Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD VALUE ETF | 7 | Q3 2023 | 25.9% |
Vanguard Index Funds | 7 | Q3 2023 | 24.7% |
VANGUARD TAX-MANAGED FDS | 7 | Q3 2023 | 8.2% |
SCHWAB US LARGE CAP GROWTH ETF | 7 | Q3 2023 | 4.7% |
ISHARES TR | 7 | Q3 2023 | 4.3% |
SCHWAB US LARGE CAP VALUE ETF | 7 | Q3 2023 | 5.3% |
VANGUARD SMALL CAP VALUEETF | 7 | Q3 2023 | 4.8% |
SCHWAB STRATEGIC TR | 7 | Q3 2023 | 4.6% |
VANGUARD TOTAL STOCK MARKET ETF | 7 | Q3 2023 | 4.4% |
SCHWAB US SMALL CAP ETF | 7 | Q3 2023 | 3.8% |
View Safeguard Financial, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-07 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-10 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-03 |
13F-HR | 2022-04-19 |
View Safeguard Financial, 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.