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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 51 | $1,961,036 | 5,215 | 0.00 | 5,215 | +Inf | 12-31-2023 | |
| ISHARES IBONDS TERM TREASURY ETF IV | ETF | Liquidated | $0 | 0 | 0.88 | 76,597 | +Inf | 12-31-2023 | |
| SPDR SER TR | PRTFLO S&P500 GW | 53 | $1,781,347 | 27,380 | 0.00 | 27,380 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS 24 TRM TS | 54 | $1,731,946 | 72,588 | 0.00 | 72,588 | +Inf | 12-31-2023 |
