0001172661-23-002702.txt : 20230801
0001172661-23-002702.hdr.sgml : 20230801
20230801130753
ACCESSION NUMBER: 0001172661-23-002702
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230801
DATE AS OF CHANGE: 20230801
EFFECTIVENESS DATE: 20230801
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Safeguard Investment Advisory Group, LLC
CENTRAL INDEX KEY: 0001846711
IRS NUMBER: 450585640
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21043
FILM NUMBER: 231130746
BUSINESS ADDRESS:
STREET 1: 4160 TEMESCAL CANYON ROAD
STREET 2: SUITE 307
CITY: CORONA
STATE: CA
ZIP: 92883
BUSINESS PHONE: 877-213-7233
MAIL ADDRESS:
STREET 1: 4160 TEMESCAL CANYON ROAD
STREET 2: SUITE 307
CITY: CORONA
STATE: CA
ZIP: 92883
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001846711
XXXXXXXX
06-30-2023
06-30-2023
false
Safeguard Investment Advisory Group, LLC
4160 Temescal Canyon Road
Suite 307
Corona
CA
92883
13F HOLDINGS REPORT
028-21043
000146132
801-110651
N
James Murray
Chief Compliance Officer
877-213-7233
/s/ James Murray
Corona
CA
08-01-2023
0
103
234660315
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
251134
2507
SH
SOLE
2507
0
0
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
622485
33886
SH
SOLE
33886
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
437642
3842
SH
SOLE
3842
0
0
ALMADEN MINERALS LTD
COM CL B
020283305
1290
10000
SH
SOLE
10000
0
0
ALPHABET INC
CAP STK CL A
02079K305
651647
5444
SH
SOLE
5444
0
0
ALPHABET INC
CAP STK CL C
02079K107
621060
5134
SH
SOLE
5134
0
0
AMAZON COM INC
COM
023135106
2357029
18081
SH
SOLE
18081
0
0
APPLE INC
COM
037833100
7424364
38269
SH
SOLE
38269
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
2258673
51140
SH
SOLE
51140
0
0
ARK ETF TR
GENOMIC REV ETF
00214Q302
705496
20682
SH
SOLE
20682
0
0
ARK ETF TR
NEXT GNRTN INTER
00214Q401
369168
6298
SH
SOLE
6298
0
0
AT&T INC
COM
00206R102
1669231
104652
SH
SOLE
104652
0
0
BANK AMERICA CORP
COM
060505104
1412634
49242
SH
SOLE
49242
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
405449
1189
SH
SOLE
1189
0
0
BOEING CO
COM
097023105
910776
4314
SH
SOLE
4314
0
0
BROADCOM INC
COM
11135F101
602864
695
SH
SOLE
695
0
0
CHEVRON CORP NEW
COM
166764100
1222502
7767
SH
SOLE
7767
0
0
CISCO SYS INC
COM
17275R102
239602
4631
SH
SOLE
4631
0
0
CITIGROUP INC
COM NEW
172967424
201428
4375
SH
SOLE
4375
0
0
COSTCO WHSL CORP NEW
COM
22160K105
494192
917
SH
SOLE
917
0
0
DBX ETF TR
XTRACK MSCI EAFE
233051200
213048
6023
SH
SOLE
6023
0
0
DEERE & CO
COM
244199105
208875
515
SH
SOLE
515
0
0
DIMENSIONAL ETF TRUST
SHORT DURATION F
25434V864
1246127
26885
SH
SOLE
26885
0
0
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
1192504
25705
SH
SOLE
25705
0
0
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
2272996
47196
SH
SOLE
47196
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
49087679
1808002
SH
SOLE
1808002
0
0
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
2807261
67272
SH
SOLE
67272
0
0
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
1168338
50120
SH
SOLE
50120
0
0
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
204558
6226
SH
SOLE
6226
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
1024699
18698
SH
SOLE
18698
0
0
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
25285630
952734
SH
SOLE
952734
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
10840567
421804
SH
SOLE
421804
0
0
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
25434V849
940302
19741
SH
SOLE
19741
0
0
DISNEY WALT CO
COM
254687106
440859
4938
SH
SOLE
4938
0
0
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
140174
11037
SH
SOLE
11037
0
0
EXXON MOBIL CORP
COM
30231G102
968933
9033
SH
SOLE
9033
0
0
FORD MTR CO DEL
COM
345370860
167987
11102
SH
SOLE
11102
0
0
FRANKLIN BSP RLTY TR INC
COMMON STOCK
35243J101
189376
13374
SH
SOLE
13374
0
0
GABELLI EQUITY TR INC
COM
362397101
89783
15480
SH
SOLE
15480
0
0
HEICO CORP NEW
CL A
422806208
2555405
18175
SH
SOLE
18175
0
0
HOME DEPOT INC
COM
437076102
509016
1639
SH
SOLE
1639
0
0
HSBC HLDGS PLC
SPON ADR NEW
404280406
266287
6720
SH
SOLE
6720
0
0
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
4217757
27749
SH
SOLE
27749
