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:
268.13%
Gain +3.2%
Monthly
2.64%
Yearly
36.64%
Drawdown
40.76%
$606.15M
Equity
Holdings
$606.15M
Investment
$388.18M
$217.67M
Profit +$5.94M
Realized
-$300,525.83
Unrealized
$217.97M
Dividends
$21.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.2%
Profit
$5.94M
Win %
87%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$4.82M
Win %
87%
This Month
Compared to last month
Gain
-0.37%
Profit
-$2.27M
Win %
87%
This Year
Compared to last year
Gain
11.97%
Profit
$64.78M
Win %
87%
KR Kroger Co.
+3.39%
+$6,351.63 
QCOM QUALCOMM Incorporated
+2.84%
+$8,283 
IBM International Business Machines Corporation
+2.38%
+$7,945.92 
ORCL Oracle Corporation
+2.23%
+$7,468.6 
GOOGL Alphabet Inc
+1.79%
+$29,742.54 
AAPL Apple Inc.
+1.78%
+$87,220.4 
GOOG Alphabet Inc
+1.75%
+$29,288.52 
AMZN Amazon.com Inc
+1.73%
+$49,342.05 
META Meta Platforms Inc Class A
+1.71%
+$15,464.06 
ABBV AbbVie Inc.
+1.64%
+$6,146.73 
XLK State Street Technology Select Sector SPDR ETF
+1.56%
+$15,923.9 
VGT Vanguard Information Technology ETF
+1.55%
+$32,354.55 
IYW iShares U.S. Technology ETF
+1.54%
+$13,892.14 
FTEC Fidelity MSCI Information Technology Index ETF
+1.54%
+$16,094.49 
IXN iShares Global Tech ETF
+1.53%
+$14,389.92 
NVDA NVIDIA Corporation
+1.51%
+$47,908.98 
SMH VanEck Semiconductor ETF
+1.48%
+$33,689.7 
CBRE CBRE Group Inc.
+1.34%
+$6,991.15 
JPM JPMorgan Chase & Co.
+1.32%
+$19,138.62 
VUG Vanguard Growth ETF
+1.26%
+$2.34M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.22%
+$175,222.08 
SCHF Schwab International Equity ETF
+1.22%
+$19,567 
VONG Vanguard Russell 1000 Growth Fund
+1.17%
+$15,957.41 
STXG Strive 1000 Growth ETF
+1.16%
+$13,728 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.13%
+$268,036.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.13%
+$29,381.4 
IEFA iShares Core MSCI EAFE ETF
+1.12%
+$384,510.5 
NTSX WisdomTree U.S. Efficient Core Fund
+1.1%
+$8,613.15 
VEU Vanguard FTSE All-World ex-US ETF
+1.08%
+$7,421.96 
IVV iShares Core S&P 500 ETF
+1.08%
+$13,464.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.08%
+$9,233.04 
VOO Vanguard S&P 500 ETF
+1.05%
+$79,683.29 
SCHX Schwab U.S. Large-Cap ETF
+1.04%
+$10,141.65 
DFIV Dimensional International Value ETF
+1.03%
+$3,175.8 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$21,623.56 
SPY SPDR S&P 500 ETF Trust
+1.03%
+$39,024.62 
QQQM Invesco NASDAQ 100 ETF
+1.03%
+$6,496.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.03%
+$7,214.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.03%
+$7,625.3 
DFUS Dimensional U.S. Equity Market ETF
+1.01%
+$7,403.47 
AXP American Express Company
+1%
+$3,162.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+1%
+$60,352.54 
XOM Exxon Mobil Corporation
+1%
+$8,916.6 
XLI Industrial Select Sector SPDR Fund
+0.99%
+$7,936.24 
MSFT Microsoft Corp.
+0.94%
+$38,986.77 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.92%
+$4,438.43 
VBK Vanguard Small-Cap Growth ETF
+0.92%
+$226,376.9 
IUSV iShares Core S&P U.S. Value ETF
+0.91%
+$4,735.37 
IWD iShares Russell 1000 Value ETF
+0.9%
+$4,366.2 
IJH iShares Core S&P Mid-Cap ETF
+0.87%
+$6,061.71 
VOT Vanguard Mid-Cap Growth ETF
+0.85%
+$17,385.16 
VO Vanguard Mid-Cap ETF
+0.85%
+$11,388.64 
VYM Vanguard High Dividend Yield ETF
+0.82%
+$2,172.72 
VOE Vanguard Mid-Cap Value ETF
+0.8%
+$20,035.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.8%
+$19,828.88 
SCHV Schwab U.S. Large-Cap Value ETF
+0.79%
+$82,247.4 
HD The Home Depot, Inc.
+0.78%
+$1,589.35 
TT Trane Technologies plc
+0.78%
+$2,270.39 
VTV Vanguard Value ETF
+0.77%
+$1.15M 
DFUV Dimensional US Marketwide Value ETF
+0.76%
+$2,430.79 
VB Vanguard Small-Cap ETF
+0.75%
+$6,556.86 
TSLA Tesla, Inc.
+0.72%
+$7,660.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.72%
+$3,029.35 
VIG Vanguard Dividend Appreciation ETF
+0.71%
+$9,333 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$1,941.76 
SPEM SPDR Portfolio Emerging Markets ETF
+0.66%
+$15,852.06 
AVGO Broadcom Inc.
