Safeguard Investment Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $86.34M | 22.1% |
| DIMENSIONAL ETF TRUST | $48.22M | 12.3% |
| INVESCO QQQ TR | $46.99M | 12.0% |
| SPDR S&P 500 ETF TR | $36.84M | 9.4% |
| DIMENSIONAL ETF TRUST | $21.52M | 5.5% |
| Apple Inc. | $11.09M | 2.8% |
| VANGUARD INDEX FDS | $7.82M | 2.0% |
| INVESCO EXCH TRADED FD TR II | $7.12M | 1.8% |
| VANGUARD WORLD FD | $6.88M | 1.8% |
| ISHARES TR | $6.67M | 1.7% |
| NVIDIA Corp | $5.72M | 1.5% |
| Broadcom Inc. | $5.71M | 1.5% |
| DIMENSIONAL ETF TRUST | $4.67M | 1.2% |
| Amazon.com Inc | $4.21M | 1.1% |
| VANGUARD SPECIALIZED FUNDS | $3.97M | 1.0% |
| MICROSOFT CORP | $3.95M | 1.0% |
| ELI LILLY & Co | $2.88M | 0.7% |
| Tesla Inc | $2.80M | 0.7% |
| Alphabet Inc. | $2.80M | 0.7% |
| SCHWAB STRATEGIC TR | $2.79M | 0.7% |
| Jefferies Financial Group Inc. | $2.44M | 0.6% |
| BANK OF AMERICA CORP /DE | $2.16M | 0.6% |
| AT&T INC. | $1.74M | 0.4% |
| Meta Platforms Inc | $1.69M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $1.55M | 0.4% |
| Alphabet Inc. | $1.54M | 0.4% |
| Warren E. Buffett | $1.51M | 0.4% |
| iShares MSCI UAE ETF | $1.44M | 0.4% |
| Palantir Technologies Inc | $1.41M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.29M | 0.3% |
| UNITEDHEALTH GROUP INC | $1.26M | 0.3% |
| ISHARES TR | $1.22M | 0.3% |
| JPMORGAN CHASE & CO | $1.22M | 0.3% |
| SCHWAB STRATEGIC TR | $1.21M | 0.3% |
| ISHARES TR | $1.15M | 0.3% |
| VANGUARD WORLD FD | $1.14M | 0.3% |
| MICRON TECHNOLOGY INC | $1.12M | 0.3% |
| EXXON MOBIL CORP | $1.08M | 0.3% |
| Visa Inc | $1.05M | 0.3% |
| Seagate Technology Holdings PLC | $1.03M | 0.3% |
| ADVANCED MICRO DEVICES INC | $975.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $957.0K | 0.2% |
| The Boeing Company | $929.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $900.6K | 0.2% |
| ETFS GOLD TR | $900.3K | 0.2% |
| WISDOMTREE TR | $886.5K | 0.2% |
| DIMENSIONAL ETF TRUST | $863.6K | 0.2% |
| ISHARES TR | $821.8K | 0.2% |
| Walmart Inc. | $802.9K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $778.2K | 0.2% |