Safeguard Financial, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$424M
Signature - Title
Aryn Sands - Agent
Location
Green Bay, WI
Summary
This page shows a list of all the recent 13F filings made by Safeguard Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Safeguard Financial, LLC reported 125 stock holdings with total value $424M as of Q3 2024. Top holdings included VUG, VTV, VBR, IEFA, and VBK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 125 $424M +$49M -$4.54M +$44.5M VUG, VTV, VBR, IEFA, VBK 13F-HR 10/15/2024, 03:52 PM
Q2 2024 100 $360M +$48.6M -$1.71M +$46.9M VUG, VTV, VBR, IEFA, VBK 13F-HR 8/7/2024, 01:31 PM
Q1 2024 81 $307M +$28.6M -$7.32M +$21.3M VUG, VTV, VBR, IEFA, VBK 13F-HR 4/9/2024, 07:11 PM
Q4 2023 79 $264M +$41.4M -$6.79M +$34.6M VUG, VTV, VBR, IEFA, VBK 13F-HR 1/30/2024, 05:05 PM
Q3 2023 72 $207M +$23.2M -$16.3M +$6.92M VTV, VUG, VBR, VEA, IEFA 13F-HR 10/30/2023, 04:12 PM
Q2 2023 602 $207M +$36.8M -$3.96M +$32.8M VTV, VUG, VEA, SCHG, VBR 13F-HR 8/7/2023, 11:59 AM
Q1 2023 70 $165M +$23.3M -$5.78M +$17.5M VTV, VUG, VEA, SCHG, IEFA 13F-HR 4/26/2023, 10:18 AM
Q4 2022 67 $140M +$26.1M -$2M +$24.1M VTV, VUG, VEA, SCHG, VBR 13F-HR 1/10/2023, 03:07 PM
Q3 2022 49 $108M +$32.9M -$3.9M +$29M VTV, VUG, VEA, SCHV, VBR 13F-HR 11/7/2022, 01:35 PM
Q2 2022 43 $83.8M +$31.9M -$5.67M +$26.2M VTV, VUG, VEA, VTI, SCHV 13F-HR 8/3/2022, 03:24 PM
Q1 2022 48 $66.9M $0 $0 VTV, VUG, VEA, SCHV, SCHM 13F-HR 4/19/2022, 03:12 PM