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  Name: Guardian Financial Partners LLC
  City: ORANGE
  State: CA
  Zip: 92866
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $145,868,000
  Total Value Change : $23,973,000
  Securities Held Change : 1
   
All Securities Held : 45
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 23
  Unchanged Positions : 4
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 1 - $486.73 $21,391,000 44,500 14.66% 820,000 -2,595 0.005    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 3 - $39.39 $13,286,000 340,491 9.11% 479,000 -6,013 0.038    Closed - End Fund - Debt
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 10 - $36.08 $4,928,000 138,396 3.38% 247,000 -394 0.008    N/A
   (FNDB)1 Year Chart         FNDB Schwab Fundamental Us Broad... 11 - $65.36 $4,684,000 70,688 3.21% 54,000 -5,084 1.208    N/A
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 12 - $26.76 $4,637,000 183,642 3.18% 77,000 -311 0.068    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 18 - $189.98 $2,337,000 13,631 1.6% -357,000 -362 0    Personal Computers
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 20 - $0.00 $1,794,000 31,007 1.23% -2,382,000 -44,951 0.003    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 22 - $430.16 $1,498,000 3,560 1.03% 155,000 -12 0    Application Software
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 26 - $1,064.69 $1,256,000 1,390 0.86% 330,000 -480 0    Semiconductor - Speci...
   (HD)1 Year Chart         HD Home Depot Inc 27 - $325.10 $1,119,000 2,916 0.77% 104,000 -11 0    Home Improvement Stores
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 36 - $180.75 $480,000 2,660 0.33% 24,000 -340 0    Internet Software & S...
   (AOA)1 Year Chart         AOA iShares Trust 43 - $74.01 $225,000 3,056 0.15% 6,000 -119 0.017    Closed - End Fund - Debt
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 44 - $61.47 $223,000 3,648 0.15% 19,000 -9 0.002    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
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