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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2022-05-27 (Q1 2022) | Holdings: 274 | Value: $973.8M | 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 |
| VTV - Vanguard US Value Index ETF | Add 1% ($1.4M) | 15.38% | $149.8M | +32.98% | -4.22% | -3.76% | |
| VUG - Vanguard US Growth Index ETF | Reduce 4% $(5.9M) | 14.38% | $140.1M | +89.83% | -0.23% | +9.85% | |
| VGK - Vanguard FTSE Europe Index ETF | Reduce 6% $(3.0M) | 4.82% | $47.0M | +42.07% | -11.18% | +5.30% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 13% ($4.3M) | 3.89% | $37.9M | +29.04% | -6.91% | +0.12% | |
| VB - Vanguard US Small Cap Index ETF | Reduce 4% $(1.6M) | 3.89% | $37.9M | +29.03% | -1.41% | -4.10% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 2% ($719.6K) | 3.76% | $36.6M | +2.47% | -4.04% | -16.54% | |
| MSFT - Microsoft Corporation | Reduce 7% $(2.5M) | 3.51% | $34.1M | +100.72% | -2.47% | +22.71% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Reduce 2% $(618.1K) | 2.66% | $25.9M | +25.84% | -5.02% | -7.36% | |
| SCHF - Schwab International Equity ETF | Add 1% ($131.5K) | 2.03% | $19.7M | +37.09% | -8.95% | +2.29% | |
| AAPL - Apple Inc | Reduce 1% $(245.5K) | 1.98% | $19.3M | +41.48% | +8.41% | +19.65% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 32% ($4.4M) | 1.85% | $18.0M | +36.80% | -8.98% | +1.82% | |
| SCHV - Schwab US Large-Cap Value ETF | 1.77% | $17.3M | +31.09% | -3.95% | -5.06% | ||
| N/A - Vanguard Growth Index Admiral | Reduce 1% $(178.2K) | 1.59% | $15.5M | ||||
| QQQ - Invesco QQQ Trust | Reduce 2% $(336.8K) | 1.57% | $15.3M | +86.79% | -1.32% | +14.11% | |
| SCHG - Schwab US Large-Cap Growth ETF | Add 196% ($9.1M) | 1.41% | $13.7M | +93.89% | -0.07% | +12.07% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 17% ($1.8M) | 1.33% | $12.9M | ||||
| AMZN - Amazon.com Inc | 1.31% | $12.7M | +101.33% | +11.62% | +4.63% | ||
| N/A - Vanguard Value Index Adm | 1.22% | $11.9M | |||||
| SUSA - iShares MSCI USA ESG Select ETF | Add 22% ($2.1M) | 1.16% | $11.3M | +51.12% | -2.72% | +1.43% | |
| VTI - Vanguard Total Stock Market ETF | Add 9% ($934.6K) | 1.12% | $10.9M | +57.55% | -1.97% | +2.34% | |
| IEUR - iShares Core MSCI Europe ETF | Add 72% ($4.0M) | 0.99% | $9.7M | +41.24% | -11.15% | +5.19% | |
| N/A - Vanguard Developed Markets Index Admiral | Add 2% ($155.5K) | 0.95% | $9.3M | ||||
| SCHE - Schwab Emerging Markets Equity ETF | Reduce 5% $(503.2K) | 0.93% | $9.1M | +25.81% | -4.86% | -8.18% | |
| Z - Zillow Group Inc | Add 2% ($185.3K) | 0.93% | $9.1M | +95.17% | -18.01% | +9.69% | |
| SCHA - Schwab US Small-Cap ETF | Add 111% ($4.3M) | 0.84% | $8.2M | +24.48% | -0.75% | -4.28% | |
