0001922498-22-000003.txt : 20220803 0001922498-22-000003.hdr.sgml : 20220803 20220803152447 ACCESSION NUMBER: 0001922498-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220803 EFFECTIVENESS DATE: 20220803 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: 221132288 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 06-30-2022 06-30-2022 Safeguard Financial, LLC

2614 GOOD SHEPHERD LANE GREEN BAY WI 54313

13F HOLDINGS REPORT 028-22418 N Anthony J Hellenbrand 920-309-7540 Anthony J Hellenbrand Green Bay WI 08-03-2022 0 43 83777 false INFORMATION TABLE 2 Q213fAttempt1.xml Vanguard Index Funds Value ETF 922908744 20794 157680 SH SOLE N/A 0 0 157680 Vanguard Index Funds Growth ETF 922908736 15537 69710 SH SOLE N/A 0 0 69710 Vanguard Index Funds FTSE DEVELOPED MARKETS ETF 921943858 5953 145928 SH SOLE N/A 0 0 145928 Vanguard Index Funds TOTAL STOCK MARKET ETF 922908769 3706 19652 SH SOLE N/A 0 0 19652 Schwab Strategic TR US LARGE CAP VALUE ETF 808524409 3256 52173 SH SOLE N/A 0 0 52173 Schwab Strategic TR US Mid Cap ETF 808524508 2750 43840 SH SOLE N/A 0 0 43840 iShares CORE MSCI EAFE ETF 46432F842 2534 43074 SH SOLE N/A 0 0 43074 Schwab Strategic TR US LARGE CAP GROWTH ETF 808524300 2457 42373 SH SOLE N/A 0 0 42373 Schwab Strategic TR US SMALL CAP ETF 808524607 2304 59097 SH SOLE N/A 0 0 59097 Proshares VIX MID-TERM FUTURES ETF 74347W338 2080 58797 SH SOLE N/A 0 0 58797 Vanguard Index Funds SMALL CAP VALUE ETF 922908611 1751 11688 SH SOLE N/A 0 0 11688 Vanguard Index Funds REAL ESTATE ETF 922908553 1504 16513 SH SOLE N/A 0 0 16513 Vanguard Index Funds MID CAP ETF 922908629 1363 6920 SH SOLE N/A 0 0 6920 SELECT SECTOR SPDR TR S&P 500 ETF 78464A854 1310 29551 SH SOLE N/A 0 0 29551 Vanguard Index Funds SMALL CAP GROWTH ETF 922908595 1281 6503 SH SOLE N/A 0 0 6503 SELECT SECTOR SPDR TR S&P 500 GROWTH ETF 78464A409 1198 22933 SH SOLE N/A 0 0 22933 Vanguard Index Funds DIVIDEND APPRECIATION ETF 921908844 1091 7604 SH SOLE N/A 0 0 7604 SELECT SECTOR SPDR TR INDEX SHARES EMERG MARKT ETF 78463X509 1020 29342 SH SOLE N/A 0 0 29342 Vanguard Index Funds MID CAP VALUE ETF 922908512 911 7037 SH SOLE N/A 0 0 7037 Vanguard Index Funds SMALL CAP ETF 922908751 865 4917 SH SOLE N/A 0 0 4917 Vanguard Index Funds MID CAP GROWTH ETF 922908538 821 4683 SH SOLE N/A 0 0 4683 Schwab Strategic TR US LARGE CAP ETF 808524201 709 15877 SH SOLE N/A 0 0 15877 Warner Brothers Discovery COM 934423104 701 52264 SH SOLE N/A 0 0 52264 SELECT SECTOR SPDR TR S&P 500 VALUE ETF 78464A508 679 18452 SH SOLE N/A 0 0 18452 Schwab Strategic TR INTERNATIONAL EQUITY ETF 808524805 661 21038 SH SOLE N/A 0 0 21038 iShares 1-3 YEAR TREASURY BOND ETF 464287457 631 7625 SH SOLE N/A 0 0 7625 iShares IBONDS TERM TREASURY ETF 46436E874 618 25330 SH SOLE N/A 0 0 25330 Apple Inc COM 037833100 466 3412 SH SOLE N/A 0 0 3412 Berkshire Hathaway Inc Class B 084670702 445 1633 SH SOLE N/A 0 0 1633 Proctor & Gamble COM 742718109 432 3007 SH SOLE N/A 0 0 3007 iShares IBONDS TERM TREASURY ETF 46436E866 408 17035 SH SOLE N/A 0 0 17035 Pacer US CASH COWS 100 ETF 69374H881 389 9041 SH SOLE N/A 0 0 9041 Vanguard Index Funds RUSSELL 1000 GROWTH ETF 92206C680 388 6901 SH SOLE N/A 0 0 6901 Vanguard Index Funds S&P 500 ETF 922908363 382 1103 SH SOLE N/A 0 0 1103 SELECT SECTOR SPDR TR TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 321 2528 SH SOLE N/A 0 0 2528 Tesla Inc COM 88160R101 307 457 SH SOLE N/A 0 0 457 Vanguard Index Funds FTSE ALL WORLD EX US ETF 922042775 284 5690 SH SOLE N/A 0 0 5690 SELECT SECTOR SPDR TR S&P 500 ETF 78462F103 284 753 SH SOLE N/A 0 0 753 Vanguard Index Funds TOTAL INTERNATIONAL STOCK ETF 921909768 253 4906 SH SOLE N/A 0 0 4906 iShares IBONDS TERM TREASURY ETF 46436E882 245 9865 SH SOLE N/A 0 0 9865 Fidelity MSCI INFOR TECH INDX ETF 316092808 235 2440 SH SOLE N/A 0 0 2440 iShares CORE S&P 500 ETF 464287200 227 599 SH SOLE N/A 0 0 599 Guggenheim Strategic Opportunities ETF 40167F101 226 14088 SH SOLE N/A 0 0 14088