Safeguard Financial, LLC - Portfolio overview

Safeguard Financial, LLC has 105 reported holdings in this dataset, with the latest filing dated 2025-04-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 28.85%
2. VTV - VANGUARD INDEX FDS, 25.30%
3. IEFA - ISHARES TR, 5.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.