Guardian Wealth Management, LLC
30 holdingsFiling period: 2026-03-31Current AUM: $355.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 843.5K | $40.9M | $46.9M | 13.18% | -11,608 | 2026-03-31 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 497.3K | $35.3M | $40.6M | 11.40% | +19.4K | 2026-03-31 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 340.5K | $24.2M | $27.6M | 7.76% | +2.1K | 2026-03-31 |
| 4 | DFGR | DIMENSIONAL ETF TRUST | 905.3K | $24.1M | $27.0M | 7.58% | +31.9K | 2026-03-31 |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 448.4K | $23.5M | $23.4M | 6.58% | +57.8K | 2026-03-31 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 357.1K | $22.3M | $25.3M | 7.10% | -4,684 | 2026-03-31 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 449.2K | $21.5M | $21.3M | 5.97% | +42.8K | 2026-03-31 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 403.6K | $17.0M | $16.8M | 4.71% | +36.3K | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 257.6K | $13.7M | $14.9M | 4.19% | -19,598 | 2026-03-31 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 331.7K | $12.9M | $14.0M | 3.92% | +2.7K | 2026-03-31 |
| 11 | DFEV | DIMENSIONAL ETF TRUST | 346.5K | $12.4M | $13.8M | 3.87% | -19,232 | 2026-03-31 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 362.0K | $12.3M | $13.6M | 3.82% | -16,192 | 2026-03-31 |
| 13 | DISV | DIMENSIONAL ETF TRUST | 306.1K | $12.2M | $13.1M | 3.68% | -21,067 | 2026-03-31 |
| 14 | DFIS | DIMENSIONAL ETF TRUST | 356.7K | $12.2M | $12.9M | 3.64% | -10,305 | 2026-03-31 |
| 15 | DFNM | DIMENSIONAL ETF TRUST | 186.9K | $9.0M | $8.9M | 2.50% | +38.5K | 2026-03-31 |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | 151.7K | $8.9M | $8.8M | 2.48% | +19.3K | 2026-03-31 |
| 17 | VDE | VANGUARD WORLD FD | 40.9K | $7.1M | $6.9M | 1.93% | -4,305 | 2026-03-31 |
| 18 | IAU | ISHARES GOLD TR | 67.7K | $6.0M | $5.2M | 1.47% | -9,957 | 2026-03-31 |
| 19 | VAW | VANGUARD WORLD FD | 24.1K | $5.4M | $5.4M | 1.51% | -1,937 | 2026-03-31 |
| 20 | VHT | VANGUARD WORLD FD | 14.5K | $3.9M | $4.4M | 1.24% | +169 | 2026-03-31 |
| 21 | DHR | DANAHER CORP DEL | 6.4K | $1.2M | $1.2M | 0.35% | -- | 2026-03-31 |
| 22 | DFAR | DIMENSIONAL ETF TRUST | 42.1K | $994K | $1.1M | 0.32% | -3,488 | 2026-03-31 |
| 23 | DUSB | DIMENSIONAL ETF TRUST | 18.1K | $916K | $917K | 0.26% | -9,103 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 765 | $283K | $355K | 0.10% | +23 | 2026-03-31 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | 6.8K | $264K | $302K | 0.08% | +164 | 2026-03-31 |
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