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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2022-08-23 (Q2 2022) | Holdings: 263 | Value: $821.7M | 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 6% ($7.4M) | 17.17% | $141.1M | +36.72% | +4.64% | +3.89% | |
| VUG - Vanguard US Growth Index ETF | Reduce 1% $(1.1M) | 13.08% | $107.5M | +84.46% | -8.71% | +11.21% | |
| VGK - Vanguard FTSE Europe Index ETF | Add 10% ($4.0M) | 5.33% | $43.8M | +57.74% | +7.31% | +16.47% | |
| VB - Vanguard US Small Cap Index ETF | Add 5% ($1.5M) | 4.01% | $32.9M | +28.76% | -0.68% | +0.69% | |
| VPL - Vanguard FTSE Pacific Index ETF | Reduce 1% $(173.2K) | 3.94% | $32.3M | +37.00% | +1.02% | +5.92% | |
| VNQ - Vanguard US Real Estate Index ETF | Reduce 1% $(403.5K) | 3.70% | $30.4M | +5.20% | -8.53% | -11.96% | |
| MSFT - Microsoft Corporation | 3.48% | $28.6M | +98.20% | -9.88% | +17.30% | ||
| VWO - Vanguard FTSE Emerging Markets Index ETF | Reduce 3% $(809.3K) | 2.75% | $22.6M | +33.58% | -4.67% | +1.20% | |
| SCHF - Schwab International Equity ETF | Reduce 2% $(375.5K) | 2.01% | $16.5M | +48.82% | +4.29% | +10.82% | |
| AAPL - Apple Inc | Reduce 2% $(349.6K) | 1.79% | $14.7M | +25.87% | -11.33% | +6.04% | |
| SCHG - Schwab US Large-Cap Growth ETF | Add 32% ($3.4M) | 1.71% | $14.0M | +88.15% | -8.74% | +13.64% | |
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 9% $(1.3M) | 1.70% | $14.0M | +48.37% | +3.99% | +10.24% | |
| SCHV - Schwab US Large-Cap Value ETF | Reduce 8% $(1.2M) | 1.69% | $13.9M | +34.46% | +3.58% | +1.89% | |
| N/A - Vanguard Growth Index Admiral | Add 3% ($413.0K) | 1.51% | $12.4M | ||||
| QQQ - Invesco QQQ Trust | Reduce 1% $(130.3K) | 1.43% | $11.7M | +83.73% | -8.35% | +16.00% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 1% ($104.8K) | 1.31% | $10.8M | ||||
| N/A - Vanguard Value Index Adm | Reduce 1% $(86.6K) | 1.28% | $10.5M | ||||
| SCHE - Schwab Emerging Markets Equity ETF | Add 11% ($933.3K) | 1.12% | $9.2M | +33.61% | -4.75% | +0.36% | |
| SUSA - iShares MSCI USA ESG Select ETF | Reduce 4% $(423.5K) | 1.10% | $9.0M | +50.97% | -1.99% | +5.83% | |
| VTI - Vanguard Total Stock Market ETF | Reduce 6% $(574.9K) | 1.03% | $8.5M | +57.17% | -2.15% | +6.75% | |
| N/A - Vanguard Developed Markets Index Admiral | Add 6% ($486.0K) | 1.02% | $8.4M | ||||
| AMZN - Amazon.com Inc | Add 1829% ($7.6M) | 0.97% | $8.0M | +76.35% | -29.63% | -0.69% | |
| IWF - iShares Russell 1000 Growth | Add 70% ($2.9M) | 0.86% | $7.1M | +83.17% | -6.61% | +11.17% | |
| IEUR - iShares Core MSCI Europe ETF | Reduce 15% $(1.2M) | 0.85% | $6.9M | +56.81% | +7.24% | +16.36% | |
