0001172661-23-001826.txt : 20230504 0001172661-23-001826.hdr.sgml : 20230504 20230504074316 ACCESSION NUMBER: 0001172661-23-001826 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Safeguard Investment Advisory Group, LLC CENTRAL INDEX KEY: 0001846711 IRS NUMBER: 450585640 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21043 FILM NUMBER: 23886548 BUSINESS ADDRESS: STREET 1: 4160 TEMESCAL CANYON ROAD STREET 2: SUITE 307 CITY: CORONA STATE: CA ZIP: 92883 BUSINESS PHONE: 877-213-7233 MAIL ADDRESS: STREET 1: 4160 TEMESCAL CANYON ROAD STREET 2: SUITE 307 CITY: CORONA STATE: CA ZIP: 92883 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001846711 XXXXXXXX 03-31-2023 03-31-2023 false Safeguard Investment Advisory Group, LLC
4160 Temescal Canyon Road Suite 307 Corona CA 92883
13F HOLDINGS REPORT 028-21043 000146132 801-110651 N
James Murray Chief Compliance Officer 877-213-7233 /s/ James Murray Corona CA 05-03-2023 0 100 207906537
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 282786 2690 SH SOLE 2690 0 0 ABBVIE INC COM 00287Y109 239986 1506 SH SOLE 1506 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 697416 36959 SH SOLE 36959 0 0 ADVANCED MICRO DEVICES INC COM 007903107 372929 3805 SH SOLE 3805 0 0 ALMADEN MINERALS LTD COM CL B 020283305 1900 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL C 02079K107 548496 5274 SH SOLE 5274 0 0 ALPHABET INC CAP STK CL A 02079K305 540953 5215 SH SOLE 5215 0 0 AMAZON COM INC COM 023135106 1811086 17534 SH SOLE 17534 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 150826 10226 SH SOLE 10226 0 0 APPLE INC COM 037833100 6104781 37020 SH SOLE 37020 0 0 ARK ETF TR NEXT GNRTN INTER 00214Q401 341187 6364 SH SOLE 6364 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 655313 21793 SH SOLE 21793 0 0 ARK ETF TR INNOVATION ETF 00214Q104 2258532 55987 SH SOLE 55987 0 0 AT&T INC COM 00206R102 1970358 102356 SH SOLE 102356 0 0 BANK AMERICA CORP COM 060505104 1536415 53721 SH SOLE 53721 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 341191 1105 SH SOLE 1105 0 0 BOEING CO COM 097023105 1049733 4942 SH SOLE 4942 0 0 CHEVRON CORP NEW COM 166764100 1084612 6648 SH SOLE 6648 0 0 CITIGROUP INC COM NEW 172967424 245002 5225 SH SOLE 5225 0 0 COSTCO WHSL CORP NEW COM 22160K105 466556 939 SH SOLE 939 0 0 DEERE & CO COM 244199105 208953 506 SH SOLE 506 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1030493 19554 SH SOLE 19554 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 239218 7422 SH SOLE 7422 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1254023 54381 SH SOLE 54381 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1544363 34705 SH SOLE 34705 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 19379938 770881 SH SOLE 770881 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 37849828 1485472 SH SOLE 1485472 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 637646 13198 SH SOLE 13198 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2511060 56517 SH SOLE 56517 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 537426 11518 SH SOLE 11518 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1922641 45239 SH SOLE 45239 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 8328480 334075 SH SOLE 334075 0 0 DISNEY WALT CO COM 254687106 467306 4667 SH SOLE 4667 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 128869 10334 SH SOLE 10334 0 0 EXXON MOBIL CORP COM 30231G102 1068144 9740 SH SOLE 9740 0 0 FORD MTR CO DEL COM 345370860 147975 11744 SH SOLE 11744 0 0 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 159552 13374 SH SOLE 13374 0 0 GABELLI EQUITY TR INC COM 362397101 86458 15062 SH SOLE 15062 0 0 HEICO CORP NEW CL A 422806208 2469983 18175 SH SOLE 18175 0 0 HOME DEPOT INC COM 437076102 512055 1735 SH SOLE 1735 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 321128 9409 SH SOLE 9409 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 4324791 32761 SH SOLE 32761 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 