Safeguard Investment Advisory Group, LLC - Portfolio overview

Safeguard Investment Advisory Group, LLC has 171 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 20.85%
2. DUHP - DIMENSIONAL ETF TRUST, 12.00%
3. QQQ - INVESCO QQQ TR, 10.88%

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.