DFX Intelligence

Family Office Intelligence

Family office profile

S•••••••• F••••••••• L••

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Minocqua, WICandidateidentity confidence 30%Top 500 by research priority

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Not yet hand-verified

Last observed Sep 21, 2026 · 20 observations · 3 sources

1 people · 0 investments · 105 public positions · 9 events

This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview

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Profile completeness 34% (high value, high value shallow; the most valuable missing fact is classification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Candidate
Description: unknown
Headquarters: Minocqua, WI
Office address: unknown
Business phone: unknown
Website: unknown
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $456M. These are different facts and are never added together.
Form 13F: $456M across 105 positions, quarter ended Mar 31, 2025. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 19, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Sep 12, 2026Not a family office 80%the firm's own site describes another business, not a family office (cited)Fact
Sep 12, 2026Not a family office 80%the office describes itself as a not family office (cited)Fact
Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference

Family and wealth origin

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Family served: unknown
Source of wealth: unknown
Operating company origin: unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team

1 peopleshow

Person	Title	Responsibility	Business contact	Source
A••• S••••	Agent	Other	phone: 844-844-3453 (published by the subject, May 1, 2026)	sec.gov Fact

Office contact points

Office address: P.O. BOX 937, Minocqua, WI, 54548 (published by the subject) sec.gov

Website: safeguardfinancial.com (published by the subject) safeguardfinancial.com

Investment mandate

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inferred only: public equity book 456467072.0

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $456M Inference
13F table value, quarter ended 2025-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 105 for the quarter ended Mar 31, 2025; $427M shown of $456M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• I•••• F••	GROWTH ETF	$132M	355,130	28.8%
V••••••• I•••• F••	VALUE ETF	$115M	668,612	25.3%
I•••••• T•	CORE MSCI EAFE	$26.4M	349,555	5.8%
V••••••• I•••• F••	SM CP VAL ETF	$24.7M	132,402	5.4%
V••••••• I•••• F••	SML CP GRW ETF	$18.3M	72,790	4.0%
S••••• S•••••••• T•	US LCAP GR ETF	$17.0M	678,574	3.7%
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$10.1M	199,116	2.2%
S••••• S•••••••• T•	US LCAP VA ETF	$8.1M	304,620	1.8%
I•••••• T•	IBONDS DEC25 ETF	$5.7M	227,886	1.3%
V••••••• I•••• F••	S&P 500 ETF SHS	$5.6M	10,923	1.2%
I•••••• T•	IBONDS DEC2026	$5.0M	207,274	1.1%
V••••••• I•••• F••	TOTAL STK MKT	$4.4M	16,137	1.0%
S••••• S•••••••• T•	US SML CAP ETF	$4.3M	184,998	0.9%
I•••••• T•	IBONDS 27 ETF	$4.1M	169,125	0.9%
I•••••• T•	IBDS DEC28 ETF	$3.3M	132,559	0.7%
A•••• I••	COM	$3.3M	15,038	0.7%
M•••••••• C•••	COM	$3.2M	8,457	0.7%
S••• S•• 5•• E•• T•	TR UNIT	$2.8M	4,984	0.6%
S••••• S•••••••• T•	US MID-CAP ETF	$2.8M	106,296	0.6%
I•••••• T•	IBONDS DEC 29	$2.3M	100,255	0.5%
A••••• C•• I••	COM	$2.2M	11,343	0.5%
V••••••• I•••• F••	MCAP VL IDXVIP	$2.0M	12,292	0.4%
S••••• S•••••••• T•	US DIVIDEND EQ	$1.9M	67,890	0.4%
S••• S•• T•	PORTFOLIO S&P500	$1.8M	27,928	0.4%
S••• I•••• S•• F••	PORTFOLIO EMG MK	$1.8M	45,948	0.4%
S••• S•• T•	PRTFLO S&P500 GW	$1.7M	21,764	0.4%
V••••••• I•••• F••	MCAP GR IDXVIP	$1.7M	6,968	0.4%
N••••• C•••••••••	COM	$1.6M	14,562	0.3%
I•••••• Q•• T•	UNIT SER 1	$1.4M	2,950	0.3%
I•••••• T•	IBONDS 25 TRM TS	$1.4M	57,810	0.3%
B•••••••• H••••••• I•• D••	CL B NEW	$1.3M	2,527	0.3%
V••••••• W•••• F•	INF TECH ETF	$1.2M	2,186	0.3%
S••••• S•••••••• T•	INTL EQTY ETF	$1.1M	57,550	0.2%
I•••••• T•	IBONDS 26 TRM TS	$1.1M	47,532	0.2%
V••••••• I•••• F••	MID CAP ETF	$1.1M	4,187	0.2%
V••••••• S••••••••• F••••	DIV APP ETF	$1.1M	5,490	0.2%
V••••••• S••••••••• F••	VNG RUS1000GRW	$1.0M	10,885	0.2%
J••••••• C•••• • C••	COM	$1.0M	4,107	0.2%
I•••••• T•	CORE S&P500 ETF	$921,537	1,640	0.2%
E• S••••• T••••	STRIVE 1000 GRWT	$859,071	21,450	0.2%

Changes between the last two quarters

Mar 31, 2025 S•••••••• F••••••••• L•• increased I•••••• T• 165,807 -> 207,274 shares ($3,990,979 -> $5,018,100) sec.gov
Mar 31, 2025 S•••••••• F••••••••• L•• increased I•••••• T• 130,190 -> 169,125 shares ($3,119,360 -> $4,089,438) sec.gov
Mar 31, 2025 S•••••••• F••••••••• L•• increased I•••••• T• 96,806 -> 132,559 shares ($2,410,457 -> $3,348,433) sec.gov
Mar 31, 2025 S•••••••• F••••••••• L•• increased I•••••• T• 61,405 -> 100,255 shares ($1,400,026 -> $2,318,890) sec.gov

Real estate

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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

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Signals and timeline

3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

Sep 12, 2026Classification changedS•••••••• F••••••••• L••: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (the office describes itself as a not family office (cited))c•••••••••Factno URL
Sep 12, 2026Office discoveredS•••••••• F••••••••• L•• files Form 13F (non_adviser_filer, $460,188,362 in 114 positions)DiscoveryInferencesec.gov
Sep 19, 2026Classification changedS•••••••• F••••••••• L••: NOT_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)c•••••••••Inferenceno URL

Sources and evidence

20show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 20 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)

Contactability

+10 v••••••• b••••••• p••••• (1)

Data confidence

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+15 i••••••••• s•••••• (3 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+30 i••••••••• s•••••• (3 sources)

Research priority

+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($456,467,072)

+3 c••••••••• i••••••• u•••••••••

+5 n• d••••••••• y•• •••••••• w•••• a•• o•••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (463)

Mandate confidence

no components; scored 0

Identity confidence

+30 c••••••••• (CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company))

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

no components; scored 0

Current activity confidence

+25 a• s••••••••• f••• w••••• 1• m••••• (10 days)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar forms	13F-HR,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Filing address	P.O. BOX 937, Minocqua, WI, 54548	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	P.O. BOX 937, Minocqua, WI, 54548	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	non_adviser_filer	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	105	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	114	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$456M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$460M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Minocqua, WI	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Minocqua, WI	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Website search	not_found	Sep 21, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 20, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 19, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference