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  Name: Safeguard Investment Advisory Group LLC
  City: Corona
  State: CA
  Zip: 92883
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $294,455,000
  Total Value Change : $29,164,000
  Securities Held Change : 3
   
All Securities Held : 104
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 24
  Unchanged Positions : 6
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 33 New $0.00 $1,004,000 15,894 0.34% 1,004,000 15,894 0.003    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 69 New $0.00 $337,000 3,763 0.11% 337,000 3,763 0.004    N/A
   (TQQQ)1 Year Chart         TQQQ Proshares Ultrapro Qqq Etf 81 New $67.45 $254,000 4,132 0.09% 254,000 4,132 0.007    Closed - End Fund - Debt
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 85 New $78.15 $244,000 3,026 0.08% 244,000 3,026 0.001    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 94 New $122.63 $221,000 1,760 0.08% 221,000 1,760 0    Application Software
   (CRM)1 Year Chart         CRM Salesforce.com Inc 95 New $236.53 $214,000 709 0.07% 214,000 709 0    Internet Software & S...
   (GE)1 Year Chart         GE General Electric Co 98 New $162.55 $204,000 1,164 0.07% 204,000 1,164 0    Conglomerates

      7 Records Found
  1    
Page 1 of 1
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