Guardian Financial Partners

Guardian Financial Partners as of June 30, 2024

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 45 positions in its portfolio as reported in the June 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) 14.3 $22M 43k 500.13
Series Portfolios Tr Panagram Bbb B (CLOZ) 11.8 $18M 658k 26.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.8 $13M 346k 38.42
Alps Etf Tr Smith Core Plus (SMTH) 6.3 $9.4M 370k 25.46
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.3 $6.4M 127k 50.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $6.0M 94k 64.25
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.8 $5.8M 84k 68.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $5.7M 73k 77.76
Vanguard Whitehall Fds High Div Yld (VYM) 3.7 $5.6M 47k 118.60
Schwab Strategic Tr Fundamental Intl (FNDF) 3.3 $4.9M 141k 35.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $4.9M 184k 26.56
Schwab Strategic Tr Fundamental Us B (FNDB) 3.0 $4.5M 69k 65.58
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 2.9 $4.4M 102k 42.87
Schwab Strategic Tr Fundamental Us L (FNDX) 2.9 $4.4M 65k 66.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $3.8M 82k 45.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $3.2M 32k 100.84
Apple (AAPL) 1.9 $2.9M 14k 210.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $2.7M 6.7k 406.80
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.3 $1.9M 39k 50.15
Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.3 $1.9M 52k 36.69
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.3 $1.9M 33k 56.68
Costco Wholesale Corporation (COST) 1.2 $1.9M 2.2k 850.14
NVIDIA Corporation (NVDA) 1.1 $1.7M 14k 123.54
Microsoft Corporation (MSFT) 1.0 $1.5M 3.2k 447.01
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.4M 72k 19.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.4M 30k 47.45
Home Depot (HD) 0.7 $1.0M 2.9k 344.29
Marvell Technology (MRVL) 0.6 $927k 13k 69.90
Edison International (EIX) 0.6 $854k 12k 71.81
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $783k 16k 48.13
Eli Lilly & Co. (LLY) 0.5 $753k 832.00 905.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $741k 21k 35.58
Intuitive Surgical Com New (ISRG) 0.4 $641k 1.4k 444.85
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $570k 10k 54.92
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $517k 18k 29.57
Amazon (AMZN) 0.3 $514k 2.7k 193.25
Procter & Gamble Company (PG) 0.3 $499k 3.0k 164.95
Rbc Cad (RY) 0.3 $426k 4.0k 106.38
Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $302k 8.7k 34.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $298k 1.1k 267.48
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $258k 5.0k 52.01
Broadcom (AVGO) 0.2 $234k 146.00 1600.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $229k 3.6k 62.87
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $229k 3.1k 74.78
Toyota Motor Corp Ads (TM) 0.1 $205k 1.0k 204.97