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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2021-08-18 (Q2 2021) | Holdings: 274 | Value: $967.4M | 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% ($3.0M) | 15.09% | $146.0M | +59.32% | +11.51% | -11.11% | |
| VTV - Vanguard US Value Index ETF | Add 7% ($8.3M) | 13.64% | $131.9M | +40.62% | +3.20% | +4.78% | |
| VGK - Vanguard FTSE Europe Index ETF | Add 7% ($3.2M) | 5.07% | $49.0M | +26.80% | +0.73% | -17.49% | |
| VB - Vanguard US Small Cap Index ETF | Add 3% ($1.2M) | 4.03% | $39.0M | +19.38% | +8.25% | -5.39% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 9% ($2.8M) | 3.75% | $36.3M | +16.01% | +1.84% | -14.44% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 11% ($2.9M) | 3.15% | $30.4M | -0.98% | +4.84% | -2.61% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 7% ($2.0M) | 3.03% | $29.3M | +15.18% | +4.66% | -13.09% | |
| MSFT - Microsoft Corporation | Add 2% ($572.7K) | 2.79% | $27.0M | +90.67% | +19.07% | -0.05% | |
| N/A - Vanguard Growth Index Admiral | Add 2% ($599.6K) | 2.61% | $25.2M | ||||
| Z - Zillow Group Inc | Add 10% ($1.9M) | 2.22% | $21.5M | -13.83% | -39.22% | -63.58% | |
| SCHF - Schwab International Equity ETF | Add 2% ($370.4K) | 2.20% | $21.3M | +25.51% | +1.94% | -14.03% | |
| N/A - Vanguard Value Index Adm | Add 3% ($468.5K) | 1.93% | $18.7M | ||||
| SCHV - Schwab US Large-Cap Value ETF | Add 1% ($88.5K) | 1.71% | $16.6M | +32.62% | +3.97% | +0.78% | |
| N/A - Vanguard Developed Markets Index Admiral | Add 1% ($129.1K) | 1.70% | $16.5M | ||||
| QQQ - Invesco QQQ Trust | Reduce 15% $(2.6M) | 1.55% | $15.0M | +60.85% | +12.28% | -9.87% | |
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 5% $(724.5K) | 1.50% | $14.6M | +24.78% | +2.05% | -14.38% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 4% ($522.9K) | 1.49% | $14.4M | ||||
| AAPL - Apple Inc | Reduce 2% $(242.8K) | 1.48% | $14.3M | +46.03% | +10.86% | +18.93% | |
| N/A - Vanguard Small Cap Index Adm | Add 1% ($92.7K) | 1.31% | $12.7M | ||||
| AMZN - Amazon.com Inc | Add 6% ($664.0K) | 1.28% | $12.4M | +46.59% | +15.11% | -13.44% | |
| TMUS - T-Mobile US Inc | Add 252% ($6.6M) | 0.95% | $9.2M | +75.28% | -17.18% | +4.85% | |
| SCHE - Schwab Emerging Markets Equity ETF | Add 1% ($67.0K) | 0.95% | $9.2M | +15.14% | +4.27% | -13.10% | |
| SCHG - Schwab US Large-Cap Growth ETF | 0.95% | $9.2M | +65.51% | +12.14% | -9.39% | ||
| VTI - Vanguard Total Stock Market ETF | Add 1% ($68.0K) | 0.94% | $9.1M | +46.68% | +7.80% | -4.44% | |
| SCHA - Schwab US Small-Cap ETF | 0.84% | $8.2M | +11.43% | +8.74% | -7.70% | ||
| VBK - Vanguard Small-Cap Growth ETF | 0.82% | $7.9M | +5.54% | +7.29% | -16.76% | ||
| ZG - Zillow Group Inc | Add 3% ($243.7K) | 0.75% | $7.2M | -18.79% | -40.33% | -64.24% | |
| VBR - Vanguard Small-Cap Value ETF | Add 1% ($41.5K) | 0.73% | $7.1M | +29.23% | +9.02% | +3.14% | |
| GOOGL - Alphabet Inc Class A | 0.72% | $6.9M | +43.60% | +10.78% | -12.81% | ||
| SUSA - iShares MSCI USA ESG Select ETF | Add 63% ($2.6M) | 0.69% | $6.7M | +38.52% | +8.21% | -5.96% | |
| CRM - Salesforce.com Inc | Reduce 4% $(240.1K) | 0.67% | $6.5M | +4.58% | +20.87% | -26.25% | |
| GOOG - Alphabet Inc Class C | Add 4% ($213.1K) | 0.62% | $6.0M | +43.21% | +10.69% | -12.81% | |
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Add 1% ($79.6K) | 0.60% | $5.8M | ||||
| IWF - iShares Russell 1000 Growth | Add 7% ($329.6K) | 0.56% | $5.4M | +63.19% | +11.71% | -8.57% | |
| XLE - Select Sector Spdr Trust Shs Ben Int Energy | 0.54% | $5.2M | +119.59% | +19.77% | +80.02% | ||
| SBUX - Starbucks Corp | 0.51% | $5.0M | -15.08% | -2.84% | -22.40% | ||
| N/A - DFA US Sustainability Core 1 | Add 55% ($1.7M) | 0.50% | $4.8M | ||||
| N/A - Vanguard 500 Index Admiral | Reduce 1% $(34.9K) | 0.48% | $4.6M | ||||
| IEUR - iShares Core MSCI Europe ETF | Add 3% ($131.6K) | 0.44% | $4.2M | +26.07% | +0.93% | -17.48% | |
| ESGV - Vanguard ESG US Stock ETF | Reduce 4% $(184.1K) | 0.43% | $4.2M | +44.68% | +8.34% | -6.91% | |
| TSLA - Tesla Motors Inc | Add 13% ($471.1K) | 0.42% | $4.0M | +36.36% | +67.66% | +31.23% | |
| SPY - SPDR S&P 500 ETF | Add 1% ($20.5K) | 0.40% | $3.8M | +53.32% | +7.82% | -1.86% | |
| N/A - DFA US Core Equity 1 I | 0.31% | $3.0M | |||||
| ESGD - iShares ESG MSCI EAFE ETF | New Purchase | 0.30% | $2.9M | +24.15% | +1.77% | -14.93% | |
| N/A - DFA Intl Sustainability Core 1 | New Purchase | 0.29% | $2.8M | ||||
| UBER - Uber Technologies Inc | Reduce 3% $(76.1K) | 0.29% | $2.8M | +117.85% | +9.81% | -27.98% | |
| VV - Vanguard Large-Cap ETF | Reduce 1% $(19.1K) | 0.27% | $2.6M | +51.57% | +7.79% | -4.03% | |
| VSGX - Vanguard ESG International Stock ETF | Reduce 3% $(69.2K) | 0.25% | $2.5M | +16.83% | +2.60% | -16.86% | |
| SCHX - Schwab US Large-Cap ETF | Reduce 2% $(43.4K) | 0.25% | $2.4M | +50.57% | +7.79% | -3.93% | |
| N/A - Vanguard FTSE Social Index Admiral | Add 1% ($12.6K) | 0.23% | $2.2M | ||||
| ALK - Alaska Air Group Inc | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - Total Market Equity Index Pool | Reduce 100% | 0.00% | $0.00 | ||||