0001606587-22-001383.txt : 20220720 0001606587-22-001383.hdr.sgml : 20220720 20220720143552 ACCESSION NUMBER: 0001606587-22-001383 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 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: 221093920 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 06-30-2022 06-30-2022 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 07-20-2022 0 95 162516 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STANDARD GOLD ETF TRU PHYSICAL GOLD SHARES ETF PHYSCL GOLD SHS 00326A104 1200 64617 SH SOLE None 0 0 64617 ADVANCED MICRO DEVICES INC COM COM 007903107 284 2603 SH SOLE None 0 0 2603 ALMADEN MINERALS LTD COM CL B COM CL B 020283305 3 10000 SH SOLE None 0 0 10000 ALPHABET INC COM CL A CAP STK CL A 02079K305 394 142 SH SOLE None 0 0 142 ALPHABET INC COM CL C CAP STK CL C 02079K107 368 132 SH SOLE None 0 0 132 AMAZON COM INC COM COM 023135106 2226 683 SH SOLE None 0 0 683 AMERICAN AIRLINES GROUP INC COM COM 02376R102 212 11660 SH SOLE None 0 0 11660 APPLE INC COM COM 037833100 5636 32283 SH SOLE None 0 0 32283 ARK ETF TR GENOMIC REV ETF GENOMIC REV ETF 00214Q302 1139 24819 SH SOLE None 0 0 24819 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 3739 56404 SH SOLE None 0 0 56404 ARK ETF TR NEXT GNRTN INTER ETF NEXT GNRTN INTER 00214Q401 615 7056 SH SOLE None 0 0 7056 AT&T INC COM COM 00206R102 2147 90868 SH SOLE None 0 0 90868 BANK OF AMERICA CORPORATION COM COM 060505104 2301 55834 SH SOLE None 0 0 55834 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 285 808 SH SOLE None 0 0 808 BOEING CO COM COM 097023105 941 4914 SH SOLE None 0 0 4914 CHEVRON CORPORATION COM COM 166764100 560 3443 SH SOLE None 0 0 3443 CISCO SYSTEMS INC COM COM 17275R102 216 3879 SH SOLE None 0 0 3879 COSTCO WHOLESALE CORP COM COM 22160K105 536 931 SH SOLE None 0 0 931 DEERE & CO COM COM 244199105 206 497 SH SOLE None 0 0 497 DIMENSIONAL ETF TR INFLATION PROTECTED SEC ETF INFLATION PROTE 25434V856 400 8386 SH SOLE None 0 0 8386 DIMENSIONAL ETF TR INTERNATIONAL VALUE ETF INTERNATNAL VAL 25434V807 479 14328 SH SOLE None 0 0 14328 DIMENSIONAL ETF TR US CORE EQUITY 2 ETF US CORE EQUITY 2 25434V708 6501 235726 SH SOLE None 0 0 235726 DIMENSIONAL ETF TR US EQUITY ETF US EQUITY ETF 25434V401 2949 60161 SH SOLE None 0 0 60161 DIMENSIONAL ETF TR US SMALL CAP ETF US SMALL CAP ETF 25434V500 1355 24183 SH SOLE None 0 0 24183 DIMENSIONAL ETF TR US TARGETED VALUE ETF US TARGETED VLU 25434V609 1726 37075 SH SOLE None 0 0 37075 DIMENSIONAL ETF TR WORLD EX US CORE EQTY 2 ETF WORLD EX US CORE 25434V880 1914 76722 SH SOLE None 0 0 76722 EXXON MOBIL CORPORATION COM COM 30231G102 853 10337 SH SOLE None 0 0 10337 FIDELITY COVINGTON TRUST MSCI FINLS IDX ETF MSCI FINLS IDX 316092501 363 6714 SH SOLE None 0 0 6714 FORD MOTOR CO COM COM 345370860 208 12329 SH SOLE None 0 0 12329 GABELLI EQUITY TRUST INC COM COM 362397101 93 13557 SH SOLE None 0 0 13557 HOME DEPOT INC COM COM 437076102 499 1668 SH SOLE None 0 0 1668 HSBC HOLDINGS PLC ADR SPONSORED SPON ADR NEW 404280406 509 14883 SH SOLE None 0 0 14883 INVESCO EXCHANGE TRADED FD TR FINL PFD ETF FINL PFD ETF 46137V621 177 10480 SH SOLE None 0 0 10480 INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT ETF NASDAQ INTERNT 46137V530 287 1704 SH SOLE None 0 0 1704 INVESCO EXCHANGE TRADED FUND T KBW PREM YIELD ETF KBW PREM YIELD 46138E594 271 10637 SH SOLE None 0 0 10637 INVESCO EXCHANGE TRADED FUND T NASDAQ 100 ETF NASDAQ 100 ETF 46138G649 4417 29650 SH SOLE None 0 0 29650 INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETF S&P MIDCP LOW 46138E198 248 4445 SH SOLE None 0 0 4445 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 28054 77383 SH SOLE None 0 0 77383 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL 464286525 756 7215 SH SOLE None 0 0 7215 ISHARES TRUST 0-5YR INVT GR CP ETF 0-5YR INVT GR CP 46434V100 249 5058 SH SOLE None 0 0 5058 ISHARES TRUST 20 YR TR BD ETF 20 YR TR BD ETF 464287432 249 1888 SH SOLE None 0 0 1888 ISHARES TRUST CALIF MUN BD ETF CALIF MUN BD ETF 464288356 2953 50756 SH SOLE None 0 0 50756 ISHARES TRUST CORE 1 5 YR USD ETF