| ESGD - iShares ESG MSCI EAFE ETF | Add 107% ($4.2M) | 0.83% | $8.1M | +37.91% | -8.68% | +4.55% | |
| GOOGL - Alphabet Inc Class A | Reduce 7% $(598.0K) | 0.81% | $7.9M | +71.23% | -2.95% | +9.69% | |
| N/A - Vanguard Small Cap Index Adm | Add 5% ($330.2K) | 0.74% | $7.2M | ||||
| VBR - Vanguard Small-Cap Value ETF | Reduce 1% $(85.9K) | 0.74% | $7.2M | +26.08% | -2.73% | -6.74% | |
| GOOG - Alphabet Inc Class C | Add 3% ($217.8K) | 0.70% | $6.8M | +71.57% | -2.42% | +10.22% | |
| VBK - Vanguard Small-Cap Growth ETF | Reduce 1% $(74.7K) | 0.69% | $6.7M | +32.83% | +0.66% | -0.38% | |
| XLE - Select Sector Spdr Trust Shs Ben Int Energy | Reduce 10% $(714.2K) | 0.65% | $6.3M | +8.92% | -5.51% | -9.60% | |
| TSLA - Tesla Motors Inc | Reduce 9% $(562.6K) | 0.60% | $5.9M | +19.51% | +10.42% | -22.01% | |
| N/A - DFA US Sustainability Core 1 | Add 1% ($68.9K) | 0.60% | $5.9M | ||||
| CRM - Salesforce.com Inc | 0.57% | $5.6M | +56.08% | -4.04% | +31.09% | ||
| IWF - iShares Russell 1000 Growth | Reduce 2% $(89.7K) | 0.54% | $5.3M | +88.52% | -0.10% | +9.76% | |
| N/A - Vanguard 500 Index Admiral | Add 5% ($237.5K) | 0.53% | $5.2M | ||||
| ESGV - Vanguard ESG US Stock ETF | Add 6% ($223.9K) | 0.42% | $4.1M | +60.54% | -2.11% | +3.47% | |
| SBUX - Starbucks Corp | Add 4% ($169.1K) | 0.42% | $4.1M | +24.28% | +9.91% | +29.74% | |
| SPY - SPDR S&P 500 ETF | Reduce 1% $(59.2K) | 0.42% | $4.1M | +60.16% | -2.22% | +3.32% | |
| ICF - iShares Cohen & Steers REIT ETF | Add 30% ($689.4K) | 0.31% | $3.0M | +0.14% | -3.68% | -17.46% | |
| BRK.B - Berkshire Hathaway Inc B | New Purchase | 0.30% | $2.9M | +47.93% | -9.88% | +1.01% | |
| ZG - Zillow Group Inc | 0.29% | $2.9M | +87.33% | -18.18% | +7.15% | ||
| ESML - iShares ESG Aware MSCI USA Small-Cap ETF | New Purchase | 0.29% | $2.9M | +25.62% | -0.93% | -3.37% | |
| N/A - DFA US Core Equity 1 I | 0.29% | $2.9M | |||||
| N/A - Vanguard Emerging Mkts Stock Idx Adm | 0.28% | $2.8M | |||||
| TMUS - T-Mobile US Inc | New Purchase | 0.28% | $2.7M | +83.43% | +8.61% | +1.29% | |
| VSGX - Vanguard ESG International Stock ETF | Reduce 5% $(144.2K) | 0.26% | $2.5M | +32.37% | -8.27% | -1.11% | |
| VDE - Vanguard Energy ETF | New Purchase | 0.26% | $2.5M | +9.83% | -4.30% | -9.95% | |
| IJR - ISHARES CORE S&P SMALL-CA | New Purchase | 0.26% | $2.5M | +14.02% | -2.10% | -6.79% | |
| VV - Vanguard Large-Cap ETF | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - DFA Intl Sustainability Core 1 | Reduce 100% | 0.00% | $0.00 | ||||
| IPAC - iShares Core MSCI Pacific ETF | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORPORATION COM | Reduce 100% | 0.00% | $0.00 | +165.50% | +3.17% | +48.15% | |
| COST - Costco Wholesale Corp | Reduce 100% | 0.00% | $0.00 | +114.74% | +13.00% | +8.71% | |