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Disclosery

13F-HR filed by Guardian Financial Partners, LLC

Guardian Financial Partners, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-18, with 39 holding rows worth $94,265,275.

Accession
0001085146-23-000152
Filer
CIK 1723514
Filed
2023-01-18
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 39 entries on the cover page, a total value of $94,265,275 stated on the cover page (in dollars after the unit check, H1), rows summing to $94,265,275 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM64,391$22,623,039dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF380,266$12,248,358dollars as filed
KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF500767736ETF445,535$10,073,542dollars as filed
SCHWAB STRATEGIC TR808524789FUNDAMENTAL US B104,014$5,473,196dollars as filed
JANUS HENDERSON B-BBB CLO ETF47103U753ETF112,876$5,033,135dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF205,144$4,855,755dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL139,255$4,048,133dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL78,978$3,890,436dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS55,904$2,524,065dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B51,052$2,330,538dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L42,172$2,253,683dollars as filed
Berkshire Hathaway Inc084670702COM6,490$2,004,761dollars as filed
Apple Inc037833100COM12,894$1,675,348dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF29,437$1,178,639dollars as filed
SCHD808524797COM12,906$974,894dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS16,288$970,266dollars as filed
Home Depot, Inc437076102COM3,001$947,974dollars as filed
EDISON INTL COM281020107Stock14,190$902,798dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF16,238$884,805dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS15,691$871,781dollars as filed
Microsoft Corp594918104COM3,624$869,194dollars as filed
Costco Wholesale Corporation22160K105COM1,887$861,637dollars as filed
Vanguard High Dividend Yield ETF921946406SHS7,914$856,366dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS19,147$775,628dollars as filed
UnitedHealth Group Inc91324P102COM1,020$540,884dollars as filed
Schwab US REIT ETF808524847SHS25,578$493,405dollars as filed
MARVELL TECHNOLOGY INC573874104COM13,030$482,643dollars as filed
Schwab Short Term US Treasury ETF808524862SHS9,672$466,563dollars as filed
Procter & Gamble Co742718109COM2,801$424,506dollars as filed
Intuitive Surgical,Inc.46120E602COM1,440$382,104dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS5,722$341,888dollars as filed
ISHARES TR46434V282U S EQUITY FACTR7,807$304,551dollars as filed
Amazon.com, Inc023135106COM3,500$294,000dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF8,978$282,550dollars as filed
Honeywell Technologies438516106COM1,241$265,887dollars as filed
BP PLC SPONSORED ADR055622104ADR6,507$227,290dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S4,550$212,576dollars as filed
VTI922908769COM1,110$212,221dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR1,510$206,236dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-000152this filing2023-01-18acceptance time not in the bulk data set