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:
326.7%
Gain +1.93%
Monthly
2.53%
Yearly
34.93%
Drawdown
40.77%
$602.53M
Equity
Holdings
$602.53M
Investment
$388.18M
$214.05M
Profit +$3.63M
Realized
-$299,802.59
Unrealized
$214.35M
Dividends
$23.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.93%
Profit
$3.63M
Win %
91%
This Week
Compared To Last Week
Gain
0.61%
Profit
$3.63M
Win %
91%
This Month
Compared to last month
Gain
0.29%
Profit
$1.74M
Win %
91%
This Year
Compared to last year
Gain
11.3%
Profit
$61.16M
Win %
91%
TSLA Tesla, Inc.
+5.97%
+$65,201.03 
CMG Chipotle Mexican Grill, Inc.
+2.82%
+$4,417.5 
SMH VanEck Semiconductor ETF
+2.49%
+$53,213.45 
TT Trane Technologies plc
+2.46%
+$7,227.01 
AVGO Broadcom Inc.
+2.33%
+$14,250.02 
NVDA NVIDIA Corporation
+2.02%
+$62,106.78 
NOC Northrop Grumman Corporation
+1.46%
+$7,985.6 
XLK State Street Technology Select Sector SPDR ETF
+1.41%
+$14,188.25 
IXN iShares Global Tech ETF
+1.39%
+$12,724.42 
FTEC Fidelity MSCI Information Technology Index ETF
+1.25%
+$13,036.72 
XLI State Street Industrial Select Sector SPDR ETF
+1.25%
+$9,673.76 
VGT Vanguard Information Technology ETF
+1.24%
+$25,794.8 
QQQ Invesco QQQ Trust, Series 1
+1.05%
+$21,800.44 
QCOM QUALCOMM Incorporated
+1.04%
+$3,027.75 
IYW iShares U.S. Technology ETF
+1.03%
+$9,303.42 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.02%
+$26,334.44 
VOT Vanguard Mid-Cap Growth ETF
+1.02%
+$20,451.08 
QQQM Invesco NASDAQ 100 ETF
+1.01%
+$6,325.87 
VONG Vanguard Russell 1000 Growth ETF
+1.01%
+$13,497.4 
MSFT Microsoft Corporation Common Stock
+0.96%
+$42,454.06 
VUG Vanguard Morningstar Growth ETF
+0.89%
+$1.64M 
JPM JPMorgan Chase & Co.
+0.87%
+$11,787.13 
GE General Electric Company
+0.84%
+$2,824.97 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.83%
+$196,786.46 
STXG Strive 1000 Growth ETF
+0.81%
+$9,637.49 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$5,450.84 
DFUS Dimensional U.S. Equity Market ETF
+0.77%
+$5,645.44 
IJR iShares Core S&P Small-Cap ETF
+0.74%
+$4,118.76 
SCHA Schwab U.S. Small-Cap ETF
+0.72%
+$43,474.53 
DFAS Dimensional U.S. Small Cap ETF
+0.69%
+$1,902.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.68%
+$4,795.68 
BRK-B Berkshire Hathaway Inc.
