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:
36.56%
Gain -0.29%
Monthly
0.71%
Yearly
8.86%
Drawdown
16.76%
$586.97M
Equity
Holdings
$586.97M
Investment
$388.37M
$199.53M
Profit -$1.84M
Realized
$936,999.24
Unrealized
$198.59M
Dividends
$19.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$1.84M
Win %
89%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$4.4M
Win %
89%
This Month
Compared to last month
Gain
-1.95%
Profit
-$11.65M
Win %
89%
This Year
Compared to last year
Gain
8.35%
Profit
$45.25M
Win %
89%
QCOM QUALCOMM Incorporated
+1.81%
+$6,072 
CMG Chipotle Mexican Grill, Inc.
+1.6%
+$2,850 
V Visa Inc. Class A
+1.45%
+$7,298.72 
KR Kroger Co.
+0.98%
+$2,073.33 
ABBV AbbVie Inc.
+0.97%
+$3,198.06 
JPM JPMorgan Chase & Co.
+0.91%
+$11,684.46 
PG Procter & Gamble Co
+0.77%
+$5,278.89 
AXP American Express Company
+0.72%
+$2,248.79 
XLF Financial Select Sector SPDR Fund
+0.71%
+$1,768.12 
MA Mastercard Incorporated
+0.7%
+$4,357.08 
VNQ Vanguard Real Estate ETF
+0.58%
+$1,496.82 
CBRE CBRE Group Inc.
+0.53%
+$2,645.3 
XOM Exxon Mobil Corporation
+0.52%
+$4,107.04 
STXV Strive 1000 Value ETF
+0.38%
+$3,558.88 
COST Costco Wholesale Corporation
+0.37%
+$3,105.9 
HD The Home Depot, Inc.
+0.34%
+$731.5 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$3,828.38 
DFAT Dimensional US Targeted Value ETF
+0.31%
+$1,632.49 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$95,991.45 
VOE Vanguard Mid-Cap Value ETF
+0.27%
+$6,453.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.25%
+$5,431.2 
COP ConocoPhillips
+0.23%
+$736.06 
DFAS Dimensional U.S. Small Cap ETF
+0.2%
+$563.84 
IJR iShares Core S&P Small-Cap ETF
+0.18%
+$1,049.92 
IBTI iShares iBonds Dec 2028 Term ETF
+0.18%
+$396.41 
SCHV Schwab U.S. Large-Cap Value ETF
+0.18%
+$18,277.2 
SCHA Schwab U.S. Small-Cap ETF
+0.17%
+$11,099.88 
HON Honeywell International Inc.
+0.15%
+$777.64 
VYM Vanguard High Dividend Yield ETF
+0.14%
+$378.58 
SCHM Schwab U.S. Mid-Cap ETF
+0.14%
+$5,314.8 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$423.98 
IUSV iShares Core S&P U.S. Value ETF
+0.13%
+$643.58 
VTV Vanguard Value ETF
+0.11%
+$153,779.42 
SPEM SPDR Portfolio Emerging Markets ETF
+0.11%
+$2,527.14 
WMT Walmart Inc.
+0.07%
+$697.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.07%
+$347.36 
IWD iShares Russell 1000 Value ETF
+0.06%
+$287.25 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$2,536.87 
IJH iShares Core S&P Mid-Cap ETF
+0.05%
+$375.92 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.05%
+$2,362.92 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$475.32 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$140.91 
STXK Strive Small-Cap Equity Fund
+0.03%
+$81.55 
VB Vanguard Small-Cap ETF
+0.02%
+$209.55 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$59.5 
NTSX WisdomTree U.S. Efficient Core Fund
+0.02%
+$132.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.01%
+$26.24 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
AMZN Amazon.com Inc
-2.56%
-$70,269.88 
IBM International Business Machines Corporation
-2.34%
-$9,156.33 
MSFT Microsoft Corp.
-2.01%
-$66,302.88 
ORCL Oracle Corporation
-1.43%
-$5,751.81 
AVGO Broadcom Inc.
-1.41%
-$10,298.02 
IXN iShares Global Tech ETF
-1.24%
-$11,525.26 
AAPL Apple Inc.
-1.09%
-$48,572.74 
TSLA Tesla, Inc.
-1.01%
-$11,886.72 
IYW iShares U.S. Technology ETF
-0.81%
-$7,090.03 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.8%
-$4,096.57 
FTEC Fidelity MSCI Information Technology Index ETF
-0.79%
-$7,983.2 
QQQ Invesco QQQ Trust, Series 1
-0.78%
-$16,593.75 
XLK State Street Technology Select Sector SPDR ETF
-0.76%
-$7,658.96 
QQQM Invesco NASDAQ 100 ETF
-0.72%
-$4,577.06 
VONG Vanguard Russell 1000 Growth Fund
-0.7%
-$9,469.95 
TT Trane Technologies plc
-0.69%
-$2,112 
VUG Vanguard Growth ETF
-0.69%
-$1.26M 
GE General Electric Company
-0.69%
-$2,706.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$95,575.68 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.66%
-$149,286.28 
VGT Vanguard Information Technology ETF
-0.66%
-$13,290.88 
SMH VanEck Semiconductor ETF
-0.61%
-$15,140.11 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$14,522.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.59%
-$15,017.16 
SCHF Schwab International Equity ETF
-0.58%
-$9,208 
META Meta Platforms Inc Class A
-0.58%
-$4,598.56 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$192,255.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.53%
-$4,467.6 
GOOG Alphabet Inc
-0.52%
-$9,492.17 
VEU Vanguard FTSE All-World ex-US ETF
-0.47%
-$3,221.62 
CL Colgate-Palmolive Company
-0.41%
-$1,079.29 
GOOGL Alphabet Inc
-0.39%
-$6,900.07 
STXG Strive 1000 Growth ETF
-0.38%
-$4,397.25 
NVDA NVIDIA Corporation
-0.37%
-$11,067.12 
VOT Vanguard Mid-Cap Growth ETF
-0.37%
-$7,595.12 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$12,509.89 
VOO Vanguard S&P 500 ETF
-0.33%
-$24,576.53 
IVV iShares Core S&P 500 ETF
-0.32%
-$3,903.18 
SCHX Schwab U.S. Large-Cap ETF
-0.31%
-$2,944.35 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.28%
-$2,041.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$1,824.92 
XLI Industrial Select Sector SPDR Fund
-0.23%
-$1,901.83 
DFUS Dimensional U.S. Equity Market ETF
-0.22%
-$1,587.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$12,586.7 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.19%
-$1,047.36 
VBK Vanguard Small-Cap Growth ETF
-0.16%
-$40,761.67 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.14%
-$452.76 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$835.29 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$2,506.37 
VIXM ProShares VIX Mid-Term Futures ETF
-0.1%
-$199.14 
NOC Northrop Grumman Corporation
-0.09%
-$500.98 
DFIV Dimensional International Value ETF
-0.08%
-$238.19 
VO Vanguard Mid-Cap ETF
-0.08%
-$1,003.21 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$1,325.59 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$494.1 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$126 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1482 | Longs Won 684/1482 46% | Profit Factor 55.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $719,400.49 |
| Average Win $297,077.25 | Best Trade (Jun 11) $12M | Sharpe Ratio -5.97 |
| Average Loss -$4,602.45 | Worst Trade (Mar 31) -$383,003.61 | Z-Score -6.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $134,634.34 |
| 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 |
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Returns
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