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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2019-02-20 (Q4 2018) | Holdings: 161 | Value: $564.5M | 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 | Reduce 4% $(2.9M) | 10.82% | $61.1M | +94.01% | +1.70% | +14.32% | |
| VUG - VANGUARD INDEX FDS | Reduce 2% $(993.5K) | 10.71% | $60.5M | +215.22% | +5.63% | +31.84% | |
| BND - VANGUARD BD INDEX FD INC | 8.01% | $45.2M | +9.98% | +2.28% | +10.45% | ||
| VGK - VANGUARD INTL EQUITY INDEX F | Add 5% ($1.9M) | 6.53% | $36.9M | +76.06% | +2.37% | +13.29% | |
| VPL - VANGUARD INTL EQUITY INDEX F | Add 3% ($748.0K) | 4.97% | $28.1M | +48.43% | -2.16% | +4.07% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 3% ($641.9K) | 3.84% | $21.7M | +45.52% | -2.24% | +7.79% | |
| VTEB - VANGUARD MUN BD FD INC | Add 2% ($322.9K) | 3.66% | $20.7M | +10.50% | +2.96% | +8.67% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 52% ($6.3M) | 3.27% | $18.5M | +9.60% | +2.02% | +8.42% | |
| VB - VANGUARD INDEX FDS | Reduce 5% $(768.7K) | 2.77% | $15.6M | +71.60% | -0.31% | +10.48% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 1% $(181.2K) | 2.68% | $15.2M | +27.67% | +1.26% | +4.61% | |
| VNQ - VANGUARD INDEX FDS | Reduce 10% $(1.5M) | 2.34% | $13.2M | +35.31% | +4.63% | +22.71% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 1% $(118.9K) | 2.22% | $12.5M | +20.42% | +1.69% | +6.66% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Add 4% ($409.8K) | 1.87% | $10.6M | +67.96% | +0.65% | +9.93% | |
| GNR - SPDR INDEX SHS FDS | Reduce 20% $(2.3M) | 1.69% | $9.6M | +50.28% | -3.82% | -2.65% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(48.2K) | 1.54% | $8.7M | +429.26% | +19.15% | +69.27% | |
| VTI - VANGUARD INDEX FDS | Reduce 1% $(123.9K) | 1.53% | $8.7M | +140.56% | +3.04% | +21.04% | |
| SCHE - SCHWAB STRATEGIC TR | Reduce 7% $(548.8K) | 1.20% | $6.8M | +42.54% | -2.58% | +6.95% | |
| VWOB - VANGUARD WHITEHALL FDS INC | Reduce 7% $(463.8K) | 1.10% | $6.2M | +17.79% | +2.18% | +13.19% | |
| VBK - VANGUARD INDEX FDS | 0.88% | $5.0M | +64.56% | +1.53% | +17.17% | ||
| VBR - VANGUARD INDEX FDS | 0.88% | $5.0M | +71.19% | -1.85% | +5.12% | ||
| AAPL - APPLE INC | Reduce 1% $(67.8K) | 0.84% | $4.8M | +405.04% | +9.03% | +84.60% | |
| IEUR - ISHARES TR | Reduce 15% $(825.5K) | 0.83% | $4.7M | +74.46% | +2.44% | +13.14% | |
| AGG - ISHARES TR | Add 12% ($475.0K) | 0.81% | $4.6M | +9.66% | +2.34% | +10.16% | |
| MUB - ISHARES TR | Add 4% ($192.3K) | 0.80% | $4.5M | +10.61% | +2.99% | +8.63% | |
| SCHV - SCHWAB STRATEGIC TR | New Purchase | 0.80% | $4.5M | +81.56% | +2.01% | +13.92% | |
| IJR - ISHARES TR | Add 1% ($47.7K) | 0.73% | $4.1M | +50.60% | -4.32% | +3.98% | |
| SCHF - SCHWAB STRATEGIC TR | Reduce 6% $(258.1K) | 0.70% | $4.0M | +68.16% | +0.71% | +9.97% | |
| IJH - ISHARES TR | Add 1% ($50.0K) | 0.67% | $3.8M | +79.59% | -0.80% | +10.21% | |
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 0.64% | $3.6M | +224.52% | +4.63% | +30.78% | |
| AMZN - AMAZON COM INC | Reduce 3% $(93.1K) | 0.57% | $3.2M | +189.05% | +14.67% | +29.39% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.52% | $2.9M | +128.77% | -1.41% | +11.18% | ||
| SCHH - SCHWAB STRATEGIC TR | Add 58% ($1.1M) | 0.51% | $2.9M | +15.60% | +3.84% | +15.34% | |
| IWF - ISHARES TR | Reduce 2% $(68.5K) | 0.51% | $2.9M | +215.32% | +5.06% | +29.70% | |
| IYR - ISHARES TR | Add 19% ($445.4K) | 0.50% | $2.8M | +34.55% | +4.74% | +23.07% | |
| SBUX - STARBUCKS CORP | 0.48% | $2.7M | +45.15% | +11.05% | +26.82% | ||
| GUNR - FLEXSHARES TR | New Purchase | 0.44% | $2.5M | +55.22% | -2.47% | +0.37% | |
| BA - BOEING CO | 0.43% | $2.4M | -46.12% | -14.41% | -19.75% | ||
| DATA - TABLEAU SOFTWARE INC | Add 10% ($213.6K) | 0.41% | $2.3M | -7.02% | |||
| COST - COSTCO WHSL CORP NEW | 0.40% | $2.3M | +376.53% | +15.70% | +50.01% | ||
| GOOGL - ALPHABET INC | Reduce 1% $(24.0K) | 0.39% | $2.2M | +245.11% | +3.19% | +32.60% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 3% $(60.0K) | 0.37% | $2.1M | +151.65% | +3.63% | +22.36% | |
| INTC - INTEL CORP | Add 11% ($197.7K) | 0.35% | $2.0M | -55.45% | -12.84% | +28.32% | |
| SCHZ - SCHWAB STRATEGIC TR | Add 3% ($47.2K) | 0.34% | $1.9M | +9.50% | +2.27% | +10.12% | |
| SCHX - SCHWAB STRATEGIC TR | 0.33% | $1.9M | +150.32% | +3.46% | +22.50% | ||
| VV - VANGUARD INDEX FDS | Reduce 1% $(11.6K) | 0.32% | $1.8M | +153.05% | +3.63% | +22.86% | |
| SCHA - SCHWAB STRATEGIC TR | New Purchase | 0.32% | $1.8M | +57.66% | -1.23% | +8.35% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($9.3K) | 0.30% | $1.7M | +237.44% | +6.77% | +32.59% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 3% ($52.0K) | 0.28% | $1.6M | +9.92% | +8.21% | +9.20% | |
| EFA - ISHARES TR | Reduce 5% $(83.4K) | 0.28% | $1.6M | +66.01% | +1.48% | +10.20% | |
| CMF - ISHARES TR | 0.27% | $1.5M | +8.45% | +3.08% | +8.70% | ||
| VCIT - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IPAC - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||
| BNDX - VANGUARD CHARLOTTE FDS | Reduce 100% | 0.00% | $0.00 | ||||