0001606587-21-000640.txt : 20210510 0001606587-21-000640.hdr.sgml : 20210510 20210510113252 ACCESSION NUMBER: 0001606587-21-000640 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210510 EFFECTIVENESS DATE: 20210510 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: 21905765 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 03-31-2021 03-31-2021 false Safeguard Investment Advisory Group, LLC

4160 Temescal Canyon Road Suite 307 Corona CA 92883

13F HOLDINGS REPORT 028-21043 N James Murray 877-213-7233 James Murray Corona CA 05-10-2021 0 76 111985 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM COM 00206R102 2956 97659 SH SOLE NONE 569 0 97089 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 4092 34119 SH SOLE NONE 285 0 33834 ARK ETF TR GENOMIC REV ETF GENOMIC REV ETF 00214Q302 2821 31802 SH SOLE NONE 81 0 31720 ARK ETF TR NEXT GNRTN INTER ETF NEXT GNRTN INTER 00214Q401 1233 8365 SH SOLE NONE 128 0 8236 ARK ETF TR FINTECH INNOVA ETF FINTECH INNOVA 00214Q708 609 11920 SH SOLE NONE 101 0 11819 ABERDEEN STANDARD GOLD ETF TRU PHYSCL GOLD SHS ETF PHYSCL GOLD SHS 00326A104 1242 75760 SH SOLE NONE 0 0 75760 ALMADEN MINERALS LTD COM CL B COM CL B 020283305 5 10000 SH SOLE NONE 0 0 10000 ALPHABET INC COM CL A CAP STK CL A 02079K305 220 107 SH SOLE NONE 0 0 107 AMAZON COM INC COM COM 023135106 1209 391 SH SOLE NONE 6 0 384 APPLE INC COM COM 037833100 3695 30251 SH SOLE NONE 0 0 30251 BANK OF AMERICA CORPORATION COM COM 060505104 2322 60039 SH SOLE NONE 0 0 60039 BOEING CO COM COM 097023105 1111 4361 SH SOLE NONE 89 0 4272 CHEVRON CORPORATION COM COM 166764100 330 3158 SH SOLE NONE 0 0 3158 COSTCO WHOLESALE CORP COM COM 22160K105 537 1523 SH SOLE NONE 0 0 1523 WALT DISNEY COMPANY (THE) COM COM 254687106 445 2415 SH SOLE NONE 0 0 2415 EXXON MOBIL CORPORATION COM COM 30231G102 623 11171 SH SOLE NONE 80 0 11091 FORD MOTOR CO COM COM 345370860 146 11951 SH SOLE NONE 0 0 11951 GABELLI EQUITY TRUST INC COM COM 362397101 86 12669 SH SOLE NONE 0 0 12669 HSBC HOLDINGS PLC ADR SPONSORED SPON ADR NEW 404280406 492 16917 SH SOLE NONE 264 0 16653 HOME DEPOT INC COM COM 437076102 616 2021 SH SOLE NONE 0 0 2021 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 19844 62182 SH SOLE NONE 244 0 61937 INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT ETF NASDAQ INTERNT 46137V530 1540 6677 SH SOLE NONE 0 0 6677 INVESCO EXCHANGE TRADED FD TR FINL PFD ETF FINL PFD ETF 46137V621 401 21243 SH 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SOLE NONE 0 0 4171 MICRON TECHNOLOGY INC COM COM 595112103 759 8607 SH SOLE NONE 0 0 8607 NETFLIX INC COM COM 64110L106 325 624 SH SOLE NONE 0 0 624 PROCTER & GAMBLE CO COM COM 742718109 260 1921 SH SOLE NONE 0 0 1921 QUALCOMM INC COM COM 747525103 242 1830 SH SOLE NONE 0 0 1830 ROCKWELL AUTOMATION INC COM COM 773903109 243 917 SH SOLE NONE 0 0 917 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 2223 5609 SH SOLE NONE 0 0 5609 SPDR GOLD TRUST GOLD SHS ETF GOLD SHS 78463V107 3252 20333 SH SOLE NONE 0 0 20333 SPDR DOW JONES IND UT SER 1 ETF UT SER 1 78467X109 288 875 SH SOLE NONE 0 0 875 SELECT SECTOR SPDR TRUST ENERGY ETF ENERGY 81369Y506 562 11456 SH SOLE NONE 0 0 11456 SELECT SECTOR SPDR TRUST SBI INT-FINL ETF SBI INT-FINL 81369Y605 329 9672 SH SOLE NONE 0 0 9672 SEMPRA ENERGY COM COM 816851109 380 2871 SH SOLE NONE 0 0 2871 SKYWORKS SOLUTIONS INC COM COM 83088M102 1012 5521 SH SOLE NONE 0 0 5521 TESLA INC COM COM 88160R101 384 575 SH SOLE NONE 0 0 575 TORO CO COM COM 891092108 394 3824 SH SOLE NONE 0 0 3824 UNITEDHEALTH GROUP INC COM COM 91324P102 769 2067 SH SOLE NONE 0 0 2067 VANGUARD DIV APP ETF DIV APP ETF 921908844 7759 52755 SH SOLE NONE 196 0 52558 VANGUARD EXTENDED DUR ETF EXTENDED DUR 921910709 330 2637 SH SOLE NONE 0 0 2637 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND 921937827 324 3950 SH SOLE NONE 0 0 3950 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 1044 12334 SH SOLE NONE 0 0 12334 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD 921946406 364 3603 SH SOLE NONE 0 0 3603 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 964 11418 SH SOLE NONE 148 0 11269 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 1336 5844 SH SOLE NONE 0 0 5844 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 589 1617 SH SOLE NONE 0 0 1617 VANGUARD MID CAP ETF MID CAP ETF 922908629 334 1511 SH SOLE NONE 0 0 1511 VANGUARD VALUE ETF VALUE ETF 922908744 594 4523 SH SOLE NONE 75 0 4448 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 280 1357 SH SOLE NONE 0 0 1357 VERIZON COMMUNICATIONS COM COM 92343V104 202 3479 SH SOLE NONE 0 0 3479 VISA INC COM CL A COM CL A 92826C839 427 2020 SH SOLE NONE 0 0 2020 WALMART INC COM COM 931142103 375 2763 SH SOLE NONE 0 0 2763 WESTERN DIGITAL CORP COM COM 958102105 640 9598 SH SOLE NONE 0 0 9598 SEAGATE TECHNOLOGY PLC COM SHS G7945M107 707 9213 SH SOLE NONE 0 0 9213