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

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

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).

QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 71,039; Shares 2026-06-30 67,812.
SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 50,211; Shares 2026-06-30 49,618.
SOXX: Country of operation —; Class ISHARES SEMICDTR; Shares 2026-03-31 3,825; Shares 2026-06-30 3,791.
VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 12,245; Shares 2026-06-30 12,126.

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	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
QQQ INVESCO QQQ TR		UNIT SER 1	71,039	67,812	-3,227	$41,002,542	$49,938,355	+$8,935,813
SPY STATE STR SPDR S&P 500 ETF T		TR UNIT	50,211	49,618	-593	$32,655,537	$37,053,275	+$4,397,738
SOXX ISHARES TR		ISHARES SEMICDTR	3,825	3,791	-34	$1,257,260	$2,429,745	+$1,172,485
VOO VANGUARD INDEX FDS		S&P 500 ETF SHS	12,245	12,126	-119	$7,317,233	$8,330,420	+$1,013,187
IHI ISHARES TR		U.S. MED DVC ETF	101,117	96,571	-4,546	$5,394,619	$4,771,477	-$623,142
DGRW WISDOMTREE TR		US QTLY DIV GRT	15,803	10,144	-5,659	$1,388,156	$969,951	-$418,205
VHT VANGUARD WORLD FD		HEALTH CAR ETF	22,518	21,446	-1,072	$6,132,795	$6,414,100	+$281,305
VIG VANGUARD SPECIALIZED FUNDS		DIV APP ETF	16,794	16,326	-468	$3,611,826	$3,863,174	+$251,348
DFAX DIMENSIONAL ETF TRUST		WORLD EX US CORE	26,357	26,351	-6	$895,341	$970,743	+$75,402
ARKK ARK ETF TR		INNOVATION ETF	6,002	5,706	-296	$405,737	$461,225	+$55,488
SPLV INVESCO EXCH TRADED FD TR II		S&P500 LOW VOL	3,694	2,891	-803	$270,209	$216,551	-$53,658
GBTC GRAYSCALE BITCOIN TRUST ETF	United States	SHS REP COM UT	5,176	5,057	-119	$273,086	$230,194	-$42,892
ILTB ISHARES TR		CORE LT USDB ETF	15,193	14,303	-890	$744,158	$704,457	-$39,701
DFIV DIMENSIONAL ETF TRUST		INTERNATNAL VAL	5,710	4,856	-854	$301,359	$262,323	-$39,036
VFH VANGUARD WORLD FD		FINANCIALS ETF	5,164	4,499	-665	$618,274	$592,114	-$26,160
TIP ISHARES TR		TIPS BD ETF	3,015	2,941	-74	$332,813	$321,655	-$11,158

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