Guardian-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "FNDA",
  null,
  null,
  "SCHH",
  "AVGO",
  null,
  null,
  "HD",
  "ISRG",
  null,
  "META",
  null,
  "MRVL",
  "MSFT",
  "IVV",
  "AAPL",
  "NVDA",
  "PG",
  null,
  "FNDX",
  null,
  null,
  "RY",
  null,
  null,
  "SCHX",
  null,
  "VO",
  "VWO",
  "VYM",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  "VEA",
  "VYMI",
  "VOO",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "EIX",
  "BRK-A",
  "BRK-B",
  "COST",
  "IWM",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 56
Total Value: 209031314
Accession Number: 0001085146-25-002247
Form Type: 13F-HR
CIK: guardian-financial-partners
Manager Name: Guardian-Financial-Partners

Data Enrichment

68% identified

38 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $209.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81752T528

Shares:757.0K

Value:$20.1M

% of Portfolio:9.6% ($20.1M/$209.0M)

922908363

VOO|922908363

Shares:36.3K

Value:$18.7M

% of Portfolio:8.9% ($18.7M/$209.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:20

Value:$16.0M

% of Portfolio:7.6% ($16.0M/$209.0M)

47103U746

Shares:295.4K

Value:$15.5M

% of Portfolio:7.4% ($15.5M/$209.0M)

808524805

SCHF|808524805

Shares:739.0K

Value:$14.6M

% of Portfolio:7.0% ($14.6M/$209.0M)

00162Q346

Shares:413.2K

Value:$10.7M

% of Portfolio:5.1% ($10.7M/$209.0M)

808524201

SCHX|808524201

Shares:360.3K

Value:$8.0M

% of Portfolio:3.8% ($8.0M/$209.0M)

921946794

VYMI|921946794

Shares:103.9K

Value:$7.7M

% of Portfolio:3.7% ($7.7M/$209.0M)

808524797

SCHD|808524797

Shares:269.9K

Value:$7.5M

% of Portfolio:3.6% ($7.5M/$209.0M)

921946406

VYM|921946406

Shares:56.8K

Value:$7.3M

% of Portfolio:3.5% ($7.3M/$209.0M)

47103U845

Shares:126.6K

Value:$6.4M

% of Portfolio:3.1% ($6.4M/$209.0M)

808524771

FNDX|808524771

Shares:260.1K

Value:$6.1M

% of Portfolio:2.9% ($6.1M/$209.0M)

808524755

FNDF|808524755

Shares:159.2K

Value:$5.8M

% of Portfolio:2.8% ($5.8M/$209.0M)

808524706

Shares:196.5K

Value:$5.4M

% of Portfolio:2.6% ($5.4M/$209.0M)

808524839

Shares:207.3K

Value:$4.8M

% of Portfolio:2.3% ($4.8M/$209.0M)

808524300

SCHG|808524300

Shares:171.3K

Value:$4.3M

% of Portfolio:2.1% ($4.3M/$209.0M)

808524789

Shares:175.9K

Value:$4.0M

% of Portfolio:1.9% ($4.0M/$209.0M)

45783Y814

Shares:90.7K

Value:$4.0M

% of Portfolio:1.9% ($4.0M/$209.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.3K

Value:$3.9M

% of Portfolio:1.9% ($3.9M/$209.0M)

Apple Inc.

