Compliance Administrator

0001606587-21-000351.txt : 20210218 0001606587-21-000351.hdr.sgml : 20210218 20210218134425 ACCESSION NUMBER: 0001606587-21-000351 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210218 DATE AS OF CHANGE: 20210218 EFFECTIVENESS DATE: 20210218 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: 21648839 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 13F-HR LIVE false false false 0001846711 XXXXXXXX 12-31-2020 12-31-2020 false Safeguard Investment Advisory Group, LLC

4160 Temescal Canyon Road Suite 307 Corona CA 92883

13F HOLDINGS REPORT 028-21043 N James Murray Compliance Administrator 877-213-7233 James Murray Corona CA 02-17-2021 0 812 112829 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 22ND CENTURY GROUP INC COM COM 90137F103 3 1500 SH SOLE NONE 0 0 1500 3 D SYSTEMS INC COM COM NEW 88554D205 0 25 SH SOLE NONE 0 0 25 3M COMPANY COM COM 88579Y101 44 256 SH SOLE NONE 0 0 256 ABB LTD ADR SPONSORED SPONSORED ADR 000375204 8 312 SH SOLE NONE 0 0 312 ABBOTT LABORATORIES COM COM 002824100 83 761 SH SOLE NONE 0 0 761 ABBVIE INC COM COM 00287Y109 64 600 SH SOLE NONE 0 0 600 ABERDEEN STANDARD GOLD ETF TRU PHYSCL GOLD SHS ETF PHYSCL GOLD SHS 00326A104 1681 91963 SH SOLE NONE 0 0 91963 ABERDEEN STANDARD PALLADIUM TR PHYSCL PALLADM ETF PHYSCL PALLADM 003262102 6 28 SH SOLE NONE 0 0 28 ACCENTURE PLC COM SHS CLASS A G1151C101 50 194 SH SOLE NONE 0 0 194 ADAMS DIVERSIFIED EQUITY FD COM COM 006212104 8 467 SH SOLE NONE 0 0 467 ADOBE INC COM COM 00724F101 78 157 SH SOLE NONE 0 0 157 ADVANCED MICRO DEVICES INC COM COM 007903107 3 40 SH SOLE NONE 0 0 40 AECOM COM COM 00766T100 8 166 SH SOLE NONE 0 0 166 AFLAC INC COM COM 001055102 2 63 SH SOLE NONE 0 0 63 AGILENT TECHNOLOGIES INC COM COM 00846U101 9 83 SH SOLE NONE 0 0 83 AGNC INVESTMENT CORP COM USD0.01 COM 00123Q104 0 51 SH SOLE NONE 0 0 51 AIR PRODUCTS & CHEMICALS INC COM COM 009158106 3 12 SH SOLE NONE 0 0 12 ALBEMARLE CORP COM COM 012653101 8 59 SH SOLE NONE 0 0 59 ALCOA CORPORATION COM COM 013872106 0 37 SH SOLE NONE 0 0 37 ALCON AG COM ORD SHS H01301128 0 7 SH SOLE NONE 0 0 7 ALEXANDRIA REAL ESTATE EQUITIE COM USD0.01 COM 015271109 3 19 SH SOLE NONE 0 0 19 ALEXION PHARMACEUTICAL INC COM COM 015351109 9 60 SH SOLE NONE 0 0 60 ALIBABA GROUP HOLDING LTD ADR SPONSORED SPONSORED ADS 01609W102 90 389 SH SOLE NONE 0 0 389 ALMADEN MINERALS LTD COM CL B COM CL B 020283305 4 10000 SH SOLE NONE 0 0 10000 ALPHABET INC COM CL A CAP STK CL A 02079K305 371 212 SH SOLE NONE 0 0 212 ALPHABET INC COM CL C CAP STK CL C 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34 192 SH SOLE NONE 0 0 192 IRON MOUNTAIN INC COM USD0.01 COM 46284V101 2 100 SH SOLE NONE 0 0 100 ISHARES GOLD TRUST ISHARES ETF ISHARES 464285105 31 1734 SH SOLE NONE 0 0 1734 ISHARES INC CORE MSCI EMKT ETF CORE MSCI EMKT 46434G103 4 69 SH SOLE NONE 0 0 69 ISHARES INC JP MORGAN EM HI YLD BD ETF JP