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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2022-11-30 (Q3 2022) | Holdings: 241 | Value: $773.5M | 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 - Ishares U S Technology Etf | Reduce 9% $(12.3M) | 15.48% | $119.8M | +29.10% | -4.33% | +1.06% | |
| VUG - iShares Silver Trust | Add 2% ($1.8M) | 13.57% | $104.9M | +98.13% | -1.24% | +29.20% | |
| VGK - iShares Russell 1000 Growth | Add 4% ($1.5M) | 5.14% | $39.8M | +44.31% | +5.19% | +11.74% | |
| VB - Ishares U.S. Industrials Etf | Add 1% ($196.2K) | 4.16% | $32.2M | +28.21% | +1.12% | +3.30% | |
| VPL - iShares Russell 1000 | Add 8% ($2.4M) | 4.09% | $31.6M | +32.95% | +0.11% | +7.50% | |
| MSFT - Exxon Mobil Corp | Add 2% ($582.7K) | 3.43% | $26.5M | +114.42% | -2.75% | +48.83% | |
| VNQ - Vanguard Real Estate Index Admiral | Reduce 5% $(1.4M) | 3.27% | $25.3M | +12.84% | -3.25% | -1.28% | |
| VWO - iShares Nasdaq Biotechnology | Add 5% ($897.2K) | 2.67% | $20.7M | +33.77% | +0.61% | +3.55% | |
| SCHV - Impinj Inc Com | Add 19% ($2.5M) | 2.01% | $15.5M | +28.50% | -3.77% | +0.13% | |
| AAPL - NVIDIA CORP | Reduce 3% $(397.3K) | 1.88% | $14.5M | +41.87% | -1.81% | +29.75% | |
| SCHF - Invesco CurrencyShares Euro Currency | Reduce 5% $(715.8K) | 1.82% | $14.1M | +40.10% | +2.35% | +9.52% | |
| SCHG - IDEXX Laboratories Inc | Add 2% ($225.4K) | 1.78% | $13.7M | +101.56% | -1.17% | +32.06% | |
| N/A - Ishares Russell Midcap Value Index | Add 2% ($285.3K) | 1.58% | $12.2M | ||||
| IUSV - Dfa Real Estate Secs | Add 326% ($9.0M) | 1.53% | $11.8M | +36.01% | -0.71% | +11.35% | |
| SUSA - Digital Realty Trust Inc | Add 34% ($2.9M) | 1.47% | $11.4M | +51.28% | -2.86% | +11.39% | |
| VEA - iShares MSCI Emerging Mkts ex China ETF | Reduce 13% $(1.6M) | 1.40% | $10.8M | +40.10% | +2.46% | +9.16% | |
| QQQ - Select Sector Spdr Trust The Utilities Select Sect | Reduce 6% $(637.9K) | 1.36% | $10.5M | +95.84% | -0.61% | +33.67% | |
| N/A - iShares S&P Small-Cap 600 Value ETF | Add 2% ($198.2K) | 1.35% | $10.5M | ||||
| IEUR - Southwest Airlines Co | Add 70% ($4.3M) | 1.34% | $10.4M | +43.55% | +5.52% | +11.42% | |
| N/A - iShares S&P 100 | Add 4% ($422.1K) | 1.33% | $10.3M | ||||
| AMZN - Mondelez International Inc Class A | Add 18% ($1.5M) | 1.30% | $10.0M | +141.38% | -4.97% | +51.59% | |
| SCHE - International Game Technology PLC | Add 3% ($259.1K) | 1.09% | $8.4M | +34.14% | +0.45% | +2.62% | |
| N/A - iShares MSCI Emerging Markets | Add 4% ($271.0K) | 1.00% | $7.7M | ||||
| VTI - iShares US Real Estate | Reduce 8% $(635.1K) | 0.96% | $7.4M | +58.04% | -1.89% | +13.22% | |
