Guardian Financial Partners

Guardian Financial Partners as of March 31, 2024

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 45 positions in its portfolio as reported in the March 2024 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) 14.7 $21M 45k 480.69
Series Portfolios Tr Panagram Bbb B (CLOZ) 11.4 $17M 623k 26.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.1 $13M 341k 39.02
Alps Etf Tr Smith Core Plus (SMTH) 6.4 $9.4M 366k 25.66
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.4 $6.4M 126k 50.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $5.6M 91k 62.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $5.6M 69k 80.63
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.7 $5.4M 79k 68.80
Vanguard Whitehall Fds High Div Yld (VYM) 3.7 $5.4M 45k 120.99
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.4 $4.9M 138k 35.61
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 3.2 $4.7M 71k 66.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $4.6M 184k 25.25
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 3.0 $4.4M 106k 41.74
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.9 $4.2M 62k 67.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.6 $3.8M 83k 46.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $2.8M 6.7k 420.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $2.8M 31k 92.72
Apple (AAPL) 1.6 $2.3M 14k 171.48
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.2 $1.8M 36k 50.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $1.8M 31k 57.86
Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.2 $1.7M 48k 35.80
Microsoft Corporation (MSFT) 1.0 $1.5M 3.6k 420.76
Costco Wholesale Corporation (COST) 1.0 $1.5M 2.0k 732.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.4M 28k 49.24
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $1.3M 65k 20.30
NVIDIA Corporation (NVDA) 0.9 $1.3M 1.4k 903.52
Home Depot (HD) 0.8 $1.1M 2.9k 383.64
Marvell Technology (MRVL) 0.6 $942k 13k 70.88
Edison International (EIX) 0.6 $838k 12k 70.73
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $782k 16k 48.21
Eli Lilly & Co. (LLY) 0.5 $778k 999.00 778.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $691k 19k 35.80
Intuitive Surgical Com New (ISRG) 0.4 $575k 1.4k 399.09
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $534k 9.4k 57.03
Procter & Gamble Company (PG) 0.3 $488k 3.0k 162.26
Amazon (AMZN) 0.3 $480k 2.7k 180.38
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.3 $438k 16k 27.76
Rbc Cad (RY) 0.3 $404k 4.0k 100.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $290k 1.1k 259.87
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $275k 7.8k 35.47
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $256k 4.9k 52.16
Toyota Motor Corp Ads (TM) 0.2 $252k 1.0k 251.68
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $225k 3.1k 73.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $223k 3.6k 61.05
Meta Platforms Cl A (META) 0.2 $221k 455.00 485.79