10,000+ stock pitches from top investors available on joinyellowbrick.com
Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2020-11-17 (Q3 2020) | Holdings: 171 | Value: $664.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VUG - VANGUARD US GROWTH INDEX ETF | Add 5% ($4.9M) | 16.77% | $111.4M | +95.44% | +11.26% | +36.33% | |
| VTV - VANGUARD US VALUE INDEX ETF | Add 13% ($9.9M) | 12.64% | $84.0M | +71.49% | +8.03% | +27.07% | |
| VGK - VANGUARD FTSE EUROPE INDEX ETF | Add 6% ($1.8M) | 4.83% | $32.1M | +53.43% | +9.04% | +23.52% | |
| VPL - VANGUARD FTSE PACIFIC INDEX ETF | Add 5% ($1.2M) | 3.75% | $24.9M | +25.67% | +12.61% | +10.36% | |
| VB - VANGUARD US SMALL CAP INDEX ETF | Add 10% ($2.2M) | 3.58% | $23.8M | +43.75% | +18.49% | +31.56% | |
| VNQ - VANGUARD US REAL ESTATE INDEX ETF | Add 24% ($4.0M) | 3.11% | $20.7M | +23.62% | +3.74% | +31.65% | |
| VWO - VANGUARD FTSE EMERGING MARKETS INDEX ETF | Add 8% ($1.5M) | 3.03% | $20.2M | +20.05% | +17.26% | +9.27% | |
| N/A - VANGUARD GROWTH INDEX ADMIRAL | New Purchase | 2.94% | $19.5M | ||||
| AAPL - APPLE INC | Add 304% ($13.9M) | 2.78% | $18.5M | +79.40% | +9.52% | +33.92% | |
| MSFT - MICROSOFT CORPORATION | Add 1% ($256.8K) | 2.71% | $18.0M | +159.32% | +14.37% | +61.07% | |
| SCHF - SCHWAB INTERNATIONAL EQUITY ETF | 2.50% | $16.6M | +45.48% | +10.46% | +19.11% | ||
| QQQ - INVESCO QQQ TRUST | Add 8% ($1.2M) | 2.49% | $16.5M | +99.47% | +14.18% | +38.46% | |
| N/A - VANGUARD VALUE INDEX ADM | New Purchase | 1.95% | $13.0M | ||||
| N/A - VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | New Purchase | 1.88% | $12.5M | ||||
| SCHV - SCHWAB US LARGE-CAP VALUE ETF | Add 4% ($496.1K) | 1.85% | $12.3M | +61.80% | +9.00% | +27.63% | |
| VEA - VANGUARD FTSE DEVELOPED MARKETS ETF | Add 2% ($262.6K) | 1.81% | $12.0M | +45.21% | +10.70% | +19.68% | |
| AMZN - AMAZON.COM INC | Add 2% ($192.1K) | 1.75% | $11.6M | +49.40% | +6.20% | +17.93% | |
| N/A - VANGUARD TOTAL STOCK MKT IDX ADM | New Purchase | 1.66% | $11.0M | ||||
| SCHG - SCHWAB US LARGE-CAP GROWTH ETF | Add 1% ($107.7K) | 1.46% | $9.7M | +104.07% | +11.57% | +37.76% | |
| N/A - VANGUARD SMALL CAP INDEX ADM | New Purchase | 1.23% | $8.1M | ||||
| SCHE - SCHWAB EMERGING MARKETS EQUITY ETF | Reduce 1% $(107.3K) | 1.13% | $7.5M | +18.38% | +17.11% | +7.51% | |
| VTI - VANGUARD TOTAL STOCK MARKET ETF | Reduce 40% $(5.0M) | 1.13% | $7.5M | +79.61% | +11.26% | +32.37% | |
| CRM - SALESFORCE.COM INC | 1.00% | $6.6M | +1.64% | -3.66% | +18.17% | ||
| VBK - VANGUARD SMALL-CAP GROWTH ETF | 0.94% | $6.3M | +19.61% | +20.41% | +22.31% | ||
| SCHA - SCHWAB US SMALL-CAP ETF | 0.82% | $5.4M | +35.11% | +22.28% | +33.08% | ||
| VBR - VANGUARD SMALL-CAP VALUE ETF | Add 2% ($81.9K) | 0.70% | $4.7M | +63.62% | +16.80% | +39.44% | |
| N/A - VANGUARD EMERGING MKTS STOCK IDX ADM | New Purchase | 0.66% | $4.4M | ||||
