Safeguard Financial, LLC — 13F holdings

Safeguard Financial, LLC reported 105 holdings worth $456M in its 13F filing for Q1 2025, filed April 11, 2025.

Largest positions

  1. VUG VANGUARD INDEX FDS — $132M (28.8%)
  2. VTV VANGUARD INDEX FDS — $115M (25.3%)
  3. IEFA ISHARES TR — $26.4M (5.8%)
  4. VBR VANGUARD INDEX FDS — $24.7M (5.4%)
  5. VBK VANGUARD INDEX FDS — $18.3M (4.0%)
  6. SCHG SCHWAB STRATEGIC TR — $17.0M (3.7%)
  7. VEA VANGUARD TAX-MANAGED FDS — $10.1M (2.2%)
  8. SCHV SCHWAB STRATEGIC TR — $8.10M (1.8%)
  9. ISHARES TR — $5.73M (1.3%)
  10. VOO VANGUARD INDEX FDS — $5.61M (1.2%)