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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 $121,894,495
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 47,095 $20,570,893 16.87%
2.
Schwab Strategic Trust
 FNDF 346,504 $12,806,796 10.5%
3.
Series Portfolios Tr
 406,214 $10,724,051 8.79%
4.
Kraneshares Tr
 312,004 $6,452,239 5.29%
5.
Schwab Strategic Trust
 FNDF 83,894 $4,731,619 3.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)