Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TRUST UNIT SER 1 ETF | 15 | Q2 2024 | 19.1% |
VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 9.4% |
SPDR S&P500 ETF TRUST TR UNIT ETF | 15 | Q2 2024 | 9.3% |
ISHARES TRUST U.S. MED DVC ETF | 15 | Q2 2024 | 4.7% |
ISHARES TRUST CORE LT USDB ETF | 15 | Q2 2024 | 5.6% |
APPLE INC COM | 15 | Q2 2024 | 3.8% |
ISHARES TRUST TIPS BD ETF | 15 | Q2 2024 | 7.4% |
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | 15 | Q2 2024 | 6.8% |
ISHARES TRUST PHLX SEMICND ETF | 15 | Q2 2024 | 4.6% |
INVESCO EXCH TRADED FD TR II | 15 | Q2 2024 | 3.1% |
View Safeguard Investment Advisory Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-09 |
N-PX | 2024-08-09 |
13F-HR | 2024-05-13 |
13F-HR | 2024-01-26 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-04 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-20 |
View Safeguard Investment Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.