Guardian Financial Partners

Guardian Financial Partners as of Dec. 31, 2022

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 39 positions in its portfolio as reported in the December 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) 24.0 $23M 64k 351.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.0 $12M 380k 32.21
Kraneshares Tr Quadrtc Int Rt (IVOL) 10.7 $10M 446k 22.61
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 5.8 $5.5M 104k 52.62
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 5.3 $5.0M 113k 44.59
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.2 $4.9M 205k 23.67
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 4.3 $4.0M 139k 29.07
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.1 $3.9M 79k 49.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.7 $2.5M 56k 45.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $2.3M 51k 45.65
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.4 $2.3M 42k 53.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $2.0M 6.5k 308.90
Apple (AAPL) 1.8 $1.7M 13k 129.93
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.3 $1.2M 29k 40.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $975k 13k 75.54
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.0 $970k 16k 59.57
Home Depot (HD) 1.0 $948k 3.0k 315.89
Edison International (EIX) 1.0 $903k 14k 63.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $885k 16k 54.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $872k 16k 55.56
Microsoft Corporation (MSFT) 0.9 $869k 3.6k 239.84
Costco Wholesale Corporation (COST) 0.9 $862k 1.9k 456.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $856k 7.9k 108.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $776k 19k 40.51
UnitedHealth (UNH) 0.6 $541k 1.0k 530.28
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $493k 26k 19.29
Marvell Technology (MRVL) 0.5 $483k 13k 37.04
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $467k 9.7k 48.24
Procter & Gamble Company (PG) 0.5 $425k 2.8k 151.56
Intuitive Surgical Com New (ISRG) 0.4 $382k 1.4k 265.35
Ishares Tr Aggres Alloc Etf (AOA) 0.4 $342k 5.7k 59.75
Ishares Tr U S Equity Factr (LRGF) 0.3 $305k 7.8k 39.01
Amazon (AMZN) 0.3 $294k 3.5k 84.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $283k 9.0k 31.47
Honeywell International (HON) 0.3 $266k 1.2k 214.25
BP Sponsored Adr (BP) 0.2 $227k 6.5k 34.93
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $213k 4.6k 46.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $212k 1.1k 191.19
Toyota Motor Corp Ads (TM) 0.2 $206k 1.5k 136.58