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  Name: Safeguard Financial LLC
  City: GREEN BAY
  State: WI
  Zip: 54313
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $306,885,000
  Total Value Change : $42,787,000
  Securities Held Change : 2
   
All Securities Held : 81
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 36
  Unchanged Positions : 8
  Decreased Positions : 31

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed 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
   (GRMN)1 Year Chart         GRMN Garmin Ltd 83 Closed $163.26 $0 0 0% -220,000 -1,711 0    Scientific & Technica...
   (SDC)1 Year Chart         SDC Smiledirectclub, Inc. 82 Closed $0.00 $0 0 0% 0 -11,500 0    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 81 Closed $118.92 $0 0 0% -202,000 -1,809 0    Closed - End Fund - Debt
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 80 Closed $43.22 $0 0 0% -292,000 -7,116 0    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 79 Closed $106.93 $0 0 0% -212,000 -1,962 0    Closed - End Fund - E...

      5 Records Found
  1    
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