MRGN EM HI BD 464286285 17 385 SH SOLE NONE 0 0 385 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL 464286525 1408 14533 SH SOLE NONE 0 0 14533 ISHARES S&P GSCI COMMODITY IDX UNIT BEN INT ETF UNIT BEN INT 46428R107 1 130 SH SOLE NONE 0 0 130 ISHARES SILVER TRUST ISHARES ETF ISHARES 46428Q109 124 5086 SH SOLE NONE 0 0 5086 ISHARES TRUST 0-5 YR TIPS ETF 0-5 YR TIPS ETF 46429B747 6 62 SH SOLE NONE 0 0 62 ISHARES TRUST 1 3 YR TREAS BD ETF 1 3 YR TREAS BD 464287457 10 117 SH SOLE NONE 0 0 117 ISHARES TRUST 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 2 14 SH SOLE NONE 0 0 14 ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD ISHS 1-5YR INVS 464288646 26 477 SH SOLE NONE 0 0 477 ISHARES TRUST 20 YR TR BD 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464287804 9 100 SH SOLE NONE 0 0 100 ISHARES TRUST CORE S&P US GWT ETF CORE S&P US GWT 464287671 2 24 SH SOLE NONE 0 0 24 ISHARES TRUST CORE S&P US VLU ETF CORE S&P US VLU 464287663 1 30 SH SOLE NONE 0 0 30 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 81 217 SH SOLE NONE 0 0 217 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 480 4061 SH SOLE NONE 0 0 4061 ISHARES TRUST DOW JONES US ETF DOW JONES US ETF 464287846 4 50 SH SOLE NONE 0 0 50 ISHARES TRUST EAFE GRWTH ETF EAFE GRWTH ETF 464288885 54 543 SH SOLE NONE 0 0 543 ISHARES TRUST EAFE VALUE ETF EAFE VALUE ETF 464288877 8 181 SH SOLE NONE 0 0 181 ISHARES TRUST EXPANDED TECH SECTOR ETF EXPND TEC SC ETF 464287549 457 1309 SH SOLE NONE 0 0 1309 ISHARES TRUST EXPANDED TECH SOFTWARE EXPANDED TECH 464287515 40 115 SH SOLE NONE 0 0 115 ISHARES TRUST FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 2 56 SH SOLE NONE 0 0 56 ISHARES TRUST GLB INFRASTR ETF GLB INFRASTR ETF 464288372 63 1454 SH SOLE NONE 0 0 1454 ISHARES TRUST GLOB HLTHCRE ETF GLOB HLTHCRE ETF 464287325 0 7 SH SOLE NONE 0 0 7 ISHARES TRUST GLOBAL TECH ETF GLOBAL TECH ETF 464287291 0 2 SH SOLE NONE 0 0 2 ISHARES TRUST GRWT ALLOCAT ETF GRWT ALLOCAT ETF 464289867 1 27 SH SOLE NONE 0 0 27 ISHARES TRUST IBONDS DEC 22 TERM CORP ETF IBONDS DEC22 ETF 46434VBA7 6 270 SH SOLE NONE 0 0 270 ISHARES TRUST IBONDS DEC 24 TERM CORP ETF IBONDS DEC24 ETF 46434VBG4 7 270 SH SOLE NONE 0 0 270 ISHARES TRUST IBONDS DEC21 ETF IBONDS DEC21 ETF 46434VBK5 6 271 SH SOLE NONE 0 0 271 ISHARES TRUST IBONDS DEC23 ETF IBONDS DEC23 ETF 46434VAX8 7 267 SH SOLE NONE 0 0 267 ISHARES TRUST IBOXX HI YD ETF IBOXX HI YD ETF 464288513 20 239 SH SOLE NONE 0 0 239 ISHARES TRUST IBOXX INV CP ETF IBOXX INV CP ETF 464287242 10 75 SH SOLE NONE 0 0 75 ISHARES TRUST JPMORGAN USD EMG ETF JPMORGAN USD EMG 464288281 0 4 SH SOLE NONE 0 0 4 ISHARES TRUST MBS ETF MBS ETF 464288588 25 236 SH SOLE NONE 0 0 236 ISHARES TRUST MODERT ALLOC ETF MODERT ALLOC ETF 464289875 1 25 SH SOLE NONE 0 0 25 ISHARES TRUST MORTGE REL ETF MORTGE REL ETF 46435G342 570 17908 SH SOLE NONE 0 0 17908 ISHARES TRUST MRGSTR MD CP