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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2018-11-16 (Q3 2018) | Holdings: 170 | Value: $594.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTV - VANGUARD INDEX FDS | Add 6% ($3.6M) | 11.74% | $69.8M | +96.21% | +1.05% | +11.86% | |
| VUG - VANGUARD INDEX FDS | Add 3% ($2.0M) | 11.25% | $66.9M | +228.10% | +4.30% | +21.87% | |
| BND - VANGUARD BD INDEX FD INC | Add 16% ($6.2M) | 7.50% | $44.6M | +13.49% | +3.41% | +10.82% | |
| VGK - VANGUARD INTL EQUITY INDEX F | 6.28% | $37.3M | +81.41% | +2.73% | +13.03% | ||
| VPL - VANGUARD INTL EQUITY INDEX F | 4.93% | $29.3M | +53.24% | +3.07% | +10.44% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 6% $(1.3M) | 3.66% | $21.8M | +54.53% | +5.68% | +10.55% | |
| VTEB - VANGUARD MUN BD FD INC | Reduce 1% $(124.5K) | 3.37% | $20.0M | +13.74% | +2.93% | +8.68% | |
| VB - VANGUARD INDEX FDS | 3.09% | $18.4M | +80.64% | +5.15% | +10.39% | ||
| VNQ - VANGUARD INDEX FDS | Add 5% ($755.4K) | 2.65% | $15.8M | +42.22% | +6.37% | +19.31% | |
| VTIP - VANGUARD MALVERN FDS | Add 19% ($2.5M) | 2.59% | $15.4M | +28.83% | +0.91% | +4.18% | |
| GNR - SPDR INDEX SHS FDS | Add 5% ($640.9K) | 2.22% | $13.2M | +53.96% | +1.96% | +1.46% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 73% ($5.3M) | 2.12% | $12.6M | +23.05% | +2.25% | +7.33% | |
| VGIT - VANGUARD SCOTTSDALE FDS | New Purchase | 2.00% | $11.9M | +12.60% | +2.95% | +9.07% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Add 6% ($663.6K) | 1.83% | $10.9M | +73.45% | +3.04% | +12.03% | |
| VTI - VANGUARD INDEX FDS | Add 3% ($235.9K) | 1.62% | $9.6M | +147.56% | +2.88% | +15.69% | |
| MSFT - MICROSOFT CORP | Add 1% ($47.5K) | 1.55% | $9.2M | +424.79% | -0.09% | +40.43% | |
| SCHE - SCHWAB STRATEGIC TR | Add 29% ($1.7M) | 1.30% | $7.7M | +51.70% | +5.72% | +10.52% | |
| VWOB - VANGUARD WHITEHALL FDS INC | Reduce 6% $(398.6K) | 1.12% | $6.6M | +23.95% | +5.03% | +12.82% | |
| IEUR - ISHARES TR | Add 80% ($2.6M) | 0.99% | $5.9M | +79.62% | +2.53% | +12.89% | |
| AAPL - APPLE INC | Add 2% ($123.8K) | 0.98% | $5.9M | +358.62% | -9.65% | +42.69% | |
| VBR - VANGUARD INDEX FDS | 0.95% | $5.7M | +77.19% | +3.16% | +5.88% | ||
| VBK - VANGUARD INDEX FDS | Reduce 3% $(171.1K) | 0.92% | $5.5M | +76.68% | +7.51% | +15.81% | |
| VCIT - VANGUARD SCOTTSDALE FDS | Reduce 64% $(9.1M) | 0.88% | $5.2M | +26.84% | +4.24% | +14.79% | |
| IJR - ISHARES TR | Add 1% ($64.2K) | 0.78% | $4.7M | +55.39% | +2.60% | +3.59% | |
| SCHF - SCHWAB STRATEGIC TR | Add 17% ($679.5K) | 0.78% | $4.6M | +73.77% | +3.04% | +12.23% | |
| MUB - ISHARES TR | Reduce 7% $(321.8K) | 0.72% | $4.3M | +13.80% | +2.93% | +8.55% | |
| IJH - ISHARES TR | 0.70% | $4.2M | +86.27% | +3.41% | +9.10% | ||
| AGG - ISHARES TR | Add 6% ($226.8K) | 0.68% | $4.0M | +13.11% | +3.34% | +10.71% | |
| AMZN - AMAZON COM INC | Add 1% ($50.2K) | 0.60% | $3.6M | +196.90% | +3.21% | +11.13% | |
| IWF - ISHARES TR | Reduce 1% $(23.0K) | 0.54% | $3.2M | +227.97% | +4.20% | +21.17% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.52% | $3.1M | +116.18% | -5.77% | +0.49% | ||
| SBUX - STARBUCKS CORP | Add 16% ($403.6K) | 0.48% | $2.9M | +50.28% | +3.62% | +25.69% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(25.1K) | 0.43% | $2.6M | +346.85% | -5.57% | +32.78% | |
| BA - BOEING CO | Add 2% ($47.5K) | 0.43% | $2.6M | -31.96% | +24.68% | +12.64% | |
| IYR - ISHARES TR | 0.42% | $2.5M | +41.09% | +6.13% | +18.81% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(18.3K) | 0.40% | $2.4M | +157.43% | +2.35% | +16.54% | |
| GOOGL - ALPHABET INC | Add 8% ($166.0K) | 0.38% | $2.3M | +263.09% | +5.94% | +24.12% | |
| DATA - TABLEAU SOFTWARE INC | Add 15% ($261.6K) | 0.34% | $2.0M | +10.74% | |||
| SCHX - SCHWAB STRATEGIC TR | New Purchase | 0.34% | $2.0M | +156.90% | +2.66% | +16.66% | |
| SCHH - SCHWAB STRATEGIC TR | Add 4% ($84.3K) | 0.33% | $2.0M | +20.97% | +5.76% | +15.51% | |
| VV - VANGUARD INDEX FDS | Reduce 5% $(114.5K) | 0.33% | $2.0M | +159.39% | +2.58% | +16.64% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($21.5K) | 0.32% | $1.9M | +226.22% | -3.57% | +22.50% | |
| SCHZ - SCHWAB STRATEGIC TR | Add 20% ($313.3K) | 0.31% | $1.8M | +12.83% | +3.24% | +10.50% | |
| INTC - INTEL CORP | 0.31% | $1.8M | -52.67% | +6.41% | +22.82% | ||
| EFA - ISHARES TR | Add 6% ($97.8K) | 0.30% | $1.8M | +70.65% | +2.59% | +12.25% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.27% | $1.6M | +2.40% | -7.02% | +2.83% | |
| IPAC - ISHARES TR | New Purchase | 0.27% | $1.6M | +54.99% | +2.81% | +11.60% | |
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.26% | $1.5M | +68.81% | +3.48% | +11.87% | |
| CMF - ISHARES TR | Reduce 1% $(19.8K) | 0.25% | $1.5M | +11.51% | +2.87% | +8.59% | |
| BNDX - VANGUARD CHARLOTTE FDS | Reduce 4% $(57.7K) | 0.25% | $1.5M | +12.15% | +2.95% | +9.62% | |
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| TIP - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| LQD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHP - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||