0001606587-22-001995.txt : 20221026 0001606587-22-001995.hdr.sgml : 20221026 20221025181605 ACCESSION NUMBER: 0001606587-22-001995 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221026 DATE AS OF CHANGE: 20221025 EFFECTIVENESS DATE: 20221026 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: 221330658 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 09-30-2022 09-30-2022 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 10-25-2022 0 95 146012 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM COM 00206R102 1506 98221 SH SOLE None 0 0 98221 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 2230 59125 SH SOLE None 0 0 59125 ARK ETF TR GENOMIC REV ETF GENOMIC REV ETF 00214Q302 746 22705 SH SOLE None 0 0 22705 ARK ETF TR NEXT GNRTN INTER ETF NEXT GNRTN INTER 00214Q401 310 6801 SH SOLE None 0 0 6801 ABERDEEN STANDARD GOLD ETF TRU PHYSICAL GOLD SHARES ETF PHYSCL GOLD SHS 00326A104 918 57670 SH SOLE None 0 0 57670 ALMADEN MINERALS LTD COM CL B COM CL B 020283305 2 10000 SH SOLE None 0 0 10000 ALPHABET INC COM CL C CAP STK CL C 02079K107 463 4820 SH SOLE None 0 0 4820 ALPHABET INC COM CL A CAP STK CL A 02079K305 384 4020 SH SOLE None 0 0 4020 AMAZON COM INC COM COM 023135106 1837 16258 SH SOLE None 0 0 16258 AMERICAN AIRLINES GROUP INC COM COM 02376R102 131 10948 SH SOLE None 0 0 10948 APPLE INC COM COM 037833100 4546 32895 SH SOLE None 0 0 32895 BANK OF AMERICA CORPORATION COM COM 060505104 1718 56896 SH SOLE None 0 0 56896 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 300 1126 SH SOLE None 0 0 1126 BOEING CO COM COM 097023105 608 5023 SH SOLE None 0 0 5023 CHEVRON CORPORATION COM COM 166764100 956 6656 SH SOLE None 0 0 6656 CITIGROUP INC COM COM NEW 172967424 244 5869 SH SOLE None 0 0 5869 COSTCO WHOLESALE CORP COM COM 22160K105 448 949 SH SOLE None 0 0 949 DIMENSIONAL ETF TR US EQUITY ETF US EQUITY ETF 25434V401 2574 66325 SH SOLE None 0 0 66325 DIMENSIONAL ETF TR US SMALL CAP ETF US SMALL CAP ETF 25434V500 1088 23407 SH SOLE None 0 0 23407 DIMENSIONAL ETF TR US TARGETED VALUE ETF US TARGETED VLU 25434V609 2556 65605 SH SOLE None 0 0 65605 DIMENSIONAL ETF TR US CORE EQUITY 2 ETF US CORE EQUITY 2 25434V708 4942 222254 SH SOLE None 0 0 222254 DIMENSIONAL ETF TR INTERNATIONAL VALUE ETF INTERNATNAL VAL 25434V807 437 16973 SH SOLE None 0 0 16973 DIMENSIONAL ETF TR INFLATION PROTECTED SEC ETF INFLATION PROTE 25434V856 265 6537 SH SOLE None 0 0 6537 DIMENSIONAL ETF TR WORLD EX US CORE EQTY 2 ETF WORLD EX US CORE 25434V880 1369 72502 SH SOLE None 0 0 72502 WALT DISNEY COMPANY (THE) COM COM 254687106 395 4196 SH SOLE None 0 0 4196 ENERGY TRANSFER LP COM UNITS REP LTD PTN INT COM UT LTD PTN 29273V100 110 10021 SH SOLE None 0 0 10021 EXXON MOBIL CORPORATION COM COM 30231G102 880 10089 SH SOLE None 0 0 10089 META PLATFORMS INC COM CL A CL A 30303M102 235 1738 SH SOLE None 0 0 1738 FIDELITY COVINGTON TRUST MSCI FINLS IDX ETF MSCI FINLS IDX 316092501 377 8762 SH SOLE None 0 0 8762 FORD MOTOR CO COM COM 345370860 114 10234 SH SOLE None 0 0 10234 FRANKLIN BSP REALTY TRUST INC COM USD0.01 COMMON STOCK 35243J101 144 13374 SH SOLE None 0 0 13374 GABELLI EQUITY TRUST INC COM COM 362397101 78 14253 SH SOLE None 0 0 14253 HSBC HOLDINGS PLC ADR SPONSORED SPON ADR NEW 404280406 359 13781 SH SOLE None 0 0 13781 HOME DEPOT INC COM COM 437076102 507 1839 SH SOLE None 0 0 1839 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 23162 86668 SH SOLE None 0 0 86668 INVESCO EXCHANGE TRADED FD TR FINL PFD ETF FINL PFD ETF 46137V621 159 10625 SH SOLE None 0 0 10625 INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETF S&P MIDCP LOW 46138E198 200 4172 SH SOLE None 0 0 4172 INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETF S&P500 HDL VOL 46138E362 206 5291 SH SOLE None 0 0 5291 INVESCO EXCHANGE TRADED FUND T KBW PREM YIELD ETF KBW PREM YIELD 46138E594 192 10173 SH SOLE None 0 0 10173 INVESCO EXCHANGE TRADED FUND T NASDAQ 100 ETF NASDAQ 100 ETF 46138G649 4488 40825 SH SOLE None 0 0 40825 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL 464286525 601 6794 SH SOLE None 0 0 6794 ISHARES TRUST TIPS BD ETF TIPS BD ETF 464287176 3585 34183 SH SOLE None 0 0 34183 