0001754960-24-000405.txt : 20240807 0001754960-24-000405.hdr.sgml : 20240807 20240807133145 ACCESSION NUMBER: 0001754960-24-000405 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240807 DATE AS OF CHANGE: 20240807 EFFECTIVENESS DATE: 20240807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Safeguard Financial, LLC CENTRAL INDEX KEY: 0001922498 ORGANIZATION NAME: 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: 241182846 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 false false 0001922498 XXXXXXXX 06-30-2024 06-30-2024 Safeguard Financial, LLC

2614 GOOD SHEPHERD LANE GREEN BAY WI 54313

13F HOLDINGS REPORT 028-22418 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 08-07-2024 0 100 359633582 false INFORMATION TABLE 2 InformationTableOutput.xml ABBVIE INCCOM00287Y109290898 1696 SH SOLE 0 0 1696 ADVANCED MICRO DEVICES INCCOM007903107217524 1341 SH SOLE 0 0 1341 EA SERIES TRUSTSTRIVE SML CAP02072L573249308 8592 SH SOLE 0 0 8592 EA SERIES TRUSTSTRIVE 1000 VALU02072L599841473 29890 SH SOLE 0 0 29890 EA SERIES TRUSTSTRIVE 1000 GRWT02072L615785774 19715 SH SOLE 0 0 19715 ALPHABET INCCAP STK CL C02079K107734485 4004 SH SOLE 0 0 4004 ALPHABET INCCAP STK CL A02079K305757624 4159 SH SOLE 0 0 4159 AMAZON COM INCCOM0231351062260639 11698 SH SOLE 0 0 11698 AMGEN INCCOM031162100208129 666 SH SOLE 0 0 666 APPLE INCCOM0378331002635057 12511 SH SOLE 0 0 12511 BERKSHIRE HATHAWAY INC DELCL B NEW084670702944590 2322 SH SOLE 0 0 2322 BROADCOM INCCOM11135F101355918 222 SH SOLE 0 0 222 CBRE GROUP INCCL A12504L109390391 4381 SH SOLE 0 0 4381 CHEVRON CORP NEWCOM166764100371869 2377 SH SOLE 0 0 2377 COLGATE PALMOLIVE COCOM194162103283066 2917 SH SOLE 0 0 2917 CONOCOPHILLIPSCOM20825C104528321 4619 SH SOLE 0 0 4619 COSTCO WHSL CORP NEWCOM22160K105689776 812 SH SOLE 0 0 812 EXXON MOBIL CORPCOM30231G102553842 4811 SH SOLE 0 0 4811 META PLATFORMS INCCL A30303M102223369 443 SH SOLE 0 0 443 FIDELITY COVINGTON TRUSTMSCI INFO TECH I316092808829694 4837 SH SOLE 0 0 4837 GUGGENHEIM STRATEGIC OPPORTUCOM SBI40167F101210052 14088 SH SOLE 0 0 14088 HOME DEPOT INCCOM437076102334822 973 SH SOLE 0 0 973 HONEYWELL INTL INCCOM438516106708739 3319 SH SOLE 0 0 3319 INVESCO QQQ TRUNIT SER 146090E1031242356 2593 SH SOLE 0 0 2593 ISHARES TRCORE S&P500 ETF464287200551628 1008 SH SOLE 0 0 1008 ISHARES TRCORE S&P MCP ETF464287507391063 6683 SH SOLE 0 0 6683 ISHARES TRRUS 1000 VAL ETF464287598335331 1922 SH SOLE 0 0 1922 ISHARES TRCORE S&P US VLU464287663405134 4597 SH SOLE 0 0 4597 ISHARES TRCORE S&P SCP ETF464287804400161 3752 SH SOLE 0 0 3752 ISHARES TRCORE MSCI EAFE46432F84218093364 249083 SH SOLE 0 0 249083 ISHARES TRIBONDS DEC25 ETF46434VBD12250023 90508 SH SOLE 0 0 90508 ISHARES TRIBONDS DEC24 ETF46434VBG41542703 61389 SH SOLE 0 0 61389 ISHARES TREXPONENTIAL TECH46434V381203552 3460 SH SOLE 0 0 3460 ISHARES TRTRS FLT RT BD46434V860289826 5721 SH SOLE 0 0 5721 ISHARES TRIBONDS DEC202646435GAA01500924 63011 SH SOLE 0 0 63011 ISHARES TRIBONDS 27 ETF46435UAA91446409 60953 SH SOLE 0 0 60953 ISHARES TRIBDS DEC28 ETF46435U5151165799 47065 SH SOLE 0 0 47065 ISHARES TRIBONDS DEC 2946436E205724697 31967 SH SOLE 0 0 31967 ISHARES TRIBONDS DEC 203146436E486395068 19471 SH SOLE 0 0 19471 ISHARES TRIBONDS DEC 203046436E726289581 13621 SH SOLE 0 0 13621 ISHARES TRIBONDS 27 TRM TS46436E841427017 19344 SH SOLE 0 0 19344 ISHARES TRIBONDS 26 TRM TS46436E858682351 30120 SH SOLE 0 0 30120 ISHARES TRIBONDS 25 TRM TS46436E8661098389 47304 SH SOLE 0 0 47304 ISHARES TRIBONDS 24 TRM TS46436E8741921316 80122 SH SOLE 0 0 80122 JPMORGAN CHASE & CO.COM46625H100691586 3419 SH SOLE 0 0 3419 MASTERCARD INCORPORATEDCL A57636Q104273654 620 SH SOLE 0 0 620 MERCK & CO INCCOM58933Y105231010 1866 SH SOLE 0 0 1866 