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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2023-05-24 (Q1 2023) | Holdings: 257 | Value: $910.7M | 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 1% ($873.3K) | 14.69% | $133.8M | +38.54% | +5.84% | +21.45% | |
| VUG - Vanguard US Growth Index ETF | Add 2% ($2.6M) | 13.58% | $123.7M | +76.66% | +7.34% | +37.86% | |
| VGK - Vanguard FTSE Europe Index ETF | 5.76% | $52.5M | +34.80% | +0.25% | +18.26% | ||
| VPL - Vanguard FTSE Pacific Index ETF | Add 2% ($867.5K) | 4.22% | $38.5M | +28.76% | +0.18% | +13.12% | |
| VB - Vanguard US Small Cap Index ETF | Add 2% ($642.4K) | 4.09% | $37.3M | +35.25% | +6.23% | +21.71% | |
| MSFT - Microsoft Corporation | Add 1% ($174.7K) | 3.56% | $32.4M | +67.61% | +0.13% | +34.17% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 1% ($165.9K) | 2.83% | $25.8M | +24.04% | +3.89% | +7.60% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 3% ($706.9K) | 2.71% | $24.7M | +35.60% | +2.66% | +15.95% | |
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 1% $(99.2K) | 2.12% | $19.4M | +77.06% | +7.70% | +40.60% | |
| AAPL - Apple Inc | Add 11% ($1.8M) | 2.07% | $18.8M | +21.60% | +3.74% | +10.78% | |
| SCHF - Schwab International Equity ETF | Reduce 1% $(161.1K) | 1.84% | $16.7M | +34.05% | +0.44% | +16.70% | |
| SCHV - Schwab US Large-Cap Value ETF | 1.74% | $15.8M | +38.43% | +5.57% | +19.54% | ||
| IUSV - Ishares Core S&P U.S. Value ETF | 1.72% | $15.6M | +36.54% | +6.11% | +23.01% | ||
| IEUR - iShares Core MSCI Europe ETF | Reduce 1% $(77.4K) | 1.59% | $14.5M | +34.19% | +0.30% | +18.26% | |
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 2% $(273.1K) | 1.49% | $13.6M | +34.17% | +0.32% | +16.32% | |
| QQQ - Invesco QQQ Trust | Reduce 1% $(152.1K) | 1.45% | $13.3M | +68.93% | +7.48% | +36.45% | |
| N/A - Vanguard Growth Index Admiral | Reduce 5% $(630.2K) | 1.44% | $13.1M | ||||
| SUSA - iShares MSCI USA ESG Select ETF | Add 6% ($727.3K) | 1.42% | $12.9M | +50.82% | +6.51% | +27.15% | |
| AMZN - Amazon.com Inc | Add 21% ($2.0M) | 1.23% | $11.2M | +100.73% | +14.26% | +56.18% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Reduce 3% $(352.8K) | 1.21% | $11.1M | ||||
| N/A - Vanguard Value Index Adm | 1.18% | $10.8M | |||||
| SCHE - Schwab Emerging Markets Equity ETF | Add 1% ($57.2K) | 1.03% | $9.4M | +36.84% | +2.79% | +16.31% | |
| ESGD - iShares ESG MSCI EAFE ETF | Add 1% ($45.5K) | 1.00% | $9.1M | +31.56% | -0.06% | +16.60% | |
| N/A - Vanguard Developed Markets Index Admiral | Reduce 6% $(527.7K) | 0.99% | $9.1M | ||||
| Z - Zillow Group Inc | Add 5% ($438.7K) | 0.96% | $8.8M | +74.26% | +9.46% | -12.90% | |
| VTI - Vanguard Total Stock Market ETF | Add 1% ($56.5K) | 0.93% | $8.5M | +55.86% | +6.58% | +29.16% | |
| IPAC - iShares Core MSCI Pacific ETF | Add 1% ($70.1K) | 0.91% | $8.3M | +30.36% | -0.27% | +13.56% | |
| SCHA - Schwab US Small-Cap ETF | 0.70% | $6.4M | +30.56% | +6.06% | +19.28% | ||
| VBR - Vanguard Small-Cap Value ETF | Reduce 2% $(105.7K) | 0.65% | $5.9M | +36.06% | +8.13% | +24.07% | |
| GOOGL - Alphabet Inc Class A | Add 3% ($158.2K) | 0.63% | $5.8M | +55.04% | +4.30% | +41.66% | |
| N/A - Vanguard Small Cap Index Adm | Reduce 5% $(271.4K) | 0.61% | $5.6M | ||||
| ESGV - Vanguard ESG US Stock ETF | 0.61% | $5.6M | +57.48% | +6.30% | +30.30% | ||
| IWF - iShares Russell 1000 Growth | Reduce 6% $(334.5K) | 0.60% | $5.5M | +75.54% | +7.39% | +37.74% | |
| VBK - Vanguard Small-Cap Growth ETF | 0.60% | $5.4M | +33.68% | +3.83% | +18.69% | ||
| GOOG - Alphabet Inc Class C | Reduce 1% $(30.3K) | 0.55% | $5.0M | +54.94% | +4.38% | +42.18% | |
| ICF - iShares Cohen & Steers REIT ETF | Add 2% ($77.2K) | 0.52% | $4.7M | +23.16% | +3.90% | +8.41% | |
| N/A - Vanguard 500 Index Admiral | Reduce 3% $(126.6K) | 0.49% | $4.5M | ||||
| IJR - ISHARES CORE S&P SMALL-CA | Add 15% ($550.7K) | 0.48% | $4.3M | +22.83% | +5.82% | +17.89% | |
| CRM - Salesforce.com Inc | Add 15% ($552.0K) | 0.46% | $4.2M | +22.91% | -1.20% | +27.43% | |
| SBUX - Starbucks Corp | 0.46% | $4.1M | -5.13% | -2.75% | -19.56% | ||
| SPY - SPDR S&P 500 ETF | Add 1% ($35.6K) | 0.42% | $3.8M | +57.04% | +6.48% | +29.60% | |
| N/A - DFA US Sustainability Core 1 | 0.36% | $3.3M | |||||
| VSGX - Vanguard ESG International Stock ETF | Reduce 4% $(143.6K) | 0.34% | $3.1M | +33.82% | +0.65% | +15.39% | |
| TMUS - T-Mobile US Inc | 0.33% | $3.0M | +79.36% | -2.26% | +23.66% | ||
| TSLA - Tesla Motors Inc | New Purchase | 0.32% | $2.9M | +65.26% | +27.90% | -5.25% | |
| ESML - iShares ESG Aware MSCI USA Small-Cap ETF | Add 5% ($128.7K) | 0.32% | $2.9M | +30.31% | +5.59% | +19.09% | |
| BRK.B - Berkshire Hathaway Inc B | Add 9% ($224.7K) | 0.30% | $2.7M | +47.20% | +11.03% | +26.00% | |
| ZG - Zillow Group Inc | New Purchase | 0.29% | $2.6M | +71.24% | +8.57% | -12.63% | |
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Reduce 5% $(115.8K) | 0.26% | $2.4M | ||||
| N/A - DFA US Core Equity 1 I | 0.26% | $2.3M | |||||
| USRT - iShares Core US REIT ETF | Reduce 100% | 0.00% | $0.00 | ||||
| COST - Costco Wholesale Corp | Reduce 100% | 0.00% | $0.00 | ||||