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Safeguard Investment Advisory Group, LLC - Q42025 Holdings

Safeguard Investment Advisory Group, LLC holds 148 stocks with a total portfolio value of $ 390.91M as of Q42025. In Q42025, Safeguard Investment Advisory Group, LLC added 16 new positions, increased stakes in 55 stocks, reduced 69 holdings, and fully exited 18 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 22.09% of the total portfolio.

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