CORE 1 5 YR USD 46432F859 1209 24966 SH SOLE None 0 0 24966 ISHARES TRUST CORE LT USDB ETF CORE LT USDB ETF 464289479 6889 107607 SH SOLE None 0 0 107607 ISHARES TRUST EXPANDED TECH SECTOR ETF EXPND TEC SC ETF 464287549 431 1111 SH SOLE None 0 0 1111 ISHARES TRUST ISHARES SEMICONDUCTOR ETF ISHARES SEMICDTR 464287523 6672 14097 SH SOLE None 0 0 14097 ISHARES TRUST MORTGE REL ETF MORTGE REL ETF 46435G342 997 30545 SH SOLE None 0 0 30545 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VL 46429B689 201 2791 SH SOLE None 0 0 2791 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 4232 54564 SH SOLE None 0 0 54564 ISHARES TRUST RUS TP200 GR ETF RUS TP200 GR ETF 464289438 624 3932 SH SOLE None 0 0 3932 ISHARES TRUST TIPS BD ETF TIPS BD ETF 464287176 5619 45109 SH SOLE None 0 0 45109 ISHARES TRUST U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6910 113366 SH SOLE None 0 0 113366 ISHARES TRUST US INFRASTRUC ETF US INFRASTRUC 46435U713 2927 75151 SH SOLE None 0 0 75151 JEFFERIES FINANCIAL GROUP INC COM COM 47233W109 1295 39437 SH SOLE None 0 0 39437 JOHNSON & JOHNSON COM COM 478160104 449 2534 SH SOLE None 0 0 2534 LUMEN TECHNOLOGIES INC COM COM 550241103 170 15115 SH SOLE None 0 0 15115 MASTERCARD INCORPORATED COM CL A CL A 57636Q104 210 588 SH SOLE None 0 0 588 META PLATFORMS INC COM CL A CL A 30303M102 337 1516 SH SOLE None 0 0 1516 MICRON TECHNOLOGY INC COM COM 595112103 582 7474 SH SOLE None 0 0 7474 MICROSOFT CORP COM COM 594918104 1937 6285 SH SOLE None 0 0 6285 NETFLIX INC COM COM 64110L106 206 551 SH SOLE None 0 0 551 NORTHROP GRUMMAN CORP COM COM 666807102 271 606 SH SOLE None 0 0 606 NVIDIA CORP COM COM 67066G104 216 795 SH SOLE None 0 0 795 PFIZER INC COM COM 717081103 208 4034 SH SOLE None 0 0 4034 PROCTER & GAMBLE CO COM COM 742718109 377 2468 SH SOLE None 0 0 2468 QUALCOMM INC COM COM 747525103 409 2678 SH SOLE None 0 0 2678 ROCKWELL AUTOMATION INC COM COM 773903109 260 930 SH SOLE None 0 0 930 SEAGATE TECHONOLOGY HLDG COM ORD SHS G7997R103 650 7230 SH SOLE None 0 0 7230 SELECT SECTOR SPDR TRUST ENERGY ETF ENERGY 81369Y506 655 8571 SH SOLE None 0 0 8571 SELECT SECTOR SPDR TRUST FINANCIAL ETF FINANCIAL 81369Y605 355 9278 SH SOLE None 0 0 9278 SEMPRA COM COM 816851109 419 2497 SH SOLE None 0 0 2497 SKYWORKS SOLUTIONS INC COM COM 83088M102 564 4234 SH SOLE None 0 0 4234 SPDR DOW JONES IND UT SER 1 ETF UT SER 1 78467X109 1565 4513 SH SOLE None 0 0 4513 SPDR GOLD TRUST GOLD SHS ETF GOLD SHS 78463V107 5438 30103 SH SOLE None 0 0 30103 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 3020 6688 SH SOLE None 0 0 6688 TESLA INC COM COM 88160R101 1030 956 SH SOLE None 0 0 956 TORO CO COM COM 891092108 330 3869 SH SOLE None 0 0 3869 UNITEDHEALTH GROUP INC COM COM 91324P102 1100 2158 SH SOLE None 0 0 2158 VANGUARD DIV APP ETF DIV APP ETF 921908844 12110 74679 SH SOLE None 0 0 74679 VANGUARD EXTENDED DUR ETF EXTENDED DUR 921910709 252 2076 SH SOLE None 0 0 2076 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 902 9663 SH SOLE None 0 0 9663 VANGUARD GROWTH ETF GROWTH ETF 922908736 229 799 SH SOLE None 0 0 799 VANGUARD HEALTH CAR ETF HEALTH CAR ETF 92204A504 3790 14902 SH SOLE None 0 0 14902 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD 921946406 371 3307 SH SOLE None 0 0 3307 VANGUARD MID CAP ETF MID CAP ETF 922908629 335 1410 SH SOLE None 0 0 1410 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 863 2080 SH SOLE None 0 0 2080 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 344 4327 SH SOLE None 0 0 4327 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 297 1305 SH SOLE None 0 0 1305 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 1131 6991 SH SOLE None 0 0 6991 VANGUARD VALUE ETF VALUE ETF 922908744 2053 13895 SH SOLE None 0 0 13895 VISA INC COM CL A COM CL A 92826C839 590 2663 SH SOLE None 0 0 2663 WALMART INC COM COM 931142103 417 2801 SH SOLE None 0 0 2801 WALT DISNEY COMPANY (THE) COM COM 254687106 546 3984 SH SOLE None 0 0 3984 WELLTOWER OP INC COM USD1 COM 95040Q104 623 6484 SH SOLE None 0 0 6484 WESTERN DIGITAL CORP COM COM 958102105 381 7685 SH SOLE None 0 0 7685