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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2019-05-08 (Q1 2019) | Holdings: 137 | Value: $579.2M | 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 |
| VUG - VANGUARD INDEX FDS | Add 2% ($1.6M) | 12.44% | $72.1M | +198.66% | +3.82% | +18.43% | |
| VTV - VANGUARD INDEX FDS | Add 3% ($1.8M) | 11.90% | $68.9M | +92.49% | +1.76% | -7.55% | |
| BND - VANGUARD BD INDEX FD INC | Add 2% ($702.1K) | 8.12% | $47.1M | +7.55% | +4.33% | +9.80% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Add 3% ($1.2M) | 7.22% | $41.8M | +72.87% | -0.85% | -11.39% | |
| VPL - VANGUARD INTL EQUITY INDEX F | Add 2% ($710.6K) | 5.39% | $31.2M | +52.66% | -0.57% | -4.50% | |
| VWO - VANGUARD INTL EQUITY INDEX F | 4.18% | $24.2M | +46.22% | -2.02% | -8.81% | ||
| VTEB - VANGUARD MUN BD FD INC | Add 1% ($160.5K) | 3.68% | $21.3M | +7.61% | +3.11% | +2.78% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 1% $(127.1K) | 3.22% | $18.7M | +7.56% | +4.15% | +11.65% | |
| VB - VANGUARD INDEX FDS | 3.14% | $18.2M | +71.06% | -0.52% | -11.74% | ||
| VNQ - VANGUARD INDEX FDS | Add 11% ($1.6M) | 2.94% | $17.0M | +31.98% | +7.19% | -10.47% | |
| VTIP - VANGUARD MALVERN FDS | 2.66% | $15.4M | +26.39% | +1.79% | +3.56% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 1% ($181.1K) | 2.25% | $13.0M | +18.42% | +2.29% | +4.49% | |
| VEA - VANGUARD TAX MANAGED INTL FD | 2.01% | $11.7M | +67.86% | -0.46% | -8.55% | ||
| GNR - SPDR INDEX SHS FDS | Add 3% ($349.3K) | 1.91% | $11.1M | +56.28% | -2.83% | -18.00% | |
| VTI - VANGUARD INDEX FDS | Reduce 5% $(517.9K) | 1.61% | $9.3M | +134.35% | +2.34% | +2.88% | |
| MSFT - MICROSOFT CORP | Reduce 13% $(1.3M) | 1.52% | $8.8M | +355.21% | +11.21% | +52.23% | |
| SCHE - SCHWAB STRATEGIC TR | Add 2% ($150.1K) | 1.32% | $7.7M | +43.55% | -2.51% | -9.60% | |
| VWOB - VANGUARD WHITEHALL FDS INC | 1.13% | $6.5M | +15.77% | +6.33% | -1.05% | ||
| VBK - VANGUARD INDEX FDS | Reduce 1% $(68.1K) | 1.02% | $5.9M | +61.37% | +2.42% | +2.33% | |
| VBR - VANGUARD INDEX FDS | Reduce 1% $(30.6K) | 0.97% | $5.6M | +72.71% | -3.18% | -22.99% | |
| IEUR - ISHARES TR | Add 7% ($340.3K) | 0.95% | $5.5M | +71.12% | -0.89% | -11.47% | |
| SCHV - SCHWAB STRATEGIC TR | Add 5% ($247.5K) | 0.91% | $5.3M | +79.58% | +1.73% | -8.67% | |
| AGG - ISHARES TR | Reduce 3% $(121.4K) | 0.79% | $4.6M | +7.24% | +4.27% | +9.55% | |
| MUB - ISHARES TR | Reduce 1% $(58.6K) | 0.79% | $4.6M | +7.71% | +2.99% | +3.04% | |
| SCHF - SCHWAB STRATEGIC TR | Add 4% ($172.8K) | 0.79% | $4.6M | +68.10% | -0.20% | -8.49% | |
| AAPL - APPLE INC | Reduce 22% $(1.3M) | 0.77% | $4.5M | +332.96% | +1.06% | +59.68% | |
| SCHG - SCHWAB STRATEGIC TR | Add 7% ($290.6K) | 0.77% | $4.4M | +210.51% | +3.58% | +17.85% | |
| AMZN - AMAZON COM INC | Add 4% ($146.0K) | 0.69% | $4.0M | +146.43% | -4.86% | +26.79% | |
| IWF - ISHARES TR | Reduce 1% $(24.8K) | 0.57% | $3.3M | +200.39% | +3.88% | +17.33% | |
| IYR - ISHARES TR | Reduce 4% $(140.2K) | 0.54% | $3.1M | +31.15% | +7.63% | -10.53% | |
| GUNR - FLEXSHARES TR | Add 12% ($330.8K) | 0.53% | $3.1M | +59.60% | -0.41% | -15.37% | |
| SCHH - SCHWAB STRATEGIC TR | Reduce 14% $(475.4K) | 0.50% | $2.9M | +14.30% | +5.42% | -20.25% | |
| SPY - SPDR S&P 500 ETF TR | Add 9% ($203.1K) | 0.44% | $2.6M | +143.93% | +2.74% | +4.64% | |
| DATA - TABLEAU SOFTWARE INC | Add 2% ($40.9K) | 0.43% | $2.5M | ||||
| SCHA - SCHWAB STRATEGIC TR | Add 4% ($85.5K) | 0.37% | $2.1M | +58.34% | -1.21% | -14.16% | |
| SCHX - SCHWAB STRATEGIC TR | Reduce 1% $(27.8K) | 0.36% | $2.1M | +142.94% | +2.73% | +4.59% | |
| SBUX - STARBUCKS CORP | Reduce 35% $(1.1M) | 0.36% | $2.1M | +30.62% | +24.60% | -0.32% | |
| VV - VANGUARD INDEX FDS | Reduce 4% $(81.7K) | 0.34% | $1.9M | +145.40% | +2.82% | +5.25% | |
| BA - BOEING CO | Reduce 32% $(905.7K) | 0.33% | $1.9M | -36.33% | -4.26% | -63.00% | |
| SCHZ - SCHWAB STRATEGIC TR | Reduce 4% $(76.2K) | 0.33% | $1.9M | +7.15% | +4.26% | +9.67% | |
| IPAC - ISHARES TR | New Purchase | 0.31% | $1.8M | +53.00% | +0.84% | -4.24% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 40% $(1.1M) | 0.30% | $1.7M | +127.59% | -4.00% | -15.77% | |
| EFA - ISHARES TR | Reduce 2% $(26.1K) | 0.29% | $1.7M | +64.85% | -0.22% | -8.96% | |
| INTC - INTEL CORP | Reduce 30% $(682.0K) | 0.27% | $1.6M | -52.56% | -3.36% | +28.42% | |
| CMF - ISHARES TR | 0.27% | $1.6M | +5.44% | +3.03% | +3.97% | ||
| QQQ - INVESCO QQQ TR | New Purchase | 0.27% | $1.5M | +220.37% | +1.71% | +24.52% | |
| IWB - ISHARES TR | New Purchase | 0.24% | $1.4M | +139.49% | +2.66% | +4.08% | |
| BNDX - VANGUARD CHARLOTTE FDS | New Purchase | 0.24% | $1.4M | +6.90% | +4.99% | +5.53% | |
| IWM - ISHARES TR | New Purchase | 0.21% | $1.2M | +52.84% | -2.81% | -14.08% | |
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.20% | $1.2M | +62.34% | -0.72% | -8.55% | |
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| IJH - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||