0001606587-22-000305.txt : 20220203 0001606587-22-000305.hdr.sgml : 20220203 20220203122218 ACCESSION NUMBER: 0001606587-22-000305 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 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: 22587342 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 12-31-2021 12-31-2021 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 02-03-2022 0 92 171402 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STANDARD GOLD ETF TRU PHYSCL GOLD SHS ETF PHYSCL GOLD SHS 00326A104 1154 65761 SH SOLE None 0 0 65761 ALMADEN MINERALS LTD COM CL B COM CL B 020283305 2 10000 SH SOLE None 0 0 10000 ALPHABET INC COM CL A CAP STK CL A 02079K305 341 118 SH SOLE None 0 0 118 ALPHABET INC COM CL C CAP STK CL C 02079K107 335 116 SH SOLE None 0 0 116 AMAZON COM INC COM COM 023135106 1893 568 SH SOLE None 0 0 556 AMERICAN AIRLINES GROUP INC COM COM 02376R102 209 11686 SH SOLE None 0 0 11437 APPLE INC COM COM 037833100 5334 30039 SH SOLE None 0 0 30039 ARK ETF TR FINTECH INNOVA ETF FINTECH INNOVA 00214Q708 256 6271 SH SOLE None 0 0 6176 ARK ETF TR GENOMIC REV ETF GENOMIC REV ETF 00214Q302 1567 25595 SH SOLE None 0 0 25518 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 5384 56926 SH SOLE None 0 0 56577 ARK ETF TR NEXT GNRTN INTER ETF NEXT GNRTN INTER 00214Q401 852 7190 SH SOLE None 0 0 7061 AT&T INC COM COM 00206R102 2229 90644 SH SOLE None 0 0 90065 BANK OF AMERICA CORPORATION COM COM 060505104 2450 55085 SH SOLE None 0 0 55085 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 217 726 SH SOLE None 0 0 726 BOEING CO COM COM 097023105 966 4800 SH SOLE None 0 0 4618 CHEVRON CORPORATION COM COM 166764100 389 3323 SH SOLE None 0 0 3323 COSTCO WHOLESALE CORP COM COM 22160K105 460 811 SH SOLE None 0 0 811 DIMENSIONAL ETF TR INTERNATIONAL VALUE ETF INTERNATNAL VAL 25434V807 458 13981 SH SOLE None 0 0 13759 DIMENSIONAL ETF TR US CORE EQUITY 2 ETF US CORE EQUITY 2 25434V708 6880 237501 SH SOLE None 0 0 237501 DIMENSIONAL ETF TR US EQUITY ETF US EQUITY ETF 25434V401 2898 56056 SH SOLE None 0 0 56056 DIMENSIONAL ETF TR US SMALL CAP ETF US SMALL CAP ETF 25434V500 1341 22364 SH SOLE None 0 0 22110 DIMENSIONAL ETF TR US TARGETED VALUE ETF US TARGETED VLU 25434V609 1687 35504 SH SOLE None 0 0 35060 DIMENSIONAL ETF TR WORLD EX US CORE EQTY 2 ETF WORLD EX US CORE 25434V880 2028 77697 SH SOLE None 0 0 77697 EXXON MOBIL CORPORATION COM COM 30231G102 640 10463 SH SOLE None 0 0 10383 FIDELITY COVINGTON TRUST MSCI FINLS IDX ETF MSCI FINLS IDX 316092501 285 5112 SH SOLE None 0 0 5067 FORD MOTOR CO COM COM 345370860 256 12369 SH SOLE None 0 0 12369 GABELLI EQUITY TRUST INC COM COM 362397101 95 13276 SH SOLE None 0 0 13276 HOME DEPOT INC COM COM 437076102 734 1769 SH SOLE None 0 0 1769 HSBC HOLDINGS PLC ADR SPONSORED SPON ADR NEW 404280406 459 15232 SH SOLE None 0 0 14982 INVESCO EXCHANGE TRADED FD TR FINL PFD ETF FINL PFD ETF 46137V621 196 10416 SH SOLE None 0 0 10416 INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT ETF NASDAQ INTERNT 46137V530 420 1949 SH SOLE None 0 0 1949 INVESCO EXCHANGE TRADED FUND T KBW PREM YIELD ETF KBW PREM YIELD 46138E594 283 11052 SH SOLE None 0 0 11052 INVESCO EXCHANGE TRADED FUND T NASDAQ 100 ETF NASDAQ 100 ETF 46138G649 4849 29649 SH SOLE None 0 0 29521 INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETF S&P MIDCP LOW 46138E198 262 4486 SH SOLE None 0 0 4486 INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETF S&P500 HDL VOL 46138E362 223 4944 SH SOLE None 0 0 4795 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 29859 75051 SH SOLE None 0 0 74634 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL 464286525 792 7320 SH SOLE None 0 0 7320 ISHARES TRUST 20 YR TR BD ETF 20 YR TR BD ETF 464287432 291 1967 SH SOLE None 0 0 1926 ISHARES TRUST CALIF MUN BD ETF CALIF MUN BD ETF 464288356 2845 45654 SH SOLE None 0 0 45207 ISHARES TRUST CORE 1 5 YR USD ETF CORE 1 5 YR USD 46432F859 1644 32601 SH SOLE None 0 0 32417 ISHARES TRUST CORE LT USDB ETF