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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.
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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 | 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 |