| IWF - Costco Wholesale Corp | Reduce 8% $(538.4K) | 0.81% | $6.3M | +92.28% | -1.98% | +26.26% | |
| ESGD - SPDR Gold Shares | Add 16% ($864.4K) | 0.81% | $6.3M | +39.62% | +3.35% | +10.43% | |
| IPAC - SOFI TECHNOLOGIES ORD | Add 24% ($1.2M) | 0.79% | $6.1M | +34.36% | +0.19% | +7.28% | |
| SCHA - Intel Corp | Reduce 3% $(181.4K) | 0.78% | $6.0M | +23.47% | +1.66% | +2.18% | |
| N/A - Ishares S&P Global Energy Sector Index | Reduce 1% $(78.9K) | 0.75% | $5.8M | ||||
| Z - Vanguard FTSE Europe Index ETF | 0.71% | $5.5M | +109.78% | +9.39% | +14.35% | ||
| VBR - iShares Russell 2000 | 0.71% | $5.5M | +24.05% | +0.48% | +1.95% | ||
| ESGV - iShares Global Clean Energy | Add 62% ($2.0M) | 0.68% | $5.2M | +63.13% | -1.98% | +16.41% | |
| GOOGL - Mettler-Toledo International Inc | Add 1827% ($4.9M) | 0.67% | $5.2M | +91.10% | -10.55% | +30.53% | |
| VBK - iShares Russell 1000 Value | Reduce 1% $(56.0K) | 0.64% | $4.9M | +33.69% | +2.09% | +5.38% | |
| GOOG - Merck & Co Inc | Add 1918% ($4.5M) | 0.61% | $4.7M | +91.33% | -10.74% | +31.48% | |
| N/A - iShares S&P Small-Cap 600 Growth ETF | Reduce 3% $(122.4K) | 0.52% | $4.0M | ||||
| TSLA - Vanguard 500 ETF | Add 195% ($2.6M) | 0.51% | $3.9M | +56.42% | +2.89% | +21.18% | |
| IJR - DFA US Large Cap Equity Institutional | Add 12% ($416.3K) | 0.49% | $3.8M | +12.91% | +0.79% | -1.55% | |
| ICF - Vanguard High Dividend Yield ETF | Add 27% ($767.0K) | 0.46% | $3.6M | +11.47% | -3.68% | -0.87% | |
| SBUX - iShares Cohen & Steers REIT ETF | Add 1% ($25.6K) | 0.45% | $3.5M | -7.58% | -0.38% | -1.02% | |
| VSGX - iShares ESG MSCI EM ETF | Add 26% ($676.3K) | 0.42% | $3.3M | +37.55% | +1.68% | +7.37% | |
| CRM - Uber Technologies Inc | Reduce 3% $(100.6K) | 0.41% | $3.2M | +76.61% | +13.42% | +76.21% | |
| N/A - Anthem Inc | Reduce 34% $(1.6M) | 0.40% | $3.1M | ||||
| SPY - Total Market Equity Index Pool | Reduce 4% $(119.3K) | 0.40% | $3.1M | +60.68% | -2.99% | +14.08% | |
| TMUS - iShares Core MSCI Emerging Markets ETF | Add 2% ($50.2K) | 0.38% | $2.9M | +60.71% | -7.20% | +0.43% | |
| ESML - SPDR Portfolio Developed Wld ex-US ETF | Reduce 17% $(510.2K) | 0.33% | $2.5M | +23.64% | +2.21% | +1.67% | |
| N/A - iShares MSCI USA ESG Select ETF | Add 5% ($112.3K) | 0.29% | $2.3M | ||||
| BRK.B - Parnassus Core Equity Investor | 0.28% | $2.2M | +47.92% | -4.51% | +11.93% | ||
| N/A - Artisan Global Opportunities Inv | Reduce 2% $(42.7K) | 0.27% | $2.1M | ||||
| VV - iShares Russell 2000 Value | New Purchase | 0.25% | $1.9M | +62.98% | -2.91% | +14.93% | |
| N/A - DFA Intl Sustainability Core 1 | Reduce 100% | 0.00% | $0.00 | ||||