SFL
Safeguard Financial LLC Portfolio
Invests via Safeguard Financial LLC | Managed by Aryn Sands
Invests via Safeguard Financial LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Specializing in personalized financial solutions, Safeguard Financial LLC plays a pivotal role in enhancing the financial well-being of its clientele. This firm focuses on safeguarding assets through tailored investment approaches that consider unique client objectives and risk profiles. With expertise spanning wealth management, retirement planning, and estate strategies, it serves individuals and families seeking holistic advice to navigate complex market dynamics. The firm's commitment to fostering long-term relationships empowers clients with confidence as they make informed financial decisions aimed at securing their future.
Specializing in personalized financial solutions, Safeguard Financial LLC plays a pivotal role in enhancing the financial well-being of its clientele. This firm focuses on safeguarding assets through tailored investment approaches that consider unique client objectives and risk profiles. With expertise spanning wealth management, retirement planning, and estate strategies, it serves individuals and families seeking holistic advice to navigate complex market dynamics. The firm's commitment to fostering long-term relationships empowers clients with confidence as they make informed financial decisions aimed at securing their future.
Investment Philosophy & Strategy
Adopting a personalized investment approach, Safeguard Financial LLC seeks to enhance client financial resilience by leveraging deep insights into market trends and risk appetite. The firm's strategic emphasis on customized asset protection resonates with the diverse needs of individual clients and families alike. This position not only champions tailored financial solutions but also prioritizes the preservation of wealth across generations. With a firm grounding in sophisticated planning frameworks, it identifies unique growth avenues while ensuring that liquidity needs are effectively met, establishing itself as a trusted partner for navigating intricate economic landscapes.
Adopting a personalized investment approach, Safeguard Financial LLC seeks to enhance client financial resilience by leveraging deep insights into market trends and risk appetite. The firm's strategic emphasis on customized asset protection resonates with the diverse needs of individual clients and families alike. This position not only champions tailored financial solutions but also prioritizes the preservation of wealth across generations. With a firm grounding in sophisticated planning frameworks, it identifies unique growth avenues while ensuring that liquidity needs are effectively met, establishing itself as a trusted partner for navigating intricate economic landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
221.76%
Gain -0.11%
Monthly
2.54%
Yearly
35.06%
Drawdown
40.71%
$587.22M
Equity
Holdings
$587.22M
Investment
$388.18M
$199.98M
Profit -$326,366.2
Realized
$936,576.68
Unrealized
$199.04M
Dividends
$21.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$326,366.2
Win %
91%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$3.25M
Win %
91%
This Month
Compared to last month
Gain
-1.41%
Profit
-$8.4M
Win %
91%
This Year
Compared to last year
Gain
8.47%
Profit
$45.85M
Win %
91%
AVGO Broadcom Inc.
+2.27%
+$15,988.52 
MSFT Microsoft Corp.
+2.1%
+$70,023.88 
GOOG Alphabet Inc
+1.87%
+$32,943.24 
GOOGL Alphabet Inc
+1.79%
+$30,888.45 
AMZN Amazon.com Inc
+1.12%
+$31,420.11 
NOC Northrop Grumman Corporation
+1.05%
+$5,416.36 
COP ConocoPhillips
+1.01%
+$3,283.96 
XOM Exxon Mobil Corporation
+0.77%
+$6,160.56 
V Visa Inc. Class A
+0.77%
+$4,325.75 
MA Mastercard Incorporated
+0.69%
+$4,758.42 
META Meta Platforms Inc Class A
+0.68%
+$6,196.83 
IBM International Business Machines Corporation
+0.65%
+$1,965.12 
IYW iShares U.S. Technology ETF
+0.58%
+$5,020.6 
SMH VanEck Semiconductor ETF
+0.57%
+$12,826.36 
IXN iShares Global Tech ETF
+0.54%
+$4,796.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$11,426.1 
XLK State Street Technology Select Sector SPDR ETF
+0.43%
+$4,160.05 
HON Honeywell International Inc.
+0.41%
+$1,095.76 
VGT Vanguard Information Technology ETF
+0.41%
+$8,131.92 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$7,552 
QQQM Invesco NASDAQ 100 ETF
+0.36%
+$2,223.77 
FTEC Fidelity MSCI Information Technology Index ETF
+0.35%
+$3,515.52 
VUG Vanguard Growth ETF
+0.29%
+$522,041.1 
VONG Vanguard Russell 1000 Growth Fund
+0.25%
+$3,374.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.21%
+$845.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$37,321.57 
VOT Vanguard Mid-Cap Growth ETF
+0.16%
+$3,274.96 
NVDA NVIDIA Corporation
+0.12%
+$3,494.88 
SPEM SPDR Portfolio Emerging Markets ETF
+0.06%
+$1,378.44 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$845.62 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$106.35 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$29.45 
BRK-B Berkshire Hathaway Inc.
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CMG Chipotle Mexican Grill, Inc.
-3.98%
-$7,809 
ORCL Oracle Corporation
-3.18%
-$8,795.46 
TSLA Tesla, Inc.
