0001922498-23-000001.txt : 20230110 0001922498-23-000001.hdr.sgml : 20230110 20230110150740 ACCESSION NUMBER: 0001922498-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230110 DATE AS OF CHANGE: 20230110 EFFECTIVENESS DATE: 20230110 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: 23520958 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 X0202 13F-HR LIVE false true true 0001922498 XXXXXXXX 12-31-2022 12-31-2022 Safeguard Financial, LLC

2614 GOOD SHEPHERD LANE GREEN BAY WI 54313

13F HOLDINGS REPORT 028-22418 N Chastity Figueroa 19179951690 Chastity Figueroa HOLLYWOOD FL 01-10-2023 0 67 139668 false INFORMATION TABLE 2 13F.xml VANGUARD INDEX FDS VALUE ETF 922908744 35751 254691 SH SOLE N/A 0 0 254691 VANGUARD INDEX FDS GROWTH ETF 922908736 24745 116113 SH SOLE N/A 0 0 116113 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8722 207822 SH SOLE N/A 0 0 207822 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2707 14161 SH SOLE N/A 0 0 14161 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4547 68873 SH SOLE N/A 0 0 68873 Schwab Strategic TR US MID-CAP ETF 808524508 3201 48794 SH SOLE N/A 0 0 48794 ISHARES TR CORE MSCI EAFE 46432F842 4234 68682 SH SOLE N/A 0 0 68682 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6613 119020 SH SOLE N/A 0 0 119020 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3063 75601 SH SOLE N/A 0 0 75601 PROSHARES TR II VIX MDTRM FUTR N 74347W338 1451 47779 SH SOLE N/A 0 0 47779 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4891 30801 SH SOLE N/A 0 0 30801 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 915 11090 SH SOLE N/A 0 0 11090 VANGUARD INDEX FDS MID CAP ETF 922908629 1121 5501 SH SOLE N/A 0 0 5501 SPDR SER TR PORTFOLIO S&P500 78464A854 1344 29886 SH SOLE N/A 0 0 29886 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3145 15682 SH SOLE N/A 0 0 15682 SPDR SER TR PRTFLO S&P500 GW 78464A409 1960 38680 SH SOLE N/A 0 0 38680 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1039 6843 SH SOLE N/A 0 0 6843 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1249 37904 SH SOLE N/A 0 0 37904 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 950 7028 SH SOLE N/A 0 0 7028 VANGUARD INDEX FDS SMALL CP ETF 922908751 1042 5675 SH SOLE N/A 0 0 5675 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 839 4666 SH SOLE N/A 0 0 4666 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 683 15136 SH SOLE N/A 0 0 15136 WARNER BROS DISCOVERY INC COM SER A 934423104 104 10940 SH SOLE N/A 0 0 10940 SPDR SER TR PRTFLO S&P500 VL 78464A508 702 18056 SH SOLE N/A 0 0 18056 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 701 21774 SH SOLE N/A 0 0 21774 ISHARES TR 1 3 YR TREAS BD 464287457 225 2770 SH SOLE N/A 0 0 2770 ISHARES TR IBONDS 24 TRM TS 46436E874 1947 81646 SH SOLE N/A 0 0 81646 Apple Inc COM 037833100 643 4950 SH SOLE N/A 0 0 4950 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 686 2220 SH SOLE N/A 0 0 2220 PROCTER AND GAMBLE CO COM 742718109 1515 9998 SH SOLE N/A 0 0 9998 ISHARES TR IBONDS 25 TRM TS 46436E866 1114 47868 SH SOLE N/A 0 0 47868 PACER FDS TR US CASH COWS 100 69374H881 438 9465 SH SOLE N/A 0 0 9465 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 691 12540 SH SOLE N/A 0 0 12540 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 911 2593 SH SOLE N/A 0 0 2593 Tesla Inc COM 88160R101 224 1815 SH SOLE N/A 0 0 1815 SPDR S&P 500 ETF TR TR UNIT 78462F103 1142 2986 SH SOLE N/A 0 0 2986 ISHARES TR IBONDS 23 TRM TS 46436E882 2292 92797 SH SOLE N/A 0 0 92797 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 289 3056 SH SOLE N/A 0 0 3056 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 214 14088 SH SOLE N/A 0 0 14088 CONOCOPHILLIPS COM 20825C104 952 8065 SH SOLE N/A 0 0 8065 EVERBRIDGE INC COM 29978A104 740 25000 SH SOLE N/A 0 0 25000 NORTHROP GRUMMAN CORP COM 666807102 609 1117 SH SOLE N/A 0 0 1117 ISHARES TR IBONDS DEC24 ETF 46434VBG4 548 22430 SH SOLE N/A 0 0 22430 MICROSOFT CORP COM 594918104 481 2005 SH SOLE N/A 0 0 2005 CBRE GROUP INC CL A 12504L109 431 5604 SH SOLE N/A 0 0 5604 EXXON MOBIL CORP COM 30231G102 622 5636 SH SOLE N/A 0 0 5636 COLGATE PALMOLIVE CO COM 194162103 225 2862 SH SOLE N/A 0 0 2862 TRUECAR INC COM 89785L107 49 19633 SH SOLE N/A 0 0 19633 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1565 20719 SH SOLE N/A 0 0 20719 ISHARES TR IBONDS DEC25 ETF 46434VBD1 788 32412 SH SOLE N/A 0 0 32412 PFIZER INC COM 717081103 374 7296 SH SOLE N/A 0 0 7296 ISHARES TR IBONDS DEC23 ETF 46434VAX8 360 14377 SH SOLE N/A 0 0 14377 ISHARES TR CORE S&P 500 ETF 464287200 357 928 SH SOLE N/A 0 0 928 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 320 1670 SH SOLE N/A 0 0 1670 VANGUARD WORLD FDS UTILITIES ETF 92204A876 307 2000 SH SOLE N/A 0 0 2000 ISHARES TR SP SMCP600VL ETF 464287879 300 3286 SH SOLE N/A 0 0 3286 WISDOMTREE TR US EFFICIENT COR 97717Y790 279 8597 SH SOLE N/A 0 0 8597 ISHARES TR CORE S&P SCP ETF 464287804 269 2840 SH SOLE N/A 0 0 2840 ISHARES TR CORE S&P US VLU 464287663 263 3725 SH SOLE N/A 0 0 3725 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 242 4825 SH SOLE N/A 0 0 4825 ISHARES TR CORE S&P US GWT 464287671 237 2909 SH SOLE N/A 0 0 2909 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 231 5935 SH SOLE N/A 0 0 5935 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 225 2077 SH SOLE N/A 0 0 2077 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 221 1624 SH SOLE N/A 0 0 1624 ISHARES TR CORE S&P MCP ETF 464287507 212 876 SH SOLE N/A 0 0 876 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 210 1500 SH SOLE N/A 0 0 1500 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 201 1616 SH SOLE N/A 0 0 1616