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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2021-02-26 (Q4 2020) | Holdings: 251 | Value: $821.1M | 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 US Growth Index ETF | Add 2% ($2.3M) | 15.38% | $126.3M | +81.92% | +5.38% | +8.61% | |
| VTV - Vanguard US Value Index ETF | Add 7% ($6.5M) | 12.43% | $102.0M | +57.23% | +11.82% | +17.13% | |
| VGK - Vanguard FTSE Europe Index ETF | Add 6% ($2.0M) | 4.74% | $38.9M | +42.01% | +11.52% | +3.82% | |
| VB - Vanguard US Small Cap Index ETF | Add 7% ($2.0M) | 3.91% | $32.1M | +19.99% | +3.83% | -1.08% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 5% ($1.5M) | 3.73% | $30.6M | +13.93% | +1.49% | -6.47% | |
| SMAR - Smartsheet Inc A | New Purchase | 3.66% | $30.0M | -15.96% | -24.56% | ||
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 2% ($521.8K) | 2.91% | $23.9M | +6.50% | +0.13% | -8.47% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 3% ($738.1K) | 2.80% | $23.0M | +18.54% | +12.37% | +18.71% | |
| MSFT - Microsoft Corporation | Add 19% ($3.6M) | 2.76% | $22.7M | +134.33% | +5.93% | +27.69% | |
| N/A - Vanguard Growth Index Admiral | Add 2% ($397.8K) | 2.70% | $22.1M | ||||
| AAPL - Apple Inc | Reduce 3% $(642.9K) | 2.50% | $20.5M | +71.69% | +1.41% | +34.22% | |
| SCHF - Schwab International Equity ETF | Add 2% ($289.0K) | 2.35% | $19.3M | +33.59% | +7.98% | +1.56% | |
| QQQ - Invesco QQQ Trust | Reduce 9% $(1.8M) | 2.06% | $16.9M | +81.92% | +4.39% | +9.15% | |
| N/A - Vanguard Value Index Adm | Add 3% ($464.4K) | 1.85% | $15.2M | ||||
| N/A - Vanguard Developed Markets Index Admiral | Add 2% ($323.3K) | 1.80% | $14.8M | ||||
| SCHV - Schwab US Large-Cap Value ETF | Add 2% ($211.6K) | 1.73% | $14.2M | +47.60% | +10.57% | +13.72% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 2% ($273.2K) | 1.73% | $14.2M | +32.90% | +7.99% | +1.46% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 2% ($296.0K) | 1.57% | $12.9M | ||||
| AMZN - Amazon.com Inc | Reduce 4% $(459.2K) | 1.41% | $11.5M | +49.69% | +3.27% | -1.81% | |
| N/A - Vanguard Small Cap Index Adm | Add 4% ($388.3K) | 1.30% | $10.7M | ||||
| VTI - Vanguard Total Stock Market ETF | Add 14% ($1.2M) | 1.19% | $9.7M | +63.29% | +7.53% | +10.31% | |
| SCHE - Schwab Emerging Markets Equity ETF | Add 3% ($253.4K) | 1.08% | $8.9M | +5.77% | +0.15% | -9.21% | |
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 21% $(2.3M) | 1.04% | $8.6M | +89.92% | +5.64% | +10.56% | |
| VBK - Vanguard Small-Cap Growth ETF | Reduce 4% $(325.4K) | 0.91% | $7.5M | +0.73% | -3.76% | -14.52% | |
| SCHA - Schwab US Small-Cap ETF | Reduce 1% $(44.3K) | 0.85% | $7.0M | +8.97% | +2.49% | -5.29% | |
| CRM - Salesforce.com Inc | Add 3% ($155.8K) | 0.73% | $6.0M | +18.51% | +2.70% | -4.26% | |
| VBR - Vanguard Small-Cap Value ETF | Reduce 3% $(172.2K) | 0.71% | $5.8M | +35.21% | +9.80% | +9.88% | |
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Add 1% ($47.3K) | 0.62% | $5.1M | ||||
| GOOGL - Alphabet Inc Class A | 0.60% | $5.0M | +88.53% | +15.37% | +31.89% | ||
| IWF - iShares Russell 1000 Growth | Reduce 3% $(118.2K) | 0.55% | $4.5M | +87.14% | +5.51% | +11.00% | |
| SBUX - Starbucks Corp | Add 17% ($664.8K) | 0.55% | $4.5M | -9.76% | +4.94% | -14.01% | |
| N/A - Vanguard 500 Index Admiral | Add 2% ($81.8K) | 0.54% | $4.4M | ||||
| TSLA - Tesla Motors Inc | Reduce 18% $(943.4K) | 0.51% | $4.2M | +34.01% | -8.59% | +26.13% | |
| GOOG - Alphabet Inc Class C | 0.49% | $4.0M | +88.67% | +16.82% | +31.18% | ||
| ESGV - Vanguard ESG US Stock ETF | Reduce 4% $(161.8K) | 0.47% | $3.9M | +62.56% | +7.21% | +9.72% | |
| XLE - Select Sector Spdr Trust Shs Ben Int Energy | Add 15% ($502.5K) | 0.46% | $3.8M | +109.59% | +6.56% | +49.49% | |
| IEUR - iShares Core MSCI Europe ETF | Add 7% ($246.4K) | 0.44% | $3.6M | +40.88% | +11.57% | +3.82% | |
| SPY - SPDR S&P 500 ETF | Reduce 3% $(88.2K) | 0.40% | $3.3M | +74.61% | +9.10% | +14.75% | |
| SCHX - Schwab US Large-Cap ETF | Reduce 3% $(103.6K) | 0.39% | $3.2M | +69.96% | +8.21% | +12.28% | |
| UBER - Uber Technologies Inc | New Purchase | 0.35% | $2.9M | +63.50% | -5.52% | -32.87% | |
| VV - Vanguard Large-Cap ETF | Reduce 3% $(72.2K) | 0.34% | $2.8M | +71.65% | +8.27% | +12.62% | |
| N/A - DFA US Core Equity 1 I | Add 9% ($229.6K) | 0.32% | $2.7M | ||||
| TMUS - T-Mobile US Inc | Add 1% ($27.2K) | 0.30% | $2.4M | +103.39% | +17.45% | +2.41% | |
| VSGX - Vanguard ESG International Stock ETF | Reduce 4% $(106.4K) | 0.28% | $2.3M | +19.24% | +5.07% | -3.95% | |
| SUSA - iShares MSCI USA ESG Select ETF | Add 114% ($1.1M) | 0.26% | $2.1M | +59.68% | +9.31% | +12.02% | |
| N/A - Vanguard FTSE Social Index Admiral | Add 2% ($36.7K) | 0.23% | $1.9M | ||||
| IWB - iShares Russell 1000 | Reduce 2% $(32.0K) | 0.23% | $1.9M | +67.90% | +8.13% | +11.97% | |
| COST - Costco Wholesale Corp | Add 3% ($44.8K) | 0.22% | $1.8M | +194.85% | +15.85% | +56.01% | |
| BRK.B - Berkshire Hathaway Inc B | 0.22% | $1.8M | +91.15% | +17.19% | +30.22% | ||
| BA - Boeing Co | New Purchase | 0.21% | $1.8M | +1.02% | +14.16% | -6.49% | |
| N/A - DFA INTERNATIONAL CORE EQUITY I | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - VANGUARD UTILITIES INDEX ADM | Reduce 100% | 0.00% | $0.00 | ||||
| GNR - SPDR S&P GLOBAL NATURAL RESOURCES | Reduce 100% | 0.00% | $0.00 | ||||