0001861378-21-000003.txt : 20210816 0001861378-21-000003.hdr.sgml : 20210816 20210816122857 ACCESSION NUMBER: 0001861378-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SageGuard Financial Group, LLC CENTRAL INDEX KEY: 0001861378 IRS NUMBER: 270724178 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21220 FILM NUMBER: 211176011 BUSINESS ADDRESS: STREET 1: 3066 BUSINESS PARK CIRCLE CITY: GOODLETTSVILLE STATE: TN ZIP: 37072 BUSINESS PHONE: 615-859-4567 MAIL ADDRESS: STREET 1: 3066 BUSINESS PARK CIRCLE CITY: GOODLETTSVILLE STATE: TN ZIP: 37072 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001861378 XXXXXXXX 06-30-2021 06-30-2021 false SageGuard Financial Group, LLC

3066 Business Park Circle Goodlettsville TN 37072

13F HOLDINGS REPORT 028-21220 N Darwin D Johnson 615-859-4567 /s/ Darwin D. Johnson Goodlettsville TN 08-16-2021 0 138 220269 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 264 2347 SH SOLE 0 0 2347 ADVANCED MICRO DEVICES INC COM 007903107 289 3076 SH SOLE 0 0 3076 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 307 24504 SH SOLE 0 0 24504 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 250 5376 SH SOLE 0 0 5376 ALPHABET INC CAP STK CL C 02079K107 386 154 SH SOLE 0 0 154 AMAZON COM INC COM 023135106 14872 4323 SH SOLE 0 0 4323 AMERICAN INTL GROUP INC COM NEW 026874784 211 4424 SH SOLE 0 0 4424 ANNALY CAPITAL MANAGEMENT IN COM 035710409 144 16199 SH SOLE 0 0 16199 APPLE INC COM 037833100 9834 71805 SH SOLE 0 0 71805 ARES CAPITAL CORP COM 04010L103 542 27679 SH SOLE 0 0 27679 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 1569 18204 SH SOLE 0 0 18204 AT&T INC COM 00206R102 7227 251107 SH SOLE 0 0 251107 ATMOS ENERGY CORP COM 049560105 461 4800 SH SOLE 0 0 4800 BERKSHIRE HATHAWAY INC DEL CL A 084670108 419 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6056 21789 SH SOLE 0 0 21789 BK OF AMERICA CORP COM 060505104 346 8397 SH SOLE 0 0 8397 BLACKROCK INC COM 09247X101 1255 1434 SH SOLE 0 0 1434 BLACKSTONE GROUP INC COM 09260D107 811 8344 SH SOLE 0 0 8344 BOEING CO COM 097023105 2171 9064 SH SOLE 0 0 9064 BOOKING HOLDINGS INC COM 09857L108 1707 780 SH SOLE 0 0 780 BP PLC SPONSORED ADR 055622104 215 8138 SH SOLE 0 0 8138 BRISTOL-MYERS SQUIBB CO COM 110122108 259 3876 SH SOLE 0 0 3876 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 420 6560 SH SOLE 0 0 6560 CARNIVAL CORP UNIT 99/99/9999 143658300 531 20129 SH SOLE 0 0 20129 CATERPILLAR INC COM 149123101 3541 16271 SH SOLE 0 0 16271 CHEVRON CORP NEW COM 166764100 2731 26078 SH SOLE 0 0 26078 CHIMERA INVT CORP COM NEW 16934Q208 193 12788 SH SOLE 0 0 12788 CISCO SYS INC COM 17275R102 2871 54171 SH SOLE 0 0 54171 COCA COLA CO COM 191216100 1581 29217 SH SOLE 0 0 29217 COLGATE PALMOLIVE CO COM 194162103 1472 18091 SH SOLE 0 0 18091 COMCAST CORP NEW CL A 20030N101 223 3907 SH SOLE 0 0 3907 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0 29436 GENERAL MTRS CO COM 37045V100 549 9283 SH SOLE 0 0 9283 GLOBAL NET LEASE INC COM