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.02% | +4.27% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | +0.03% | +1.78% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.04% | -0.23% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | +10.40% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.05% | +3.65% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.21% | — | +3.39% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.21% | -0.02% | -13.04% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.20% | -0.01% | +4.28% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.01% | +4.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +2627.66% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +1.62% | Add |
| 3 | TSLA | Tesla Inc | +0.2% | +6.79% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +3.18% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +5.94% | Add |
| 6 | JEF | Jefferies Financial Group In | +0.2% | — | Unchanged |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.15% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.1% | +111.58% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.1% | -2.65% | Trim |
| 11 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | New buy |
| 12 | SILA | Sila Realty Trust Inc | +0.1% | NEW | New buy |
| 13 | COST | Costco Wholesale CORP | +0.1% | +22.38% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | -1.54% | Trim |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | New buy |
| 16 | HON | Honeywell International Inc | +0.1% | NEW | New buy |
| 17 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | NEW | New buy |
| 18 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 19 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 20 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 21 | NVDA | Nvidia CORP | +0.1% | -0.16% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | +32.23% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +0.16% | Add |
| 24 | V | Visa Inc-class A Shares | 0% | +2.13% | Add |
| 25 | BAC | Bank Of America CORP | 0% | -1.06% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | 0% | +4.27% | Add |
| 27 | BA | Boeing Co/the | 0% | +4.28% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +4.14% | Add |
| 29 | DFSD | Dimensional Short Duration | 0% | +12.06% | Add |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -12.30% | Trim |
| 31 | WFC | Wells Fargo & Co | 0% | +2.40% | Add |
| 32 | WMT | Walmart Inc | 0% | -0.23% | Trim |
| 33 | MA | Mastercard Inc - A | 0% | +15.83% | Add |
| 34 | ET | Energy Transfer LP | 0% | +1.23% | Add |
| 35 | T | At&t Inc | 0% | +1.31% | Add |
| 36 | IWY | Ishares Russell Top 200 Grow | 0% | +3.39% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +10.40% | Add |
| 38 | VFH | Vanguard Financials ETF | 0% | -0.25% | Trim |
| 39 | CRM | Salesforce Inc | 0% | -4.06% | Trim |
| 40 | VUG | Vanguard Growth ETF | 0% | +5.94% | Add |
| 41 | IWP | Ishares Russell Mid-cap Grow | 0% | -0.52% | Trim |
| 42 | META | Meta Platforms Inc-class A | — | +2.93% | Add |
| 43 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 44 | VTV | Vanguard Value ETF | — | +11.39% | Add |
| 45 | IGM | Ishares Expanded Tech Sector | — | +0.06% | Add |
| 46 | TQQQ | Proshares Ultrapro Qqq | — | +0.07% | Add |
| 47 | WBD | Warner Bros Discovery Inc | — | -0.97% | Trim |
| 48 | SRE | Sempra | — | -1.08% | Trim |
| 49 | PG | Procter & Gamble Co/the | — | +6.94% | Add |
| 50 | ROK | Rockwell Automation Inc | — | +0.17% | Add |
According to official SEC Form 13F filings, Safeguard Investment Advisory Group, LLC reported a total U.S. public equity portfolio value of $433.1M across 117 disclosed positions in Q4 2024.
During Q4 2024, Safeguard Investment Advisory Group, LLC's top holdings by market value included DFAC (24.4%)、DUHP (13.4%)、QQQ (12.5%). The largest single position, DFAC, represented 24.4% of total portfolio value.
In Q4 2024, Safeguard Investment Advisory Group, LLC made 121 total portfolio adjustments, initiating 9 new buys, adding to 55 positions, trimming 46 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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