0001085146-24-005293.txt : 20241101 0001085146-24-005293.hdr.sgml : 20241101 20241031173946 ACCESSION NUMBER: 0001085146-24-005293 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241101 DATE AS OF CHANGE: 20241031 EFFECTIVENESS DATE: 20241101 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: 241416370 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 09-30-2024 09-30-2024 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 10-31-2024 0 44 159936199 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPS ETF TR SMITH CORE PLUS 00162Q346 BBG01KFVRQH4 10227094 386804 SH SOLE 0 0 386804 AMAZON COM INC COM 023135106 BBG001S5PQL7 505886 2715 SH SOLE 0 0 2715 APPLE INC COM 037833100 BBG001S5N8V8 3141597 13483 SH SOLE 0 0 13483 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3141275 6825 SH SOLE 0 0 6825 BONDBLOXX ETF TRUST IR M TAXAWARE 09789C721 BBG01LY8Y1K5 1353960 26658 SH SOLE 0 0 26658 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1882602 2124 SH SOLE 0 0 2124 EDISON INTL COM 281020107 BBG001S7MY75 1035084 11885 SH SOLE 0 0 11885 ELI LILLY & CO COM 532457108 BBG001S5STL8 652950 737 SH SOLE 0 0 737 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1181155 2915 SH SOLE 0 0 2915 INNOVATOR ETFS TRUST LADERD ALCTN PWR 45783Y814 BBG00DZWKTV2 4216151 95561 SH SOLE 0 0 95561 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 707429 1440 SH SOLE 0 0 1440 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 2165900 36396 SH SOLE 0 0 36396 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 6553338 128800 SH SOLE 0 0 128800 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 229354 1088 SH SOLE 0 0 1088 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 956771 13266 SH SOLE 0 0 13266 MICROSOFT CORP COM 594918104 BBG001S5TD05 1441909 3351 SH SOLE 0 0 3351 NEOS ETF TRUST NEOS S&P 500 HI 78433H303 BBG019C1Y0V1 2168950 42337 SH SOLE 0 0 42337 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 981906 8086 SH SOLE 0 0 8086 PACER FDS TR METAURUS CAP 400 69374H436 BBG011RJYNJ7 2128813 56080 SH SOLE 0 0 56080 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 526920 3042 SH SOLE 0 0 3042 ROYAL BK CDA COM 780087102 BBG001S60869 499918 4008 SH SOLE 0 0 4008 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 5493905 188276 SH SOLE 0 0 188276 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 BBG0051QPC87 637057 19741 SH SOLE 0 0 19741 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 BBG0051K49J8 5261688 140800 SH SOLE 0 0 140800 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 BBG0051QD594 375705 9848 SH SOLE 0 0 9848 SCHWAB STRATEGIC TR FUNDAMENTAL US B 808524789 BBG0051GPYJ9 4447344 63199 SH SOLE 0 0 63199 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 BBG0051J0PJ9 4982785 69437 SH SOLE 0 0 69437 SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 BBG0051NXNX3 691649 11611 SH SOLE 0 0 11611 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 14155000 344236 SH SOLE 0 0 344236 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 881345 22874 SH SOLE 0 0 22874 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 722906 14759 SH SOLE 0 0 14759 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 3896344 81994 SH SOLE 0 0 81994 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 242665 3648 SH SOLE 0 0 3648 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 6602761 78111 SH SOLE 0 0 78111 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 3554419 34118 SH SOLE 0 0 34118 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 6759110 99618 SH SOLE 0 0 99618 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 1817665 78449 SH SOLE 0 0 78449 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1673351 32492 SH SOLE 0 0 32492 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 234040 4364 SH SOLE 0 0 4364 SERIES PORTFOLIOS TR PANAGRAM BBB B 81752T528 BBG01CH33N67 17946159 667640 SH SOLE 0 0 667640 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 20617503 39073 SH SOLE 0 0 39073 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 317093 1120 SH SOLE 0 0 1120 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 6400463 49926 SH SOLE 0 0 49926 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 6526280 88890 SH SOLE 0 0 88890