-2.45%
-$27,412.9 
GE General Electric Company
-2.21%
-$9,101.39 
HD The Home Depot, Inc.
-1.72%
-$3,876.95 
CBRE CBRE Group Inc.
-1.72%
-$9,145.18 
AAPL Apple Inc.
-1.71%
-$85,566.07 
WMT Walmart Inc.
-1.54%
-$13,643.52 
CL Colgate-Palmolive Company
-1.28%
-$3,471.23 
VIXM ProShares VIX Mid-Term Futures ETF
-1%
-$1,925.02 
AXP American Express Company
-0.91%
-$3,166.96 
KR Kroger Co.
-0.88%
-$1,711.32 
JPM JPMorgan Chase & Co.
-0.79%
-$11,027.25 
XLI Industrial Select Sector SPDR Fund
-0.76%
-$6,433.57 
PG Procter & Gamble Co
-0.75%
-$5,255.63 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$3,872.43 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.7%
-$225,083.4 
DFIV Dimensional International Value ETF
-0.69%
-$2,037.81 
VNQ Vanguard Real Estate ETF
-0.63%
-$1,654.38 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$199,246.35 
IUSV iShares Core S&P U.S. Value ETF
-0.58%
-$3,011.03 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$4,107.87 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$7,521.3 
TT Trane Technologies plc
-0.57%
-$1,782 
QCOM QUALCOMM Incorporated
-0.57%
-$1,625.25 
ABBV AbbVie Inc.
-0.56%
-$2,090.47 
DFAS Dimensional U.S. Small Cap ETF
-0.54%
-$1,550.56 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.54%
-$2,585.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$69,670.69 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$11,201.85 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$12,107.62 
STXK Strive Small-Cap Equity Fund
-0.48%
-$1,508.67 
STXV Strive 1000 Value ETF
-0.48%
-$4,540.64 
VB Vanguard Small-Cap ETF
-0.45%
-$4,011.93 
SCHM Schwab U.S. Mid-Cap ETF
-0.43%
-$15,944.4 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$2,503.56 
VTV Vanguard Value ETF
-0.42%
-$618,466.1 
SCHF Schwab International Equity ETF
-0.41%
-$6,330.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.4%
-$41,123.7 
XLF Financial Select Sector SPDR Fund
-0.38%
-$1,013.73 
VYM Vanguard High Dividend Yield ETF
-0.38%
-$1,004.06 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$1,062.73 
IWD iShares Russell 1000 Value ETF
-0.36%
-$1,704.35 
COST Costco Wholesale Corporation
-0.3%
-$2,462.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.28%
-$2,333.08 
VO Vanguard Mid-Cap ETF
-0.27%
-$3,600.82 
DFUV Dimensional US Marketwide Value ETF
-0.27%
-$819.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.26%
-$1,753.54 
SCHA Schwab U.S. Small-Cap ETF
-0.23%
-$14,799.84 
NTSX WisdomTree U.S. Efficient Core Fund
-0.18%
-$1,391.36 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.17%
-$916.44 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.16%
-$974.5 
VBK Vanguard Small-Cap Growth ETF
-0.12%
-$29,479.95 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.12%
-$377.3 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$2,506.37 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.1%
-$3,313.97 
IBTI iShares iBonds Dec 2028 Term ETF
-0.09%
-$198.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.07%
-$509.28 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$654.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$3,227.56 
DFUS Dimensional U.S. Equity Market ETF
-0.04%
-$308.74 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$1,445.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.03%
-$698.2 
VOO Vanguard S&P 500 ETF
-0.03%
-$2,020.76 
STXG Strive 1000 Growth ETF
-0.02%
-$281 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$126 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$1,036.37 
IVV iShares Core S&P 500 ETF
-0.01%
-$172.2 Events
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Dividends
Dividend Analysis
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| Trades 1482 | Longs Won 680/1482 45% | Profit Factor 51.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $721,881.71 |
| Average Win $299,876.63 | Best Trade (Jul 20) $12.08M | Sharpe Ratio -11.65 |
| Average Loss -$4,912.83 | Worst Trade (Mar 31) -$383,003.61 | Z-Score -6.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $134,936.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Safeguard Financial LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $7.8M, iShares Core MSCI EAFE ETF - $2.54M, Vanguard Growth ETF - $1.8M, VANGUARD SMALL-CAP VALUE ETF - $1.48M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.36M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ProShares VIX Mid-Term Futures ETF - $498,311.51, Tesla, Inc - $410,639.36, Vanguard Real Estate ETF - $249,814.97, Warner Bros. Discovery, Inc - $205,174.78, and State Street Technology Select Sector SPDR ETF - $48,563.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Safeguard Financial LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.71M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $7.8M, iShares Core MSCI EAFE ETF - $2.54M, Vanguard Growth ETF - $1.8M, VANGUARD SMALL-CAP VALUE ETF - $1.48M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.33M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Safeguard Financial LLC's monthly returns?
Safeguard Financial LLC's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Safeguard Financial LLC's strategy be considered aggressive or moderate?
Safeguard Financial LLC's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Safeguard Financial LLC's strategy?
Safeguard Financial LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