| IWF - ISHARES RUSSELL 1000 GROWTH | Reduce 1% $(22.1K) | 0.63% | $4.2M | +99.59% | +10.90% | +36.15% | |
| GOOGL - ALPHABET INC CLASS A | Add 8% ($307.8K) | 0.62% | $4.1M | +119.80% | +19.88% | +70.60% | |
| GNR - SPDR S&P GLOBAL NATURAL RESOURCES | Reduce 34% $(2.1M) | 0.60% | $4.0M | +55.89% | +18.47% | +31.61% | |
| N/A - VANGUARD 500 INDEX ADMIRAL | New Purchase | 0.58% | $3.9M | ||||
| ESGV - VANGUARD ESG US STOCK ETF | Reduce 14% $(564.6K) | 0.53% | $3.5M | +77.34% | +10.79% | +33.01% | |
| GOOG - ALPHABET INC CLASS C | Reduce 8% $(292.4K) | 0.51% | $3.4M | +119.81% | +19.94% | +70.75% | |
| TSLA - TESLA MOTORS INC | Add 251% ($2.2M) | 0.47% | $3.1M | +106.27% | +75.62% | +144.54% | |
| SBUX - STARBUCKS CORP | Add 32% ($749.0K) | 0.47% | $3.1M | -0.21% | +6.88% | +16.36% | |
| SPY - SPDR S&P 500 ETF | Add 2% ($47.9K) | 0.46% | $3.1M | +87.34% | +8.72% | +31.98% | |
| IEUR - ISHARES CORE MSCI EUROPE ETF | 0.44% | $3.0M | +52.24% | +8.94% | +23.48% | ||
| SCHX - SCHWAB US LARGE-CAP ETF | Reduce 2% $(60.8K) | 0.44% | $2.9M | +84.33% | +10.12% | +32.23% | |
| XLE - SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY | Add 22% ($468.3K) | 0.39% | $2.6M | +185.30% | +25.11% | +61.93% | |
| VV - VANGUARD LARGE-CAP ETF | Add 1% ($26.9K) | 0.38% | $2.6M | +85.73% | +9.97% | +32.33% | |
| VSGX - VANGUARD ESG INTERNATIONAL STOCK ETF | Reduce 8% $(174.9K) | 0.32% | $2.1M | +31.10% | +12.39% | +15.72% | |
| N/A - DFA INTERNATIONAL CORE EQUITY I | New Purchase | 0.32% | $2.1M | ||||
| N/A - DFA US CORE EQUITY 1 I | New Purchase | 0.32% | $2.1M | ||||
| TMUS - T-MOBILE US INC | Add 12% ($224.2K) | 0.31% | $2.0M | +88.76% | -5.08% | -9.76% | |
| SUSA - ISHARES MSCI USA ESG SELECT ETF | New Purchase | 0.27% | $1.8M | +72.28% | +9.70% | +34.47% | |
| IWB - ISHARES RUSSELL 1000 | 0.25% | $1.7M | +82.62% | +10.29% | +31.96% | ||
| COST - COSTCO WHOLESALE CORP | New Purchase | 0.25% | $1.7M | +165.42% | -4.15% | +42.96% | |
| N/A - VANGUARD FTSE SOCIAL INDEX ADMIRAL | New Purchase | 0.25% | $1.7M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC B | New Purchase | 0.25% | $1.6M | +102.03% | +4.25% | +20.15% | |
| N/A - VANGUARD UTILITIES INDEX ADM | New Purchase | 0.25% | $1.6M | ||||
| VWOB - VANGUARD WHITEHALL FDS | Reduce 100% | 0.00% | $0.00 | ||||
| MUB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| GUNR - FLEXSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VTIP - VANGUARD MALVERN FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| SCHZ - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VTEB - VANGUARD MUN BD FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IYR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| BND - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| CMF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHH - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||