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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2023-02-24 (Q4 2022) | Holdings: 252 | Value: $832.8M | 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 | Reduce 1% $(1.0M) | 16.23% | $135.1M | +33.24% | -4.00% | +12.94% | |
| VUG - Vanguard US Growth Index ETF | Reduce 1% $(1.1M) | 12.42% | $103.4M | +98.18% | +12.16% | +46.03% | |
| VGK - Vanguard FTSE Europe Index ETF | 5.75% | $47.9M | +36.90% | +1.42% | +12.26% | ||
| VPL - Vanguard FTSE Pacific Index ETF | Add 1% ($248.6K) | 4.28% | $35.7M | +32.94% | +3.15% | +15.48% | |
| VB - Vanguard US Small Cap Index ETF | Add 3% ($925.8K) | 4.26% | $35.5M | +26.22% | -7.09% | +11.02% | |
| MSFT - Microsoft Corporation | Reduce 2% $(490.4K) | 3.22% | $26.8M | +115.08% | +29.38% | +62.75% | |
| VNQ - Vanguard US Real Estate Index ETF | Reduce 2% $(549.2K) | 3.06% | $25.5M | +14.07% | -8.50% | +1.20% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 5% ($1.0M) | 2.78% | $23.1M | +34.57% | -1.26% | +8.08% | |
| SCHG - Schwab US Large-Cap Growth ETF | Add 21% ($2.9M) | 1.99% | $16.6M | +101.49% | +13.86% | +50.02% | |
| SCHV - Schwab US Large-Cap Value ETF | Reduce 9% $(1.5M) | 1.92% | $16.0M | +32.03% | -4.90% | +10.85% | |
| SCHF - Schwab International Equity ETF | Reduce 3% $(457.7K) | 1.88% | $15.6M | +36.64% | +1.87% | +14.04% | |
| IUSV - Ishares Core S&P U.S. Value ETF | Add 12% ($1.6M) | 1.80% | $15.0M | +35.15% | -1.17% | +18.90% | |
| AAPL - Apple Inc | Reduce 2% $(243.0K) | 1.61% | $13.4M | +42.13% | +17.28% | +23.30% | |
| IEUR - iShares Core MSCI Europe ETF | Add 6% ($731.8K) | 1.59% | $13.2M | +35.88% | +1.16% | +12.02% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 3% ($391.2K) | 1.55% | $12.9M | +36.67% | +1.66% | +13.25% | |
| N/A - Vanguard Growth Index Admiral | Reduce 3% $(412.4K) | 1.41% | $11.7M | ||||
| SUSA - iShares MSCI USA ESG Select ETF | Reduce 7% $(865.5K) | 1.38% | $11.5M | +53.76% | +1.98% | +23.92% | |
| QQQ - Invesco QQQ Trust | Add 6% ($626.0K) | 1.34% | $11.1M | +94.46% | +15.31% | +48.97% | |
| N/A - Vanguard Value Index Adm | Reduce 6% $(735.6K) | 1.32% | $11.0M | ||||
| N/A - Vanguard Total Stock Mkt Idx Adm | Reduce 4% $(480.6K) | 1.28% | $10.7M | ||||
| SCHE - Schwab Emerging Markets Equity ETF | Add 1% ($97.1K) | 1.08% | $9.0M | +35.59% | -1.29% | +7.81% | |
| N/A - Vanguard Developed Markets Index Admiral | 1.07% | $8.9M | |||||
| ESGD - iShares ESG MSCI EAFE ETF | Add 13% ($978.2K) | 1.00% | $8.3M | +34.92% | +2.44% | +13.88% | |
| VTI - Vanguard Total Stock Market ETF | Reduce 1% $(45.9K) | 0.94% | $7.9M | +60.04% | +2.57% | +26.79% | |