| SCHA - Schwab US Small-Cap ETF | Reduce 5% $(344.0K) | 0.78% | $6.4M | +22.99% | -1.65% | -0.48% | |
| Z - Zillow Group Inc | Add 4% ($251.5K) | 0.74% | $6.1M | +136.83% | +5.06% | +49.33% | |
| GOOGL - Alphabet Inc Class A | Reduce 1% $(76.3K) | 0.74% | $6.1M | +70.09% | -14.13% | +14.34% | |
| N/A - Vanguard Small Cap Index Adm | Add 1% ($84.3K) | 0.74% | $6.1M | ||||
| ESGD - iShares ESG MSCI EAFE ETF | Reduce 13% $(887.9K) | 0.73% | $6.0M | +49.04% | +4.81% | +12.52% | |
| VBR - Vanguard Small-Cap Value ETF | Reduce 6% $(353.1K) | 0.70% | $5.7M | +27.86% | +2.18% | +1.39% | |
| IPAC - iShares Core MSCI Pacific ETF | New Purchase | 0.65% | $5.4M | +38.17% | +1.26% | +5.16% | |
| GOOG - Alphabet Inc Class C | 0.65% | $5.3M | +69.51% | -14.72% | +13.95% | ||
| VBK - Vanguard Small-Cap Growth ETF | Reduce 6% $(303.4K) | 0.61% | $5.0M | +29.42% | -4.92% | -0.28% | |
| N/A - DFA US Sustainability Core 1 | 0.60% | $5.0M | |||||
| N/A - Vanguard 500 Index Admiral | Add 1% ($23.8K) | 0.53% | $4.4M | ||||
| CRM - Salesforce.com Inc | Reduce 13% $(582.5K) | 0.46% | $3.7M | +47.50% | -13.20% | +16.32% | |
| N/A - DFA Intl Sustainability Core 1 | New Purchase | 0.44% | $3.6M | ||||
| IJR - ISHARES CORE S&P SMALL-CA | Add 68% ($1.4M) | 0.44% | $3.6M | +14.32% | +0.05% | -1.76% | |
| ESGV - Vanguard ESG US Stock ETF | Add 2% ($53.0K) | 0.42% | $3.4M | +59.99% | -3.81% | +7.38% | |
| TSLA - Tesla Motors Inc | Reduce 7% $(274.1K) | 0.41% | $3.4M | +3.60% | -38.55% | -22.69% | |
| SPY - SPDR S&P 500 ETF | Reduce 1% $(27.5K) | 0.41% | $3.4M | +60.03% | -1.97% | +7.74% | |
| ICF - iShares Cohen & Steers REIT ETF | Add 25% ($631.3K) | 0.39% | $3.2M | +2.71% | -9.17% | -13.56% | |
| SBUX - Starbucks Corp | Reduce 8% $(289.7K) | 0.38% | $3.1M | +12.22% | +18.14% | +14.26% | |
| ESML - iShares ESG Aware MSCI USA Small-Cap ETF | Add 32% ($761.0K) | 0.38% | $3.1M | +24.42% | -0.57% | +0.39% | |
| IUSV - Ishares Core S&P U.S. Value Etf | New Purchase | 0.36% | $3.0M | +42.31% | +3.53% | +9.97% | |
| VSGX - Vanguard ESG International Stock ETF | Add 35% ($748.9K) | 0.35% | $2.9M | +43.11% | +1.69% | +7.16% | |
| TMUS - T-Mobile US Inc | 0.35% | $2.9M | +70.51% | +5.25% | -7.10% | ||
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Reduce 2% $(58.9K) | 0.30% | $2.4M | ||||
| N/A - DFA US Core Equity 1 I | Reduce 7% $(178.7K) | 0.27% | $2.2M | ||||
| BRK.B - Berkshire Hathaway Inc B | Reduce 1% $(18.3K) | 0.27% | $2.2M | +62.72% | +9.46% | +22.17% | |
| ZG - Zillow Group Inc | Reduce 100% | 0.00% | $0.00 | ||||
| VDE - Vanguard Energy ETF | Reduce 100% | 0.00% | $0.00 | ||||
| XLE - Select Sector Spdr Trust Shs Ben Int Energy | Reduce 100% | 0.00% | $0.00 | ||||