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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2020-05-08 (Q1 2020) | Holdings: 124 | Value: $568.9M | 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 | Reduce 3% $(2.1M) | 12.81% | $72.9M | +155.64% | +20.78% | +45.47% | |
| BND - VANGUARD BD INDEX FDS | 11.33% | $64.5M | -2.33% | +3.27% | +0.19% | ||
| VTV - VANGUARD INDEX FDS | Reduce 6% $(3.5M) | 10.39% | $59.1M | +108.61% | +11.55% | +49.49% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 4% ($941.6K) | 4.69% | $26.7M | -3.82% | +0.65% | -1.95% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Reduce 23% $(8.0M) | 4.66% | $26.5M | +96.25% | +18.17% | +51.67% | |
| VTEB - VANGUARD MUN BD FD INC | Reduce 5% $(1.2M) | 4.24% | $24.1M | +4.68% | +4.86% | +6.29% | |
| VPL - VANGUARD INTL EQUITY INDEX F | Reduce 25% $(6.7M) | 3.60% | $20.5M | +60.37% | +12.50% | +44.61% | |
| VTIP - VANGUARD MALVERN FDS | 3.17% | $18.0M | +21.92% | +2.22% | +6.93% | ||
| VNQ - VANGUARD INDEX FDS | Add 9% ($1.4M) | 3.00% | $17.1M | +46.96% | +12.42% | +38.08% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 19% $(3.6M) | 2.79% | $15.9M | +60.17% | +19.96% | +47.50% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 3% $(456.7K) | 2.55% | $14.5M | +13.31% | +3.27% | +4.35% | |
| VB - VANGUARD INDEX FDS | Reduce 7% $(1.1M) | 2.54% | $14.5M | +94.96% | +19.02% | +66.61% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(176.2K) | 2.23% | $12.7M | +204.88% | +14.02% | +36.33% | |
| SCHF - SCHWAB STRATEGIC TR | Add 226% ($7.4M) | 1.89% | $10.7M | +84.97% | +15.66% | +48.32% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 14% ($1.3M) | 1.79% | $10.2M | +84.69% | +15.87% | +48.92% | |
| SCHV - SCHWAB STRATEGIC TR | Add 127% ($5.2M) | 1.63% | $9.3M | +96.92% | +11.89% | +48.28% | |
| VTI - VANGUARD INDEX FDS | Reduce 5% $(520.4K) | 1.61% | $9.1M | +129.77% | +16.98% | +50.23% | |
| AAPL - APPLE INC | Add 28% ($1.7M) | 1.39% | $7.9M | +177.23% | +46.62% | +65.80% | |
| VWOB - VANGUARD WHITEHALL FDS | Reduce 5% $(357.6K) | 1.17% | $6.7M | +16.97% | +12.21% | +12.53% | |
| GNR - SPDR INDEX SHS FDS | Reduce 21% $(1.8M) | 1.15% | $6.5M | +89.00% | +14.19% | +64.40% | |
| SCHG - SCHWAB STRATEGIC TR | Add 47% ($2.1M) | 1.12% | $6.4M | +167.03% | +20.50% | +45.53% | |
| AMZN - AMAZON COM INC | Add 4% ($230.1K) | 1.08% | $6.1M | +97.17% | +32.57% | +34.35% | |
| SCHE - SCHWAB STRATEGIC TR | Add 5% ($247.7K) | 0.99% | $5.6M | +58.72% | +20.37% | +47.07% | |
| AGG - ISHARES TR | Reduce 4% $(228.7K) | 0.85% | $4.9M | -2.35% | +3.07% | +0.25% | |
| VBK - VANGUARD INDEX FDS | Reduce 5% $(226.2K) | 0.78% | $4.4M | +60.59% | +18.65% | +49.60% | |
| MUB - ISHARES TR | Reduce 7% $(298.6K) | 0.68% | $3.9M | +4.53% | +4.61% | +5.74% | |
| SCHA - SCHWAB STRATEGIC TR | Add 150% ($2.3M) | 0.66% | $3.8M | +85.85% | +20.71% | +70.42% | |
| IEUR - ISHARES TR | Reduce 5% $(186.2K) | 0.63% | $3.6M | +94.62% | +17.88% | +51.64% | |
| VBR - VANGUARD INDEX FDS | Reduce 7% $(254.4K) | 0.62% | $3.5M | +123.41% | +19.20% | +80.77% | |
| GUNR - FLEXSHARES TR | Add 41% ($1.0M) | 0.61% | $3.5M | +87.36% | +17.15% | +60.00% | |
| SCHH - SCHWAB STRATEGIC TR | Add 51% ($1.0M) | 0.54% | $3.1M | +41.93% | +9.27% | +32.75% | |
| IWF - ISHARES TR | Reduce 9% $(295.7K) | 0.52% | $3.0M | +159.97% | +20.10% | +44.61% | |
| ESGV - VANGUARD WORLD FD | New Purchase | 0.51% | $2.9M | +128.64% | +18.09% | +49.73% | |
| GOOGL - ALPHABET INC | Reduce 8% $(232.4K) | 0.50% | $2.9M | +180.44% | +8.72% | +66.46% | |
| GOOG - ALPHABET INC | Reduce 6% $(187.2K) | 0.48% | $2.8M | +181.52% | +8.55% | +69.90% | |
| SCHZ - SCHWAB STRATEGIC TR | Reduce 5% $(126.4K) | 0.41% | $2.3M | -2.59% | +3.14% | +0.12% | |
| SPY - SPDR S&P 500 ETF TR | Add 2% ($41.5K) | 0.40% | $2.3M | +134.84% | +16.09% | +46.26% | |
| CRM - SALESFORCE COM INC | Reduce 19% $(545.3K) | 0.40% | $2.3M | +48.44% | +12.30% | +21.83% | |
| SCHX - SCHWAB STRATEGIC TR | Add 17% ($314.2K) | 0.39% | $2.2M | +134.19% | +16.74% | +48.27% | |
| IYR - ISHARES TR | Reduce 32% $(787.6K) | 0.30% | $1.7M | +46.27% | +12.65% | +36.28% | |
| VV - VANGUARD INDEX FDS | Add 16% ($231.8K) | 0.29% | $1.7M | +135.19% | +16.63% | +47.63% | |
| SBUX - STARBUCKS CORP | Reduce 4% $(62.4K) | 0.29% | $1.7M | +29.76% | +1.66% | +51.34% | |
| CMF - ISHARES TR | Reduce 14% $(257.0K) | 0.29% | $1.6M | +1.42% | +3.71% | +3.95% | |
| IPAC - ISHARES TR | New Purchase | 0.28% | $1.6M | +60.76% | +10.17% | +39.11% | |
| VSGX - VANGUARD WORLD FD | New Purchase | 0.25% | $1.4M | +68.53% | +16.44% | +46.49% | |
| BNDX - VANGUARD CHARLOTTE FDS | New Purchase | 0.24% | $1.4M | +1.24% | +2.27% | +0.87% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.24% | $1.3M | +169.29% | +21.31% | +66.83% | ||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.23% | $1.3M | +233.86% | +11.48% | +29.13% | |
| QQQ - INVESCO QQQ TR | Reduce 1% $(19.0K) | 0.22% | $1.3M | +161.17% | +21.15% | +46.67% | |
| INTC - INTEL CORP | Reduce 1% $(10.6K) | 0.22% | $1.3M | -62.82% | -17.05% | -3.82% | |
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||
| SUSA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IWB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ESGD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| EFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||