Chief Compliance Officer

0001172661-24-004713.txt : 20241114 0001172661-24-004713.hdr.sgml : 20241114 20241114082148 ACCESSION NUMBER: 0001172661-24-004713 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241114 DATE AS OF CHANGE: 20241114 EFFECTIVENESS DATE: 20241114 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: 241457357 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 09-30-2024 09-30-2024 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 11-14-2024 0 119 350705443 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 365433 1850 SH SOLE 1850 0 0 ADVANCED MICRO DEVICES INC COM 007903107 773137 4712 SH SOLE 4712 0 0 ALPHABET INC CAP STK CL A 02079K305 1245950 7510 SH SOLE 7510 0 0 ALPHABET INC CAP STK CL C 02079K107 709558 4243 SH SOLE 4243 0 0 ALTRIA GROUP INC COM 02209S103 381062 7465 SH SOLE 7465 0 0 AMAZON COM INC COM 023135106 3161842 16969 SH SOLE 16969 0 0 AMERICAN ELEC PWR CO INC COM 025537101 237366 2314 SH SOLE 2314 0 0 APPLE INC COM 037833100 8764942 37609 SH SOLE 37609 0 0 ARK ETF TR INNOVATION ETF 00214Q104 610163 12832 SH SOLE 12832 0 0 AT&T INC COM 00206R102 1553225 70602 SH SOLE 70602 0 0 BANK AMERICA CORP COM 060505104 1549726 39058 SH SOLE 39058 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 756673 1644 SH SOLE 1644 0 0 BOEING CO COM 097023105 593142 3902 SH SOLE 3902 0 0 BROADCOM INC COM 11135F101 1585599 9191 SH SOLE 9191 0 0 CHEVRON CORP NEW COM 166764100 779979 5292 SH SOLE 5292 0 0 CISCO SYS INC COM 17275R102 390835 7340 SH SOLE 7340 0 0 CONOCOPHILLIPS COM 20825C104 218566 2075 SH SOLE 2075 0 0 COSTCO WHSL CORP NEW COM 22160K105 1193934 1345 SH SOLE 1345 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 253120 6024 SH SOLE 6024 0 0 DEERE & CO COM 244199105 216783 519 SH SOLE 519 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 5139309 118991 SH SOLE 118991 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1111932 22908 SH SOLE 22908 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1336374 27992 SH SOLE 27992 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 86860014 2533101 SH SOLE 2533101 0 0 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 1533244 24651 SH SOLE 24651 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 48204146 1414849 SH SOLE 1414849 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 471772 7273 SH SOLE 7273 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 22201420 720819 SH SOLE 720819 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1117070 20078 SH SOLE 20078 0 0 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 270691 4263 SH SOLE 4263 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1036162 38361 SH SOLE 38361 0 0 DISNEY WALT CO COM 254687106 485516 5047 SH SOLE 5047 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 205675 1784 SH SOLE 1784 0 0 EATON CORP PLC SHS G29183103 264629 798 SH SOLE 798 0 0 ELI LILLY & CO COM 532457108 2003280 2261 SH SOLE 2261 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 192473 11992 SH SOLE 11992 0 0 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 568715 22631 SH SOLE 22631 0 0 EXXON MOBIL CORP COM 30231G102 1028230 8771 SH SOLE 8771 0 0 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 212913 2406 SH SOLE 2406 0 0 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 222294 3078 SH SOLE 3078 0 0 FORD MTR CO COM 345370860 114704 10864 SH SOLE 10864 0 0 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 174664 13374 SH SOLE 13374 0 0 GABELLI EQUITY TR INC COM 362397101 74899 13643 SH SOLE 13643 0 0 GE AEROSPACE COM NEW 369604301 256195 1358 SH SOLE 1358 0 0 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 439322 8699 SH SOLE 8699 0 0 HOME DEPOT INC COM 437076102 862470 2129 SH SOLE 2129 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 220414 4876 SH SOLE 4876 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 5197760 25869 SH SOLE 25869 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 42931231 87951 SH SOLE 87951 0 0 ISHARES INC MSCI GBL MIN VOL 464286525 255566 2232 SH SOLE 2232 0 0 ISHARES TR CALIF MUN BD ETF 464288356 1159146 19947 SH SOLE 19947 0 0 ISHARES TR CORE LT USDB ETF 464289479 1367248 25668 SH SOLE 25668 0 0 ISHARES TR CORE S&P500 ETF 464287200 655711 1136 SH SOLE 1136 0 0 ISHARES TR EXPND TEC SC ETF 464287549 460333 4798 SH SOLE 4798 0 0 ISHARES TR ISHARES SEMICDTR 464287523 1347878 5838 SH SOLE 5838 0 0 ISHARES TR MORTGE REL ETF 46435G342 292969 12346 SH SOLE 12346 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 2014910 22064 SH SOLE 22064 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 510514 1360 SH SOLE 1360 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 204973 1080 SH SOLE 1080 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 214533 755 SH SOLE 755 0 0 ISHARES TR RUS MD CP GR ETF 464287481 227131 1936 SH SOLE 1936 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 214392 1621 SH SOLE 1621 0 0 ISHARES TR RUS TP200 GR ETF 464289438 701245 3187 SH SOLE 3187 0 0 ISHARES TR S&P 500 VAL ETF 464287408 307850 1562 SH SOLE 1562 0 0 ISHARES TR TIPS BD ETF 464287176 891732 8069 SH SOLE 8069 0 0 ISHARES TR U.S. MED DVC ETF 464288810 7352159 124133 SH SOLE 124133 0 0 JEFFERIES FINL GROUP INC COM 47233W109 2427349 39437 SH SOLE 39437 0 0 JOHNSON & JOHNSON COM 478160104 404389 2493 SH SOLE 2493 0 0 JPMORGAN CHASE & CO. 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