Guardian Financial Partners

Guardian Financial Partners as of Sept. 30, 2024

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 44 positions in its portfolio as reported in the September 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) 12.9 $21M 39k 527.67
Series Portfolios Tr Panagram Bbb B (CLOZ) 11.2 $18M 668k 26.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.9 $14M 344k 41.12
Alps Etf Tr Smith Core Plus (SMTH) 6.4 $10M 387k 26.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.2 $6.8M 100k 67.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $6.6M 78k 84.53
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.1 $6.6M 129k 50.88
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.1 $6.5M 89k 73.42
Vanguard Whitehall Fds High Div Yld (VYM) 4.0 $6.4M 50k 128.20
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.4 $5.5M 188k 29.18
Schwab Strategic Tr Fundamental Intl (FNDF) 3.3 $5.3M 141k 37.37
Schwab Strategic Tr Fundamental Us L (FNDX) 3.1 $5.0M 69k 71.76
Schwab Strategic Tr Fundamental Us B (FNDB) 2.8 $4.4M 63k 70.37
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 2.6 $4.2M 96k 44.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $3.9M 82k 47.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $3.6M 34k 104.18
Apple (AAPL) 2.0 $3.1M 14k 233.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.1M 6.8k 460.26
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.4 $2.2M 42k 51.23
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.4 $2.2M 36k 59.51
Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.3 $2.1M 56k 37.96
Costco Wholesale Corporation (COST) 1.2 $1.9M 2.1k 886.35
Schwab Strategic Tr Us Reit Etf (SCHH) 1.1 $1.8M 78k 23.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.7M 33k 51.50
Microsoft Corporation (MSFT) 0.9 $1.4M 3.4k 430.29
Bondbloxx Etf Trust Ir M Taxaware (TAXX) 0.8 $1.4M 27k 50.79
Home Depot (HD) 0.7 $1.2M 2.9k 405.20
Edison International (EIX) 0.6 $1.0M 12k 87.09
NVIDIA Corporation (NVDA) 0.6 $982k 8.1k 121.43
Marvell Technology (MRVL) 0.6 $957k 13k 72.12
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $881k 23k 38.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $723k 15k 48.98
Intuitive Surgical Com New (ISRG) 0.4 $707k 1.4k 491.27
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $692k 12k 59.57
Eli Lilly & Co. (LLY) 0.4 $653k 737.00 885.96
Schwab Strategic Tr Fundamental Emer (FNDE) 0.4 $637k 20k 32.27
Procter & Gamble Company (PG) 0.3 $527k 3.0k 173.22
Amazon (AMZN) 0.3 $506k 2.7k 186.33
Rbc Cad (RY) 0.3 $500k 4.0k 124.73
Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $376k 9.8k 38.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $317k 1.1k 283.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $243k 3.6k 66.52
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $234k 4.4k 53.63
JPMorgan Chase & Co. (JPM) 0.1 $229k 1.1k 210.80