CORE LT USDB ETF 464289479 9157 126939 SH SOLE None 0 0 126578 ISHARES TRUST EXPANDED TECH SECTOR ETF EXPND TEC SC ETF 464287549 487 1110 SH SOLE None 0 0 1110 ISHARES TRUST ISHARES SEMICONDUCTOR ETF ISHARES SEMICDTR 464287523 7436 13712 SH SOLE None 0 0 13662 ISHARES TRUST MORTGE REL ETF MORTGE REL ETF 46435G342 1008 29215 SH SOLE None 0 0 29036 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VL 46429B689 215 2803 SH SOLE None 0 0 2803 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 4500 55632 SH SOLE None 0 0 55383 ISHARES TRUST RUS TP200 GR ETF RUS TP200 GR ETF 464289438 585 3378 SH SOLE None 0 0 3378 ISHARES TRUST TIPS BD ETF TIPS BD ETF 464287176 6820 52787 SH SOLE None 0 0 52667 ISHARES TRUST U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7289 110697 SH SOLE None 0 0 110439 ISHARES TRUST US INFRASTRUC ETF US INFRASTRUC 46435U713 3985 104198 SH SOLE None 0 0 103882 JEFFERIES FINANCIAL GROUP INC COM COM 47233W109 1249 32214 SH SOLE None 0 0 32214 JOHNSON & JOHNSON COM COM 478160104 431 2522 SH SOLE None 0 0 2522 LUMEN TECHNOLOGIES INC COM COM 550241103 190 15206 SH SOLE None 0 0 15206 META PLATFORMS INC COM CL A CL A 30303M102 370 1102 SH SOLE None 0 0 1077 MICRON TECHNOLOGY INC COM COM 595112103 736 7907 SH SOLE None 0 0 7907 MICROSOFT CORP COM COM 594918104 1827 5434 SH SOLE None 0 0 5434 NETFLIX INC COM COM 64110L106 360 598 SH SOLE None 0 0 598 NORTHROP GRUMMAN CORP COM COM 666807102 234 606 SH SOLE None 0 0 606 NVIDIA CORP COM COM 67066G104 233 795 SH SOLE None 0 0 795 PFIZER INC COM COM 717081103 265 4501 SH SOLE None 0 0 4501 PROCTER & GAMBLE CO COM COM 742718109 309 1891 SH SOLE None 0 0 1891 QUALCOMM INC COM COM 747525103 414 2266 SH SOLE None 0 0 2266 ROCKWELL AUTOMATION INC COM COM 773903109 323 926 SH SOLE None 0 0 926 SEAGATE TECHONOLOGY HLDG COM ORD SHS G7997R103 838 7420 SH SOLE None 0 0 7420 SELECT SECTOR SPDR TRUST ENERGY ETF ENERGY 81369Y506 538 9694 SH SOLE None 0 0 9694 SELECT SECTOR SPDR TRUST FINANCIAL ETF FINANCIAL 81369Y605 373 9566 SH SOLE None 0 0 9566 SEMPRA COM COM 816851109 379 2872 SH SOLE None 0 0 2872 SKYWORKS SOLUTIONS INC COM COM 83088M102 653 4215 SH SOLE None 0 0 4215 SPDR DOW JONES IND UT SER 1 ETF UT SER 1 78467X109 1647 4534 SH SOLE None 0 0 4496 SPDR GOLD TRUST GOLD SHS ETF GOLD SHS 78463V107 5630 32935 SH SOLE None 0 0 32853 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 2306 4856 SH SOLE None 0 0 4856 TESLA INC COM COM 88160R101 796 754 SH SOLE None 0 0 754 TORO CO COM COM 891092108 385 3857 SH SOLE None 0 0 3857 UNITEDHEALTH GROUP INC COM COM 91324P102 1053 2098 SH SOLE None 0 0 2098 VANGUARD DIV APP ETF DIV APP ETF 921908844 11943 69539 SH SOLE None 0 0 69276 VANGUARD EXTENDED DUR ETF EXTENDED DUR 921910709 292 2090 SH SOLE None 0 0 2090 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 844 8746 SH SOLE None 0 0 8617 VANGUARD GROWTH ETF GROWTH ETF 922908736 227 710 SH SOLE None 0 0 710 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 3665 13758 SH SOLE None 0 0 13725 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD 921946406 400 3571 SH SOLE None 0 0 3571 VANGUARD MID CAP ETF MID CAP ETF 922908629 388 1523 SH SOLE None 0 0 1523 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 856 1962 SH SOLE None 0 0 1944 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 392 4629 SH SOLE None 0 0 4629 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 312 1294 SH SOLE None 0 0 1294 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 512 3274 SH SOLE None 0 0 3229 VANGUARD VALUE ETF VALUE ETF 922908744 2287 15546 SH SOLE None 0 0 15424 VISA INC COM CL A COM CL A 92826C839 494 2282 SH SOLE None 0 0 2282 WALMART INC COM COM 931142103 383 2651 SH SOLE None 0 0 2651 WALT DISNEY COMPANY (THE) COM COM 254687106 578 3735 SH SOLE None 0 0 3735 WELLTOWER INC COM COM 95040Q104 552 6439 SH SOLE None 0 0 6439 WESTERN DIGITAL CORP COM COM 958102105 507 7775 SH SOLE None 0 0 7775 XILINX INC COM COM 983919101 286 1350 SH SOLE None 0 0 1350