+0.68%
+$9,299.36 
VV Vanguard Morningstar Large-Cap ETF
+0.68%
+$5,040.99 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$6,543 
VTI Vanguard Total Stock Market ETF
+0.65%
+$39,051.38 
IVV iShares Core S&P 500 ETF
+0.64%
+$7,954 
SPY State Street SPDR S&P 500 ETF Trust
+0.63%
+$23,773.83 
VOO Vanguard S&P 500 ETF
+0.62%
+$47,643.61 
VBK Vanguard Small-Cap Growth ETF
+0.61%
+$146,671.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.61%
+$15,360.4 
DFAT Dimensional U.S. Targeted Value ETF
+0.61%
+$3,189.06 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.58%
+$7,871.56 
STXK Strive Small-Cap ETF
+0.58%
+$1,714.18 
NTSX WisdomTree U.S. Efficient Core Fund
+0.55%
+$4,306.57 
SCHF Schwab International Equity ETF
+0.54%
+$8,344.75 
SCHM Schwab U.S. Mid-Cap ETF
+0.54%
+$19,664.76 
VEA Vanguard FTSE Developed Markets ETF
+0.52%
+$71,681.16 
VB Vanguard Small-Cap ETF
+0.51%
+$4,416.15 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$167,786.4 
DFIV Dimensional International Value ETF
+0.5%
+$1,482.03 
DFUV Dimensional US Marketwide Value ETF
+0.5%
+$1,582.84 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$1,316.8 
SCHV Schwab U.S. Large-Cap Value ETF
+0.45%
+$47,216.1 
VIG Vanguard Dividend Appreciation ETF
+0.45%
+$5,984.1 
VBR Vanguard Small-Cap Value ETF
+0.44%
+$141,008.13 
WMT Walmart Inc.
+0.42%
+$3,914.76 
VTV Vanguard Morningstar Value ETF
+0.39%
+$581,690.43 
COP ConocoPhillips
+0.39%
+$1,641.98 
AMZN Amazon.com Inc
+0.37%
+$10,435.56 
XOM ExxonMobil Holdings Corporation
+0.35%
+$3,485.53 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.32%
+$8,297.1 
VNQ Vanguard Real Estate ETF
+0.29%
+$695.89 
XLF State Street Financial Select Sector SPDR ETF
+0.29%
+$754.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.26%
+$747.84 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.26%
+$1,712.76 
IWD iShares Russell 1000 Value ETF
+0.25%
+$1,244.73 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$1,172.23 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.22%
+$1,080.66 
AXP American Express Company
+0.18%
+$564.65 
VXUS Vanguard Total International Stock ETF
+0.18%
+$1,439.56 
STXV Strive 1000 Value ETF
+0.16%
+$1,595.36 
ABBV AbbVie Inc.
+0.16%
+$660.14 
META Meta Platforms Inc Class A
+0.12%
+$1,037.48 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
+0.07%
+$400.66 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$417.64 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.05%
+$261.84 
COST Costco Wholesale Corp
+0.04%
+$374.09 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
+0.02%
+$72.44 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$237.66 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$845.62 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$662.79 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$58.91 
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 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
MA Mastercard Inc. Class A Common Stock
-1.57%
-$12,497.91 
CBRE CBRE Group Inc. Class A Common Stock
-1.26%
-$5,876.35 
CL Colgate-Palmolive Co.
-1.02%
-$2,800.32 
V Visa Inc. Class A
-1.02%
-$6,543.7 
AAPL Apple Inc.
-0.97%
-$50,978.97 
HON Honeywell International Inc.
-0.79%
-$2,061.91 
SPEM SPDR Portfolio Emerging Markets ETF
-0.7%
-$16,081.8 
IBM International Business Machines Corporation
-0.67%
-$2,427.92 
PG The Procter & Gamble Company
-0.67%
-$4,976.59 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$2,500.97 
HD The Home Depot, Inc.
-0.53%
-$1,130.49 
GOOG Alphabet Inc
-0.52%
-$8,426.16 
GOOGL Alphabet Inc
-0.39%
-$6,227.45 
KR The Kroger Co.
