0001606587-21-001336.txt : 20211020 0001606587-21-001336.hdr.sgml : 20211020 20211020155916 ACCESSION NUMBER: 0001606587-21-001336 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211020 DATE AS OF CHANGE: 20211020 EFFECTIVENESS DATE: 20211020 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: 211334067 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 13F-HR LIVE false false false 0001846711 XXXXXXXX 09-30-2021 09-30-2021 false Safeguard Investment Advisory Group, LLC

4160 Temescal Canyon Road Suite 307 Corona CA 92883

13F HOLDINGS REPORT 028-21043 N James Murray 877-213-7233 James Murray Corona CA 10-20-2021 0 89 154559 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STANDARD GOLD ETF TRU PHYSCL GOLD SHS ETF PHYSCL GOLD SHS 00326A104 1116 66276 SH SOLE NONE 0 0 66276 ALMADEN MINERALS LTD COM CL B COM CL B 020283305 4 10000 SH SOLE NONE 0 0 10000 ALPHABET INC COM CL A CAP STK CL A 02079K305 326 122 SH SOLE NONE 0 0 122 ALPHABET INC COM CL C CAP STK CL C 02079K107 319 120 SH SOLE NONE 0 0 120 AMAZON COM INC COM COM 023135106 1839 560 SH SOLE NONE 0 0 560 AMERICAN AIRLINES GROUP INC COM COM 02376R102 249 12150 SH SOLE NONE 0 0 12150 APPLE INC COM COM 037833100 4394 31053 SH SOLE NONE 0 0 31053 ARK ETF TR FINTECH INNOVA ETF FINTECH INNOVA 00214Q708 322 6525 SH SOLE NONE 0 0 6525 ARK ETF TR GENOMIC REV ETF GENOMIC REV ETF 00214Q302 1974 26419 SH SOLE NONE 0 0 26419 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 6148 55625 SH SOLE NONE 0 0 55625 ARK ETF TR NEXT GNRTN INTER ETF NEXT GNRTN INTER 00214Q401 1035 7457 SH SOLE NONE 0 0 7457 AT&T INC COM COM 00206R102 2521 93345 SH SOLE NONE 0 0 93345 BANK OF AMERICA CORPORATION COM COM 060505104 2421 57048 SH SOLE NONE 0 0 57048 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 219 803 SH SOLE NONE 0 0 803 BOEING CO COM COM 097023105 1081 4916 SH SOLE NONE 0 0 4916 CHEVRON CORPORATION COM COM 166764100 341 3368 SH SOLE NONE 0 0 3368 COSTCO WHOLESALE CORP COM COM 22160K105 480 1070 SH SOLE NONE 0 0 1070 DIMENSIONAL ETF TR INTERNATIONAL VALUE ETF INTERNATNAL VAL 25434V807 378 11563 SH SOLE NONE 0 0 11563 DIMENSIONAL ETF TR US CORE EQUITY 2 ETF US CORE EQUITY 2 25434V708 6287 236647 SH SOLE NONE 0 0 236647 DIMENSIONAL ETF TR US EQUITY ETF US EQUITY ETF 25434V401 1944 41235 SH SOLE NONE 0 0 41235 DIMENSIONAL ETF TR US SMALL CAP ETF US SMALL CAP ETF 25434V500 959 16681 SH SOLE NONE 0 0 16681 DIMENSIONAL ETF TR US TARGETED VALUE ETF US TARGETED VLU 25434V609 1223 27563 SH SOLE NONE 0 0 27563 DIMENSIONAL ETF TR WORLD EX US CORE EQTY 2 ETF WORLD EX US CORE 25434V880 2061 79638 SH SOLE NONE 0 0 79638 EXXON MOBIL CORPORATION COM COM 30231G102 652 11090 SH SOLE NONE 0 0 11090 FACEBOOK INC COM CL A CL A 30303M102 246 725 SH SOLE NONE 0 0 725 FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF DJ INTERNT IDX 33733E302 201 853 SH SOLE NONE 0 0 853 FORD MOTOR CO COM COM 345370860 178 12593 SH SOLE NONE 0 0 12593 GABELLI EQUITY TRUST INC COM COM 362397101 86 12949 SH SOLE NONE 0 0 12949 HOME DEPOT INC COM COM 437076102 607 1850 SH SOLE NONE 0 0 1850 HSBC HOLDINGS PLC ADR SPONSORED SPON ADR NEW 404280406 416 15909 SH SOLE NONE 0 0 15909 INVESCO EXCHANGE TRADED FD TR FINL PFD ETF FINL PFD ETF 46137V621 321 16966 SH SOLE NONE 0 0 16966 INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT ETF NASDAQ INTERNT 46137V530 493 2068 SH SOLE NONE 0 0 2068 INVESCO EXCHANGE TRADED FUND T KBW PREM YIELD ETF KBW PREM YIELD 46138E594 254 10985 SH SOLE NONE 0 0 10985 INVESCO EXCHANGE TRADED FUND T NASDAQ 100 ETF NASDAQ 100 ETF 46138G649 4379 29772 SH SOLE NONE 0 0 29772 INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETF S&P MIDCP LOW 46138E198 235 4477 SH SOLE NONE 0 0 4477 INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETF S&P500 HDL VOL 46138E362 210 4973 SH SOLE NONE 0 0 4973 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 25657 71676 SH SOLE NONE 0 0 71676 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL 464286525 801 7803 SH SOLE NONE 0 0 7803 ISHARES TRUST 20 YR TR