Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAFEGUARD FINANCIAL LLC | 01-30-2024 | 12-31-2023 | 79 | 264,101,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $70,379,034 | 226,386 | 0.03 | 226,386 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $67,816,466 | 453,736 | 0.03 | 453,736 | +Inf | 12-31-2023 | |
| VANGUARD VALUE ETF | ETF | Liquidated | $0 | 0 | 23.69 | 346,105 | +Inf | 12-31-2023 | |
| VANGUARD GROWTH ETF | ETF | Liquidated | $0 | 0 | 22.71 | 166,625 | +Inf | 12-31-2023 |
