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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2020-09-02 (Q2 2020) | Holdings: 149 | Value: $691.3M | 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 1% ($582.8K) | 13.68% | $94.6M | +93.43% | +1.49% | +28.19% | |
| VTV - VANGUARD INDEX FDS | Add 7% ($4.5M) | 10.21% | $70.6M | +82.63% | +8.08% | +32.59% | |
| BND - VANGUARD BD INDEX FDS | Add 3% ($1.9M) | 9.93% | $68.6M | -5.09% | -0.30% | -0.74% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Reduce 6% $(1.8M) | 4.21% | $29.1M | +61.55% | +8.24% | +31.19% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 1% ($181.2K) | 3.89% | $26.9M | -4.41% | -0.72% | -1.49% | |
| VTEB - VANGUARD MUN BD FDS | Add 3% ($688.1K) | 3.67% | $25.4M | +0.75% | +1.26% | +3.03% | |
| VPL - VANGUARD INTL EQUITY INDEX F | Reduce 6% $(1.5M) | 3.20% | $22.1M | +38.18% | +13.49% | +26.74% | |
| VB - VANGUARD INDEX FDS | Add 12% ($2.2M) | 2.96% | $20.5M | +61.22% | +15.16% | +43.72% | |
| VTIP - VANGUARD MALVERN FDS | 2.67% | $18.5M | +18.55% | +0.57% | +5.68% | ||
| MSFT - MICROSOFT CORP | Add 5% ($808.4K) | 2.49% | $17.2M | +142.29% | -6.31% | +32.55% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 9% $(1.6M) | 2.47% | $17.1M | +29.87% | +10.83% | +21.12% | |
| VNQ - VANGUARD INDEX FDS | Reduce 14% $(2.6M) | 2.40% | $16.6M | +29.48% | +2.96% | +38.11% | |
| SCHF - SCHWAB STRATEGIC TR | Add 27% ($3.4M) | 2.27% | $15.7M | +55.57% | +10.12% | +29.21% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 2% ($338.2K) | 2.24% | $15.5M | +9.48% | +0.47% | +1.19% | |
| AAPL - APPLE INC | Add 27% ($3.0M) | 2.08% | $14.4M | +67.95% | -2.96% | +22.36% | |
| QQQ - INVESCO QQQ TR | Add 724% ($12.0M) | 1.98% | $13.7M | +95.41% | +2.19% | +28.69% | |
| VTI - VANGUARD INDEX FDS | Add 3% ($369.1K) | 1.66% | $11.5M | +85.80% | +5.77% | +32.07% | |
| SCHV - SCHWAB STRATEGIC TR | Add 8% ($790.9K) | 1.64% | $11.3M | +71.80% | +8.25% | +32.60% | |
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 6% $(670.0K) | 1.62% | $11.2M | +55.06% | +10.09% | +29.84% | |
| AMZN - AMAZON COM INC | Add 15% ($1.3M) | 1.45% | $10.0M | +34.35% | -8.56% | -0.20% | |
| SCHG - SCHWAB STRATEGIC TR | Add 4% ($326.2K) | 1.23% | $8.5M | +103.43% | +2.21% | +30.21% | |
| SCHE - SCHWAB STRATEGIC TR | Add 5% ($328.0K) | 1.00% | $6.9M | +28.29% | +10.64% | +19.54% | |
| VWOB - VANGUARD WHITEHALL FDS | Reduce 6% $(436.3K) | 1.00% | $6.9M | +3.65% | +1.02% | +2.68% | |
| GNR - SPDR INDEX SHS FDS | Reduce 24% $(1.9M) | 0.86% | $6.0M | +65.47% | +11.64% | +36.81% | |
| VBK - VANGUARD INDEX FDS | Reduce 1% $(74.5K) | 0.84% | $5.8M | +31.14% | +12.53% | +34.90% | |
| SCHA - SCHWAB STRATEGIC TR | Add 9% ($407.8K) | 0.75% | $5.2M | +52.54% | +16.50% | +45.99% | |
| AGG - ISHARES TR | 0.72% | $5.0M | -4.94% | -0.18% | -0.64% | ||
| CRM - SALESFORCE COM INC | Add 65% ($1.9M) | 0.71% | $4.9M | -3.69% | -18.33% | -1.29% | |
| VBR - VANGUARD INDEX FDS | Add 4% ($159.6K) | 0.64% | $4.4M | +86.97% | +17.28% | +51.37% | |
| MUB - ISHARES TR | Add 1% ($40.4K) | 0.57% | $4.0M | +0.97% | +1.30% | +2.88% | |
| SCHH - SCHWAB STRATEGIC TR | Add 17% ($556.6K) | 0.56% | $3.9M | +29.30% | +2.79% | +37.28% | |
| ESGV - VANGUARD WORLD FD | Add 6% ($207.2K) | 0.54% | $3.7M | +81.18% | +4.33% | +30.91% | |
| GOOGL - ALPHABET INC | Add 6% ($221.2K) | 0.54% | $3.7M | +127.18% | +7.20% | +69.15% | |
| IWF - ISHARES TR | Reduce 3% $(96.2K) | 0.54% | $3.7M | +97.01% | +1.07% | +27.51% | |
| GOOG - ALPHABET INC | Add 5% ($165.4K) | 0.51% | $3.5M | +126.95% | +6.85% | +69.36% | |
| IEUR - ISHARES TR | Reduce 32% $(1.3M) | 0.41% | $2.8M | +60.58% | +8.56% | +31.14% | |
| SPY - SPDR S&P 500 ETF TR | Add 1% ($15.4K) | 0.40% | $2.8M | +90.76% | +3.45% | +29.21% | |
| SCHX - SCHWAB STRATEGIC TR | Add 2% ($48.4K) | 0.39% | $2.7M | +89.02% | +4.67% | +30.60% | |
| XLE - SELECT SECTOR SPDR TR | New Purchase | 0.39% | $2.7M | +203.35% | +11.35% | +45.38% | |
| SCHZ - SCHWAB STRATEGIC TR | Reduce 1% $(35.8K) | 0.34% | $2.4M | -5.16% | -0.24% | -0.76% | |
| VV - VANGUARD INDEX FDS | Add 15% ($294.4K) | 0.33% | $2.3M | +89.58% | +4.24% | +30.11% | |
| TSLA - TESLA INC | New Purchase | 0.32% | $2.2M | +127.10% | +45.71% | +80.14% | |
| VSGX - VANGUARD WORLD FD | Add 28% ($473.1K) | 0.31% | $2.1M | +40.18% | +9.72% | +26.36% | |
| SBUX - STARBUCKS CORP | Add 8% ($151.2K) | 0.29% | $2.0M | +11.61% | +13.52% | +34.51% | |
| GUNR - FLEXSHARES TR | Reduce 54% $(2.3M) | 0.29% | $2.0M | +61.61% | +8.92% | +30.19% | |
| CMF - ISHARES TR | Reduce 1% $(13.7K) | 0.24% | $1.7M | -1.11% | +1.14% | +1.81% | |
| TMUS - T-MOBILE US INC | New Purchase | 0.24% | $1.6M | +106.14% | +10.52% | +14.57% | |
| IYR - ISHARES TR | Reduce 14% $(275.1K) | 0.24% | $1.6M | +28.52% | +1.94% | +35.76% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.23% | $1.6M | +250.51% | +5.05% | +50.15% | |
| IWB - ISHARES TR | New Purchase | 0.22% | $1.5M | +87.26% | +4.75% | +30.59% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| IPAC - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| BNDX - VANGUARD CHARLOTTE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||