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Hung Nguyen

@Guardian Financial Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$168.323MTotal holdings49
Assets growth rate5.25%Assets growth rate (2-Q avg)5.68%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Financial Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Guardian Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 168.323M in assets, with a quarterly growth rate of 5.25% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by Hung Nguyen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -2.14%
12.24%
$20.6M
38,233 shares@ $538.81 avg price
CLOZSeries Portfolios Tr
Recent Activity
Increased 5.62%
11.29%
$19.003M
705,133 shares@ $26.95 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 112.41%
8.04%
$13.527M
731,179 shares@ $18.51 avg price
SMTHAlps Etf Tr
Recent Activity
Increased 4.06%
6.11%
$10.271M
402,471 shares@ $25.53 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 230.18%
4.53%
$7.624M
328,913 shares@ $23.18 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 222.43%
4.09%
$6.881M
251,850 shares@ $27.33 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 6.61%
4.04%
$6.791M
53,226 shares@ $127.6 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 1.85%
3.96%
$6.652M
131,178 shares@ $50.71 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 9.11%
3.92%
$6.583M
96,981 shares@ $67.89 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 240.97%
3.34%
$5.606M
236,756 shares@ $23.68 avg price