Safeguard Investment Advisory Group, LLC Last Quarter Change: USA ETF, Added

Safeguard Investment Advisory Group, LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Safeguard Investment Advisory Group, LLC opened 30 positions, added to 20, reduced 16, sold out of 13 and left 1 unchanged. The largest increase in value was DFAC (+$85,460,643); the largest decrease was DFAC (-$78,595,561).

QQQM: Country of operation —; Class NASDAQ 100 ETF; Shares 2026-03-31 28,241; Shares 2026-06-30 29,104.
SCHD: Country of operation —; Class US DIVIDEND EQ; Shares 2026-03-31 201,403; Shares 2026-06-30 246,850.
VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 1,836; Shares 2026-06-30 2,564.
TQQQ: Country of operation —; Class ULTRAPRO QQQ; Shares 2026-03-31 7,624; Shares 2026-06-30 7,625.

Two Form 13F-HR filings compared (SEC CIK 1846711): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
QQQM INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	28,241	29,104	+863	$6,710,840	$8,816,407	+$2,105,567
SCHD SCHWAB STRATEGIC TR	US DIVIDEND EQ	201,403	246,850	+45,447	$6,179,077	$7,827,649	+$1,648,572
VTI VANGUARD INDEX FDS	TOTAL STK MKT	1,836	2,564	+728	$589,331	$948,872	+$359,541
TQQQ PROSHARES TR	ULTRAPRO QQQ	7,624	7,625	+1	$317,802	$617,645	+$299,843
BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	3,023	6,623	+3,600	$222,693	$486,155	+$263,462
VGT VANGUARD WORLD FD	INF TECH ETF	785	6,415	+5,630	$547,417	$766,753	+$219,336
IGM ISHARES TR	EXPND TEC SC ETF	4,807	4,809	+2	$569,721	$786,619	+$216,898
DFAT DIMENSIONAL ETF TRUST	US TARGETED VLU	12,559	13,941	+1,382	$784,345	$974,422	+$190,077
IVV ISHARES TR	CORE S&P500 ETF	1,387	1,416	+29	$906,302	$1,060,385	+$154,083
SCHG SCHWAB STRATEGIC TR	US LCAP GR ETF	19,080	20,366	+1,286	$555,804	$689,244	+$133,440
VTV VANGUARD INDEX FDS	VALUE ETF	2,229	2,435	+206	$437,427	$530,437	+$93,010
IWY ISHARES TR	RUS TP200 GR ETF	1,897	1,899	+2	$472,248	$551,836	+$79,588
DFNM DIMENSIONAL ETF TRUST	NATL MUN BD ETF	18,423	19,697	+1,274	$883,047	$952,071	+$69,024
VUG VANGUARD INDEX FDS	GROWTH ETF	785	4,779	+3,994	$343,214	$411,652	+$68,438
CMF ISHARES TR	CALIF MUN BD ETF	5,363	6,193	+830	$304,988	$356,933	+$51,945
DFAS DIMENSIONAL ETF TRUST	US SMALL CAP ETF	3,062	3,070	+8	$217,872	$252,798	+$34,926
BPRE BLUEROCK PVT REAL ESTATE FD	COM	10,294	10,546	+252	$170,995	$137,199	-$33,796
DBEF DBX ETF TR	XTRACK MSCI EAFE	6,027	6,028	+1	$297,780	$329,306	+$31,526
VDC VANGUARD WORLD FD	CONSUM STP ETF	6,226	6,253	+27	$1,398,366	$1,409,838	+$11,472
VO VANGUARD INDEX FDS	MID CAP ETF	708	2,579	+1,871	$203,588	$207,825	+$4,237

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