ETF MRGSTR MD CP ETF 464288208 61 262 SH SOLE NONE 0 0 262 ISHARES TRUST MRGSTR MD CP GRW ETF MRGSTR MD CP GRW 464288307 15 40 SH SOLE NONE 0 0 40 ISHARES TRUST MSCI CHINA ETF MSCI CHINA ETF 46429B671 74 918 SH SOLE NONE 0 0 918 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 105 1451 SH SOLE NONE 0 0 1451 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VL 46429B689 720 9819 SH SOLE NONE 0 0 9819 ISHARES TRUST MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 12 247 SH SOLE NONE 0 0 247 ISHARES TRUST MSCI INDIA ETF MSCI INDIA ETF 46429B598 1 26 SH SOLE NONE 0 0 26 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 7647 112655 SH SOLE NONE 0 0 112655 ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF MSCI USA MMENTM 46432F396 18 112 SH SOLE NONE 0 0 112 ISHARES TRUST MSCI USA QUALITY FACTOR ETF MSCI USA QLT FCT 46432F339 23 205 SH SOLE NONE 0 0 205 ISHARES TRUST MSCI USA SMALL-CAP MULTIFAC MSCI USA SML CP 46434V290 2 51 SH SOLE NONE 0 0 51 ISHARES TRUST NASDAQ BIOTECH ETF NASDAQ BIOTECH 464287556 19 129 SH SOLE NONE 0 0 129 ISHARES TRUST PFD AND INCM SEC ETF PFD AND INCM SEC 464288687 165 4288 SH SOLE NONE 0 0 4288 ISHARES TRUST PHLX SEMICND ETF PHLX SEMICND ETF 464287523 1392 3671 SH SOLE NONE 0 0 3671 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 40 189 SH SOLE NONE 0 0 189 ISHARES TRUST RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 92 385 SH SOLE NONE 0 0 385 ISHARES TRUST RUS 1000 VAL ETF RUS 1000 VAL ETF 464287598 27 199 SH SOLE NONE 0 0 199 ISHARES TRUST RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 0 2 SH SOLE NONE 0 0 2 ISHARES TRUST RUS MD CP GR ETF RUS MD CP GR ETF 464287481 153 1490 SH SOLE NONE 0 0 1490 ISHARES TRUST RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473 109 1126 SH SOLE NONE 0 0 1126 ISHARES TRUST RUS MID CAP ETF RUS MID CAP ETF 464287499 90 1325 SH SOLE NONE 0 0 1325 ISHARES TRUST RUS TP200 GR ETF RUS TP200 GR ETF 464289438 446 3356 SH SOLE NONE 0 0 3356 ISHARES TRUST RUS TP200 VL ETF RUS TP200 VL ETF 464289420 21 365 SH SOLE NONE 0 0 365 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 135 691 SH SOLE NONE 0 0 691 ISHARES TRUST S&P 500 VAL ETF S&P 500 VAL ETF 464287408 28 226 SH SOLE NONE 0 0 226 ISHARES TRUST SELF DRIVNG EV ETF SELF DRIVNG EV 46435U366 28 650 SH SOLE NONE 0 0 650 ISHARES TRUST SHORT TREAS BD ETF SHORT TREAS BD 464288679 156 1415 SH SOLE NONE 0 0 1415 ISHARES TRUST TIPS BD ETF TIPS BD ETF 464287176 8297 64998 SH SOLE NONE 0 0 64998 ISHARES TRUST U.S. ENERGY ETF U.S. ENERGY ETF 464287796 30 1521 SH SOLE NONE 0 0 1521 ISHARES TRUST U.S. FIN SVC ETF U.S. FIN SVC ETF 464287770 62 416 SH SOLE NONE 0 0 416 ISHARES TRUST U.S. FINLS ETF U.S. FINLS ETF 464287788 85 1283 SH SOLE NONE 0 0 1283 ISHARES TRUST U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2820 8618 SH SOLE NONE 0 0 8618 ISHARES TRUST U.S. PHARMA ETF U.S. PHARMA ETF 464288836 