Chief Compliance Officer

0001172661-24-003181.txt : 20240809 0001172661-24-003181.hdr.sgml : 20240809 20240809123939 ACCESSION NUMBER: 0001172661-24-003181 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240809 DATE AS OF CHANGE: 20240809 EFFECTIVENESS DATE: 20240809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Safeguard Investment Advisory Group, LLC CENTRAL INDEX KEY: 0001846711 ORGANIZATION NAME: 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: 241191529 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 06-30-2024 06-30-2024 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 08-09-2024 0 108 321895373 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 224257 1307 SH SOLE 1307 0 0 ADVANCED MICRO DEVICES INC COM 007903107 676901 4173 SH SOLE 4173 0 0 ALPHABET INC CAP STK CL A 02079K305 1147642 6301 SH SOLE 6301 0 0 ALPHABET INC CAP STK CL C 02079K107 856175 4666 SH SOLE 4666 0 0 ALTRIA GROUP INC COM 02209S103 316573 6950 SH SOLE 6950 0 0 AMAZON COM INC COM 023135106 3448361 17844 SH SOLE 17844 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 255295 2831 SH SOLE 2831 0 0 AMERICAN ELEC PWR CO INC COM 025537101 203310 2317 SH SOLE 2317 0 0 APPLE INC COM 037833100 8474642 40232 SH SOLE 40232 0 0 ARK ETF TR NEXT GNRTN INTER 00214Q401 201677 2584 SH SOLE 2584 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 246182 10611 SH SOLE 10611 0 0 ARK ETF TR INNOVATION ETF 00214Q104 1017047 23225 SH SOLE 23225 0 0 AT&T INC COM 00206R102 38220 2000 SH Call SOLE 2000 0 0 AT&T INC COM 00206R102 1408121 73687 SH SOLE 73687 0 0 BANK AMERICA CORP COM 060505104 1641293 41267 SH SOLE 41267 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 567890 1396 SH SOLE 1396 0 0 BLACKSTONE INC COM 09260D107 214050 1729 SH SOLE 1729 0 0 BOEING CO COM 097023105 714970 3929 SH SOLE 3929 0 0 BROADCOM INC COM 11135F101 1417733 883 SH SOLE 883 0 0 CHEVRON CORP NEW COM 166764100 742096 4744 SH SOLE 4744 0 0 CONOCOPHILLIPS COM 20825C104 240852 2105 SH SOLE 2105 0 0 COSTCO WHSL CORP NEW COM 22160K105 1166509 1371 SH SOLE 1371 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 249626 6024 SH SOLE 6024 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1454096 30940 SH SOLE 30940 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 458422 7632 SH SOLE 7632 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1072794 22459 SH SOLE 22459 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 78407795 2431341 SH SOLE 2431341 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 19103994 663779 SH SOLE 663779 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 4599909 110733 SH SOLE 110733 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 43813623 1369030 SH SOLE 1369030 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 973933 38313 SH SOLE 38313 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1522370 25868 SH SOLE 25868 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1057854 20395 SH SOLE 20395 0 0 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 250626 4206 SH SOLE 4206 0 0 DISNEY WALT CO COM 254687106 505426 5090 SH SOLE 5090 0 0 EATON CORP PLC SHS G29183103 267772 854 SH SOLE 854 0 0 ELI LILLY & CO COM 532457108 2046890 2261 SH SOLE 2261 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 191989 11837 SH SOLE 11837 0 0 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 512037 23044 SH SOLE 23044 0 0 EXXON MOBIL CORP COM 30231G102 882984 7671 SH SOLE 7671 0 0 FORD MTR CO DEL COM 345370860 163891 13069 SH SOLE 13069 0 0 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 168512 13374 SH SOLE 13374 0 0 GABELLI EQUITY TR INC COM 362397101 71884 13824 SH SOLE 13824 0 0 GE AEROSPACE COM NEW 369604301 220361 1386 SH SOLE 1386 0 0 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 519085 9956 SH SOLE 9956 0 0 HOME DEPOT INC COM 437076102 548248 1593 SH SOLE 1593 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 212213 4877 SH SOLE 4877 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 5144736 26108 SH SOLE 26108 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 41956103 87582 SH SOLE 87582 