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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2021-05-24 (Q1 2021) | Holdings: 260 | Value: $865.1M | 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 | 14.81% | $128.1M | +72.29% | +12.15% | -14.44% | ||
| VTV - Vanguard US Value Index ETF | Add 5% ($5.5M) | 13.67% | $118.2M | +40.19% | +1.91% | +2.98% | |
| VGK - Vanguard FTSE Europe Index ETF | Add 6% ($2.3M) | 4.97% | $43.0M | +27.03% | +2.01% | -12.71% | |
| VB - Vanguard US Small Cap Index ETF | Add 2% ($615.7K) | 4.15% | $35.9M | +16.75% | +2.11% | -13.46% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 6% ($1.8M) | 3.84% | $33.2M | +12.21% | -1.07% | -14.23% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 5% ($1.3M) | 3.02% | $26.1M | +7.02% | -3.32% | -19.08% | |
| VNQ - Vanguard US Real Estate Index ETF | 2.87% | $24.9M | +5.50% | +7.38% | +1.07% | ||
| MSFT - Microsoft Corporation | Reduce 4% $(1.1M) | 2.66% | $23.0M | +119.05% | +20.18% | +5.12% | |
| N/A - Vanguard Growth Index Admiral | Reduce 2% $(352.9K) | 2.55% | $22.1M | ||||
| Z - Zillow Group Inc | New Purchase | 2.40% | $20.7M | -30.14% | -12.22% | -66.83% | |
| SCHF - Schwab International Equity ETF | Reduce 1% $(290.5K) | 2.30% | $19.9M | +23.65% | +0.51% | -11.76% | |
| N/A - Vanguard Value Index Adm | Add 4% ($620.3K) | 2.01% | $17.4M | ||||
| QQQ - Invesco QQQ Trust | Reduce 8% $(1.3M) | 1.83% | $15.9M | +73.64% | +12.32% | -12.40% | |
| SCHV - Schwab US Large-Cap Value ETF | Add 1% ($134.1K) | 1.82% | $15.7M | +33.54% | +3.01% | -0.93% | |
| N/A - Vanguard Developed Markets Index Admiral | Add 2% ($261.8K) | 1.80% | $15.6M | ||||
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 1% $(184.4K) | 1.68% | $14.6M | +22.93% | +0.67% | -12.13% | |
| AAPL - Apple Inc | Reduce 31% $(5.9M) | 1.50% | $13.0M | +65.94% | +16.24% | +10.56% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Reduce 6% $(852.0K) | 1.48% | $12.8M | ||||
| N/A - Vanguard Small Cap Index Adm | Add 2% ($191.7K) | 1.38% | $11.9M | ||||
| AMZN - Amazon.com Inc | Reduce 4% $(427.0K) | 1.22% | $10.5M | +43.33% | +1.00% | -34.63% | |
| SCHE - Schwab Emerging Markets Equity ETF | Reduce 4% $(360.0K) | 1.02% | $8.8M | +6.32% | -3.97% | -19.67% | |
| VTI - Vanguard Total Stock Market ETF | Reduce 19% $(1.9M) | 0.97% | $8.4M | +51.78% | +6.73% | -7.53% | |
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 6% $(514.9K) | 0.94% | $8.2M | +79.34% | +12.59% | -12.85% | |
| SCHA - Schwab US Small-Cap ETF | Reduce 1% $(93.7K) | 0.90% | $7.8M | +7.87% | +1.38% | -17.07% | |
| ZG - Zillow Group Inc | New Purchase | 0.87% | $7.5M | -33.76% | -13.51% | -67.70% | |
| VBK - Vanguard Small-Cap Growth ETF | Reduce 3% $(210.1K) | 0.86% | $7.5M | +5.65% | +4.83% | -24.48% | |
| VBR - Vanguard Small-Cap Value ETF | Reduce 1% $(91.3K) | 0.77% | $6.7M | +24.49% | +0.11% | -5.03% | |
| CRM - Salesforce.com Inc | Add 2% ($124.2K) | 0.68% | $5.9M | +14.30% | +14.41% | -29.98% | |
| GOOGL - Alphabet Inc Class A | 0.67% | $5.8M | +62.77% | +19.80% | -10.79% | ||
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Add 4% ($217.3K) | 0.64% | $5.5M | ||||
| SBUX - Starbucks Corp | Add 5% ($229.7K) | 0.56% | $4.8M | -13.55% | +2.75% | -34.50% | |
| XLE - Select Sector Spdr Trust Shs Ben Int Energy | Reduce 3% $(167.2K) | 0.55% | $4.8M | +95.03% | -6.24% | +71.10% | |
| GOOG - Alphabet Inc Class C | Add 1% ($43.4K) | 0.55% | $4.8M | +60.34% | +18.14% | -12.53% | |
| IWF - iShares Russell 1000 Growth | Reduce 1% $(26.7K) | 0.52% | $4.5M | +76.68% | +12.37% | -11.38% | |
| N/A - Vanguard 500 Index Admiral | Reduce 7% $(343.9K) | 0.50% | $4.3M | ||||
| ESGV - Vanguard ESG US Stock ETF | 0.47% | $4.0M | +51.68% | +8.23% | -9.78% | ||
| IEUR - iShares Core MSCI Europe ETF | Add 1% ($20.3K) | 0.44% | $3.8M | +25.95% | +1.75% | -12.88% | |
| SUSA - iShares MSCI USA ESG Select ETF | Add 66% ($1.5M) | 0.44% | $3.8M | +45.88% | +8.74% | -7.50% | |
| SPY - SPDR S&P 500 ETF | Add 1% ($17.8K) | 0.41% | $3.5M | +59.65% | +7.15% | -4.22% | |
| TSLA - Tesla Motors Inc | Reduce 12% $(461.5K) | 0.40% | $3.5M | +52.28% | +17.11% | +8.48% | |
| UBER - Uber Technologies Inc | 0.36% | $3.1M | +72.94% | -18.11% | -56.56% | ||
| N/A - DFA US Sustainability Core 1 | New Purchase | 0.33% | $2.9M | ||||
| N/A - DFA US Core Equity 1 | Reduce 3% $(100.4K) | 0.32% | $2.8M | ||||
| N/A - Total Market Equity Index Pool | New Purchase | 0.30% | $2.6M | ||||
| VV - Vanguard Large-Cap ETF | Reduce 17% $(506.6K) | 0.28% | $2.4M | +58.24% | +7.55% | -6.25% | |
| VSGX - Vanguard ESG International Stock ETF | 0.28% | $2.4M | +13.67% | -0.09% | -16.72% | ||
| ALK - Alaska Air Group Inc | New Purchase | 0.26% | $2.3M | -23.20% | -16.39% | -34.51% | |
| TMUS - T-Mobile US Inc | Add 1% ($12.7K) | 0.26% | $2.3M | +77.35% | +1.37% | -4.73% | |
| SCHX - Schwab US Large-Cap ETF | Reduce 33% $(1.1M) | 0.26% | $2.2M | +56.80% | +7.35% | -6.33% | |
| N/A - Vanguard FTSE Social Index Admiral | Add 2% ($46.7K) | 0.24% | $2.0M | ||||
| SMAR - Smartsheet Inc A | Reduce 100% | 0.00% | $0.00 | ||||
| BA - Boeing Co | Reduce 100% | 0.00% | $0.00 | ||||
| COST - Costco Wholesale Corp | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - Berkshire Hathaway Inc B | Reduce 100% | 0.00% | $0.00 | ||||
| IWB - iShares Russell 1000 | Reduce 100% | 0.00% | $0.00 | ||||