| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | Exit | BROADCOM INC | $0 | – | -245 | -100.0% | -0.19% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,110 | -100.0% | -0.22% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -9,949 | -100.0% | -0.24% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -6,855 | -100.0% | -0.25% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -500 | -100.0% | -0.25% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -6,428 | -100.0% | -0.29% | – |
| LRGF | Exit | ISHARES TRu s equity factr | $0 | – | -7,807 | -100.0% | -0.32% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,760 | -100.0% | -0.33% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -5,825 | -100.0% | -0.35% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -12,113 | -100.0% | -0.37% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -1,440 | -100.0% | -0.40% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,973 | -100.0% | -0.41% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -9,182 | -100.0% | -0.41% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,068 | -100.0% | -0.44% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -13,016 | -100.0% | -0.66% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -40,239 | -100.0% | -0.67% | – |
| EIX | Exit | EDISON INTL | $0 | – | -11,845 | -100.0% | -0.70% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,901 | -100.0% | -0.82% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,613 | -100.0% | -0.86% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -22,793 | -100.0% | -0.89% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -3,410 | -100.0% | -1.01% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -30,195 | -100.0% | -1.10% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -21,975 | -100.0% | -1.50% | – |
| AAPL | Exit | APPLE INC | $0 | – | -12,576 | -100.0% | -2.02% | – |
| Exit | INNOVATOR ETFS TRladerd alctn pwr | $0 | – | -61,799 | -100.0% | -2.18% | – | |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,695 | -100.0% | -2.20% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -56,204 | -100.0% | -2.34% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -46,396 | -100.0% | -2.44% | – |
| JAAA | Exit | JANUS DETROIT STR TRhendrson aaa cl | $0 | – | -66,211 | -100.0% | -3.13% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -32,558 | -100.0% | -3.16% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -67,298 | -100.0% | -3.20% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -49,647 | -100.0% | -3.30% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -67,728 | -100.0% | -3.41% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -59,099 | -100.0% | -3.44% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -127,163 | -100.0% | -3.79% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -182,657 | -100.0% | -4.11% | – |
| FNDB | Exit | SCHWAB STRATEGIC TRschwab fdt us bm | $0 | – | -83,811 | -100.0% | -4.34% | – |
| IVOL | Exit | KRANESHARES TRquadrtc int rt | $0 | – | -339,574 | -100.0% | -6.56% | – |
| Exit | SERIES PORTFOLIOS TRpanagram bbb b | $0 | – | -360,851 | -100.0% | -8.87% | – | |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -331,319 | -100.0% | -10.58% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -49,372 | -100.0% | -18.23% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KRANESHARES TR | 8 | Q3 2023 | 21.9% |
| APPLE INC | 8 | Q3 2023 | 7.1% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 6.5% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.7% |
| EDISON INTL | 8 | Q3 2023 | 2.4% |
| COSTCO WHSL CORP NEW | 8 | Q3 2023 | 2.5% |
| AMAZON COM INC | 8 | Q3 2023 | 1.4% |
| ISHARES TR | 8 | Q3 2023 | 1.1% |
| ISHARES TR | 8 | Q3 2023 | 1.0% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 27.9% |
View Guardian Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-19 |
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.