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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2022-02-25 (Q4 2021) | Holdings: 287 | Value: $1.0B | 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 | Reduce 2% $(2.9M) | 15.93% | $162.9M | +69.20% | -13.67% | -14.90% | |
| VTV - Vanguard US Value Index ETF | Add 1% ($1.3M) | 14.45% | $147.7M | +35.70% | +1.01% | +1.17% | |
| VGK - Vanguard FTSE Europe Index ETF | Add 3% ($1.6M) | 5.35% | $54.7M | +36.74% | -4.76% | +0.03% | |
| VB - Vanguard US Small Cap Index ETF | Add 1% ($490.4K) | 4.10% | $42.0M | +22.90% | -6.82% | -3.29% | |
| MSFT - Microsoft Corporation | Reduce 2% $(735.2K) | 3.91% | $39.9M | +86.30% | -9.44% | -14.17% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 7% ($2.5M) | 3.76% | $38.4M | -0.81% | -4.86% | -13.75% | |
| VPL - Vanguard FTSE Pacific Index ETF | Reduce 3% $(1.1M) | 3.47% | $35.4M | +22.34% | -5.76% | -7.98% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 2% ($509.9K) | 2.78% | $28.4M | +17.34% | -9.95% | -12.96% | |
| SCHF - Schwab International Equity ETF | Reduce 1% $(128.5K) | 2.03% | $20.7M | +32.07% | -4.76% | -3.32% | |
| AAPL - Apple Inc | Reduce 2% $(487.4K) | 1.94% | $19.9M | +29.53% | -11.69% | -8.74% | |
| SCHV - Schwab US Large-Cap Value ETF | Add 1% ($136.0K) | 1.73% | $17.7M | +30.78% | -1.41% | -1.46% | |
| N/A - Vanguard Growth Index Admiral | Reduce 29% $(7.0M) | 1.71% | $17.5M | ||||
| QQQ - Invesco QQQ Trust | 1.68% | $17.2M | +68.76% | -12.50% | -13.55% | ||
| VEA - Vanguard FTSE Developed Markets ETF | Add 1% ($160.8K) | 1.42% | $14.5M | +31.48% | -4.98% | -3.76% | |
| AMZN - Amazon.com Inc | Add 1% ($93.4K) | 1.27% | $13.0M | +53.59% | -27.13% | -38.49% | |
| N/A - Vanguard Value Index Adm | Reduce 34% $(6.0M) | 1.16% | $11.9M | ||||
| N/A - Vanguard Total Stock Mkt Idx Adm | Reduce 18% $(2.7M) | 1.15% | $11.7M | ||||
| Z - Zillow Group Inc | Add 3% ($292.9K) | 1.13% | $11.5M | +38.98% | -32.79% | -26.64% | |
| VTI - Vanguard Total Stock Market ETF | Add 1% ($93.7K) | 1.04% | $10.6M | +49.33% | -7.15% | -7.21% | |
| SCHE - Schwab Emerging Markets Equity ETF | Add 22% ($1.9M) | 1.00% | $10.2M | +17.89% | -9.53% | -13.20% | |
| SUSA - iShares MSCI USA ESG Select ETF | Add 26% ($2.1M) | 0.99% | $10.2M | +43.63% | -6.94% | -7.08% | |
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 2% $(179.5K) | 0.99% | $10.2M | +74.02% | -13.26% | -13.96% | |
| N/A - Vanguard Developed Markets Index Admiral | Reduce 35% $(5.3M) | 0.95% | $9.7M | ||||
| GOOGL - Alphabet Inc Class A | 0.86% | $8.8M | +45.10% | -18.98% | -32.45% | ||
| SCHA - Schwab US Small-Cap ETF | Add 5% ($403.4K) | 0.82% | $8.4M | +16.59% | -8.35% | -4.12% | |