-0.34%
-$756.93 
SCHD Schwab U.S. Dividend Equity ETF
-0.28%
-$6,789 
ORCL Oracle Corporation
-0.21%
-$568.62 
VIXM ProShares VIX Mid-Term Futures ETF
-0.15%
-$265.52 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.05%
-$99.1 Events
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Dividends
Dividend Analysis
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| Trades 1482 | Longs Won 853/1482 57% | Profit Factor 39.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $787,047.56 |
| Average Win $257,495.9 | Best Trade (Oct 15) $13.13M | Sharpe Ratio -11.46 |
| Average Loss -$8,900.82 | Worst Trade (Mar 31) -$383,003.61 | Z-Score 6.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $144,430.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,038 | $2.72M | $5.18M | - | $2.46M | 90.54% | -0.975% |
| ABBV AbbVie Inc. | 1,467 | $263,140.26 | $419,694.03 | - | $156,553.77 | 59.49% | +0.158% |
| AMZN Amazon.com Inc | 11,343 | $1.99M | $2.82M | - | $831,672.94 | 41.75% | +0.371% |
| AVGO Broadcom Inc. | 1,900 | $313,362.2 | $625,442 | - | $312,079.8 | 99.59% | +2.332% |
| AXP American Express Company | 982 | $266,318.4 | $308,146.69 | - | $41,828.29 | 15.71% | +0.184% |
| BRK-B Berkshire Hathaway Inc. | 2,527 | $895,765.62 | $1.38M | - | $483,647.87 | 53.99% | +0.679% |
| CBRE CBRE Group Inc. Class A Common Stock | 3,779 | $258,036.29 | $460,074.35 | - | $202,038.06 | 78.3% | -1.261% |
| CL Colgate-Palmolive Co. | 2,917 | $206,008.25 | $271,514.36 | - | $65,506.11 | 31.8% | -1.021% |
| CMG Chipotle Mexican Grill, Inc. | 5,700 | $343,710 | $161,281.5 | - | -$182,428.5 | -53.08% | +2.816% |
| COP ConocoPhillips | 2,831 | $297,792.96 | $428,556.78 | - | $130,763.82 | 43.91% | +0.385% |
| COST Costco Wholesale Corp | 870 | $703,600.58 | $873,262.5 | - | $169,661.92 | 24.11% | +0.043% |
| DFAS Dimensional U.S. Small Cap ETF | 3,524 | $229,341.92 | $278,818.88 | - | $49,476.96 | 21.57% | +0.687% |
| DFAT Dimensional U.S. Targeted Value ETF | 7,593 | $422,626.38 | $527,941.29 | - | $105,314.91 | 24.92% | +0.608% |
| DFIV Dimensional International Value ETF | 5,293 | $187,795.64 | $298,207.62 | - | $110,411.98 | 58.79% | +0.499% |
| DFUS Dimensional U.S. Equity Market ETF | 8,821 | $562,338.75 | $735,406.77 | - | $173,068.02 | 30.78% | +0.774% |
| DFUV Dimensional US Marketwide Value ETF | 5,653 | $231,320.76 | $319,677.15 | - | $88,356.39 | 38.2% | +0.498% |
| FTEC Fidelity MSCI Information Technology Index ETF | 3,662 | $403,635.72 | $1.05M | - | $650,690.7 | 161.21% | +1.252% |
| GE General Electric Company | 1,182 | $222,727.24 | $340,451.46 | - | $117,724.22 | 52.86% | +0.837% |
| GOOG Alphabet Inc | 5,076 | $844,653.52 | $1.6M | - | $757,433.6 | 89.67% | -0.523% |
| GOOGL Alphabet Inc | 4,982 | $845,531.92 | $1.59M | - | $743,526.8 | 87.94% | -0.39% |
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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 Morningstar Value ETF - $8.42M, iShares Core MSCI EAFE ETF - $2.54M, Vanguard Morningstar Growth ETF - $1.98M, Vanguard Small-Cap Value ETF - $1.6M, and Vanguard FTSE Developed Markets ETF - $1.39M. 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 - $247,287.84, 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 $23.14M earned over time. The largest contributors to dividend income include Vanguard Morningstar Value ETF - $8.42M, iShares Core MSCI EAFE ETF - $2.54M, Vanguard Morningstar Growth ETF - $1.98M, Vanguard Small-Cap Value ETF - $1.6M, and Vanguard FTSE Developed Markets ETF - $1.37M. 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.
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