Guardian Financial Partners

Guardian Financial Partners as of March 31, 2023

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 41 positions in its portfolio as reported in the March 2023 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) 21.8 $22M 58k 376.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.2 $12M 350k 34.80
Kraneshares Tr Quadrtc Int Rt (IVOL) 9.3 $9.3M 408k 22.72
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 6.5 $6.4M 144k 44.72
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 5.2 $5.1M 95k 54.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.8 $4.8M 194k 24.52
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 4.2 $4.1M 132k 31.27
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $3.6M 72k 49.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $2.8M 58k 48.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $2.5M 54k 46.91
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.3 $2.3M 42k 54.92
Apple (AAPL) 2.1 $2.1M 13k 164.90
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.1 $2.0M 33k 61.95
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.0 $2.0M 37k 54.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.0M 6.5k 308.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $2.0M 27k 73.16
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $1.9M 18k 105.50
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $1.2M 30k 41.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $1.1M 18k 65.17
Microsoft Corporation (MSFT) 1.1 $1.0M 3.6k 288.27
Home Depot (HD) 0.9 $878k 3.0k 295.15
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $839k 20k 41.93
Edison International (EIX) 0.8 $836k 12k 70.59
Costco Wholesale Corporation (COST) 0.8 $765k 1.5k 496.92
Marvell Technology (MRVL) 0.6 $569k 13k 43.30
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $558k 29k 19.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $484k 9.9k 48.79
UnitedHealth (UNH) 0.5 $482k 1.0k 472.71
Procter & Gamble Company (PG) 0.4 $419k 2.8k 148.71
Intuitive Surgical Com New (ISRG) 0.4 $368k 1.4k 255.47
Ishares Tr Aggres Alloc Etf (AOA) 0.4 $365k 5.7k 63.59
Amazon (AMZN) 0.4 $362k 3.5k 103.29
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $330k 9.8k 33.71
Ishares Tr U S Equity Factr (LRGF) 0.3 $324k 7.8k 41.44
BP Sponsored Adr (BP) 0.3 $257k 6.8k 37.94
NVIDIA Corporation (NVDA) 0.3 $253k 912.00 277.71
Altria (MO) 0.2 $248k 5.6k 44.62
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $243k 5.0k 48.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $227k 1.1k 204.10
Toyota Motor Corp Ads (TM) 0.2 $225k 1.6k 141.69
Honeywell International (HON) 0.2 $218k 1.1k 191.09