Safeguard Financial, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Green Bay, WI
CIK
0001922498
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 79 264,101 VUG, VTV, VBR, IEFA 13F-HR 1/30/2024 000175496024000067
Q3 2023 72 207,279 VTV, VUG, VBR, VEA 13F-HR 10/30/2023 000175496023000304
Q2 2023 605 207,592 VTV, VUG, VEA, SCHG 13F-HR 8/7/2023 000192249823000003
Q1 2023 70 164,724 VTV, VUG, VEA, SCHG 13F-HR 4/26/2023 000192249823000002
Q4 2022 67 139,668 VTV, VUG, VEA, SCHG 13F-HR 1/10/2023 000192249823000001
Q3 2022 49 107,984 VTV, VUG, VEA, SCHV 13F-HR 11/7/2022 000192249822000006
Q2 2022 43 83,777 VTV, VUG, VEA, VTI 13F-HR 8/3/2022 000192249822000003
Q1 2022 48 66,885 VTV, VUG, VEA, SCHV 13F-HR 4/19/2022 000192249822000001