Garde Capital, Inc. 13F Holdings

Holdings from the most recent 13F from Garde Capital, Inc.

Filed: 2019-08-20 (Q2 2019) | Holdings: 143 | Value: $611.0M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
VUG - VANGUARD INDEX FDS
Reduce 1% $(1.1M)
12.13%
$74.1M
+184.58%
+5.11%
+39.28%
VTV - VANGUARD INDEX FDS
Add 1% ($444.3K)
11.70%
$71.5M
+90.30%
+8.06%
+0.44%
BND - VANGUARD BD INDEX FD INC
Add 14% ($6.6M)
8.96%
$54.8M
+2.19%
+0.00%
+7.44%
VGK - VANGUARD INTL EQUITY INDEX F
7.01%
$42.9M
+74.06%
+7.45%
+5.20%
VPL - VANGUARD INTL EQUITY INDEX F
Add 1% ($288.7K)
5.17%
$31.6M
+52.83%
+8.94%
+8.46%
VWO - VANGUARD INTL EQUITY INDEX F
3.95%
$24.1M
+48.50%
+6.34%
+12.60%
VTEB - VANGUARD MUN BD FD INC
Add 3% ($691.8K)
3.66%
$22.4M
+3.97%
-0.44%
+3.44%
VGIT - VANGUARD SCOTTSDALE FDS
Add 10% ($1.8M)
3.42%
$20.9M
+2.68%
-0.39%
+7.30%
VB - VANGUARD INDEX FDS
Add 2% ($453.5K)
3.13%
$19.1M
+72.24%
+4.60%
+3.57%
VNQ - VANGUARD INDEX FDS
Add 2% ($396.7K)
2.86%
$17.5M
+22.33%
+1.30%
-8.28%
VTIP - VANGUARD MALVERN FDS
Add 7% ($1.1M)
2.73%
$16.7M
+24.04%
+0.39%
+4.30%
VCSH - VANGUARD SCOTTSDALE FDS
Reduce 3% $(374.0K)
2.09%
$12.8M
+15.37%
+0.62%
+5.13%
GNR - SPDR INDEX SHS FDS
Add 11% ($1.3M)
2.00%
$12.2M
+64.13%
+7.39%
-2.70%
VEA - VANGUARD TAX MANAGED INTL FD
Reduce 2% $(226.8K)
1.91%
$11.7M
+68.42%
+7.77%
+6.38%
VTI - VANGUARD INDEX FDS
Add 11% ($1.0M)
1.75%
$10.7M
+128.63%
+6.27%
+17.73%
MSFT - MICROSOFT CORP
Add 6% ($577.4K)
1.73%
$10.5M
+305.50%
+8.26%
+55.50%
SCHE - SCHWAB STRATEGIC TR
Reduce 2% $(181.1K)
1.24%
$7.5M
+46.29%
+6.58%
+12.24%
VWOB - VANGUARD WHITEHALL FDS INC
Add 2% ($164.8K)
1.13%
$6.9M
+10.01%
+0.15%
+4.90%
VBK - VANGUARD INDEX FDS
Reduce 3% $(186.6K)
0.97%
$5.9M
+57.18%
+3.00%
+16.30%
VBR - VANGUARD INDEX FDS
Reduce 2% $(117.4K)
0.91%
$5.6M
+79.81%
+6.24%
-6.88%
IEUR - ISHARES TR
Reduce 4% $(239.7K)
0.88%
$5.4M
+72.34%
+7.26%
+4.82%
SCHV - SCHWAB STRATEGIC TR
Reduce 7% $(396.9K)
0.82%
$5.0M
+77.52%
+7.06%
-0.43%
AMZN - AMAZON COM INC
Add 16% ($670.3K)
0.80%
$4.9M
+157.35%
-4.65%
+80.54%
