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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2020-02-14 (Q4 2019) | Holdings: 135 | Value: $688.9M | 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 3% ($2.5M) | 12.65% | $87.1M | +136.27% | -7.89% | +35.47% | |
| VTV - VANGUARD INDEX FDS | Add 4% ($3.1M) | 12.23% | $84.2M | +68.71% | -21.20% | +6.44% | |
| BND - VANGUARD BD INDEX FD INC | Add 5% ($2.9M) | 9.15% | $63.0M | +0.00% | +2.88% | +3.57% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(252.3K) | 6.79% | $46.8M | +55.17% | -23.01% | +11.75% | |
| VPL - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(303.7K) | 4.97% | $34.3M | +39.91% | -14.24% | +26.81% | |
| VWO - VANGUARD INTL EQUITY INDEX F | 3.75% | $25.8M | +33.91% | -17.77% | +32.19% | ||
| VTEB - VANGUARD MUN BD FD INC | Add 5% ($1.2M) | 3.73% | $25.7M | +2.08% | -1.82% | +3.87% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 7% ($1.6M) | 3.49% | $24.1M | +1.51% | +5.70% | +4.44% | |
| VB - VANGUARD INDEX FDS | Add 5% ($986.6K) | 3.25% | $22.4M | +54.48% | -24.01% | +29.72% | |
| VNQ - VANGUARD INDEX FDS | Add 5% ($927.7K) | 3.02% | $20.8M | +10.21% | -30.40% | -7.00% | |
| VTIP - VANGUARD MALVERN FDS | Add 3% ($533.4K) | 2.66% | $18.3M | +22.27% | +0.26% | +5.22% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 6% ($869.6K) | 2.23% | $15.3M | +13.12% | +0.33% | +4.15% | |
| MSFT - MICROSOFT CORP | Add 2% ($280.1K) | 1.87% | $12.9M | +201.67% | -1.05% | +32.69% | |
| GNR - SPDR INDEX SHS FDS | Reduce 4% $(474.2K) | 1.80% | $12.4M | +55.17% | -20.65% | +19.34% | |
| VTI - VANGUARD INDEX FDS | Add 4% ($443.3K) | 1.78% | $12.3M | +97.14% | -15.60% | +23.08% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 4% $(440.5K) | 1.71% | $11.8M | +51.71% | -19.72% | +17.13% | |
| VWOB - VANGUARD WHITEHALL FDS INC | Add 6% ($443.1K) | 1.18% | $8.1M | +4.61% | -10.67% | +0.48% | |
| AAPL - APPLE INC | Reduce 1% $(77.2K) | 1.04% | $7.1M | +171.58% | -2.16% | +70.25% | |
| SCHE - SCHWAB STRATEGIC TR | Reduce 7% $(571.0K) | 1.03% | $7.1M | +31.88% | -18.22% | +32.18% | |
| VBK - VANGUARD INDEX FDS | 0.90% | $6.2M | +39.81% | -14.47% | +44.10% | ||
| VBR - VANGUARD INDEX FDS | 0.85% | $5.9M | +61.97% | -32.14% | +17.72% | ||
| AMZN - AMAZON COM INC | Reduce 13% $(866.6K) | 0.81% | $5.6M | +120.34% | +13.40% | +53.83% | |
| SCHV - SCHWAB STRATEGIC TR | 0.81% | $5.6M | +58.32% | -21.94% | +7.08% | ||
| IEUR - ISHARES TR | Reduce 8% $(465.4K) | 0.74% | $5.1M | +53.82% | -23.07% | +11.61% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 2% $(127.3K) | 0.74% | $5.1M | +145.59% | -8.27% | +35.42% | |
| AGG - ISHARES TR | Add 3% ($127.2K) | 0.72% | $5.0M | -0.09% | +2.87% | +3.52% | |
| SCHF - SCHWAB STRATEGIC TR | Reduce 10% $(490.2K) | 0.62% | $4.3M | +51.81% | -19.63% | +16.62% | |
| SUSA - ISHARES TR | Add 25% ($842.3K) | 0.62% | $4.3M | +96.14% | -12.57% | +25.60% | |
| MUB - ISHARES TR | Reduce 4% $(160.1K) | 0.61% | $4.2M | +2.34% | -1.36% | +3.73% | |
| IWF - ISHARES TR | Reduce 1% $(48.4K) | 0.56% | $3.8M | +140.50% | -7.62% | +34.47% | |
| GUNR - FLEXSHARES TR | Add 4% ($125.0K) | 0.53% | $3.7M | +55.68% | -18.87% | +18.08% | |
| GOOGL - ALPHABET INC | 0.52% | $3.6M | +154.96% | -9.33% | +39.38% | ||
| GOOG - ALPHABET INC | Reduce 6% $(217.9K) | 0.49% | $3.4M | +156.11% | -9.36% | +40.06% | |
| IYR - ISHARES TR | 0.48% | $3.3M | +9.17% | -30.62% | -9.02% | ||
| CRM - SALESFORCE COM INC | Reduce 5% $(173.1K) | 0.47% | $3.2M | +36.47% | -10.27% | +30.19% | |
| SCHH - SCHWAB STRATEGIC TR | Add 4% ($101.3K) | 0.41% | $2.9M | +0.34% | -35.33% | -16.05% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(15.8K) | 0.41% | $2.8M | +103.81% | -14.43% | +18.76% | |
| SCHZ - SCHWAB STRATEGIC TR | Add 13% ($274.0K) | 0.35% | $2.4M | -0.16% | +2.98% | +3.57% | |
| SCHX - SCHWAB STRATEGIC TR | Reduce 7% $(189.5K) | 0.35% | $2.4M | +102.69% | -14.69% | +21.73% | |
| SBUX - STARBUCKS CORP | Reduce 4% $(100.5K) | 0.33% | $2.3M | +11.88% | -16.55% | +20.66% | |
| SCHA - SCHWAB STRATEGIC TR | Reduce 1% $(15.7K) | 0.32% | $2.2M | +45.17% | -25.15% | +34.36% | |
| ESGD - ISHARES TR | Add 21% ($376.9K) | 0.31% | $2.2M | +48.91% | -19.60% | +14.85% | |
| CMF - ISHARES TR | Add 27% ($411.9K) | 0.28% | $1.9M | +0.30% | -0.47% | +3.27% | |
| VV - VANGUARD INDEX FDS | Reduce 6% $(106.2K) | 0.26% | $1.8M | +104.26% | -14.30% | +21.48% | |
| BA - BOEING CO | 0.26% | $1.8M | -34.52% | -64.58% | -35.89% | ||
| EFA - ISHARES TR | Add 7% ($109.0K) | 0.25% | $1.7M | +49.68% | -19.71% | +14.57% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.24% | $1.7M | +108.44% | -25.24% | +8.34% | ||
| IWB - ISHARES TR | New Purchase | 0.23% | $1.6M | +100.34% | -14.95% | +21.69% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.21% | $1.4M | +150.55% | -4.17% | +44.75% | |
| INTC - INTEL CORP | Reduce 21% $(366.6K) | 0.20% | $1.4M | -66.49% | -12.08% | -3.85% | |
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| IPAC - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||