| |
|
|
| Name: |
Safeguard Investment Advisory Group LLC |
| City: |
Corona |
| State: |
CA |
| Zip: |
92883 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
44 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
|
- |
$32.00 |
$61,682,000 |
2,110,240 |
% |
9,928,000 |
134,915 |
0 |
N/A |
|
|
DUHP |
Dfa Dimensional Us High Pro... |
|
- |
$0.00 |
$32,525,000 |
1,136,851 |
% |
5,371,000 |
79,872 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
|
- |
$528.69 |
$22,077,000 |
46,428 |
% |
3,502,000 |
2,995 |
0 |
N/A |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
|
- |
$0.00 |
$15,116,000 |
519,101 |
% |
3,169,000 |
47,629 |
0 |
N/A |
|
|
IHI |
iShares Dow Jones US Medica... |
|
- |
$56.75 |
$5,659,000 |
104,851 |
% |
741,000 |
3,483 |
0 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
|
- |
$485.97 |
$5,574,000 |
12,750 |
% |
663,000 |
257 |
0 |
N/A |
|
|
VHT |
Vanguard Health Care Vipers |
|
- |
$266.99 |
$5,156,000 |
20,546 |
% |
504,000 |
780 |
0 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
|
- |
$0.00 |
$3,084,000 |
72,737 |
% |
483,000 |
8,315 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
|
- |
$420.99 |
$3,017,000 |
8,021 |
% |
494,000 |
35 |
0 |
N/A |
|
|
SWKS |
Skyworks Solutions Inc |
|
- |
$94.09 |
$1,764,000 |
15,694 |
% |
227,000 |
99 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
|
- |
$521.27 |
$1,203,000 |
2,285 |
% |
65,000 |
28 |
0 |
N/A |
|
|
BA |
Boeing Co |
|
- |
$182.96 |
$1,103,000 |
4,233 |
% |
308,000 |
86 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
|
- |
$943.59 |
$950,000 |
1,918 |
% |
149,000 |
77 |
0 |
N/A |
|
|
DFNM |
Dfa Dimensional National Mu... |
|
- |
$0.00 |
$937,000 |
19,320 |
% |
115,000 |
1,633 |
0 |
N/A |
|
|
COST |
Costco Wholesale Corp |
|
- |
$793.07 |
$934,000 |
1,414 |
% |
417,000 |
499 |
0 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
|
- |
$117.87 |
$870,000 |
8,709 |
% |
-116,000 |
328 |
0 |
N/A |
|
|
V |
Visa Inc |
|
- |
$279.84 |
$832,000 |
3,194 |
% |
143,000 |
198 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
|
- |
$174.18 |
$779,000 |
5,576 |
% |
89,000 |
300 |
0 |
N/A |
|
|
CVX |
Chevron Corp |
|
- |
$161.09 |
$702,000 |
4,705 |
% |
-83,000 |
50 |
0 |
N/A |
|
|
AVGO |
Broadcom Limited |
|
- |
$1,412.13 |
$653,000 |
585 |
% |
178,000 |
13 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
|
- |
$162.62 |
$584,000 |
3,965 |
% |
179,000 |
30 |
0 |
N/A |
|
|
IWY |
iShares Trust |
|
- |
$199.57 |
$579,000 |
3,305 |
% |
98,000 |
176 |
0 |
N/A |
|
|
HD |
Home Depot Inc |
|
- |
$342.73 |
$550,000 |
1,588 |
% |
74,000 |
13 |
0 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
|
- |
$60.24 |
$549,000 |
3,484 |
% |
28,000 |
221 |
0 |
Discount, Variety Stores |
|
|
JPM |
JP Morgan Chase & Co |
|
- |
$202.47 |
$494,000 |
2,906 |
% |
74,000 |
11 |
0 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
|
- |
$413.12 |
$440,000 |
1,233 |
% |
23,000 |
44 |
0 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
|
- |
$261.93 |
$399,000 |
1,681 |
% |
75,000 |
155 |
0 |
N/A |
|
|
PG |
Procter & Gamble Co |
|
- |
$167.86 |
$384,000 |
2,623 |
% |
8,000 |
42 |
0 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
|
- |
$193.27 |
$366,000 |
2,529 |
% |
119,000 |
303 |
0 |
N/A |
|
|
ROK |
Rockwell Automation Inc |
|
- |
$271.11 |
$364,000 |
1,174 |
% |
30,000 |
4 |
0 |
N/A |
|
|
LHX |
L3harris Technologies Inc |
|
- |
$222.09 |
$341,000 |
1,618 |
% |
79,000 |
112 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
|
- |
$28.92 |
$288,000 |
9,987 |
% |
-31,000 |
371 |
0 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
|
- |
$248.23 |
$274,000 |
1,177 |
% |
33,000 |
19 |
0 |
N/A |
|
|
LMT |
Lockheed Martin Corp |
|
- |
$464.83 |
$263,000 |
579 |
% |
39,000 |
33 |
0 |
N/A |
|
|
VZ |
Verizon Communications Inc |
|
- |
$40.25 |
$246,000 |
6,526 |
% |
246,000 |
6,526 |
0 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
|
- |
$48.34 |
$239,000 |
4,734 |
% |
-11,000 |
93 |
0 |
N/A |
|
|
WELL |
Welltower Inc |
|
- |
$100.95 |
$237,000 |
2,625 |
% |
24,000 |
23 |
0 |
N/A |
|
|
VUG |
Vanguard Growth VIPERS |
|
- |
$350.32 |
$224,000 |
722 |
% |
224,000 |
722 |
0 |
N/A |
|
|
XLF |
SPDR Financial Sector |
|
- |
$42.18 |
$217,000 |
5,784 |
% |
217,000 |
5,784 |
0 |
N/A |
|
|
DE |
Deere & Co |
|
- |
$394.43 |
$207,000 |
518 |
% |
207,000 |
518 |
0 |
N/A |
|
|
C |
Citigroup Inc |
|
- |
$64.14 |
$202,000 |
3,922 |
% |
202,000 |
3,922 |
0 |
N/A |
|
|
F |
Ford Motor Co |
|
- |
$12.50 |
$168,000 |
13,820 |
% |
-2,000 |
101 |
0 |
Auto Manufacturers |
|
|
ETE |
Energy Transfer Equity LP |
|
- |
$15.83 |
$157,000 |
11,385 |
% |
0 |
171 |
0 |
N/A |
|
|
GAB |
Gabelli Equity Trust Inc |
|
- |
$5.54 |
$64,000 |
12,645 |
% |
1,000 |
354 |
0 |
N/A |
|
