Safeguard Investment Advisory Group, LLC: 13F holdings
CIK 18467112026Q2
| Positions | 178 |
|---|
| Reported value | $433.1m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 178 (+35 vs prior quarter) |
|---|
| Reported value | $433.1m (+19.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,926,531 | $85.5m | 19.7% |
| QQQ INVESCO QQQ TR | 67,812 | $49.9m | 11.5% |
| DIMENSIONAL ETF TRUST | 1,164,049 | $48.6m | 11.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 49,618 | $37.1m | 8.6% |
| DIMENSIONAL ETF TRUST | 584,076 | $22.7m | 5.2% |
| AAPL APPLE INC | 38,687 | $11.2m | 2.6% |
| QQQM INVESCO EXCH TRADED FD TR II | 29,104 | $8.8m | 2.0% |
| VOO VANGUARD INDEX FDS | 12,126 | $8.3m | 1.9% |
| SCHD SCHWAB STRATEGIC TR | 246,850 | $7.8m | 1.8% |
| VHT VANGUARD WORLD FD | 21,446 | $6.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846711")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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