0001922498-23-000002.txt : 20230426 0001922498-23-000002.hdr.sgml : 20230426 20230426101803 ACCESSION NUMBER: 0001922498-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230426 DATE AS OF CHANGE: 20230426 EFFECTIVENESS DATE: 20230426 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: 23847380 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 false 0001922498 XXXXXXXX 03-31-2023 03-31-2023 Safeguard Financial, LLC

2614 GOOD SHEPHERD LANE GREEN BAY WI 54313

13F HOLDINGS REPORT 028-22418 N Chastity Figueroa 19179951690 Chastity Figueroa HOLLYWOOD FL 04-26-2023 0 70 164724000 false INFORMATION TABLE 2 13f.xml VANGUARD INDEX FDS VALUE ETF 922908744 41267 298795 SH SOLE N/A 0 0 298795 VANGUARD INDEX FDS GROWTH ETF 922908736 35585 142659 SH SOLE N/A 0 0 142659 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9355 207114 SH SOLE N/A 0 0 207114 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3198 15669 SH SOLE N/A 0 0 15669 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4063 61960 SH SOLE N/A 0 0 61960 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3193 47054 SH SOLE N/A 0 0 47054 ISHARES TR CORE MSCI EAFE 46432F842 6260 93643 SH SOLE N/A 0 0 93643 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7740 118760 SH SOLE N/A 0 0 118760 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2905 69292 SH SOLE N/A 0 0 69292 PROSHARES TR II VIX MDTRM FUTR N 74347W338 1263 47091 SH SOLE N/A 0 0 47091 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6142 38690 SH SOLE N/A 0 0 38690 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 856 10313 SH SOLE N/A 0 0 10313 VANGUARD INDEX FDS MID CAP ETF 922908629 1039 4927 SH SOLE N/A 0 0 4927 SPDR SER TR PORTFOLIO S&P500 78464A854 1330 27613 SH SOLE N/A 0 0 27613 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4021 18581 SH SOLE N/A 0 0 18581 SPDR SER TR PRTFLO S&P500 GW 78464A409 1935 34952 SH SOLE N/A 0 0 34952 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 960 6233 SH SOLE N/A 0 0 6233 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1322 38744 SH SOLE N/A 0 0 38744 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 946 7057 SH SOLE N/A 0 0 7057 VANGUARD INDEX FDS SMALL CP ETF 922908751 1009 5324 SH SOLE N/A 0 0 5324 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 864 4433 SH SOLE N/A 0 0 4433 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 566 11704 SH SOLE N/A 0 0 11704 SPDR SER TR PRTFLO S&P500 VL 78464A508 816 20030 SH SOLE N/A 0 0 20030 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 684 19641 SH SOLE N/A 0 0 19641 ISHARES TR IBONDS 24 TRM TS 46436E874 1854 77211 SH SOLE N/A 0 0 77211 APPLE INC COM 037833100 1919 11639 SH SOLE N/A 0 0 11639 PROCTER AND GAMBLE CO COM 742718109 1481 9958 SH SOLE N/A 0 0 9958 ISHARES TR IBONDS 25 TRM TS 46436E866 995 42271 SH SOLE N/A 0 0 42271 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 743 11817 SH SOLE N/A 0 0 11817 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1330 3537 SH SOLE N/A 0 0 3537 TESLA INC COM 88160R101 377 1815 SH SOLE N/A 0 0 1815 SPDR S&P 500 ETF TR TR UNIT 78462F103 1222 2986 SH SOLE N/A 0 0 2986 ISHARES TR IBONDS 23 TRM TS 46436E882 2238 90201 SH SOLE N/A 0 0 90201 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 595 5218 SH SOLE N/A 0 0 5218 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 228 14088 SH SOLE N/A 0 0 14088 CONOCOPHILLIPS COM 20825C104 756 7621 SH SOLE N/A 0 0 7621 EVERBRIDGE INC COM 29978A104 728 21000 SH SOLE N/A 0 0 21000 NORTHROP GRUMMAN CORP COM 666807102 475 1028 SH SOLE N/A 0 0 1028 ISHARES TR IBONDS DEC24 ETF 46434VBG4 764 31057 SH SOLE N/A 0 0 31057 MICROSOFT CORP COM 594918104 849 2943 SH SOLE N/A 0 0 2943 CBRE GROUP INC CL A 12504L109 309 4246 SH SOLE N/A 0 0 4246 EXXON MOBIL CORP COM 30231G102 433 3946 SH SOLE N/A 0 0 3946 COLGATE PALMOLIVE CO COM 194162103 215 2862 SH SOLE N/A 0 0 2862 TRUECAR INC COM 89785L107 45 19633 SH SOLE N/A 0 0 19633 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1518 20752 SH SOLE N/A 0 0 20752 ISHARES TR IBONDS DEC25 ETF 46434VBD1 830 33841 SH SOLE N/A 0 0 33841 ISHARES TR IBONDS DEC23 ETF 46434VAX8 357 14173 SH SOLE N/A 0 0 14173 ISHARES TR CORE S&P 500 ETF 464287200 294 715 SH SOLE N/A 0 0 715 ISHARES TR SP SMCP600VL ETF 464287879 308 3286 SH SOLE N/A 0 0 3286 WISDOMTREE TR US EFFICIENT COR 97717Y790 319 9101 SH SOLE N/A 0 0 9101 ISHARES TR CORE S&P SCP ETF 464287804 243 2512 SH SOLE N/A 0 0 2512 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 258 4825 SH SOLE N/A 0 0 4825 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 220 5452 SH SOLE N/A 0 0 5452 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 323 3065 SH SOLE N/A 0 0 3065 ISHARES TR CORE S&P MCP ETF 464287507 230 920 SH SOLE N/A 0 0 920 AMERICAN CENTY ETF TR US EQT ETF 025072885 781 11023 SH SOLE N/A 0 0 11023 SPDR SER TR PORTFOLIO S&P600 78468R853 710 18794 SH SOLE N/A 0 0 18794 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 660 2137 SH SOLE N/A 0 0 2137 INVESCO QQQ TR UNIT SER 1 46090E103 415 1293 SH SOLE N/A 0 0 1293 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 340 3362 SH SOLE N/A 0 0 3362 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 306 1163 SH SOLE N/A 0 0 1163 QUALCOMM INC COM 747525103 228 1790 SH SOLE N/A 0 0 1790 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 228 989 SH SOLE N/A 0 0 989 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 227 2808 SH SOLE N/A 0 0 2808 AMAZON COM INC COM 023135106 223 2155 SH SOLE N/A 0 0 2155 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 212 3721 SH SOLE N/A 0 0 3721 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 209 7751 SH SOLE N/A 0 0 7751 CHEVRON CORP NEW COM 166764100 205 1254 SH SOLE N/A 0 0 1254 ABBVIE INC COM 00287Y109 200 1256 SH SOLE N/A 0 0 1256 SMILEDIRECTCLUB INC CL A COM 83192H106 5 11500 SH SOLE N/A 0 0 11500