0001085146-24-002962.txt : 20240715 0001085146-24-002962.hdr.sgml : 20240715 20240715150820 ACCESSION NUMBER: 0001085146-24-002962 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240715 DATE AS OF CHANGE: 20240715 EFFECTIVENESS DATE: 20240715 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: 241117069 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 06-30-2024 06-30-2024 false Guardian Financial Partners, LLC

635 EAST CHAPMAN AVENUE ORANGE CA 92866

13F HOLDINGS REPORT 028-21459 N Hung Nguyen 949-771-2971 /s/ Hung Nguyen Orange CA 07-15-2024 0 45 150737849 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPS ETF TR SMITH CORE PLUS 00162Q346 BBG01KFVRQH4 9425258 370199 SH SOLE 0 0 370199 AMAZON COM INC COM 023135106 BBG001S5PQL7 514045 2660 SH SOLE 0 0 2660 APPLE INC COM 037833100 BBG001S5N8V8 2901601 13776 SH SOLE 0 0 13776 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2745086 6748 SH SOLE 0 0 6748 BROADCOM INC COM 11135F101 BBG00KHY5SY8 233676 146 SH SOLE 0 0 146 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1863515 2192 SH SOLE 0 0 2192 EDISON INTL COM 281020107 BBG001S7MY75 853478 11885 SH SOLE 0 0 11885 ELI LILLY & CO COM 532457108 BBG001S5STL8 753118 832 SH SOLE 0 0 832 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1002909 2913 SH SOLE 0 0 2913 INNOVATOR ETFS TRUST LADERD ALCTN PWR 45783Y814 BBG00DZWKTV2 4364346 101803 SH SOLE 0 0 101803 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 640584 1440 SH SOLE 0 0 1440 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 229187 3065 SH SOLE 0 0 3065 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 1893882 33414 SH SOLE 0 0 33414 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 6439998 126572 SH SOLE 0 0 126572 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 927125 13264 SH SOLE 0 0 13264 MICROSOFT CORP COM 594918104 BBG001S5TD05 1450996 3246 SH SOLE 0 0 3246 NEOS ETF TRUST NEOS S&P 500 HI 78433H303 BBG019C1Y0V1 1936451 38613 SH SOLE 0 0 38613 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1692580 13701 SH SOLE 0 0 13701 PACER FDS TR METAURUS CAP 400 69374H436 BBG011RJYNJ7 1903586 51883 SH SOLE 0 0 51883 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 499294 3027 SH SOLE 0 0 3027 ROYAL BK CDA COM 780087102 BBG001S60869 426371 4008 SH SOLE 0 0 4008 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4878710 183686 SH SOLE 0 0 183686 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 BBG0051QPC87 516530 17468 SH SOLE 0 0 17468 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 BBG0051QD594 301544 8675 SH SOLE 0 0 8675 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 BBG0051K49J8 4940039 141023 SH SOLE 0 0 141023 SCHWAB STRATEGIC TR FUNDAMENTAL US B 808524789 BBG0051GPYJ9 4531130 69093 SH SOLE 0 0 69093 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 BBG0051J0PJ9 4359341 65084 SH SOLE 0 0 65084 SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 BBG0051NXNX3 569460 10369 SH SOLE 0 0 10369 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 13283437 345743 SH SOLE 0 0 345743 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 740759 20820 SH SOLE 0 0 20820 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 783112 16271 SH SOLE 0 0 16271 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 3757844 82445 SH SOLE 0 0 82445 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 229350 3648 SH SOLE 0 0 3648 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 5697589 73271 SH SOLE 0 0 73271 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 3244761 32177 SH SOLE 0 0 32177 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 6006441 93485 SH SOLE 0 0 93485 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 1437927 72004 SH SOLE 0 0 72004 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1426404 30061 SH SOLE 0 0 30061 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 257871 4958 SH SOLE 0 0 4958 SERIES PORTFOLIOS TR PANAGRAM BBB B 81752T528 BBG01CH33N67 17716218 657618 SH SOLE 0 0 657618 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 204970 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 21486770 42962 SH SOLE 0 0 42962 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 297976 1114 SH SOLE 0 0 1114 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 5595573 47180 SH SOLE 0 0 47180 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 5777007 84299 SH SOLE 0 0 84299