Safeguard Financial, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$460M
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 114 stock holdings with total value $460M as of Q4 2024. Top holdings included VUG, VTV, VBR, IEFA, and VBK.
Holdings Value