156 869 SH SOLE NONE 0 0 869 ISHARES TRUST 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VANGUARD LONG TERM BOND ETF LONG TERM BOND 921937793 23 213 SH SOLE NONE 0 0 213 VANGUARD LONG-TERM TREASURY ETF LONG TERM TREAS 92206C847 10 109 SH SOLE NONE 0 0 109 VANGUARD MATERIALS ETF MATERIALS ETF 92204A801 1 11 SH SOLE NONE 0 0 11 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP 922908538 6 30 SH SOLE NONE 0 0 30 VANGUARD MID CAP ETF MID CAP ETF 922908629 312 1508 SH SOLE NONE 0 0 1508 VANGUARD MORTG-BACK SEC ETF MORTG-BACK SEC 92206C771 63 1182 SH SOLE NONE 0 0 1182 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 84 989 SH SOLE NONE 0 0 989 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 516 1503 SH SOLE NONE 0 0 1503 VANGUARD SHORT TERM TREAS ETF SHORT TERM TREAS 92206C102 13 226 SH SOLE NONE 0 0 226 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND 921937827 502 6064 SH SOLE NONE 0 0 6064 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 51 364 SH SOLE NONE 0 0 364 VANGUARD SMLCP 600 GRTH ETF SMLCP 600 GRTH 921932794 18 95 SH SOLE NONE 0 0 95 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 6 128 SH SOLE NONE 0 0 128 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 1378 15632 SH SOLE NONE 0 0 15632 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 263 1354 SH SOLE NONE 0 0 1354 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 157 1149 SH SOLE NONE 0 0 1149 VANGUARD VALUE ETF VALUE ETF 922908744 197 1663 SH SOLE NONE 0 0 1663 VAREX IMAGING CORPORATION COM COM 92214X106 1 74 SH SOLE NONE 0 0 74 VERISIGN COM COM 92343E102 12 58 SH SOLE NONE 0 0 58 VERISK ANALYTICS INC COM COM 92345Y106 15 74 SH SOLE NONE 0 0 74 VERIZON COMMUNICATIONS COM COM 92343V104 198 3372 SH SOLE NONE 0 0 3372 VERTEX PHARMACEUTICAL COM COM 92532F100 1 5 SH SOLE NONE 0 0 5 VIACOMCBS INC COM CL B CL B 92556H206 66 1775 SH SOLE NONE 0 0 1775 VIATRIS INC COM COM 92556V106 14 789 SH SOLE NONE 0 0 789 VIAVI SOLUTIONS INC COM COM 925550105 1 125 SH SOLE NONE 0 0 125 VICTORY PORTFOLIOS II VICTORYSHS INDEX ETF VICTORYSHS INDEX 92647N576 2 41 SH SOLE NONE 0 0 41 VIRGIN GALACTIC HLDGS INC COM COM 92766K106 4 180 SH SOLE NONE 0 0 180 VIRNETX HOLDING CORP COM COM 92823T108 5 1100 SH SOLE NONE 0 0 1100 VISA INC COM CL A COM CL A 92826C839 468 2139 SH SOLE NONE 0 0 2139 VODAFONE GROUP ADR SPONSORED SPONSORED ADR 92857W308 5 362 SH SOLE NONE 0 0 362 VONTIER CORP COM COM 928881101 1 32 SH SOLE NONE 0 0 32 VORNADO REALTY TRUST COM SHS OF BEN INT USD0.04 SH BEN INT 929042109 0 12 SH SOLE NONE 0 0 12 WABTEC CORP COM COM 929740108 1 16 SH SOLE NONE 0 0 16 WALMART INC COM COM 931142103 318 2207 SH SOLE NONE 0 0 2207 WALT DISNEY COMPANY (THE) COM COM 254687106 444 2450 SH SOLE NONE 0 0 2450 WASTE MANAGEMENT INC COM COM 94106L109 4 35 SH SOLE NONE 0 0 35 WATERS CORP COM COM 941848103 18 75 SH SOLE NONE 0 0 75 WAYFAIR INC COM CL A CL A 94419L101 