29065267 90566 SH SOLE 90566 0 0 ISHARES INC MSCI GBL MIN VOL 464286525 476464 4925 SH SOLE 4925 0 0 ISHARES TR MORTGE REL ETF 46435G342 635511 29098 SH SOLE 29098 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 242400 5000 SH SOLE 5000 0 0 ISHARES TR EXPND TEC SC ETF 464287549 366865 1081 SH SOLE 1081 0 0 ISHARES TR CALIF MUN BD ETF 464288356 1907865 33226 SH SOLE 33226 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 2712204 37286 SH SOLE 37286 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 442127 4396 SH SOLE 4396 0 0 ISHARES TR RUS TP200 GR ETF 464289438 415518 2991 SH SOLE 2991 0 0 ISHARES TR TIPS BD ETF 464287176 2102786 19073 SH SOLE 19073 0 0 ISHARES TR CORE S&P500 ETF 464287200 427686 1040 SH SOLE 1040 0 0 ISHARES TR CORE LT USDB ETF 464289479 4958564 92287 SH SOLE 92287 0 0 ISHARES TR MSCI EAFE ETF 464287465 217039 3035 SH SOLE 3035 0 0 ISHARES TR U.S. MED DVC ETF 464288810 5490090 101706 SH SOLE 101706 0 0 ISHARES TR ISHARES SEMICDTR 464287523 2142560 4818 SH SOLE 4818 0 0 JEFFERIES FINL GROUP INC COM 47233W109 1251731 39437 SH SOLE 39437 0 0 JOHNSON & JOHNSON COM 478160104 266597 1720 SH SOLE 1720 0 0 JPMORGAN CHASE & CO COM 46625H100 315399 2420 SH SOLE 2420 0 0 KELLOGG CO COM 487836108 231808 3462 SH SOLE 3462 0 0 LILLY ELI & CO COM 532457108 225267 656 SH SOLE 656 0 0 LUMEN TECHNOLOGIES INC COM 550241103 39475 14896 SH SOLE 14896 0 0 META PLATFORMS INC CL A 30303M102 436173 2058 SH SOLE 2058 0 0 MICRON TECHNOLOGY INC COM 595112103 284031 4707 SH SOLE 4707 0 0 MICROSOFT CORP COM 594918104 2199400 7629 SH SOLE 7629 0 0 NETFLIX INC COM 64110L106 528584 1530 SH SOLE 1530 0 0 NVIDIA CORPORATION COM 67066G104 540734 1947 SH SOLE 1947 0 0 PFIZER INC COM 717081103 394772 9676 SH SOLE 9676 0 0 PROCTER AND GAMBLE CO COM 742718109 402490 2707 SH SOLE 2707 0 0 QUALCOMM INC COM 747525103 334005 2618 SH SOLE 2618 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 370226 3781 SH SOLE 3781 0 0 ROCKWELL AUTOMATION INC COM 773903109 277250 945 SH SOLE 945 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 358448 5421 SH SOLE 5421 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 238155 7408 SH SOLE 7408 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 427722 5164 SH SOLE 5164 0 0 SEMPRA COM 816851109 468600 3100 SH SOLE 3100 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1829285 15505 SH SOLE 15505 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 422598 1271 SH SOLE 1271 0 0 SPDR GOLD TR GOLD SHS 78463V107 1010581 5516 SH SOLE 5516 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 14885498 36360 SH SOLE 36360 0 0 TESLA INC COM 88160R101 852660 4110 SH SOLE 4110 0 0 TORO CO COM 891092108 411011 3697 SH SOLE 3697 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1045969 2213 SH SOLE 2213 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 373585 4884 SH SOLE 4884 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 336882 2439 SH SOLE 2439 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 327758 1606 SH SOLE 1606 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 246411 1168 SH SOLE 1168 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4630541 12313 SH SOLE 12313 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5086220 33025 SH SOLE 33025 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 220450 2090 SH SOLE 2090 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 692599 8892 SH SOLE 8892 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1608374 8311 SH SOLE 8311 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 558406 3785 SH SOLE 3785 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 4400138 18452 SH SOLE 18452 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 200350 5152 SH SOLE 5152 0 0 VISA INC COM CL A 92826C839 656367 2911 SH SOLE 2911 0 0 WALMART INC COM 931142103 486057 3296 SH SOLE 3296 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 354971 23508 SH SOLE 23508 0 0 WESTERN DIGITAL CORP. COM 958102105 245625 6520 SH SOLE 6520 0 0