account_balance
Investment manager · 13F filer · SEC CIK 1846711
Safeguard Investment Advisory Group, LLC
Reported value$433Mas of Jun 30, 2026
Positions178 41 new, 6 sold out
Top 10 weight66.1%DFAC alone is 20%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
19.7%Trimmed −5%
QQQInvesco QQQ Tr
11.5%Trimmed −5%
DUHPDimensional ETF Trust
11.2%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
8.6%
DFSVDimensional ETF Trust
5.2%Trimmed −4%
AAPLApple Inc.
2.6%−2%
QQQMInvesco Exch Traded Fd Tr II
2.0%+3%
VOOVanguard Index FDS
1.9%
SCHDSchwab Strategic Tr
1.8%
VHT1.5%
AVGO1.4%NVDA1.4%DFACDimensional ETF Trust
19.7%Trimmed −5%
QQQInvesco QQQ Tr
11.5%−5%
DUHPDimensional ETF Trust
11.2%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
8.6%
DFSVDimensional ETF Trust
5.2%
QQQM
VOO1.9%
SCHD
VHT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 19.7% Trimmed −5%
QQQ Invesco QQQ Tr 11.5% Trimmed −5%
DUHP Dimensional ETF Trust 11.2% Trimmed −5%
SPY SPDR S&P 500 ETF Trust 8.6% HeldDFSV Dimensional ETF Trust 5.2% Trimmed −4%
AAPL Apple Inc. 2.6% Trimmed −2%QQQM Invesco Exch Traded Fd Tr II 2.0% Added +3%
VOO Vanguard Index FDS 1.9% Held
SCHD Schwab Strategic Tr 1.8% Added +23%
VHT Vanguard World Fd 1.5% Trimmed −5%
AVGO Broadcom Inc. 1.4% HeldNVDA NVIDIA Corp 1.4% Added +4%What changed
Biggest moves since Mar 31, 2026
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