| VBK - Vanguard Small-Cap Growth ETF | Add 1% ($70.7K) | 0.76% | $7.7M | +19.68% | -12.43% | -8.83% | |
| VBR - Vanguard Small-Cap Value ETF | Add 2% ($109.5K) | 0.72% | $7.4M | +24.73% | -2.76% | +0.99% | |
| N/A - Vanguard Small Cap Index Adm | Reduce 36% $(4.2M) | 0.72% | $7.3M | ||||
| GOOG - Alphabet Inc Class C | Reduce 1% $(86.8K) | 0.67% | $6.8M | +45.56% | -18.75% | -32.40% | |
| CRM - Salesforce.com Inc | Add 2% ($128.6K) | 0.65% | $6.7M | +25.41% | -21.82% | -21.49% | |
| TSLA - Tesla Motors Inc | Reduce 9% $(624.6K) | 0.62% | $6.3M | +13.47% | -13.16% | -23.57% | |
| N/A - DFA US Sustainability Core 1 | Add 13% ($735.2K) | 0.61% | $6.2M | ||||
| IEUR - iShares Core MSCI Europe ETF | Add 42% ($1.8M) | 0.60% | $6.1M | +35.95% | -4.69% | +0.30% | |
| IWF - iShares Russell 1000 Growth | Reduce 2% $(106.6K) | 0.58% | $5.9M | +70.48% | -12.24% | -12.35% | |
| IPAC - iShares Core MSCI Pacific ETF | New Purchase | 0.52% | $5.3M | +24.84% | -5.76% | -6.93% | |
| N/A - Vanguard 500 Index Admiral | Add 1% ($35.2K) | 0.51% | $5.2M | ||||
| XLE - Select Sector Spdr Trust Shs Ben Int Energy | Reduce 5% $(281.5K) | 0.50% | $5.1M | +44.69% | +28.34% | +29.45% | |
| SBUX - Starbucks Corp | Reduce 4% $(187.4K) | 0.49% | $5.0M | +5.52% | -17.83% | +14.87% | |
| SPY - SPDR S&P 500 ETF | 0.42% | $4.3M | +53.79% | -5.89% | -6.45% | ||
| ESGD - iShares ESG MSCI EAFE ETF | Add 30% ($967.1K) | 0.41% | $4.2M | +31.95% | -5.25% | -2.13% | |
| ESGV - Vanguard ESG US Stock ETF | 0.41% | $4.2M | +49.60% | -9.09% | -9.51% | ||
| ORCL - ORACLE CORPORATION COM | New Purchase | 0.39% | $4.0M | +252.63% | -4.80% | +18.42% | |
| ZG - Zillow Group Inc | Add 1% ($18.7K) | 0.36% | $3.7M | +32.49% | -33.80% | -28.52% | |
| N/A - DFA Intl Sustainability Core 1 | Add 12% ($357.3K) | 0.33% | $3.4M | ||||
| N/A - DFA US Core Equity 1 I | Add 2% ($50.2K) | 0.29% | $3.0M | ||||
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Reduce 40% $(2.0M) | 0.29% | $2.9M | ||||
| VSGX - Vanguard ESG International Stock ETF | Add 24% ($560.0K) | 0.28% | $2.9M | +24.67% | -7.56% | -8.09% | |
| VV - Vanguard Large-Cap ETF | Add 1% ($17.7K) | 0.27% | $2.8M | +54.03% | -6.93% | -7.50% | |
| COST - Costco Wholesale Corp | New Purchase | 0.24% | $2.5M | +90.81% | -9.44% | -4.65% | |
| ICF - iShares Cohen & Steers REIT ETF | New Purchase | 0.24% | $2.5M | -0.54% | -2.84% | -12.51% | |
| TMUS - T-Mobile US Inc | Reduce 100% | 0.00% | $0.00 | ||||
| SCHX - Schwab US Large-Cap ETF | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - Uber Technologies Inc | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - Vanguard FTSE Social Index Admiral | Reduce 100% | 0.00% | $0.00 | ||||