0001922498-22-000001.txt : 20220419 0001922498-22-000001.hdr.sgml : 20220419 20220419151245 ACCESSION NUMBER: 0001922498-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220419 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Safeguard Financial, LLC CENTRAL INDEX KEY: 0001922498 IRS NUMBER: 842198331 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22418 FILM NUMBER: 22834777 BUSINESS ADDRESS: STREET 1: 2614 GOOD SHEPHERD LANE CITY: GREEN BAY STATE: WI ZIP: 54313 BUSINESS PHONE: 9203097540 MAIL ADDRESS: STREET 1: 2614 GOOD SHEPHERD LANE CITY: GREEN BAY STATE: WI ZIP: 54313 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001922498 XXXXXXXX 03-31-2022 03-31-2022 Safeguard Financial, LLC

2614 GOOD SHEPHERD LANE GREEN BAY WI 54313

13F HOLDINGS REPORT 028-22418 N Anthony J Hellenbrand 920-544-0576 Anthony J Hellenbrand Green Bay WI 04-19-2022 0 48 66885 false INFORMATION TABLE 2 13Ftablecorrection2.xml Vanguard Index Funds Value ETF 922908744 13486 91256 SH SOLE 91256 0 0 Vanguard Index Funds Growth ETF 922908736 8753 30433 SH SOLE 30433 0 0 Vanguard Index Funds FTSE Developed Markets ETF 921943858 5470 113883 SH SOLE 113883 0 0 Schwab Strategic TR US Large Cap Value ETF 808524409 3552 49753 SH SOLE 49753 0 0 Schwab Strategic TR Mid Cap ETF 808524508 3100 40867 SH SOLE 40867 0 0 Schwab Strategic TR US Large Cap Growth ETF 808524300 2730 36488 SH SOLE 36488 0 0 Schwab Strategic TR US Small Cap ETF 808524607 2550 53847 SH SOLE 53847 0 0 ProShares VIX Mid-Term Futures ETF 74347W338 1938 61537 SH SOLE 61537 0 0 Vanguard Index Funds Mid Cap ETF 922908629 1727 7259 SH SOLE 7259 0 0 Vanguard Index Funds Real Estate ETF IV 922908553 1636 15094 SH SOLE 15094 0 0 Schwab Strategic TR SPDR PORTFOLIO S&P 500 ETF 78464A854 1590 29931 SH SOLE 29931 0 0 iShares 1-3 Year Treasury Bond ETF 464287457 1364 16365 SH SOLE 16365 0 0 iShares Core MSCI EAFE ETF 46432F842 1334 19189 SH SOLE 19189 0 0 Vanguard Index Funds Total Stock Market ETF 922908769 1273 5592 SH SOLE 5592 0 0 Vanguard Index Funds Dividend Appreciation ETF 921908844 1057 6520 SH SOLE 6520 0 0 Schwab Strategic TR SPDR INDEX SHARES EMERG MARKT ETF 78463X509 968 25060 SH SOLE 25060 0 0 Schwab Strategic TR US Large Cap ETF 808524201 928 17233 SH SOLE 17233 0 0 Vanguard Index Funds Small Cap ETF 922908751 916 4311 SH SOLE 4311 0 0 iShares Core S&P 500 ETF 464287200 887 1954 SH SOLE 1954 0 0 Schwab Strategic TR SPDR S&P 500 VALUE ETF 78464A508 796 19060 SH SOLE 19060 0 0 DISCOVERY INC CLASS C 25470F302 771 30894 SH SOLE 30894 0 0 Schwab Strategic TR SPDR S&P 500 GROWTH ETF 78464A409 764 11542 SH SOLE 11542 0 0 Schwab Strategic TR International Equity ETF 808524805 736 20037 SH SOLE 20037 0 0 APPLE INC COM 037833100 646 3699 SH SOLE 3699 0 0 BERKSHIRE HATHAWAY Class B 084670702 589 1670 SH SOLE 1670 0 0 Vanguard Index Funds Total Bond Market ETF 921937835 532 6683 SH SOLE 6683 0 0 Vanguard Index Funds Russell 1000 Growth ETF 92206C680 492 6901 SH SOLE 6901 0 0 Vanguard Index Funds Mid Cap Value ETF 922908512 438 2925 SH SOLE 2925 0 0 PROCTER & GAMBLE COM 742718109 422 2762 SH SOLE 2762 0 0 Vanguard Index Funds Mid Cap Growth ETF IV 922908538 422 1892 SH SOLE 1892 0 0 Vanguard Index Funds S&P 500 ETF 922908363 404 972 SH SOLE 972 0 0 iShares Cores S&P Mid Cap ETF 464287507 396 1474 SH SOLE 1474 0 0 Vanguard Index Funds Total International Stock ETF 921909768 381 6378 SH SOLE 6378 0 0 Schwab Strategic TR Technology Select Sector SPDR ETF 81369Y803 374 2353 SH SOLE 2353 0 0 Schwab Strategic TR SPDR S&P 500 ETF 78462F103 313 692 SH SOLE 692 0 0 Vanguard Index Funds Small Cap Value ETF 922908611 287 1633 SH SOLE 1633 0 0 Schwab Strategic TR SELECT STR FINANCIAL SELECT S ETF IV 81369Y605 275 7184 SH SOLE 7184 0 0 GUGGENHEIM STRATEGIC OPP CEM 40167F101 268 14088 SH SOLE 14088 0 0 Vanguard Index Funds Total International Bond ETF 92203J407 257 4898 SH SOLE 4898 0 0 Vanguard Index Funds Small Cap Growth ETF 922908595 251 1011 SH SOLE 1011 0 0 Vanguard Index Funds Information Technology ETF 92204A702 250 601 SH SOLE 601 0 0 iShares Core Dividend ETF 46434V621 239 4482 SH SOLE 4482 0 0 JPMORGAN CHASE & CO COM 46625H100 237 1737 SH SOLE 1737 0 0 Schwab Strategic TR SPDR FUND MATERIALS SELECT SECTR ETF 81369Y100 234 2651 SH SOLE 2651 0 0 Vanguard Index Funds High Dividend Yield ETF 921946406 222 1982 SH SOLE 1982 0 0 WALMART INC COM 931142103 214 1436 SH SOLE 1436 0 0 ALLETE INC COM 018522300 210 3138 SH SOLE 3138 0 0 iShares Core S&P US Growth ETF 464287671 206 1953 SH SOLE 1953 0 0