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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2019-11-13 (Q3 2019) | Holdings: 139 | Value: $641.5M | 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 |
| VUG - VANGUARD INDEX FDS | Add 2% ($1.8M) | 12.04% | $77.2M | +172.87% | +15.90% | +39.93% | |
| VTV - VANGUARD INDEX FDS | Add 5% ($3.6M) | 11.78% | $75.6M | +76.83% | +4.97% | +3.29% | |
| BND - VANGUARD BD INDEX FD INC | Add 9% ($4.9M) | 9.44% | $60.6M | +2.46% | +2.25% | +7.18% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Add 3% ($1.2M) | 6.71% | $43.0M | +62.20% | +5.10% | +5.47% | |
| VPL - VANGUARD INTL EQUITY INDEX F | Add 4% ($1.2M) | 5.12% | $32.8M | +40.26% | +1.59% | +11.78% | |
| VTEB - VANGUARD MUN BD FD INC | Add 9% ($1.9M) | 3.82% | $24.5M | +4.68% | +2.43% | +4.33% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 2% ($496.4K) | 3.64% | $23.3M | +40.81% | +5.63% | +16.91% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 7% ($1.6M) | 3.54% | $22.7M | +3.30% | +1.61% | +7.17% | |
| VNQ - VANGUARD INDEX FDS | Add 7% ($1.3M) | 3.12% | $20.0M | +21.15% | +9.86% | -2.29% | |
| VB - VANGUARD INDEX FDS | Add 6% ($1.1M) | 3.10% | $19.9M | +64.95% | +7.03% | +13.89% | |
| VTIP - VANGUARD MALVERN FDS | Add 7% ($1.1M) | 2.76% | $17.7M | +23.67% | +1.12% | +4.31% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 13% ($1.6M) | 2.26% | $14.5M | +14.67% | +1.36% | +4.90% | |
| GNR - SPDR INDEX SHS FDS | Add 5% ($520.0K) | 1.87% | $12.0M | +52.26% | -1.30% | -2.75% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 1% $(121.4K) | 1.77% | $11.4M | +56.42% | +3.89% | +7.62% | |
| MSFT - MICROSOFT CORP | Add 1% ($160.2K) | 1.73% | $11.1M | +282.14% | +26.50% | +49.44% | |
| VTI - VANGUARD INDEX FDS | Add 1% ($154.8K) | 1.70% | $10.9M | +116.23% | +9.96% | +20.46% | |
| VWOB - VANGUARD WHITEHALL FDS INC | Add 10% ($694.0K) | 1.19% | $7.6M | +9.61% | +4.60% | +5.96% | |
| SCHE - SCHWAB STRATEGIC TR | Reduce 3% $(182.7K) | 1.10% | $7.0M | +38.41% | +5.66% | +16.65% | |
| AMZN - AMAZON COM INC | Add 35% ($1.6M) | 0.95% | $6.1M | +167.34% | +21.89% | +78.77% | |
| VBK - VANGUARD INDEX FDS | Reduce 2% $(109.8K) | 0.88% | $5.7M | +54.43% | +10.67% | +28.01% | |
| AAPL - APPLE INC | Add 2% ($82.2K) | 0.86% | $5.5M | +225.49% | +23.50% | +84.02% | |
| VBR - VANGUARD INDEX FDS | 0.86% | $5.5M | +68.14% | +4.06% | +2.07% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 4% ($194.0K) | 0.82% | $5.2M | +65.93% | +5.05% | +2.90% | |
| IEUR - ISHARES TR | Reduce 3% $(178.6K) | 0.79% | $5.1M | +60.82% | +5.10% | +5.29% | |
| AGG - ISHARES TR | Add 1% ($44.7K) | 0.76% | $4.9M | +2.28% | +2.20% | +6.96% | |
| SCHG - SCHWAB STRATEGIC TR | Add 2% ($89.0K) | 0.73% | $4.7M | +182.21% | +15.30% | +38.60% | |
| SCHF - SCHWAB STRATEGIC TR | Reduce 2% $(90.9K) | 0.71% | $4.5M | +56.38% | +3.78% | +7.40% | |
| MUB - ISHARES TR | Reduce 2% $(87.5K) | 0.68% | $4.4M | +4.88% | +2.42% | +4.48% | |
| IWF - ISHARES TR | 0.55% | $3.5M | +174.61% | +14.70% | +37.69% | ||
| IYR - ISHARES TR | Reduce 1% $(43.0K) | 0.52% | $3.3M | +20.62% | +10.40% | -2.47% | |
| GUNR - FLEXSHARES TR | Add 5% ($144.9K) | 0.52% | $3.3M | +54.87% | +0.02% | -0.72% | |
| GOOG - ALPHABET INC | New Purchase | 0.51% | $3.3M | +199.05% | +17.21% | +37.29% | |
| GOOGL - ALPHABET INC | New Purchase | 0.51% | $3.3M | +198.15% | +17.28% | +36.99% | |
| SUSA - ISHARES TR | 0.49% | $3.1M | +116.27% | +10.44% | +25.82% | ||
| CRM - SALESFORCE COM INC | New Purchase | 0.48% | $3.1M | +59.84% | +16.51% | +53.28% | |
| SCHH - SCHWAB STRATEGIC TR | Reduce 3% $(73.6K) | 0.44% | $2.8M | +6.36% | +5.91% | -14.12% | |
| SPY - SPDR S&P 500 ETF TR | 0.41% | $2.6M | +123.20% | +9.87% | +19.69% | ||
| SBUX - STARBUCKS CORP | Add 3% ($60.1K) | 0.38% | $2.4M | +19.44% | +6.65% | +18.66% | |
| SCHX - SCHWAB STRATEGIC TR | Add 3% ($80.1K) | 0.37% | $2.4M | +122.67% | +10.21% | +20.98% | |
| SCHZ - SCHWAB STRATEGIC TR | Reduce 1% $(13.6K) | 0.34% | $2.2M | +2.21% | +2.17% | +7.10% | |
| BA - BOEING CO | Add 9% ($175.4K) | 0.32% | $2.1M | -38.54% | -5.67% | -43.93% | |
| SCHA - SCHWAB STRATEGIC TR | Add 1% ($13.4K) | 0.32% | $2.0M | +54.23% | +6.48% | +13.28% | |
| VV - VANGUARD INDEX FDS | Reduce 2% $(39.4K) | 0.27% | $1.8M | +124.70% | +10.31% | +21.29% | |
| ESGD - ISHARES TR | 0.26% | $1.7M | +53.30% | +3.57% | +6.86% | ||
| IPAC - ISHARES TR | Reduce 7% $(133.0K) | 0.26% | $1.7M | +40.47% | +1.07% | +9.19% | |
| QQQ - INVESCO QQQ TR | 0.25% | $1.6M | +191.90% | +17.09% | +47.09% | ||
| INTC - INTEL CORP | Add 2% ($23.8K) | 0.24% | $1.5M | -61.04% | +17.34% | -17.83% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 12% $(199.3K) | 0.24% | $1.5M | +114.72% | +3.20% | +6.07% | |
| EFA - ISHARES TR | Reduce 1% $(23.0K) | 0.24% | $1.5M | +53.53% | +3.32% | +6.14% | |
| CMF - ISHARES TR | Reduce 2% $(33.6K) | 0.24% | $1.5M | +2.75% | +2.50% | +4.34% | |
| DATA - TABLEAU SOFTWARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BNDX - VANGUARD CHARLOTTE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IWB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||