AAPL - APPLE INC
Add 3% ($132.8K)
0.78%
$4.8M
+304.27%
+23.38%
+135.89%
AGG - ISHARES TR
Add 1% ($70.0K)
0.78%
$4.7M
+2.06%
+0.06%
+7.14%
SCHF - SCHWAB STRATEGIC TR
Reduce 1% $(23.7K)
0.76%
$4.6M
+68.22%
+7.54%
+5.95%
SCHG - SCHWAB STRATEGIC TR
Reduce 2% $(97.4K)
0.75%
$4.6M
+197.29%
+6.48%
+38.55%
MUB - ISHARES TR
Reduce 5% $(249.3K)
0.72%
$4.4M
+4.13%
-0.43%
+3.34%
IWF - ISHARES TR
Add 1% ($22.0K)
0.57%
$3.5M
+186.93%
+5.52%
+37.79%
GUNR - FLEXSHARES TR
Add 8% ($242.5K)
0.55%
$3.4M
+63.46%
+5.35%
+0.12%
IYR - ISHARES TR
0.51%
$3.1M
+21.35%
+0.89%
-8.47%
SUSA - ISHARES TR
New Purchase
0.51%
$3.1M
+130.61%
+7.18%
+24.99%
DATA - TABLEAU SOFTWARE INC
Reduce 5% $(165.2K)
0.50%
$3.1M
SCHH - SCHWAB STRATEGIC TR
Reduce 5% $(146.1K)
0.45%
$2.7M
+7.99%
+1.34%
-18.72%
SPY - SPDR S&P 500 ETF TR
Reduce 3% $(86.7K)
0.42%
$2.6M
+136.73%
+6.57%
+18.39%
SCHX - SCHWAB STRATEGIC TR
Add 5% ($113.8K)
0.37%
$2.3M
+135.93%
+6.62%
+19.20%
SBUX - STARBUCKS CORP
Reduce 4% $(94.2K)
0.37%
$2.2M
+4.86%
-14.08%
-18.27%
SCHZ - SCHWAB STRATEGIC TR
Add 11% ($209.4K)
0.35%
$2.1M
+1.92%
-0.00%
+7.23%
SCHA - SCHWAB STRATEGIC TR
Reduce 5% $(105.7K)
0.34%
$2.1M
+60.86%
+4.04%
+2.71%
BA - BOEING CO
Reduce 3% $(47.3K)
0.30%
$1.8M
-33.09%
+9.87%
-49.48%
IPAC - ISHARES TR
0.29%
$1.8M
+51.50%
+8.43%
+6.18%
VV - VANGUARD INDEX FDS
Reduce 12% $(252.7K)
0.29%
$1.8M
+138.05%
+6.53%
+19.75%
BRK.B - BERKSHIRE HATHAWAY INC DEL
Reduce 4% $(69.5K)
0.29%
$1.8M
+137.11%
+8.85%
+4.23%
ESGD - ISHARES TR
New Purchase
0.27%
$1.7M
+65.28%
+7.86%
+5.76%
QQQ - INVESCO QQQ TR
0.26%
$1.6M
+211.36%
+7.13%
+50.61%
EFA - ISHARES TR
Reduce 11% $(181.5K)
0.25%
$1.5M
+64.79%
+7.43%
+4.71%
CMF - ISHARES TR
Reduce 4% $(70.7K)
0.25%
$1.5M
+2.02%
-0.53%
+3.64%
IWB - ISHARES TR
0.24%
$1.5M
+132.71%
+6.38%
+18.54%
BNDX - VANGUARD CHARLOTTE FDS
Reduce 1% $(17.4K)
0.23%
$1.4M
+1.06%
-1.11%
+1.85%
INTC - INTEL CORP
Reduce 1% $(17.4K)
0.23%
$1.4M
-52.09%
+24.26%
+7.02%
IWM - ISHARES TR
Reduce 100%
0.00%
$0.00
VEU - VANGUARD INTL EQUITY INDEX F
Reduce 100%
0.00%
$0.00