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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Guardian Financial Partners, LLC

Quarter ended Q1 2023 · Filed January 18, 2023 · Accession 0001085146-23-000152

Total Value
$94.3M
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836364,391$22.6M24.00%
2SCHWAB STRATEGIC TR808524805380,266$12.2M12.99%
3KRANESHARES TR500767736445,535$10.1M10.69%
4SCHWAB STRATEGIC TR808524789104,014$5.5M5.81%
5JANUS DETROIT STR TR47103U753112,876$5.0M5.34%
6SCHWAB STRATEGIC TR808524706205,144$4.9M5.15%
7SCHWAB STRATEGIC TR808524755139,255$4.0M4.29%
8JANUS DETROIT STR TR47103U84578,978$3.9M4.13%
9SCHWAB STRATEGIC TR80852420155,904$2.5M2.68%
10SCHWAB STRATEGIC TR80852483951,052$2.3M2.47%
11SCHWAB STRATEGIC TR80852477142,172$2.3M2.39%
12BERKSHIRE HATHAWAY INC DELBRK-A6,490$2.0M2.13%
13APPLE INCAAPL12,894$1.7M1.78%
14SSGA ACTIVE ETF TR78467V84829,437$1.2M1.25%
15SCHWAB STRATEGIC TR80852479712,906$974,8941.03%
16VANGUARD WHITEHALL FDS92194679416,288$970,2661.03%
17HOME DEPOT INCHD3,001$947,9741.01%
18EDISON INTL28102010714,190$902,7980.96%
19J P MORGAN EXCHANGE TRADED F46641Q33216,238$884,8050.94%
20SCHWAB STRATEGIC TR80852430015,691$871,7810.92%
21MICROSOFT CORPMSFT3,624$869,1940.92%
22COSTCO WHSL CORP NEW22160K1051,887$861,6370.91%
23VANGUARD WHITEHALL FDS9219464067,914$856,3660.91%
24SCHWAB STRATEGIC TR80852460719,147$775,6280.82%
25UNITEDHEALTH GROUP INCUNH1,020$540,8840.57%
26SCHWAB STRATEGIC TR80852484725,578$493,4050.52%
27MARVELL TECHNOLOGY INCMRVL13,030$482,6430.51%
28SCHWAB STRATEGIC TR8085248629,672$466,5630.49%
29PROCTER AND GAMBLE CO7427181092,801$424,5060.45%
30INTUITIVE SURGICAL INCISRG1,440$382,1040.41%
31ISHARES TR4642898595,722$341,8880.36%
32ISHARES TR46434V2827,807$304,5510.32%
33AMAZON COM INCAMZN3,500$294,0000.31%
34SCHWAB STRATEGIC TR8085248888,978$282,5500.30%
35HONEYWELL INTL INC4385161061,241$265,8870.28%
36BP PLCBPPFF6,507$227,2900.24%
37SCHWAB STRATEGIC TR8085247634,550$212,5760.23%
38VANGUARD INDEX FDS9229087691,110$212,2210.23%
39TOYOTA MOTOR CORPTOYOF1,510$206,2360.22%