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James Murray

Safeguard Investment Advisory Group, Llc

Assets Managed
$361.985M
Holdings
143
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-7.39%(2Q avg: -5.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Safeguard Investment Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of Safeguard Investment Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 361.985M in assets, with a quarterly growth rate of -7.39% and a 2-quarter average growth rate of -5.21%. The portfolio is managed by James Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -7.26%
21.72%
$78.596M
2.023M shares@ $38.86 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -2.97%
12.5%
$45.224M
1.23M shares@ $36.77 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -7.13%
11.33%
$41.003M
71,039 shares@ $577.19 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -7.06%
9.03%
$32.656M
50,211 shares@ $650.37 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -6.56%
5.92%
$21.418M
611,262 shares@ $35.04 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.91%
2.78%
$10.053M
39,609 shares@ $253.8 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.76%
2.03%
$7.317M
12,245 shares@ $597.57 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 0.35%
1.86%
$6.711M
28,241 shares@ $237.63 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 97.99%
1.71%
$6.179M
201,403 shares@ $30.69 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Decreased -5.77%
1.7%
$6.133M
22,518 shares@ $272.36 avg price

1-10 of 143