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 HIGH DIVIDEND YIELD ETF | ETF | Liquidated | $0 | 0 | 0.13 | 2,527 | +Inf | 12-31-2023 | |
| QUALCOMM INC | COM | 202 | $263,950 | 1,825 | 0.00 | 1,825 | +Inf | 12-31-2023 | |
| NVIDIA CORPORATION | COM | 203 | $262,468 | 530 | 0.00 | 530 | +Inf | 12-31-2023 | |
| VANGUARD FTSE ALL WORLD EX US ETF | ETF | Liquidated | $0 | 0 | 0.13 | 4,825 | +Inf | 12-31-2023 |
