StockDriftsStockDriftsTop 50 Safeguard Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 28.85% | 355.1K | $131.7M | +3.15%(+10.86K) | — | 2025-03-31 | |
| VTV | VANGUARD INDEX FDS | 25.3% | 668.6K | $115.5M | +2.36%(+15.41K) | — | 2025-03-31 | |
| IEFA | ISHARES TR | 5.79% | 349.6K | $26.4M | +5.27%(+17.48K) | — | 2025-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.4% | 132.4K | $24.7M | +4.87%(+6.15K) | — | 2025-03-31 | |
| VBK | VANGUARD INDEX FDS | 4.01% | 72.8K | $18.3M | +8.41%(+5.65K) | — | 2025-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.72% | 678.6K | $17.0M | +20.89%(+117.26K) | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.22% | 199.1K | $10.1M | -1.94%(-3.94K) | — | 2025-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 1.77% | 304.6K | $8.1M | +7.89%(+22.27K) | — | 2025-03-31 | |
| IBDQ | ISHARES TR | 1.26% | 227.9K | $5.7M | +22.13%(+41.30K) | — | 2025-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.23% | 10.9K | $5.6M | -4.09%(-466) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Safeguard Financial, Llc reports $456.47M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are VUG (28.9%), VTV (25.3%) and IEFA (5.8%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Safeguard Financial, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1922498). View Safeguard Financial, Llc’s 13F filings on SEC