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 INTL EQUITY INDEX F | ALLWRLD EX US | 151 | $455,913 | 8,121 | 0.00 | 8,121 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | US EFFICIENT COR | 152 | $451,095 | 11,478 | 0.00 | 11,478 | +Inf | 12-31-2023 | |
| EXXON MOBIL CORP | Stock | Liquidated | $0 | 0 | 0.21 | 4,104 | +Inf | 12-31-2023 | |
| STRIVE 1000 GROWTH ETF IV | ETF | Liquidated | $0 | 0 | 0.20 | 13,441 | +Inf | 12-31-2023 |