| IPAC - iShares Core MSCI Pacific ETF | Add 13% ($904.8K) | 0.93% | $7.8M | +34.08% | +2.60% | +15.62% | |
| AMZN - Amazon.com Inc | 0.90% | $7.5M | +148.31% | +21.98% | +85.33% | ||
| SCHA - Schwab US Small-Cap ETF | Reduce 4% $(266.4K) | 0.74% | $6.2M | +20.96% | -7.87% | +8.56% | |
| Z - Zillow Group Inc | Reduce 2% $(153.4K) | 0.73% | $6.0M | +86.96% | +6.44% | +26.13% | |
| VBR - Vanguard Small-Cap Value ETF | Reduce 1% $(90.0K) | 0.72% | $6.0M | +22.90% | -9.83% | +8.58% | |
| N/A - Vanguard Small Cap Index Adm | Reduce 9% $(551.8K) | 0.68% | $5.7M | ||||
| ESGV - Vanguard ESG US Stock ETF | Reduce 7% $(395.9K) | 0.61% | $5.1M | +64.39% | +4.30% | +30.67% | |
| IWF - iShares Russell 1000 Growth | Reduce 21% $(1.3M) | 0.61% | $5.1M | +93.78% | +10.53% | +44.28% | |
| VBK - Vanguard Small-Cap Growth ETF | Reduce 1% $(34.5K) | 0.61% | $5.0M | +30.48% | -3.26% | +14.43% | |
| GOOGL - Alphabet Inc Class A | 0.57% | $4.8M | +114.81% | +37.40% | +53.08% | ||
| ICF - iShares Cohen & Steers REIT ETF | Add 26% ($937.5K) | 0.55% | $4.6M | +13.03% | -8.31% | +1.51% | |
| GOOG - Alphabet Inc Class C | Reduce 1% $(42.6K) | 0.52% | $4.3M | +115.35% | +38.03% | +54.01% | |
| N/A - Vanguard 500 Index Admiral | 0.52% | $4.3M | |||||
| SBUX - Starbucks Corp | Reduce 3% $(139.6K) | 0.48% | $4.0M | -8.04% | -3.32% | -5.84% | |
| IJR - ISHARES CORE S&P SMALL-CA | Reduce 10% $(404.4K) | 0.45% | $3.7M | +11.53% | -9.40% | +4.95% | |
| SPY - SPDR S&P 500 ETF | Add 7% ($222.2K) | 0.42% | $3.5M | +63.50% | +4.09% | +28.46% | |
| N/A - DFA US Sustainability Core 1 | Reduce 9% $(299.3K) | 0.37% | $3.1M | ||||
| VSGX - Vanguard ESG International Stock ETF | Reduce 17% $(632.3K) | 0.37% | $3.1M | +35.56% | +1.18% | +12.31% | |
| TMUS - T-Mobile US Inc | Reduce 3% $(89.0K) | 0.35% | $2.9M | +69.29% | -6.07% | +13.90% | |
| ESML - iShares ESG Aware MSCI USA Small-Cap ETF | Reduce 1% $(23.6K) | 0.32% | $2.7M | +20.86% | -7.92% | +8.34% | |
| BRK.B - Berkshire Hathaway Inc B | 0.30% | $2.5M | +55.03% | +4.81% | +34.42% | ||
| CRM - Salesforce.com Inc | Reduce 16% $(477.8K) | 0.29% | $2.4M | +59.05% | +28.12% | +83.34% | |
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Add 1% ($15.4K) | 0.29% | $2.4M | ||||
| N/A - DFA US Core Equity 1 I | 0.27% | $2.2M | |||||
| USRT - iShares Core US REIT ETF | New Purchase | 0.26% | $2.2M | +14.62% | -8.10% | +2.72% | |
| COST - Costco Wholesale Corp | New Purchase | 0.24% | $2.0M | +97.87% | -1.01% | +55.90% | |
| VV - iShares Russell 2000 Value | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - Vanguard 500 ETF | Reduce 100% | 0.00% | $0.00 | ||||