Guardian Financial Partners

Guardian Financial Partners as of Dec. 31, 2023

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 44 positions in its portfolio as reported in the December 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) 16.9 $21M 47k 436.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 10.5 $13M 347k 36.96
Series Portfolios Tr Panagram Bbb B (CLOZ) 8.8 $11M 406k 26.40
Kraneshares Tr Quadrtc Int Rt (IVOL) 5.3 $6.5M 312k 20.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $4.7M 84k 56.40
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.8 $4.7M 139k 33.73
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 3.8 $4.6M 76k 61.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.7 $4.6M 184k 24.79
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.6 $4.4M 66k 66.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $4.2M 56k 76.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.4 $4.2M 76k 54.98
Vanguard Whitehall Fds High Div Yld (VYM) 3.3 $4.1M 37k 111.63
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.9 $3.5M 76k 46.62
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.9 $3.5M 56k 61.94
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.5 $3.1M 62k 50.30
Apple (AAPL) 2.2 $2.7M 14k 192.53
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 2.0 $2.4M 60k 40.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.4M 6.7k 356.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $2.3M 28k 82.96
Microsoft Corporation (MSFT) 1.1 $1.3M 3.6k 376.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.3M 27k 47.24
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.0 $1.2M 31k 40.25
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.2M 57k 20.71
Costco Wholesale Corporation (COST) 0.9 $1.1M 1.7k 660.11
Home Depot (HD) 0.8 $1.0M 2.9k 346.61
NVIDIA Corporation (NVDA) 0.8 $926k 1.9k 495.19
Edison International (EIX) 0.7 $847k 12k 71.49
Marvell Technology (MRVL) 0.7 $802k 13k 60.31
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $700k 14k 48.45
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $591k 17k 34.89
Broadcom (AVGO) 0.4 $497k 445.00 1117.04
Intuitive Surgical Com New (ISRG) 0.4 $486k 1.4k 337.36
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $470k 8.5k 55.35
Amazon (AMZN) 0.4 $456k 3.0k 151.94
Procter & Gamble Company (PG) 0.4 $438k 3.0k 146.52
Rbc Cad (RY) 0.3 $405k 4.0k 101.13
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.3 $378k 14k 27.14
Eli Lilly & Co. (LLY) 0.3 $349k 599.00 583.04
BP Sponsored Adr (BP) 0.2 $276k 7.8k 35.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $263k 1.1k 237.22
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $219k 3.2k 69.06
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $215k 6.2k 34.86
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $204k 3.9k 52.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $204k 3.7k 55.67