StockDriftsStockDriftsTop 50 Safeguard Investment Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.71% | 2.02M | $78.6M | -7.26%(-158.36K) | $26.76(+62.50%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 12.49% | 1.23M | $45.2M | -2.98%(-37.76K) | $26.47(+52.00%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 11.33% | 71.0K | $41.0M | -7.14%(-5.46K) | $319.18(+125.51%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.02% | 50.2K | $32.7M | -7.06%(-3.82K) | $429.13(+74.35%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.92% | 611.3K | $21.4M | -6.57%(-42.97K) | $26.57(+39.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.78% | 39.6K | $10.1M | -2.91%(-1.19K) | $146.12(+104.08%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.02% | 12.2K | $7.3M | -1.76%(-220) | $401.43(+71.32%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.85% | 28.2K | $6.7M | +0.34%(+96) | $145.74(+103.35%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.71% | 201.4K | $6.2M | +97.99%(+99.68K) | $28.09(+13.20%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 1.69% | 22.5K | $6.1M | -5.78%(-1.38K) | $242.32(+13.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.67% | +71.38% |
| Top 20 Holdings Unweighted | +17.60% | +62.62% |
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