0 0 ISHARES INC MSCI GBL MIN VOL 464286525 260913 2494 SH SOLE 2494 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 261136 716 SH SOLE 716 0 0 ISHARES TR RUS MD CP GR ETF 464287481 213509 1935 SH SOLE 1935 0 0 ISHARES TR CALIF MUN BD ETF 464288356 1183375 20806 SH SOLE 20806 0 0 ISHARES TR EXPND TEC SC ETF 464287549 459933 4878 SH SOLE 4878 0 0 ISHARES TR RUS TP200 GR ETF 464289438 682967 3184 SH SOLE 3184 0 0 ISHARES TR ISHARES SEMICDTR 464287523 1460864 5920 SH SOLE 5920 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 1946950 23193 SH SOLE 23193 0 0 ISHARES TR CORE LT USDB ETF 464289479 1859046 37395 SH SOLE 37395 0 0 ISHARES TR TIPS BD ETF 464287176 934853 9196 SH SOLE 9196 0 0 ISHARES TR MORTGE REL ETF 46435G342 303970 13718 SH SOLE 13718 0 0 ISHARES TR CORE S&P500 ETF 464287200 613029 1121 SH SOLE 1121 0 0 ISHARES TR U.S. MED DVC ETF 464288810 6699427 119528 SH SOLE 119528 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 360815 7149 SH SOLE 7149 0 0 JEFFERIES FINL GROUP INC COM 47233W109 1962386 39437 SH SOLE 39437 0 0 JOHNSON & JOHNSON COM 478160104 257408 1761 SH SOLE 1761 0 0 JPMORGAN CHASE & CO. COM 46625H100 452987 2238 SH SOLE 2238 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 337768 1504 SH SOLE 1504 0 0 META PLATFORMS INC CL A 30303M102 951286 1885 SH SOLE 1885 0 0 MICRON TECHNOLOGY INC COM 595112103 478728 3637 SH SOLE 3637 0 0 MICROSOFT CORP COM 594918104 3571316 7989 SH SOLE 7989 0 0 NETFLIX INC COM 64110L106 1039316 1540 SH SOLE 1540 0 0 NVIDIA CORPORATION COM 67066G104 2615933 21175 SH SOLE 21175 0 0 ORACLE CORP COM 68389X105 243236 1723 SH SOLE 1723 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 260684 2590 SH SOLE 2590 0 0 PRESTO AUTOMATION INC COM 74113T105 7000 100000 SH SOLE 100000 0 0 PROCTER AND GAMBLE CO COM 742718109 458738 2782 SH SOLE 2782 0 0 PROSHARES TR ULTRAPRO QQQ 74347X831 305022 4132 SH SOLE 4132 0 0 QUALCOMM INC COM 747525103 510267 2563 SH SOLE 2563 0 0 ROCKWELL AUTOMATION INC COM 773903109 323631 1176 SH SOLE 1176 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 235253 3026 SH SOLE 3026 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 407240 3944 SH SOLE 3944 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 296107 3249 SH SOLE 3249 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 211079 5135 SH SOLE 5135 0 0 SEMPRA COM 816851109 579734 7622 SH SOLE 7622 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1692989 15885 SH SOLE 15885 0 0 SPDR GOLD TR GOLD SHS 78463V107 411092 1912 SH SOLE 1912 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 30063406 55206 SH SOLE 55206 0 0 TESLA INC COM 88160R101 1283196 6485 SH SOLE 6485 0 0 TORO CO COM 891092108 320869 3431 SH SOLE 3431 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1400089 2749 SH SOLE 2749 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 284804 2600 SH SOLE 2600 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 376147 1406 SH SOLE 1406 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 291278 779 SH SOLE 779 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 394271 2456 SH SOLE 2456 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6117641 12224 SH SOLE 12224 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3658757 20148 SH SOLE 20148 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 6550421 24592 SH SOLE 24592 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 1023781 5039 SH SOLE 5039 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 619350 6199 SH SOLE 6199 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 210455 365 SH SOLE 365 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 268212 6503 SH SOLE 6503 0 0 VISA INC COM CL A 92826C839 730229 2783 SH SOLE 2783 0 0 WALMART INC COM 931142103 617181 9117 SH SOLE 9117 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 99964 13436 SH SOLE 13436 0 0 WELLS FARGO CO NEW COM 949746101 243830 4105 SH SOLE 4105 0 0 WELLTOWER INC COM 95040Q104 268257 2573 SH SOLE 2573 0 0 WESTERN DIGITAL CORP. COM 958102105 292092 3858 SH SOLE 3858 0 0 XCEL ENERGY INC COM 98389B100 334187 6257 SH SOLE 6257 0 0