+0.62%
+$4,275 
SCHM Schwab U.S. Mid-Cap ETF
+0.62%
+$22,853.64 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.62%
+$195,954.96 
XLF Financial Select Sector SPDR Fund
+0.61%
+$1,650.25 
STXV Strive 1000 Value ETF
+0.61%
+$5,890.56 
STXK Strive Small-Cap Equity Fund
+0.61%
+$1,856.08 
SCHA Schwab U.S. Small-Cap ETF
+0.59%
+$37,018.1 
DFAS Dimensional U.S. Small Cap ETF
+0.58%
+$1,638.66 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$3,230.44 
PG Procter & Gamble Co
+0.49%
+$3,255.7 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$2,429.76 
VNQ Vanguard Real Estate ETF
+0.41%
+$1,024.14 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$9,491.02 
COP ConocoPhillips
+0.37%
+$1,443.81 
GE General Electric Company
+0.36%
+$1,371.12 
WMT Walmart Inc.
+0.29%
+$2,364.36 
V Visa Inc. Class A
+0.29%
+$1,659.52 
HON Honeywell International Inc.
+0.25%
+$589.12 
NOC Northrop Grumman Corporation
+0.23%
+$1,170.56 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.15%
+$785.52 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.12%
+$696.08 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,073.97 
TFLO iShares Treasury Floating Rate Bond ETF
+0.05%
+$147.28 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1,691.25 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$2,072.74 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$662.79 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
IBTJ iShares iBonds Dec 2029 Term Fund
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 1482 | Longs Won 838/1482 56% | Profit Factor 39.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $793,504.71 |
| Average Win $266,440.02 | Best Trade (Aug 14) $13.1M | Sharpe Ratio -11.46 |
| Average Loss -$8,708.69 | Worst Trade (Mar 31) -$383,003.61 | Z-Score 6.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $146,874.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,038 | $2.72M | $5M | - | $2.28M | 83.92% | +1.776% |
| ABBV AbbVie Inc. | 1,467 | $263,140.26 | $380,231.73 | - | $117,091.47 | 44.5% | +1.643% |
| AMZN Amazon.com Inc | 11,343 | $1.99M | $2.91M | - | $914,703.7 | 45.92% | +1.727% |
| AVGO Broadcom Inc. | 1,900 | $313,362.2 | $689,852 | - | $376,489.8 | 120.15% | +0.624% |
| AXP American Express Company | 982 | $266,318.4 | $318,099.26 | - | $51,780.86 | 19.44% | +1.004% |
| BRK-B Berkshire Hathaway Inc. | 2,527 | $895,765.62 | $1.28M | - | $386,497.35 | 43.15% | +0.084% |
| CBRE CBRE Group Inc. | 3,779 | $258,036.29 | $528,455.36 | - | $270,419.07 | 104.8% | +1.341% |
 CL Colgate-Palmolive Company | 2,917 | $206,008.25 | $256,287.62 | - | $50,279.37 | 24.41% | -0.046% |
 CMG Chipotle Mexican Grill, Inc. | 5,700 | $343,710 | $204,915 | - | -$138,795 | -40.38% | -0.498% |
| COP ConocoPhillips | 2,831 | $297,792.96 | $389,404.05 | - | $91,611.09 | 30.76% | +0.372% |
 COST Costco Wholesale Corporation | 870 | $703,600.58 | $785,027.1 | - | $81,426.52 | 11.57% | -0.006% |
| DFAS Dimensional U.S. Small Cap ETF | 3,524 | $229,341.92 | $283,593.9 | - | $54,251.98 | 23.66% | +0.581% |
| DFAT Dimensional US Targeted Value ETF | 7,593 | $422,626.38 | $534,091.62 | - | $111,465.24 | 26.37% | +0.457% |
| DFIV Dimensional International Value ETF | 5,293 | $187,795.64 | $310,275.66 | - | $122,480.02 | 65.22% | +1.034% |
| DFUS Dimensional U.S. Equity Market ETF | 8,821 | $562,338.75 | $736,723.75 | - | $174,385 | 31.01% | +1.015% |
| DFUV Dimensional US Marketwide Value ETF | 5,653 | $231,320.76 | $322,447.12 | - | $91,126.36 | 39.39% | +0.76% |
| FTEC Fidelity MSCI Information Technology Index ETF | 3,662 | $403,635.72 | $1.06M | - | $657,886.53 | 162.99% | +1.54% |
| GE General Electric Company | 1,182 | $222,727.24 | $384,516.42 | - | $161,789.18 | 72.64% | +0.358% |
| GOOG Alphabet Inc | 5,076 | $844,653.52 | $1.71M | - | $861,694.64 | 102.02% | +1.746% |
| GOOGL Alphabet Inc | 4,982 | $845,531.92 | $1.69M | - | $841,223.82 | 99.49% | +1.795% |
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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 - $7.74M, iShares Core MSCI EAFE ETF - $2.54M, Vanguard Growth ETF - $1.79M, VANGUARD SMALL-CAP VALUE ETF - $1.46M, 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 - $249,400.72, Warner Bros. Discovery, Inc - $214,181.26, and Novo Nordisk A/S Sponsored ADR - $90,907.05. 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 $21.79M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $7.74M, iShares Core MSCI EAFE ETF - $2.54M, Vanguard Growth ETF - $1.79M, VANGUARD SMALL-CAP VALUE ETF - $1.46M, 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.
