0001085146-24-002052.txt : 20240426 0001085146-24-002052.hdr.sgml : 20240426 20240426122600 ACCESSION NUMBER: 0001085146-24-002052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240426 DATE AS OF CHANGE: 20240426 EFFECTIVENESS DATE: 20240426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Guardian Financial Partners, LLC CENTRAL INDEX KEY: 0001723514 ORGANIZATION NAME: IRS NUMBER: 821015229 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21459 FILM NUMBER: 24880801 BUSINESS ADDRESS: STREET 1: 635 EAST CHAPMAN AVENUE CITY: ORANGE STATE: CA ZIP: 92866 BUSINESS PHONE: 949-771-2969 MAIL ADDRESS: STREET 1: 635 EAST CHAPMAN AVENUE CITY: ORANGE STATE: CA ZIP: 92866 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001723514 XXXXXXXX 03-31-2024 03-31-2024 false Guardian Financial Partners, LLC
635 EAST CHAPMAN AVENUE ORANGE CA 92866
13F HOLDINGS REPORT 028-21459 N
Hung Nguyen Chief Compliance Officer 949-771-2971 /s/ Hung Nguyen Orange CA 04-26-2024 0 45 145866400 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPS ETF TR SMITH CORE PLUS 00162Q346 BBG01KFVRQH4 9388721 365818 SH SOLE 0 0 365818 AMAZON COM INC COM 023135106 BBG001S5PQL7 479811 2660 SH SOLE 0 0 2660 APPLE INC COM 037833100 BBG001S5N8V8 2337393 13631 SH SOLE 0 0 13631 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2827997 6725 SH SOLE 0 0 6725 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1452841 1983 SH SOLE 0 0 1983 EDISON INTL COM 281020107 BBG001S7MY75 837797 11845 SH SOLE 0 0 11845 ELI LILLY & CO COM 532457108 BBG001S5STL8 777541 999 SH SOLE 0 0 999 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1118687 2916 SH SOLE 0 0 2916 INNOVATOR ETFS TRUST LADERD ALCTN PWR 45783Y814 BBG00DZWKTV2 4423063 105967 SH SOLE 0 0 105967 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 574690 1440 SH SOLE 0 0 1440 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 224511 3056 SH SOLE 0 0 3056 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 1794078 31007 SH SOLE 0 0 31007 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 6374720 125635 SH SOLE 0 0 125635 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 942157 13292 SH SOLE 0 0 13292 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 221035 455 SH SOLE 0 0 455 MICROSOFT CORP COM 594918104 BBG001S5TD05 1497915 3560 SH SOLE 0 0 3560 NEOS ETF TRUST NEOS S&P 500 HI 78433H303 BBG019C1Y0V1 1803203 35806 SH SOLE 0 0 35806 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1255893 1390 SH SOLE 0 0 1390 PACER FDS TR METAURUS CAP 400 69374H436 BBG011RJYNJ7 1733006 48408 SH SOLE 0 0 48408 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 488250 3009 SH SOLE 0 0 3009 ROYAL BK CDA COM 780087102 BBG001S60869 404327 4008 SH SOLE 0 0 4008 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4636966 183642 SH SOLE 0 0 183642 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 13285977 340491 SH SOLE 0 0 340491 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 690744 19295 SH SOLE 0 0 19295 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 BBG0051GPYJ9 4683763 70688 SH SOLE 0 0 70688 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 4172669 61918 SH SOLE 0 0 61918 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 533567 9356 SH SOLE 0 0 9356 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 BBG0051QPC87 438248 15787 SH SOLE 0 0 15787 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 4928273 138396 SH SOLE 0 0 138396 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 275355 7763 SH SOLE 0 0 7763 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 782414 16229 SH SOLE 0 0 16229 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 3827434 83205 SH SOLE 0 0 83205 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 222710 3648 SH SOLE 0 0 3648 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 5565274 69022 SH SOLE 0 0 69022 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 2826599 30485 SH SOLE 0 0 30485 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 5621051 90574 SH SOLE 0 0 90574 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 1326978 65368 SH SOLE 0 0 65368 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1389514 28219 SH SOLE 0 0 28219 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 256316 4914 SH SOLE 0 0 4914 SERIES PORTFOLIOS TR PANAGRAM BBB B 81752T528 BBG01CH33N67 16684429 622669 SH SOLE 0 0 622669 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 251680 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 21390925 44500 SH SOLE 0 0 44500 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 289500 1114 SH SOLE 0 0 1114 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 5381325 44477 SH SOLE 0 0 44477 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 5447053 79172 SH SOLE 0 0 79172