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Ishares Tr core div grwth shares owned by Safeguard Financial

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Safeguard Financial from 13F filings

Historical chart of Safeguard Financial investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Safeguard Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 3.4k 62.68
2023-06-30 $54k 1.1k 51.09
2022-03-31 $239k 4.5k 53.32

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds Dec2026 (IBDR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Safeguard Financial

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wealthfront Advisers
BlackRock
Raymond James Financial Services Advisors
Pnc Financial Services
FMR
Capital Investment Advisors
Ameriprise Financial
Commonwealth Equity Services
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group

View all funds holding Ishares Tr core div grwth