Safeguard-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABBV",
  "VONG",
  "GOOGL",
  "AXP",
  null,
  null,
  "AVGO",
  "HON",
  "HD",
  "QCOM",
  "META",
  "IJH",
  null,
  null,
  "MA",
  "MSFT",
  "GE",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "IEFA",
  "SCHX",
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "VWO",
  null,
  null,
  "VIG",
  "TSM",
  null,
  "VYM",
  "TT",
  "AMZN",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VXUS",
  "VBK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  "IUSV",
  "SPYV",
  "BRK-B",
  "CBRE",
  "CMG",
  "CL",
  "COP",
  "COST",
  null,
  null,
  null,
  "RSP",
  "QQQ",
  "GOOG",
  "XOM",
  "TSLA",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 105
Total Value: 456467072
Accession Number: 0001754960-25-000176
Form Type: 13F-HR
CIK: safeguard-financial
Manager Name: Safeguard-Financial

Data Enrichment

69% identified

72 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

105 positions • $456.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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921946406

VYM|921946406

Shares:1.6K

Value:$212.3K

% of Portfolio:0.0% ($212.3K/$456.5M)

25434V500

Shares:3.5K

Value:$210.6K

% of Portfolio:0.0% ($210.6K/$456.5M)

74347W338

Shares:13.3K

Value:$210.4K

% of Portfolio:0.0% ($210.4K/$456.5M)

25434V807

Shares:5.3K

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$456.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.2K

Value:$201.2K

% of Portfolio:0.0% ($201.2K/$456.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	1.6K	QoQ -6.31% (-111) YoY NEW(+1.6K)	All Managers (Combined)	$212.3K	0.0% ($212.3K/$456.5M)	QoQ -5.31% (-$11.9K) YoY NEW(+$212.3K)
(cusip25434V500)✕	3.5K	QoQ -2.81% (-102) YoY NEW(+3.5K)	All Managers (Combined)	$210.6K	0.0% ($210.6K/$456.5M)	QoQ -10.77% (-$25.4K) YoY NEW(+$210.6K)
(cusip74347W338)✕	13.3K	QoQ -17.74% (-2.9K) YoY -11.29% (-1.7K)	All Managers (Combined)	$210.4K	0.0% ($210.4K/$456.5M)	QoQ -9.84% (-$23.0K) YoY -11.29% (-$26.8K)
(cusip25434V807)✕	5.3K	QoQ -37.74% (-3.2K) YoY NEW(+5.3K)	All Managers (Combined)	$208.3K	0.0% ($208.3K/$456.5M)	QoQ -30.93% (-$93.3K) YoY NEW(+$208.3K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.2K	QoQ -16.24% (-235) YoY NEW(+1.2K)	All Managers (Combined)	$201.2K	0.0% ($201.2K/$456.5M)	QoQ -29.59% (-$84.6K) YoY NEW(+$201.2K)