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 248 693 SH SOLE None 0 0 693 ISHARES TRUST ISHARES SEMICONDUCTOR ETF ISHARES SEMICDTR 464287523 4336 13605 SH SOLE None 0 0 13605 ISHARES TRUST EXPANDED TECH SECTOR ETF EXPND TEC SC ETF 464287549 301 1091 SH SOLE None 0 0 1091 ISHARES TRUST CALIF MUN BD ETF CALIF MUN BD ETF 464288356 2005 36995 SH SOLE None 0 0 36995 ISHARES TRUST U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5886 124770 SH SOLE None 0 0 124770 ISHARES TRUST RUS TP200 GR ETF RUS TP200 GR ETF 464289438 349 2924 SH SOLE None 0 0 2924 ISHARES TRUST CORE LT USDB ETF CORE LT USDB ETF 464289479 5013 99889 SH SOLE None 0 0 99889 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 3382 51178 SH SOLE None 0 0 51178 ISHARES TRUST CORE 1 5 YR USD ETF CORE 1 5 YR USD 46432F859 229 4972 SH SOLE None 0 0 4972 ISHARES TRUST 0-5YR INVT GR CP ETF 0-5YR INVT GR CP 46434V100 239 5058 SH SOLE None 0 0 5058 ISHARES TRUST MORTGE REL ETF MORTGE REL ETF 46435G342 652 31150 SH SOLE None 0 0 31150 ISHARES TRUST US INFRASTRUC ETF US INFRASTRUC 46435U713 382 11869 SH SOLE None 0 0 11869 ISHARES TRUST ISHARES 0-3 MONTH TREASURY 0-3 MNTH TREASRY 46436E718 1075 10726 SH SOLE None 0 0 10726 JP MORGAN CHASE & CO COM COM 46625H100 214 2049 SH SOLE None 0 0 2049 JEFFERIES FINANCIAL GROUP INC COM COM 47233W109 1163 39437 SH SOLE None 0 0 39437 JOHNSON & JOHNSON COM COM 478160104 297 1822 SH SOLE None 0 0 1822 KELLOGG COMPANY COM COM 487836108 336 4829 SH SOLE None 0 0 4829 LUMEN TECHNOLOGIES INC COM COM 550241103 111 15296 SH SOLE None 0 0 15296 MICROSOFT CORP COM COM 594918104 1677 7200 SH SOLE None 0 0 7200 MICRON TECHNOLOGY INC COM COM 595112103 357 7140 SH SOLE None 0 0 7140 NETFLIX INC COM COM 64110L106 348 1479 SH SOLE None 0 0 1479 PFIZER INC COM COM 717081103 387 8866 SH SOLE None 0 0 8866 PROCTER & GAMBLE CO COM COM 742718109 319 2528 SH SOLE None 0 0 2528 QUALCOMM INC COM COM 747525103 271 2398 SH SOLE None 0 0 2398 RAYTHEON TECH CORP COM COM 75513E101 351 4288 SH SOLE None 0 0 4288 ROCKWELL AUTOMATION INC COM COM 773903109 202 939 SH SOLE None 0 0 939 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 7281 20386 SH SOLE None 0 0 20386 SPDR GOLD TRUST GOLD SHS ETF GOLD SHS 78463V107 3360 21725 SH SOLE None 0 0 21725 SPDR DOW JONES IND UT SER 1 ETF UT SER 1 78467X109 1176 4096 SH SOLE None 0 0 4096 SELECT SECTOR SPDR TRUST ENERGY ETF ENERGY 81369Y506 646 8981 SH SOLE None 0 0 8981 SELECT SECTOR SPDR TRUST FINANCIAL ETF FINANCIAL 81369Y605 270 8907 SH SOLE None 0 0 8907 SEMPRA COM COM 816851109 514 3432 SH SOLE None 0 0 3432 SKYWORKS SOLUTIONS INC COM COM 83088M102 1336 15672 SH SOLE None 0 0 15672 TESLA INC COM COM 88160R101 932 3514 SH SOLE None 0 0 3514 3M COMPANY COM COM 88579Y101 266 2409 SH SOLE None 0 0 2409 TORO CO COM COM 891092108 337 3897 SH SOLE None 0 0 3897 UNITEDHEALTH GROUP INC COM COM 91324P102 1099 2176 SH SOLE None 0 0 2176 VANGUARD DIV APP ETF DIV APP ETF 921908844 12808 94765 SH SOLE None 0 0 94765 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 383 5379 SH SOLE None 0 0 5379 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD 921946406 312 3288 SH SOLE None 0 0 3288 VANGUARD CONSUM STP ETF CONSUM STP ETF 92204A207 3113 18123 SH SOLE None 0 0 18123 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 695 9341 SH SOLE None 0 0 9341 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 4126 18444 SH SOLE None 0 0 18444 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 2691 18918 SH SOLE None 0 0 18918 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 4891 14899 SH SOLE None 0 0 14899 VANGUARD MID CAP ETF MID CAP ETF 922908629 262 1394 SH SOLE None 0 0 1394 VANGUARD VALUE ETF VALUE ETF 922908744 710 5752 SH SOLE None 0 0 5752 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 469 2617 SH SOLE None 0 0 2617 VISA INC COM CL A COM CL A 92826C839 525 2958 SH SOLE None 0 0 2958 WALMART INC COM COM 931142103 448 3460 SH SOLE None 0 0 3460 WARNER BROS DISCOVERY INC COM COM SER A 934423104 257 22360 SH SOLE None 0 0 22360 WESTERN DIGITAL CORP COM COM 958102105 238 7316 SH SOLE None 0 0 7316 SEAGATE TECHONOLOGY HLDG COM ORD SHS G7997R103 367 6907 SH SOLE None 0 0 6907