6 28 SH SOLE NONE 0 0 28 WEC ENERGY GROUP INC COM COM 92939U106 3 41 SH SOLE NONE 0 0 41 WELLS FARGO & COMPANY COM COM 949746101 34 1152 SH SOLE NONE 0 0 1152 WELLS FARGO UTILITIES AND HIGH WF UTILITIES INC WF UTILITIES INC 94987E109 10 820 SH SOLE NONE 0 0 820 WELLTOWER INC COM USD1 COM 95040Q104 6 98 SH SOLE NONE 0 0 98 WESTERN ASSET INTER MUNI FD IN COM COM 958435109 0 11 SH SOLE NONE 0 0 11 WESTERN DIGITAL CORP COM COM 958102105 758 13690 SH SOLE NONE 0 0 13690 WEYERHAEUSER COMPANY COM USD1.25 COM NEW 962166104 20 598 SH SOLE NONE 0 0 598 WHEATON PRECIOUS METALS CORP COM COM 962879102 14 342 SH SOLE NONE 0 0 342 WHITEHORSE FIN INC COM COM 96524V106 1 103 SH SOLE NONE 0 0 103 WILLIAMS COMPANIES INC COM COM 969457100 2 120 SH SOLE NONE 0 0 120 WISDOMTREE TRUST EM MKTS QTLY DIV ETF EM MKTS QTLY DIV 97717W323 11 413 SH SOLE NONE 0 0 413 WISDOMTREE TRUST EMER MKT HIGH FD ETF EMER MKT HIGH FD 97717W315 0 4 SH SOLE NONE 0 0 4 WISDOMTREE TRUST GLB EX US RL EST ETF GLB EX US RL EST 97717W331 0 9 SH SOLE NONE 0 0 9 WISDOMTREE TRUST INTL MIDCAP DV ETF INTL MIDCAP DV 97717W778 0 3 SH SOLE NONE 0 0 3 WISDOMTREE TRUST INTL SMCAP DIV ETF INTL SMCAP DIV 97717W760 0 3 SH SOLE NONE 0 0 3 WISDOMTREE TRUST ITL HIGH DIV FD ETF ITL HIGH DIV FD 97717W802 0 4 SH SOLE NONE 0 0 4 WISDOMTREE TRUST JAPN HEDGE EQT ETF JAPN HEDGE EQT 97717W851 5 95 SH SOLE NONE 0 0 95 WISDOMTREE TRUST US LARGECAP DIVD ETF US LARGECAP DIVD 97717W307 28 265 SH SOLE NONE 0 0 265 WISDOMTREE TRUST US LARGECAP FUND ETF US LARGECAP FUND 97717W588 29 742 SH SOLE NONE 0 0 742 WISDOMTREE TRUST US MIDCAP DIVID ETF US MIDCAP DIVID 97717W505 0 8 SH SOLE NONE 0 0 8 WISDOMTREE TRUST US MIDCAP FUND ETF US MIDCAP FUND 97717W570 13 301 SH SOLE NONE 0 0 301 WISDOMTREE TRUST US SMALLCAP DIVD ETF US SMALLCAP DIVD 97717W604 0 9 SH SOLE NONE 0 0 9 WISDOMTREE TRUST US SMALLCAP FUND ETF US SMALLCAP FUND 97717W562 36 928 SH SOLE NONE 0 0 928 WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD YIELD ENHANCD US 97717X511 6 119 SH SOLE NONE 0 0 119 WORKHORSE GROUP INC COM COM NEW 98138J206 0 25 SH SOLE NONE 0 0 25 WP CAREY INC COM USD0.001 COM 92936U109 39 563 SH SOLE NONE 0 0 563 WYNN RESORTS LTD COM COM 983134107 7 63 SH SOLE NONE 0 0 63 XCEL ENERGY INC COM COM 98389B100 0 7 SH SOLE NONE 0 0 7 XEROX HOLDINGS CORPORATION COM COM NEW 98421M106 0 21 SH SOLE NONE 0 0 21 XILINX INC COM COM 983919101 191 1350 SH SOLE NONE 0 0 1350 YUM BRANDS INC COM COM 988498101 109 1007 SH SOLE NONE 0 0 1007 YUM CHINA HOLDINGS INC COM COM 98850P109 11 193 SH SOLE NONE 0 0 193 ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 7 51 SH SOLE NONE 0 0 51 ZIONS BANCORPORATION N A COM COM 989701107 5 124 SH SOLE NONE 0 0 124 ZIOPHARM ONCOLOGY INC COM COM 98973P101 12 5134 SH SOLE NONE 0 0 5134 ZOETIS INC COM CL A CL A 98978V103 0 5 SH SOLE NONE 0 0 5 ZOOM VIDEO COMMUNICATIONS INC COM CL A CL A 98980L101 8 25 SH SOLE NONE 0 0 25