13F-HR filed by Guardian Financial Partners, LLC
Guardian Financial Partners, LLC filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-04-26, with 38 holding rows worth $97,140,000.
- Accession
- 0001085146-22-001572
- Filer
- CIK 1723514
- Filed
- 2022-04-26
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 38 entries on the cover page, a total value of $97,140,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,140,000 with VALUE read as thousands by filing date, 13F file number 028-21459. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 56,408 | $22,099,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 465,436 | $16,330,000 | thousands by filing date | |
| KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | 500767736 | ETF | 618,042 | $15,798,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 307,710 | $8,070,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524789 | FUNDAMENTAL US B | 112,612 | $6,333,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 137,781 | $4,304,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 14,786 | $2,391,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 44,879 | $2,273,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 46,406 | $2,251,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,269 | $2,105,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 35,248 | $2,002,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 4,483 | $1,227,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 27,698 | $1,206,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 3,277 | $983,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 361 | $865,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 11,118 | $748,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 16,628 | $745,000 | thousands by filing date | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 11,318 | $660,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,003 | $574,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 176 | $509,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 3,064 | $493,000 | thousands by filing date | |
| EDISON INTL COM | 281020107 | Stock | 6,633 | $475,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,308 | $452,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 17,658 | $450,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 2,613 | $420,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 8,051 | $392,000 | thousands by filing date | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 5,736 | $376,000 | thousands by filing date | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,440 | $364,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 573 | $336,000 | thousands by filing date | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 7,807 | $336,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 1,270 | $244,000 | thousands by filing date | |
| VTI | 922908769 | COM | 1,110 | $238,000 | thousands by filing date | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 1,350 | $229,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 1,132 | $222,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 6,159 | $221,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,668 | $212,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 4,074 | $204,000 | thousands by filing date | |
| RA MED SYS INC | 74933X203 | COM | 10,800 | $3,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-22-001572 | this filing | 2022-04-26 | acceptance time not in the bulk data set |