NEW 379378201 212 11436 SH SOLE 0 0 11436 HANNON ARMSTRONG SUST INFR C COM 41068X100 214 3819 SH SOLE 0 0 3819 HCA HEALTHCARE INC COM 40412C101 335 1622 SH SOLE 0 0 1622 HOME DEPOT INC COM 437076102 2648 8305 SH SOLE 0 0 8305 HONEYWELL INTL INC COM 438516106 1169 5331 SH SOLE 0 0 5331 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 10583 140822 SH SOLE 0 0 140822 INVESCO QQQ TR UNIT SER 1 46090E103 7174 20240 SH SOLE 0 0 20240 ISHARES GOLD TR ISHARES NEW 464285204 1475 43757 SH SOLE 0 0 43757 ISHARES TR AGENCY BOND ETF 464288166 409 3452 SH SOLE 0 0 3452 ISHARES TR RUS 1000 GRW ETF 464287614 473 1743 SH SOLE 0 0 1743 ISHARES TR US TREAS BD ETF 46429B267 411 15451 SH SOLE 0 0 15451 ISHARES TR SELECT DIVID ETF 464287168 1419 12171 SH SOLE 0 0 12171 ISHARES TR CORE US AGGBD ET 464287226 621 5383 SH SOLE 0 0 5383 ISHARES TR BARCLAYS 7 10 YR 464287440 519 4492 SH SOLE 0 0 4492 JOHNSON & JOHNSON COM 478160104 2715 16478 SH SOLE 0 0 16478 JPMORGAN CHASE & CO COM 46625H100 214 1375 SH SOLE 0 0 1375 KKR REAL ESTATE FIN TR INC COM 48251K100 681 31465 SH SOLE 0 0 31465 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 135 14898 SH SOLE 0 0 14898 LILLY ELI & CO COM 532457108 334 1455 SH SOLE 0 0 1455 LOCKHEED MARTIN CORP COM 539830109 1813 4792 SH SOLE 0 0 4792 LOWES COS INC COM 548661107 206 1060 SH SOLE 0 0 1060 MAGNA INTL INC COM 559222401 235 2534 SH SOLE 0 0 2534 MARATHON PETE CORP COM 56585A102 464 7681 SH SOLE 0 0 7681 MASTERCARD INCORPORATED CL A 57636Q104 279 764 SH SOLE 0 0 764 MCCORMICK & CO INC COM NON VTG 579780206 1046 11842 SH SOLE 0 0 11842 MCDONALDS CORP COM 580135101 3177 13752 SH SOLE 0 0 13752 MEDICAL PPTYS TRUST INC COM 58463J304 205 10175 SH SOLE 0 0 10175 MERCK & CO INC COM 58933Y105 6466 83136 SH SOLE 0 0 83136 METLIFE INC COM 59156R108 223 3723 SH SOLE 0 0 3723 METTLER TOLEDO INTERNATIONAL COM 592688105 288 208 SH SOLE 0 0 208 MICROSOFT CORP COM 594918104 8323 30725 SH SOLE 0 0 30725 NIKE INC CL B 654106103 477 3084 SH SOLE 0 0 3084 NORTHROP GRUMMAN CORP COM 666807102 1510 4156 SH SOLE 0 0 4156 NVIDIA CORPORATION COM 67066G104 1111 1389 SH SOLE 0 0 1389 ONEOK INC NEW COM 682680103 1851 33267 SH SOLE 0 0 33267 ORGANON & CO COMMON STOCK 68622V106 230 7605 SH SOLE 0 0 7605 PAYPAL HLDGS INC COM 70450Y103 220 755 SH SOLE 0 0 755 PEPSICO INC COM 713448108 202 1366 SH SOLE 0 0 1366 PFIZER INC COM 717081103 2766 70631 SH SOLE 0 0 70631 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 647 6363 SH SOLE 0 0 6363 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 501 41984 SH SOLE 0 0 41984 PROCTER AND GAMBLE CO COM 742718109 534 3956 SH SOLE 0 0 3956 PRUDENTIAL FINL INC COM 744320102 750 7318 SH SOLE 0 0 7318 ROKU INC COM CL A 77543R102 206 448 SH SOLE 0 0 448 SALESFORCE COM INC COM 79466L302 611 2503 SH SOLE 0 0 2503 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1818 24043 SH SOLE 0 0 24043 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 428 8356 SH SOLE 0 0 8356 SCHWAB STRATEGIC TR US TIPS ETF 