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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 2023-03-31, filed 2023-04-11, with 41 holding rows worth $99,483,527.

Accession
0001085146-23-001616
Filer
CIK 1723514
Filed
2023-04-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 41 entries on the cover page, a total value of $99,483,527 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,483,527 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 ETF922908363COM57,611$21,665,766dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF349,781$12,172,380dollars as filed
KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF500767736ETF408,093$9,271,876dollars as filed
JANUS HENDERSON B-BBB CLO ETF47103U753ETF144,189$6,448,149dollars as filed
SCHWAB STRATEGIC TR808524789FUNDAMENTAL US B94,744$5,127,557dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF194,097$4,759,265dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL132,200$4,133,880dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL72,444$3,586,702dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS58,331$2,821,465dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B53,902$2,528,536dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L42,077$2,310,853dollars as filed
Apple Inc037833100COM12,762$2,104,485dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS33,038$2,046,680dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF36,958$2,017,907dollars as filed
Berkshire Hathaway Inc084670702COM6,490$2,003,917dollars as filed
SCHD808524797COM26,804$1,960,978dollars as filed
Vanguard High Dividend Yield ETF921946406SHS17,802$1,878,133dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF29,507$1,210,674dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS17,483$1,139,399dollars as filed
Microsoft Corp594918104COM3,633$1,047,275dollars as filed
Home Depot, Inc437076102COM2,973$877,491dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS20,011$839,078dollars as filed
EDISON INTL COM281020107Stock11,845$836,139dollars as filed
Costco Wholesale Corporation22160K105COM1,540$765,256dollars as filed
MARVELL TECHNOLOGY INC573874104COM13,145$569,199dollars as filed
Schwab US REIT ETF808524847SHS28,589$557,493dollars as filed
Schwab Short Term US Treasury ETF808524862SHS9,913$483,662dollars as filed
UnitedHealth Group Inc91324P102COM1,020$482,163dollars as filed
Procter & Gamble Co742718109COM2,819$419,214dollars as filed
Intuitive Surgical,Inc.46120E602COM1,440$367,877dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS5,733$364,582dollars as filed
Amazon.com, Inc023135106COM3,500$361,515dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF9,776$329,541dollars as filed
ISHARES TR46434V282U S EQUITY FACTR7,807$323,522dollars as filed
BP PLC SPONSORED ADR055622104ADR6,761$256,504dollars as filed
NVIDIA Corp67066G104COM912$253,276dollars as filed
Altria Group Inc02209S103COM5,566$248,340dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S5,002$243,448dollars as filed
VTI922908769COM1,110$226,551dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR1,585$224,579dollars as filed
Honeywell Technologies438516106COM1,142$218,220dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-001616this filing2023-04-11acceptance time not in the bulk data set