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
31406627
84997
SH
SOLE
84997
0
0
ISHARES INC
MSCI GBL MIN VOL
464286525
407494
4157
SH
SOLE
4157
0
0
ISHARES TR
0-5YR INVT GR CP
46434V100
241050
5000
SH
SOLE
5000
0
0
ISHARES TR
EXPND TEC SC ETF
464287549
319779
816
SH
SOLE
816
0
0
ISHARES TR
RUS TP200 GR ETF
464289438
470627
2969
SH
SOLE
2969
0
0
ISHARES TR
CORE S&P500 ETF
464287200
445065
998
SH
SOLE
998
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
5563685
98522
SH
SOLE
98522
0
0
ISHARES TR
TIPS BD ETF
464287176
1402369
13027
SH
SOLE
13027
0
0
ISHARES TR
ISHARES SEMICDTR
464287523
1398422
2748
SH
SOLE
2748
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
2612110
35141
SH
SOLE
35141
0
0
ISHARES TR
MORTGE REL ETF
46435G342
645550
27358
SH
SOLE
27358
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
1662235
29188
SH
SOLE
29188
0
0
ISHARES TR
CORE LT USDB ETF
464289479
4759075
90485
SH
SOLE
90485
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
1308126
39437
SH
SOLE
39437
0
0
JOHNSON & JOHNSON
COM
478160104
267698
1617
SH
SOLE
1617
0
0
JPMORGAN CHASE & CO
COM
46625H100
438384
3012
SH
SOLE
3012
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
294838
1506
SH
SOLE
1506
0
0
LILLY ELI & CO
COM
532457108
314011
670
SH
SOLE
670
0
0
LOCKHEED MARTIN CORP
COM
539830109
252689
548
SH
SOLE
548
0
0
LUMEN TECHNOLOGIES INC
COM
550241103
32442
14355
SH
SOLE
14355
0
0
META PLATFORMS INC
CL A
30303M102
628204
2189
SH
SOLE
2189
0
0
MICRON TECHNOLOGY INC
COM
595112103
260834
4134
SH
SOLE
4134
0
0
MICROSOFT CORP
COM
594918104
2622208
7697
SH
SOLE
7697
0
0
NETFLIX INC
COM
64110L106
667339
1515
SH
SOLE
1515
0
0
NVIDIA CORPORATION
COM
67066G104
850172
2009
SH
SOLE
2009
0
0
ORACLE CORP
COM
68389X105
204724
1719
SH
SOLE
1719
0
0
PEPSICO INC
COM
713448108
252426
1362
SH
SOLE
1362
0
0
PFIZER INC
COM
717081103
354520
9662
SH
SOLE
9662
0
0
PROCTER AND GAMBLE CO
COM
742718109
394832
2603
SH
SOLE
2603
0
0
QUALCOMM INC
COM
747525103
245923
2067
SH
SOLE
2067
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
290384
2964
SH
SOLE
2964
0
0
ROCKWELL AUTOMATION INC
COM
773903109
308500
937
SH
SOLE
937
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
279208
4513
SH
SOLE
4513
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
332749
4099
SH
SOLE
4099
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
215963
6407
SH
SOLE
6407
0
0
SEMPRA
COM
816851109
454093
3119
SH
SOLE
3119
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
1726163
15595
SH
SOLE
15595
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
259511
755
SH
SOLE
755
0
0
SPDR GOLD TR
GOLD SHS
78463V107
699598
3924
SH
SOLE
3924
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17998701
40588
SH
SOLE
40588
0
0
TESLA INC
COM
88160R101
1256765
4801
SH
SOLE
4801
0
0
TORO CO
COM
891092108
371567
3655
SH
SOLE
3655
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1097231
2282
SH
SOLE
2282
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
338169
4475
SH
SOLE
4475
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
256607
1167
SH
SOLE
1167
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
203587
720
SH
SOLE
720
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
328844
2313
SH
SOLE
2313
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
425905
1933
SH
SOLE
1933
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
4798924
11774
SH
SOLE
11774
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
4213413
25940
SH
SOLE
25940
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
4670717
19060
SH
SOLE
19060
0
0
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
286534
2014
SH
SOLE
2014
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
1410098
7250
SH
SOLE
7250
0
0
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
658535
8108
SH
SOLE
8108
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
203766
5479
SH
SOLE
5479
0
0
VISA INC
COM CL A
92826C839
738978
3113
SH
SOLE
3113
0
0
WALMART INC
COM
931142103
488887
3113
SH
SOLE
3113
0
0
WARNER BROS DISCOVERY INC
COM SER A
934423104
279769
22310
SH
SOLE
22310
0
0
WELLTOWER INC
COM
95040Q104
208865
2582
SH
SOLE
2582
0
0
WESTERN DIGITAL CORP.
COM
958102105
237999
6276
SH
SOLE
6276
0
0