Guardian Financial Partners

Guardian Financial Partners as of Sept. 30, 2022

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 33 positions in its portfolio as reported in the September 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) 26.6 $23M 70k 328.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.0 $11M 399k 28.13
Kraneshares Tr Quadrtc Int Rt (IVOL) 12.3 $11M 479k 22.16
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 6.2 $5.3M 113k 47.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.6 $4.8M 214k 22.40
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.8 $4.1M 84k 49.10
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 4.3 $3.7M 147k 25.15
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 4.2 $3.6M 82k 43.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.7 $2.3M 55k 42.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.6 $2.3M 51k 45.31
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.3 $2.0M 41k 47.77
Apple (AAPL) 2.0 $1.8M 13k 138.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $1.7M 6.5k 267.04
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.3 $1.1M 28k 40.16
Home Depot (HD) 1.0 $854k 3.1k 275.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $843k 15k 55.84
Microsoft Corporation (MSFT) 1.0 $841k 3.6k 232.84
Edison International (EIX) 0.9 $799k 14k 56.58
Costco Wholesale Corporation (COST) 0.9 $779k 1.7k 472.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $705k 19k 37.80
Marvell Technology (MRVL) 0.6 $518k 12k 42.91
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $465k 9.6k 48.30
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $453k 24k 18.70
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $354k 3.7k 96.27
Amazon (AMZN) 0.4 $353k 3.1k 113.14
Procter & Gamble Company (PG) 0.4 $351k 2.8k 126.12
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $301k 5.4k 55.45
Ishares Tr U S Equity Factr (LRGF) 0.3 $283k 7.8k 36.25
Intuitive Surgical Com New (ISRG) 0.3 $270k 1.4k 187.50
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $236k 8.5k 27.72
Tesla Motors (TSLA) 0.2 $213k 804.00 264.93
Honeywell International (HON) 0.2 $206k 1.2k 166.80
Ra Med Sys 0.0 $1.0k 11k 0.09