BD ETF 20 YR TR BD ETF 464287432 284 1967 SH SOLE NONE 0 0 1967 ISHARES TRUST CALIF MUN BD ETF CALIF MUN BD ETF 464288356 2477 39904 SH SOLE NONE 0 0 39904 ISHARES TRUST CORE 1 5 YR USD ETF CORE 1 5 YR USD 46432F859 1590 31141 SH SOLE NONE 0 0 31141 ISHARES TRUST CORE LT USDB ETF CORE LT USDB ETF 464289479 8649 120827 SH SOLE NONE 0 0 120827 ISHARES TRUST EXPANDED TECH SECTOR ETF EXPND TEC SC ETF 464287549 469 1163 SH SOLE NONE 0 0 1163 ISHARES TRUST ISHARES SEMICONDUCTOR ETF ISHARES SEMICDTR 464287523 5876 13179 SH SOLE NONE 0 0 13179 ISHARES TRUST MORTGE REL ETF MORTGE REL ETF 46435G342 956 26442 SH SOLE NONE 0 0 26442 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VL 46429B689 311 4131 SH SOLE NONE 0 0 4131 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 4228 57528 SH SOLE NONE 0 0 57528 ISHARES TRUST RUS TP200 GR ETF RUS TP200 GR ETF 464289438 505 3313 SH SOLE NONE 0 0 3313 ISHARES TRUST TIPS BD ETF TIPS BD ETF 464287176 6580 51534 SH SOLE NONE 0 0 51534 ISHARES TRUST U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6611 105310 SH SOLE NONE 0 0 105310 ISHARES TRUST US INFRASTRUC ETF US INFRASTRUC 46435U713 3403 99857 SH SOLE NONE 0 0 99857 JEFFERIES FINANCIAL GROUP INC COM COM 47233W109 1615 43507 SH SOLE NONE 0 0 43507 JOHNSON & JOHNSON COM COM 478160104 442 2738 SH SOLE NONE 0 0 2738 LUMEN TECHNOLOGIES INC COM COM 550241103 205 16583 SH SOLE NONE 0 0 16583 MICRON TECHNOLOGY INC COM COM 595112103 567 8001 SH SOLE NONE 0 0 8001 MICROSOFT CORP COM COM 594918104 1532 5436 SH SOLE NONE 0 0 5436 NETFLIX INC COM COM 64110L106 289 474 SH SOLE NONE 0 0 474 PROCTER & GAMBLE CO COM COM 742718109 263 1881 SH SOLE NONE 0 0 1881 QUALCOMM INC COM COM 747525103 294 2282 SH SOLE NONE 0 0 2282 ROCKWELL AUTOMATION INC COM COM 773903109 271 923 SH SOLE NONE 0 0 923 SEAGATE TECHONOLOGY HLDG COM ORD SHS G7997R103 640 7758 SH SOLE NONE 0 0 7758 SELECT SECTOR SPDR TRUST ENERGY ETF ENERGY 81369Y506 531 10210 SH SOLE NONE 0 0 10210 SELECT SECTOR SPDR TRUST FINANCIAL ETF FINANCIAL 81369Y605 352 9398 SH SOLE NONE 0 0 9398 SEMPRA COM COM 816851109 363 2872 SH SOLE NONE 0 0 2872 SKYWORKS SOLUTIONS INC COM COM 83088M102 695 4219 SH SOLE NONE 0 0 4219 SPDR DOW JONES IND UT SER 1 ETF UT SER 1 78467X109 1328 3926 SH SOLE NONE 0 0 3926 SPDR GOLD TRUST GOLD SHS ETF GOLD SHS 78463V107 5195 31636 SH SOLE NONE 0 0 31636 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 2151 5012 SH SOLE NONE 0 0 5012 TESLA INC COM COM 88160R101 439 567 SH SOLE NONE 0 0 567 TORO CO COM COM 891092108 375 3850 SH SOLE NONE 0 0 3850 UNITEDHEALTH GROUP INC COM COM 91324P102 849 2173 SH SOLE NONE 0 0 2173 VANGUARD DIV APP ETF DIV APP ETF 921908844 10349 67380 SH SOLE NONE 0 0 67380 VANGUARD EXTENDED DUR ETF EXTENDED DUR 921910709 291 2151 SH SOLE NONE 0 0 2151 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 816 8808 SH SOLE NONE 0 0 8808 VANGUARD GROWTH ETF GROWTH ETF 922908736 205 709 SH SOLE NONE 0 0 709 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 3009 12176 SH SOLE NONE 0 0 12176 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD 921946406 371 3593 SH SOLE NONE 0 0 3593 VANGUARD MID CAP ETF MID CAP ETF 922908629 359 1518 SH SOLE NONE 0 0 1518 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 767 1945 SH SOLE NONE 0 0 1945 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND 921937827 200 2450 SH SOLE NONE 0 0 2450 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 390 4574 SH SOLE NONE 0 0 4574 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 286 1291 SH SOLE NONE 0 0 1291 VANGUARD VALUE ETF VALUE ETF 922908744 2107 15566 SH SOLE NONE 0 0 15566 VISA INC COM CL A COM CL A 92826C839 512 2302 SH SOLE NONE 0 0 2302 WALMART INC COM COM 931142103 366 2631 SH SOLE NONE 0 0 2631 WALT DISNEY COMPANY (THE) COM COM 254687106 632 3736 SH SOLE NONE 0 0 3736 WELLTOWER INC COM USD1 COM 95040Q104 526 6393 SH SOLE NONE 0 0 6393 WESTERN DIGITAL CORP COM COM 958102105 458 8123 SH SOLE NONE 0 0 8123 XILINX INC COM COM 983919101 203 1350 SH SOLE NONE 0 0 1350