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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 Q2 2023 · Filed April 11, 2023 · Accession 0001085146-23-001616

Total Value
$99.5M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836357,611$21.7M21.78%
2SCHWAB STRATEGIC TR808524805349,781$12.2M12.24%
3KRANESHARES TR500767736408,093$9.3M9.32%
4JANUS DETROIT STR TR47103U753144,189$6.4M6.48%
5SCHWAB STRATEGIC TR80852478994,744$5.1M5.15%
6SCHWAB STRATEGIC TR808524706194,097$4.8M4.78%
7SCHWAB STRATEGIC TR808524755132,200$4.1M4.16%
8JANUS DETROIT STR TR47103U84572,444$3.6M3.61%
9SCHWAB STRATEGIC TR80852420158,331$2.8M2.84%
10SCHWAB STRATEGIC TR80852483953,902$2.5M2.54%
11SCHWAB STRATEGIC TR80852477142,077$2.3M2.32%
12APPLE INCAAPL12,762$2.1M2.12%
13VANGUARD WHITEHALL FDS92194679433,038$2.0M2.06%
14J P MORGAN EXCHANGE TRADED F46641Q33236,958$2.0M2.03%
15BERKSHIRE HATHAWAY INC DELBRK-A6,490$2.0M2.01%
16SCHWAB STRATEGIC TR80852479726,804$2.0M1.97%
17VANGUARD WHITEHALL FDS92194640617,802$1.9M1.89%
18SSGA ACTIVE ETF TR78467V84829,507$1.2M1.22%
19SCHWAB STRATEGIC TR80852430017,483$1.1M1.15%
20MICROSOFT CORPMSFT3,633$1.0M1.05%
21HOME DEPOT INCHD2,973$877,4910.88%
22SCHWAB STRATEGIC TR80852460720,011$839,0780.84%
23EDISON INTL28102010711,845$836,1390.84%
24COSTCO WHSL CORP NEW22160K1051,540$765,2560.77%
25MARVELL TECHNOLOGY INCMRVL13,145$569,1990.57%
26SCHWAB STRATEGIC TR80852484728,589$557,4930.56%
27SCHWAB STRATEGIC TR8085248629,913$483,6620.49%
28UNITEDHEALTH GROUP INCUNH1,020$482,1630.48%
29PROCTER AND GAMBLE CO7427181092,819$419,2140.42%
30INTUITIVE SURGICAL INCISRG1,440$367,8770.37%
31ISHARES TR4642898595,733$364,5820.37%
32AMAZON COM INCAMZN3,500$361,5150.36%
33SCHWAB STRATEGIC TR8085248889,776$329,5410.33%
34ISHARES TR46434V2827,807$323,5220.33%
35BP PLCBPPFF6,761$256,5040.26%
36NVIDIA CORPORATIONNVDA912$253,2760.25%
37ALTRIA GROUP INCMO5,566$248,3400.25%
38SCHWAB STRATEGIC TR8085247635,002$243,4480.24%
39VANGUARD INDEX FDS9229087691,110$226,5510.23%
40TOYOTA MOTOR CORPTOYOF1,585$224,5790.23%
41HONEYWELL INTL INC4385161061,142$218,2200.22%