Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 11 | Q2 2024 | 7.1% |
BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 6.5% |
HOME DEPOT INC | 11 | Q2 2024 | 2.7% |
COSTCO WHSL CORP NEW | 11 | Q2 2024 | 2.5% |
EDISON INTL | 11 | Q2 2024 | 2.4% |
AMAZON COM INC | 11 | Q2 2024 | 1.4% |
ISHARES TR | 11 | Q2 2024 | 1.1% |
VANGUARD INDEX FDS | 10 | Q2 2024 | 27.9% |
SCHWAB STRATEGIC TR | 10 | Q2 2024 | 17.4% |
SCHWAB STRATEGIC TR | 10 | Q2 2024 | 8.9% |
View Guardian Financial Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-06 |
13F-HR | 2024-07-15 |
13F-HR | 2024-04-26 |
13F-HR | 2024-01-09 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-13 |
View Guardian Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.