AAPL|037833100

Shares:17.1K

Value:$3.8M

% of Portfolio:1.8% ($3.8M/$209.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81752T528)✕	757.0K	QoQ +7.36% (+51.9K) YoY +21.57% (+134.4K)	All Managers (Combined)	$20.1M	9.6% ($20.1M/$209.0M)	QoQ +5.84% (+$1.1M) YoY +20.55% (+$3.4M)
(VOOcusip922908363)	36.3K	QoQ -4.94% (-1.9K) YoY -18.33% (-8.2K)	All Managers (Combined)	$18.7M	8.9% ($18.7M/$209.0M)	QoQ -9.33% (-$1.9M) YoY -12.68% (-$2.7M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$16.0M	7.6% ($16.0M/$209.0M)	QoQ NEW(+$16.0M) YoY NEW(+$16.0M)
(cusip47103U746)✕	295.4K	QoQ NEW(+295.4K) YoY NEW(+295.4K)	All Managers (Combined)	$15.5M	7.4% ($15.5M/$209.0M)	QoQ NEW(+$15.5M) YoY NEW(+$15.5M)
(SCHFcusip808524805)	739.0K	QoQ +1.06% (+7.8K) YoY +117.03% (+398.5K)	All Managers (Combined)	$14.6M	7.0% ($14.6M/$209.0M)	QoQ +8.05% (+$1.1M) YoY +10.01% (+$1.3M)
(cusip00162Q346)✕	413.2K	QoQ +2.66% (+10.7K) YoY +12.95% (+47.4K)	All Managers (Combined)	$10.7M	5.1% ($10.7M/$209.0M)	QoQ +4.13% (+$424.9K) YoY +13.92% (+$1.3M)
(SCHXcusip808524201)	360.3K	QoQ +9.53% (+31.3K) YoY +297.75% (+269.7K)	All Managers (Combined)	$8.0M	3.8% ($8.0M/$209.0M)	QoQ +4.33% (+$330.4K) YoY +41.51% (+$2.3M)
(VYMIcusip921946794)	103.9K	QoQ +7.15% (+6.9K) YoY +31.25% (+24.7K)	All Managers (Combined)	$7.7M	3.7% ($7.7M/$209.0M)	QoQ +16.32% (+$1.1M) YoY +40.58% (+$2.2M)
(SCHDcusip808524797)	269.9K	QoQ +7.18% (+18.1K) YoY +291.09% (+200.9K)	All Managers (Combined)	$7.5M	3.6% ($7.5M/$209.0M)	QoQ +9.69% (+$667.0K) YoY +35.61% (+$2.0M)
(VYMcusip921946406)	56.8K	QoQ +6.67% (+3.6K) YoY +27.65% (+12.3K)	All Managers (Combined)	$7.3M	3.5% ($7.3M/$209.0M)	QoQ +7.81% (+$530.9K) YoY +36.06% (+$1.9M)
(cusip47103U845)✕	126.6K	QoQ -3.46% (-4.5K) YoY +0.79% (+997)	All Managers (Combined)	$6.4M	3.1% ($6.4M/$209.0M)	QoQ -3.46% (-$230.5K) YoY +0.73% (+$46.8K)
(FNDXcusip808524771)	260.1K	QoQ +9.85% (+23.3K) YoY +320.04% (+198.2K)	All Managers (Combined)	$6.1M	2.9% ($6.1M/$209.0M)	QoQ +9.52% (+$534.2K) YoY +47.16% (+$2.0M)
(FNDFcusip808524755)	159.2K	QoQ +3.35% (+5.2K) YoY +15.03% (+20.8K)	All Managers (Combined)	$5.8M	2.8% ($5.8M/$209.0M)	QoQ +12.47% (+$638.0K) YoY +16.74% (+$825.1K)
(cusip808524706)✕	196.5K	QoQ +0.40% (+791) YoY +7.02% (+12.9K)	All Managers (Combined)	$5.4M	2.6% ($5.4M/$209.0M)	QoQ +3.94% (+$205.8K) YoY +16.86% (+$781.8K)
(cusip808524839)✕	207.3K	QoQ -0.94% (-2.0K) YoY +149.09% (+124.1K)	All Managers (Combined)	$4.8M	2.3% ($4.8M/$209.0M)	QoQ +1.05% (-$50.3K) YoY +25.41% (+$972.6K)
(SCHGcusip808524300)	171.3K	QoQ +9.42% (-14.8K) YoY +462.03% (+140.9K)	All Managers (Combined)	$4.3M	2.1% ($4.3M/$209.0M)	QoQ -1.68% (-$73.5K) YoY +51.78% (+$1.5M)
(cusip808524789)✕	175.9K	QoQ -5.84% (-10.9K) YoY +148.84% (-105.2K)	All Managers (Combined)	$4.0M	1.9% ($4.0M/$209.0M)	QoQ -6.85% (-$297.9K) YoY -13.58% (-$636.2K)
(cusip45783Y814)✕	90.7K	QoQ -3.75% (-3.5K) YoY -14.44% (-15.3K)	All Managers (Combined)	$4.0M	1.9% ($4.0M/$209.0M)	QoQ -5.50% (-$233.1K) YoY -9.63% (-$426.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.3K	QoQ +3.15% (+224) YoY +8.80% (+592)	All Managers (Combined)	$3.9M	1.9% ($3.9M/$209.0M)	QoQ +21.20% (+$681.8K) YoY +37.79% (+$1.1M)
Apple Inc.(AAPLcusip037833100)	17.1K	QoQ +18.08% (+2.6K) YoY +25.78% (+3.5K)	All Managers (Combined)	$3.8M	1.8% ($3.8M/$209.0M)	QoQ +4.74% (+$172.4K) YoY +62.94% (+$1.5M)