The Analysis of Guardian Financial Partners, LLC's Holdings
Currently, Guardian Financial Partners, LLC holds 68 types of securities in its portfolio with a total value $237.1M. In the most recent quarter, they have increased their positions in N/A (+422.7K shares, valued at $6.3M), SGOV (+8.9K shares, valued at $896.6K), VTI (+1.8K shares, valued at $595.0K); decreased their positions in N/A (-5.6K shares, valued at $3.5M), TAXX (-26.8K shares, valued at $1.4M), SCHF (-43.8K shares, valued at $1.1M); initiated new positions in N/A (+422.7K shares, valued at $6.3M), SGOV (+8.9K shares, valued at $896.6K), N/A (+1.9K shares, valued at $364.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CLOZ SERIES PORTFOLIOS TR735.8K shares-4.86%2025-12-312026-01-14
JSI JANUS DETROIT STR TR326.7K shares-0.98%2025-12-312026-01-14 SCHF SCHWAB STRATEGIC TR706.5K shares-5.83%2025-12-312026-01-14 BRK.A BERKSHIRE HATHAWAY INC DEL20 shares0.00%2025-12-312026-01-14 SMTH ALPS ETF TR450.6K shares-1.83%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR411.7K shares1.67%2025-12-312026-01-14 VYMI VANGUARD WHITEHALL FDS100.3K shares-10.25%2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS57.2K shares-7.73%2025-12-312026-01-14 FNDX SCHWAB STRATEGIC TR300.4K shares2.22%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR283.9K shares-5.99%2025-12-312026-01-14 FNDF SCHWAB STRATEGIC TR157.2K shares-4.38%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR193.3K shares1.10%2025-12-312026-01-14 JAAA JANUS DETROIT STR TR121.2K shares-9.96%2025-12-312026-01-14 SCHE SCHWAB STRATEGIC TR184.6K shares-6.51%2025-12-312026-01-14 SCHZ SCHWAB STRATEGIC TR207.2K shares-3.83%2025-12-312026-01-14 FNDB SCHWAB STRATEGIC TR142.5K shares-15.31%2025-12-312026-01-14 AAPL APPLE INC13.5K shares-13.43%2025-12-312026-01-14 SPYI NEOS ETF TRUST56.5K shares-9.09%2025-12-312026-01-14 QDPL PACER FDS TR66.4K shares-6.70%2025-12-312026-01-14 SCHA SCHWAB STRATEGIC TR98.3K shares4.09%2025-12-312026-01-14 SCHH SCHWAB STRATEGIC TR129.3K shares1.61%2025-12-312026-01-14 JEPI J P MORGAN EXCHANGE TRADED F45.3K shares-5.64%2025-12-312026-01-14 MSFT MICROSOFT CORP4.9K shares-0.12%2025-12-312026-01-14 NVDA NVIDIA CORPORATION12.5K shares21.30%2025-12-312026-01-14 SCHC SCHWAB STRATEGIC TR36.2K shares7.39%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW1.8K shares0.97%2025-12-312026-01-14 EIX EDISON INTL21.8K shares1.80%2025-12-312026-01-14 FNDA SCHWAB STRATEGIC TR40.8K shares5.59%2025-12-312026-01-14 FNDE SCHWAB STRATEGIC TR34.3K shares5.88%2025-12-312026-01-14 IVV ISHARES TR1.6K shares0.37%2025-12-312026-01-14 HD HOME DEPOT INC3.0K shares0.37%2025-12-312026-01-14 SCHO SCHWAB STRATEGIC TR42.1K shares0.27%2025-12-312026-01-14 IVE ISHARES TR4.6K shares16.23%2025-12-312026-01-14 IWM ISHARES TR4.0K shares19.65%2025-12-312026-01-14 VTI VANGUARD INDEX FDS2.9K shares159.77%2025-12-312026-01-14 VO VANGUARD INDEX FDS3.2K shares0.75%2025-12-312026-01-14 SGOV ISHARES TR8.9K sharesnew addition2025-12-312026-01-14 ISRG INTUITIVE SURGICAL INC1.5K shares-0.34%2025-12-312026-01-14 BROADCOM INC BROADCOM INC2.3K shares36.18%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS11.7K shares1.66%2025-12-312026-01-14 FNDC SCHWAB STRATEGIC TR16.3K shares4.13%2025-12-312026-01-14 TSLA TESLA INC1.5K shares29.44%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F11.5K shares1.93%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO3.9K shares13.06%2025-12-312026-01-14 META META PLATFORMS INC796 shares-27.50%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.1.4K shares6.47%2025-12-312026-01-14 LLY ELI LILLY & CO384 shares28.00%2025-12-312026-01-14 GEV GE VERNOVA INC629 shares-25.74%2025-12-312026-01-14 AMZN AMAZON COM INC1.8K shares-23.71%2025-12-312026-01-14 GLD SPDR GOLD TR957 shares16.00%2025-12-312026-01-14 SCHP SCHWAB STRATEGIC TR13.9K shares0.48%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.2K shares2.46%2025-12-312026-01-14 IVW ISHARES TR2.7K sharesnew addition2025-12-312026-01-14 IJJ ISHARES TR2.3K sharesnew addition2025-12-312026-01-14 JEPQ J P MORGAN EXCHANGE TRADED F5.0K shares-37.50%2025-12-312026-01-14 SCHB SCHWAB STRATEGIC TR11.1K shares-1.06%2025-12-312026-01-14 IJS ISHARES TR2.4K sharesnew addition2025-12-312026-01-14 MGK VANGUARD WORLD FD656 sharesnew addition2025-12-312026-01-14 TAXX BONDBLOXX ETF TRUST5.3K shares-83.50%2025-12-312026-01-14 SCHI SCHWAB STRATEGIC TR10.3K shares-0.03%2025-12-312026-01-14 DIS DISNEY WALT CO1.9K shares9.06%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD709 sharesnew addition2025-12-312026-01-14 IBIT ISHARES BITCOIN TRUST ETF651 sharesnew addition2025-12-312026-01-14 Call Option Holdings
IBIT Call CallISHARES BITCOIN TRUST ETF34.8K sharesnew addition2025-12-312026-01-14 Put Option Holdings
No put option holdings data available