Guardian Financial Partners

Guardian Financial Partners as of June 30, 2022

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 38 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 21.7 $19M 56k 346.88
Kraneshares Tr Quadrtc Int Rt (IVOL) 17.7 $16M 625k 25.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 16.9 $15M 480k 31.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 8.9 $7.9M 312k 25.38
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 6.4 $5.8M 115k 50.23
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 4.6 $4.1M 145k 28.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $2.2M 46k 47.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.4 $2.2M 48k 44.65
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.1 $1.9M 37k 50.91
Apple (AAPL) 1.9 $1.7M 13k 136.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $1.7M 6.3k 273.07
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.3 $1.2M 28k 42.19
Microsoft Corporation (MSFT) 1.0 $913k 3.6k 256.89
Edison International (EIX) 1.0 $889k 14k 63.23
Home Depot (HD) 0.9 $799k 2.9k 274.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $778k 13k 58.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $699k 18k 38.98
Costco Wholesale Corporation (COST) 0.6 $541k 1.1k 479.61
Marvell Technology (MRVL) 0.6 $525k 12k 43.49
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $449k 21k 21.10
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $449k 9.1k 49.18
Amazon (AMZN) 0.5 $406k 3.8k 106.21
Procter & Gamble Company (PG) 0.4 $387k 2.7k 143.76
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $372k 3.7k 101.75
Pioneer Natural Resources 0.4 $335k 1.5k 223.33
Ishares Tr Aggres Alloc Etf (AOA) 0.4 $329k 5.5k 59.88
Alphabet Cap Stk Cl A (GOOGL) 0.4 $327k 150.00 2180.00
Ishares Tr U S Equity Factr (LRGF) 0.3 $296k 7.8k 37.91
Intuitive Surgical Com New (ISRG) 0.3 $289k 1.4k 200.69
Exxon Mobil Corporation (XOM) 0.3 $286k 3.3k 85.53
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $232k 7.4k 31.25
Toyota Motor Corp Ads (TM) 0.2 $217k 1.4k 153.90
UnitedHealth (UNH) 0.2 $216k 420.00 514.29
Lockheed Martin Corporation (LMT) 0.2 $215k 500.00 430.00
Honeywell International (HON) 0.2 $214k 1.2k 174.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $209k 1.1k 188.29
Gold Std Ventures 0.0 $4.0k 13k 0.30
Ra Med Sys 0.0 $3.0k 11k 0.28