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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
FNDFSchwab Strategic Tr
Recent Activity
Increased 9.4%
3.04%
$5.115M
154,033 shares@ $33.21 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 155.19%
2.83%
$4.75M
209,240 shares@ $22.71 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 358.93%
2.6%
$4.364M
156,576 shares@ $27.88 avg price
FNDBSchwab Strategic Tr
Recent Activity
Increased 195.61%
2.59%
$4.345M
186,822 shares@ $23.27 avg price
AAPLApple Inc
Recent Activity
Increased 7.7%
2.17%
$3.636M
14,520 shares@ $250.43 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.93%
1.92%
$3.215M
7,093 shares@ $453.28 avg price
SPYINeos Etf Trust
Recent Activity
Increased 8.33%
1.39%
$2.331M
45,863 shares@ $50.83 avg price
QDPLPacer Fds Tr
Recent Activity
Increased 7.61%
1.38%
$2.317M
60,347 shares@ $38.39 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 8.81%
1.36%
$2.278M
39,602 shares@ $57.53 avg price
SCHHSchwab Strategic Tr
Recent Activity
Increased 18.29%
1.17%
$1.954M
92,796 shares@ $21.07 avg price