13F Filings History of Safeguard Financial, LLC

Latest 13F report
Q1 2025 - 11 Apr 2025
Value $
$456,467,072
Signature - Title
Aryn Sands - Agent
Location
Minocqua, 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 105 stock holdings with total value $456,467,072 as of Q1 2025. Top holdings included VUG, VTV, IEFA, VBR, and VBK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 105 $456,467,072 +$22,265,265 -$7,658,029 +$14,607,236 VUG, VTV, IEFA, VBR, VBK 13F-HR 10 Apr 2025, 20:53
Q4 2024 114 $460,188,362 +$67,745,111 -$14,513,947 +$53,231,164 VUG, VTV, VBR, IEFA, VBK 13F-HR 14 Jan 2025, 06:12
Q3 2024 125 $424,359,654 +$49,044,496 -$4,537,217 +$44,507,279 VUG, VTV, VBR, IEFA, VBK 13F-HR 15 Oct 2024, 15:52
Q2 2024 100 $359,633,582 +$48,633,984 -$1,709,122 +$46,924,862 VUG, VTV, VBR, IEFA, VBK 13F-HR 07 Aug 2024, 13:31
Q1 2024 81 $306,886,321 +$28,584,338 -$7,318,136 +$21,266,202 VUG, VTV, VBR, IEFA, VBK 13F-HR 09 Apr 2024, 19:11
Q4 2023 79 $264,101,217 +$41,424,819 -$6,785,142 +$34,639,677 VUG, VTV, VBR, IEFA, VBK 13F-HR 30 Jan 2024, 17:05
Q3 2023 72 $207,279,972 +$23,240,684 -$16,322,522 +$6,918,162 VTV, VUG, VBR, VEA, IEFA 13F-HR 30 Oct 2023, 16:12
Q2 2023 602 $207,452,000 +$36,781,495 -$3,960,439 +$32,821,056 VTV, VUG, VEA, SCHG, VBR 13F-HR 07 Aug 2023, 11:59
Q1 2023 70 $164,724,000 +$23,328,455 -$5,782,549 +$17,545,906 VTV, VUG, VEA, SCHG, IEFA 13F-HR 26 Apr 2023, 10:18
Q4 2022 67 $139,668,000 +$26,078,171 -$1,998,286 +$24,079,885 VTV, VUG, VEA, SCHG, VBR 13F-HR 10 Jan 2023, 15:07
Q3 2022 49 $107,984,000 +$32,935,804 -$3,897,155 +$29,038,649 VTV, VUG, VEA, SCHV, VBR 13F-HR 07 Nov 2022, 13:35
Q2 2022 43 $83,777,000 +$31,850,367 -$5,668,432 +$26,181,935 VTV, VUG, VEA, VTI, SCHV 13F-HR 03 Aug 2022, 15:24
Q1 2022 48 $66,885,000 $0 $0 $0 VTV, VUG, VEA, SCHV, SCHM 13F-HR 19 Apr 2022, 15:12