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Home > Institutional Investor > Guardian Financial Partners, Llc > Profile

Instuitional Investor - Guardian Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Guardian Financial Partners, Llc
Portfolio Value $222,678,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Series Portfolios Tr
 772,041 $20,644,383 9.27%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 35,986 $20,440,973 9.18%
3.
Schwab Strategic Trust
 FNDF 769,248 $17,000,377 7.63%
4.
Janus Detroit Str Tr
 316,151 $16,635,849 7.47%
5.
Berkshire Hathaway Inc
 BRK.A 20 $14,576,000 6.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)