Guardian Financial Partners, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$209.0B
Holdings
56
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLOZSERIES PORTFOLIOS TR | 757,040 | $20.1B | 9.62% | |
| 2 | VOOVANGUARD INDEX FDS | 36,343 | $18.7B | 8.93% | |
| 3 | BRK-BBERKSHIRE HATHAWAY INC DEL | 20 | $16.0B | 7.64% | |
| 4 | JSIJANUS DETROIT STR TR | 295,433 | $15.5B | 7.40% | |
| 5 | SCHFSCHWAB STRATEGIC TR | 738,983 | $14.6B | 6.99% | |
| 6 | SMTHALPS ETF TR | 413,213 | $10.7B | 5.12% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 360,262 | $8.0B | 3.81% | |
| 8 | VYMIVANGUARD WHITEHALL FDS | 103,917 | $7.7B | 3.66% | |
| 9 | SCHDSCHWAB STRATEGIC TR | 269,941 | $7.5B | 3.61% | |
| 10 | VYMVANGUARD WHITEHALL FDS | 56,778 | $7.3B | 3.50% | |
| 11 | JAAAJANUS DETROIT STR TR | 126,632 | $6.4B | 3.07% | |
| 12 | FNDXSCHWAB STRATEGIC TR | 260,082 | $6.1B | 2.94% | |
| 13 | FNDFSCHWAB STRATEGIC TR | 159,197 | $5.8B | 2.75% | |
| 14 | SCHESCHWAB STRATEGIC TR | 196,547 | $5.4B | 2.59% | |
| 15 | SCHZSCHWAB STRATEGIC TR | 207,257 | $4.8B | 2.30% | |
| 16 | SCHGSCHWAB STRATEGIC TR | 171,336 | $4.3B | 2.05% | |
| 17 | FNDBSCHWAB STRATEGIC TR | 175,905 | $4.0B | 1.94% | |
| 18 | BUFFINNOVATOR ETFS TRUST | 90,657 | $4.0B | 1.91% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,317 | $3.9B | 1.86% | |
| 20 | AAPLAPPLE INC | 17,146 | $3.8B | 1.82% | |
| 21 | JEPIJ P MORGAN EXCHANGE TRADED F | 42,579 | $2.4B | 1.16% | |
| 22 | SPYINEOS ETF TRUST | 49,427 | $2.4B | 1.13% | |
| 23 | QDPLPACER FDS TR | 64,347 | $2.3B | 1.12% | |
| 24 | SCHHSCHWAB STRATEGIC TR | 106,153 | $2.3B | 1.09% | |
| 25 | SCHASCHWAB STRATEGIC TR | 82,528 | $1.9B | 0.93% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 1,667 | $1.6B | 0.75% | |
| 27 | TAXXBONDBLOXX ETF TRUST | 29,278 | $1.5B | 0.71% | |
| 28 | MSFTMICROSOFT CORP | 3,658 | $1.4B | 0.66% | |
| 29 | NVDANVIDIA CORPORATION | 11,192 | $1.2B | 0.58% | |
| 30 | SCHCSCHWAB STRATEGIC TR | 30,658 | $1.1B | 0.53% | |
| 31 | HDHOME DEPOT INC | 2,966 | $1.1B | 0.52% | |
| 32 | IVVISHARES TR | 1,913 | $1.1B | 0.51% | |
| 33 | SCHOSCHWAB STRATEGIC TR | 41,698 | $1.0B | 0.49% | |
| 34 | AMZNAMAZON COM INC | 5,286 | $1.0B | 0.48% | |
| 35 | EIXEDISON INTL | 15,320 | $902.7M | 0.43% | |
| 36 | MRVLMARVELL TECHNOLOGY INC | 14,502 | $892.9M | 0.43% | |
| 37 | FNDASCHWAB STRATEGIC TR | 31,779 | $870.4M | 0.42% | |
| 38 | FNDESCHWAB STRATEGIC TR | 27,038 | $832.8M | 0.40% | |
| 39 | VOVANGUARD INDEX FDS | 3,201 | $828.0M | 0.40% | |
| 40 | IVEISHARES TR | 3,965 | $755.6M | 0.36% | |
| 41 | VEAVANGUARD TAX-MANAGED FDS | 14,760 | $750.2M | 0.36% | |
| 42 | ISRGINTUITIVE SURGICAL INC | 1,471 | $728.5M | 0.35% | |
| 43 | IWMISHARES TR | 3,300 | $658.4M | 0.31% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 13,195 | $597.2M | 0.29% | |
| 45 | PGPROCTER AND GAMBLE CO | 3,350 | $570.9M | 0.27% | |
| 46 | FNDCSCHWAB STRATEGIC TR | 13,154 | $476.2M | 0.23% | |
| 47 | RYROYAL BK CDA | 4,008 | $451.8M | 0.22% | |
| 48 | METAMETA PLATFORMS INC | 730 | $420.8M | 0.20% | |
| 49 | TSLATESLA INC | 1,611 | $417.5M | 0.20% | |
| 50 | AVGOBROADCOM INC | 2,223 | $372.2M | 0.18% | |
| 51 | SCHPSCHWAB STRATEGIC TR | 13,533 | $363.9M | 0.17% | |
| 52 | VTIVANGUARD INDEX FDS | 1,047 | $287.7M | 0.14% | |
| 53 | JPMJPMORGAN CHASE & CO. | 1,163 | $285.2M | 0.14% | |
| 54 | SCHBSCHWAB STRATEGIC TR | 11,185 | $240.8M | 0.12% | |
| 55 | SCHISCHWAB STRATEGIC TR | 10,028 | $225.2M | 0.11% | |
| 56 | LLYELI LILLY & CO | 259 | $213.7M | 0.10% |