StockDriftsStockDriftsTop 50 Guardian Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JSI | JANUS DETROIT STR TR | 8.77% | 403.2K | $20.8M | +23.41%(+76.48K) | $52.06(-1.04%) | 2026-03-31 | |
| CLOZ | SERIES PORTFOLIOS TR | 7.9% | 729.1K | $18.7M | -0.91%(-6.68K) | $26.24(+0.43%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.97% | 27.6K | $16.5M | -5.09%(-1.48K) | $399.98(+66.33%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 6.9% | 660.8K | $16.4M | -6.48%(-45.76K) | $19.34(+37.78%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6.06% | 20 | $14.4M | +0.00%(+0) | $739681.00(-5.37%) | 2026-03-31 | |
| SMTH | ALPS ETF TR | 5.39% | 495.6K | $12.8M | +9.99%(+45.03K) | $25.84(-0.38%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.59% | 424.2K | $10.9M | +3.04%(+12.51K) | $19.66(+44.98%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 3.72% | 316.6K | $8.8M | +5.37%(+16.13K) | $21.17(+42.61%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.41% | 263.0K | $8.1M | -7.35%(-20.87K) | $25.35(+25.02%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.4% | 85.4K | $8.0M | -14.84%(-14.88K) | $64.93(+51.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.70% | +32.03% |
| Top 20 Holdings Unweighted | +10.35% | +34.37% |
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