MICROSOFT CORPCOM5949181043240911 7251 SH SOLE 0 0 7251 MORGAN STANLEYCOM NEW617446448225307 2318 SH SOLE 0 0 2318 NEXTERA ENERGY INCCOM65339F101279841 3952 SH SOLE 0 0 3952 NORTHROP GRUMMAN CORPCOM666807102418512 960 SH SOLE 0 0 960 NVIDIA CORPORATIONCOM67066G1041671807 13533 SH SOLE 0 0 13533 ORACLE CORPCOM68389X105324811 2300 SH SOLE 0 0 2300 PEPSICO INCCOM713448108276258 1675 SH SOLE 0 0 1675 PROCTER AND GAMBLE COCOM7427181091140094 6913 SH SOLE 0 0 6913 PROSHARES TR IIVIX MDTRM FUTR N74347W338228807 15967 SH SOLE 0 0 15967 QUALCOMM INCCOM747525103446378 2241 SH SOLE 0 0 2241 SPDR S&P 500 ETF TRTR UNIT78462F1031984034 3646 SH SOLE 0 0 3646 SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5091638813 43504 SH SOLE 0 0 43504 SPDR SER TRPRTFLO S&P500 GW78464A4092144534 26763 SH SOLE 0 0 26763 SPDR SER TRPRTFLO S&P500 VL78464A508817544 16774 SH SOLE 0 0 16774 SPDR SER TRPORTFOLIO S&P50078464A8541969238 30769 SH SOLE 0 0 30769 SPDR SER TRPORTFOLIO S&P60078468R853780515 18794 SH SOLE 0 0 18794 SCHWAB STRATEGIC TRUS LRG CAP ETF808524201569999 8872 SH SOLE 0 0 8872 SCHWAB STRATEGIC TRUS LCAP GR ETF80852430011188288 110951 SH SOLE 0 0 110951 SCHWAB STRATEGIC TRUS LCAP VA ETF8085244095358975 72340 SH SOLE 0 0 72340 SCHWAB STRATEGIC TRUS MID-CAP ETF8085245083419697 43938 SH SOLE 0 0 43938 SCHWAB STRATEGIC TRUS SML CAP ETF8085246073618011 76249 SH SOLE 0 0 76249 SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247971357651 17460 SH SOLE 0 0 17460 SCHWAB STRATEGIC TRINTL EQTY ETF808524805927026 24129 SH SOLE 0 0 24129 SELECT SECTOR SPDR TRINDL81369Y704451565 3705 SH SOLE 0 0 3705 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803356060 1574 SH SOLE 0 0 1574 SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886209326 3072 SH SOLE 0 0 3072 TERADYNE INCCOM880770102231481 1561 SH SOLE 0 0 1561 TESLA INCCOM88160R101600170 3033 SH SOLE 0 0 3033 VANECK ETF TRUSTSEMICONDUCTR ETF92189F676686581 2634 SH SOLE 0 0 2634 VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088441032458 5656 SH SOLE 0 0 5656 VANGUARD STAR FDSVG TL INTL STK F921909768531766 8819 SH SOLE 0 0 8819 VANGUARD ADMIRAL FDS INC500 GRTH IDX F921932505235808 707 SH SOLE 0 0 707 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438589988818 202121 SH SOLE 0 0 202121 VANGUARD WORLD FDINF TECH ETF92204A7021094799 1899 SH SOLE 0 0 1899 VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742411420 3653 SH SOLE 0 0 3653 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775426078 7266 SH SOLE 0 0 7266 VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102905215 15610 SH SOLE 0 0 15610 VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C6801041755 11105 SH SOLE 0 0 11105 VANGUARD INDEX FDSS&P 500 ETF SHS9229083633858154 7714 SH SOLE 0 0 7714 VANGUARD INDEX FDSMCAP VL IDXVIP9229085122705285 17984 SH SOLE 0 0 17984 VANGUARD INDEX FDSMCAP GR IDXVIP9229085382332233 10160 SH SOLE 0 0 10160 VANGUARD INDEX FDSREAL ESTATE ETF922908553250183 2987 SH SOLE 0 0 2987 VANGUARD INDEX FDSSML CP GRW ETF92290859514551287 58175 SH SOLE 0 0 58175 VANGUARD INDEX FDSSM CP VAL ETF92290861119814691 108562 SH SOLE 0 0 108562 VANGUARD INDEX FDSMID CAP ETF9229086291141753 4716 SH SOLE 0 0 4716 VANGUARD INDEX FDSLARGE CAP ETF922908637588410 2357 SH SOLE 0 0 2357 VANGUARD INDEX FDSGROWTH ETF922908736106057133 283568 SH SOLE 0 0 283568 VANGUARD INDEX FDSVALUE ETF92290874487967187 548390 SH SOLE 0 0 548390 VANGUARD INDEX FDSSMALL CP ETF922908751766500 3515 SH SOLE 0 0 3515 VANGUARD INDEX FDSTOTAL STK MKT9229087694343086 16235 SH SOLE 0 0 16235 VISA INCCOM CL A92826C839272847 1040 SH SOLE 0 0 1040 WALMART INCCOM931142103289498 4276 SH SOLE 0 0 4276 WISDOMTREE TRUS EFFICIENT COR97717Y790506682 11539 SH SOLE 0 0 11539