808524870 446 7136 SH SOLE 0 0 7136 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 435 2437 SH SOLE 0 0 2437 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 531 6554 SH SOLE 0 0 6554 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1782 28189 SH SOLE 0 0 28189 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 3147 85785 SH SOLE 0 0 85785 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 972 13891 SH SOLE 0 0 13891 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4379 29657 SH SOLE 0 0 29657 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2065 16397 SH SOLE 0 0 16397 SOUTHWEST AIRLS CO COM 844741108 491 9246 SH SOLE 0 0 9246 SPDR GOLD TR GOLD SHS 78463V107 1322 7981 SH SOLE 0 0 7981 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1261 34262 SH SOLE 0 0 34262 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 578 12711 SH SOLE 0 0 12711 SPDR S&P 500 ETF TR TR UNIT 78462F103 234 546 SH SOLE 0 0 546 SPDR SER TR PRTFLO S&P500 GW 78464A409 498 7901 SH SOLE 0 0 7901 SPDR SER TR PORTFOLIO AGRGTE 78464A649 772 25741 SH SOLE 0 0 25741 SPDR SER TR PORTFOLIO LN TSR 78464A664 690 16702 SH SOLE 0 0 16702 SPDR SER TR PORTFOLIO S&P400 78464A847 293 6203 SH SOLE 0 0 6203 SPDR SER TR PORTFOLIO S&P500 78464A854 1662 33030 SH SOLE 0 0 33030 SQUARE INC CL A 852234103 1150 4716 SH SOLE 0 0 4716 SYSCO CORP COM 871829107 261 3351 SH SOLE 0 0 3351 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 245 2040 SH SOLE 0 0 2040 TESLA INC COM 88160R101 883 1299 SH SOLE 0 0 1299 TEXAS INSTRS INC COM 882508104 1703 8858 SH SOLE 0 0 8858 THE TRADE DESK INC COM CL A 88339J105 233 3010 SH SOLE 0 0 3010 TWILIO INC CL A 90138F102 235 597 SH SOLE 0 0 597 TYSON FOODS INC CL A 902494103 1453 19698 SH SOLE 0 0 19698 UNITED AIRLS HLDGS INC COM 910047109 470 8979 SH SOLE 0 0 8979 UNITED PARCEL SERVICE INC CL B 911312106 222 1070 SH SOLE 0 0 1070 UNITEDHEALTH GROUP INC COM 91324P102 2896 7233 SH SOLE 0 0 7233 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 414 4819 SH SOLE 0 0 4819 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 236 2867 SH SOLE 0 0 2867 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4263 19131 SH SOLE 0 0 19131 VANGUARD INDEX FDS VALUE ETF 922908744 338 2456 SH SOLE 0 0 2456 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1606 4081 SH SOLE 0 0 4081 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5826 70442 SH SOLE 0 0 70442 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1729 18187 SH SOLE 0 0 18187 VANGUARD WORLD FDS INF TECH ETF 92204A702 10338 25925 SH SOLE 0 0 25925 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 1188 8260 SH SOLE 0 0 8260 VERIZON COMMUNICATIONS INC COM 92343V104 419 7474 SH SOLE 0 0 7474 VISA INC COM CL A 92826C839 600 2566 SH SOLE 0 0 2566 WALMART INC COM 931142103 4841 34331 SH SOLE 0 0 34331 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 1356 63326 SH SOLE 0 0 63326 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 228 588 SH SOLE 0 0 588