Guardian Financial Partners

Guardian Financial Partners as of March 31, 2025

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Series Portfolios Tr Eldridge Bbb B (CLOZ) 9.6 $20M 757k 26.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.9 $19M 36k 513.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 7.6 $16M 20.00 798441.60
Janus Detroit Str Tr Henderson Securi (JSI) 7.4 $16M 295k 52.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.0 $15M 739k 19.78
Alps Etf Tr Smith Core Plus (SMTH) 5.1 $11M 413k 25.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.8 $8.0M 360k 22.08
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.7 $7.7M 104k 73.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $7.5M 270k 27.96
Vanguard Whitehall Fds High Div Yld (VYM) 3.5 $7.3M 57k 128.96
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.1 $6.4M 127k 50.71
Schwab Strategic Tr Fundamental Us L (FNDX) 2.9 $6.1M 260k 23.61
Schwab Strategic Tr Fundamental Intl (FNDF) 2.8 $5.8M 159k 36.14
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.6 $5.4M 197k 27.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $4.8M 207k 23.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $4.3M 171k 25.04
Schwab Strategic Tr Fundamental Us B (FNDB) 1.9 $4.0M 176k 23.01
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.9 $4.0M 91k 44.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.9M 7.3k 532.58
Apple (AAPL) 1.8 $3.8M 17k 222.12
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $2.4M 43k 57.14
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.1 $2.4M 49k 47.89
Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.1 $2.3M 64k 36.52
Schwab Strategic Tr Us Reit Etf (SCHH) 1.1 $2.3M 106k 21.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.9M 83k 23.43
Costco Wholesale Corporation (COST) 0.8 $1.6M 1.7k 946.04
Bondbloxx Etf Trust Ir M Taxaware (TAXX) 0.7 $1.5M 29k 50.57
Microsoft Corporation (MSFT) 0.7 $1.4M 3.7k 375.40
NVIDIA Corporation (NVDA) 0.6 $1.2M 11k 108.38
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $1.1M 31k 35.88
Home Depot (HD) 0.5 $1.1M 3.0k 366.45
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.1M 1.9k 561.81
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.0M 42k 24.34
Amazon (AMZN) 0.5 $1.0M 5.3k 190.26
Edison International (EIX) 0.4 $903k 15k 58.92
Marvell Technology (MRVL) 0.4 $893k 15k 61.57
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $870k 32k 27.39
Schwab Strategic Tr Fundamental Emer (FNDE) 0.4 $833k 27k 30.80
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $828k 3.2k 258.65
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $756k 4.0k 190.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $750k 15k 50.83
Intuitive Surgical Com New (ISRG) 0.3 $729k 1.5k 495.27
Ishares Tr Russell 2000 Etf (IWM) 0.3 $658k 3.3k 199.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $597k 13k 45.26
Procter & Gamble Company (PG) 0.3 $571k 3.4k 170.40
Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $476k 13k 36.20
Rbc Cad (RY) 0.2 $452k 4.0k 112.72
Meta Platforms Cl A (META) 0.2 $421k 730.00 576.44
Tesla Motors (TSLA) 0.2 $418k 1.6k 259.16
Broadcom (AVGO) 0.2 $372k 2.2k 167.42
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $364k 14k 26.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $288k 1.0k 274.75
JPMorgan Chase & Co. (JPM) 0.1 $285k 1.2k 245.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $241k 11k 21.53
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $225k 10k 22.46
Eli Lilly & Co. (LLY) 0.1 $214k 259.00 824.92