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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2021-11-17 (Q3 2021) | Holdings: 278 | Value: $967.2M | 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% ($2.2M) | 15.50% | $149.9M | +43.83% | -15.05% | -29.60% | |
| VTV - Vanguard US Value Index ETF | Add 4% ($4.8M) | 13.93% | $134.7M | +34.54% | +0.02% | +1.05% | |
| VGK - Vanguard FTSE Europe Index ETF | Add 7% ($3.2M) | 5.28% | $51.1M | +24.39% | -5.57% | -17.40% | |
| VB - Vanguard US Small Cap Index ETF | Add 6% ($2.2M) | 4.15% | $40.1M | +8.35% | -12.08% | -17.96% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 6% ($2.2M) | 3.93% | $38.0M | +14.05% | -5.39% | -17.56% | |
| MSFT - Microsoft Corporation | Add 21% ($6.0M) | 3.52% | $34.1M | +62.47% | -14.68% | -28.00% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 3% ($1.0M) | 3.25% | $31.5M | -6.21% | -6.56% | -19.90% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 5% ($1.3M) | 2.92% | $28.2M | +9.56% | -2.16% | -21.43% | |
| N/A - Vanguard Growth Index Admiral | Reduce 13% $(3.4M) | 2.29% | $22.1M | ||||
| SCHF - Schwab International Equity ETF | 2.15% | $20.8M | +22.32% | -4.78% | -16.11% | ||
| N/A - Vanguard Value Index Adm | Reduce 11% $(2.0M) | 1.70% | $16.5M | ||||
| AAPL - Apple Inc | Add 10% ($1.4M) | 1.68% | $16.2M | +37.58% | +8.98% | -1.00% | |
| SCHV - Schwab US Large-Cap Value ETF | Reduce 1% $(148.2K) | 1.67% | $16.2M | +26.37% | -2.56% | -4.59% | |
| Z - Zillow Group Inc | 1.60% | $15.5M | +32.58% | +1.35% | -41.23% | ||
| QQQ - Invesco QQQ Trust | Add 2% ($340.1K) | 1.60% | $15.5M | +44.79% | -14.46% | -28.30% | |
| N/A - Vanguard Developed Markets Index Admiral | Reduce 8% $(1.3M) | 1.54% | $14.8M | ||||
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 1% $(88.6K) | 1.47% | $14.2M | +21.50% | -5.17% | -16.72% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Reduce 8% $(1.1M) | 1.37% | $13.2M | ||||
| AMZN - Amazon.com Inc | Add 7% ($883.7K) | 1.31% | $12.7M | +31.29% | -14.42% | -47.21% | |
| N/A - Vanguard Small Cap Index Adm | Reduce 10% $(1.2M) | 1.15% | $11.1M | ||||
| VTI - Vanguard Total Stock Market ETF | Add 6% ($563.1K) | 1.00% | $9.7M | +35.61% | -9.14% | -16.88% | |
| SCHG - Schwab US Large-Cap Growth ETF | 0.97% | $9.4M | +48.53% | -15.01% | -28.68% | ||
| SCHE - Schwab Emerging Markets Equity ETF | Add 1% ($62.1K) | 0.89% | $8.6M | +9.83% | -1.93% | -21.38% | |
| GOOGL - Alphabet Inc Class A | Add 8% ($580.2K) | 0.84% | $8.2M | +30.23% | -12.03% | -34.28% | |
| SCHA - Schwab US Small-Cap ETF | Reduce 1% $(57.7K) | 0.80% | $7.8M | +0.50% | -14.01% | -20.80% | |
| VBK - Vanguard Small-Cap Growth ETF | 0.79% | $7.6M | -3.51% | -20.21% | -29.92% | ||
| SUSA - iShares MSCI USA ESG Select ETF | Add 9% ($572.5K) | 0.75% | $7.3M | +27.83% | -10.62% | -18.41% | |
| CRM - Salesforce.com Inc | Reduce 4% $(257.1K) | 0.72% | $7.0M | -14.88% | -35.71% | -51.65% | |
| VBR - Vanguard Small-Cap Value ETF | 0.71% | $6.9M | +16.94% | -5.71% | -8.47% | ||
| GOOG - Alphabet Inc Class C | 0.66% | $6.4M | +30.08% | -12.52% | -34.43% | ||
| IWF - iShares Russell 1000 Growth | 0.56% | $5.4M | +46.97% | -13.93% | -26.02% | ||
| ZG - Zillow Group Inc | 0.54% | $5.2M | +28.84% | +2.06% | -41.56% | ||
| N/A - DFA US Sustainability Core 1 | Add 6% ($306.8K) | 0.53% | $5.1M | ||||
| TSLA - Tesla Motors Inc | Add 11% ($487.0K) | 0.53% | $5.1M | -16.42% | -22.55% | -51.15% | |
| XLE - Select Sector Spdr Trust Shs Ben Int Energy | 0.53% | $5.1M | +75.54% | +20.72% | +67.76% | ||
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Reduce 7% $(381.6K) | 0.52% | $5.0M | ||||
| SBUX - Starbucks Corp | 0.51% | $4.9M | -13.65% | -16.33% | -10.56% | ||
| N/A - Vanguard 500 Index Admiral | Add 1% ($26.2K) | 0.48% | $4.7M | ||||
| IEUR - iShares Core MSCI Europe ETF | Add 1% ($40.8K) | 0.43% | $4.2M | +23.46% | -5.63% | -17.65% | |
| SPY - SPDR S&P 500 ETF | Add 2% ($60.1K) | 0.40% | $3.9M | +42.09% | -7.14% | -14.32% | |
| ESGV - Vanguard ESG US Stock ETF | Reduce 9% $(381.6K) | 0.40% | $3.8M | +33.28% | -10.60% | -21.04% | |
| ESGD - iShares ESG MSCI EAFE ETF | Add 11% ($313.9K) | 0.33% | $3.2M | +21.07% | -5.39% | -16.69% | |
| N/A - DFA Intl Sustainability Core 1 | Add 9% ($237.8K) | 0.31% | $3.0M | ||||
| N/A - DFA US Core Equity 1 I | Reduce 7% $(194.9K) | 0.29% | $2.8M | ||||
| VV - Vanguard Large-Cap ETF | Reduce 5% $(142.7K) | 0.26% | $2.5M | +40.27% | -8.61% | -16.61% | |
| UBER - Uber Technologies Inc | Reduce 3% $(70.9K) | 0.25% | $2.4M | +97.06% | -22.12% | -34.97% | |
| TMUS - T-Mobile US Inc | Reduce 71% $(5.8M) | 0.24% | $2.4M | +109.64% | +6.22% | +27.51% | |
| VSGX - Vanguard ESG International Stock ETF | Reduce 1% $(32.8K) | 0.24% | $2.3M | +13.22% | -6.45% | -20.76% | |
| SCHX - Schwab US Large-Cap ETF | Reduce 3% $(72.2K) | 0.24% | $2.3M | +39.38% | -8.57% | -16.48% | |
| N/A - Vanguard FTSE Social Index Admiral | Reduce 1% $(31.9K) | 0.23% | $2.2M | ||||